A weekly client report that writes itself, in your words.

Who it is for

What you need

• Google Analytics (GA4)
• Google Search Console
• Shopify (if the client is a store)
• Email (IMAP/SMTP) or Outlook

Steps in Homla

1. 1
   ConnectConnect the client accountsEach account manager connects GA4 and Search Console with their own Google sign-in. Add Shopify for store clients. Share each account only with the people on that client.
2. 2
   MemoryAdd each client to memoryOne entry per client: goals, KPIs, contacts, tone (formal or not) and what you promised this quarter.
3. 3
   SkillSave your report skillCopy the skill below and paste your own report structure into it. Your best account manager's format becomes the team's format.
4. 4
   AgentCreate the agentName it "Client reports". Give it the skill and read access to GA4, Search Console and Shopify. Add the mailbox and Homla pages.
5. 5
   ApprovalApprove before the client sees itThe email and the page wait for the account manager's yes. They can edit the text first.
6. 6
   TriggerSet the schedule"On a schedule", Monday at 7:00. Drafts are ready before the team starts.

The skill to save

Name: Weekly client report

For each client listed in company memory with a weekly report:

1. Read the client's goals, KPIs, tone and current promises from memory.
2. Pull last week and the week before: GA4 (sessions, conversion rate, revenue), Search Console (clicks, top queries, position changes), Shopify if connected.
3. Pick the 2 changes that matter most for their goals. Explain each in one sentence with the number.
4. Write "Next week we will" from what we promised in memory. Never promise new work.
5. Draft the email in the client's tone: 150 words max, 4 KPIs, the 2 changes, next steps.
6. Publish the full numbers as a password-protected page and link it.
7. Wait for the account manager's approval before sending.

If a number looks wrong, or a tool is not connected, say so in the draft. Do not guess.

Agent settings

What stays under your control

• No email reaches a client without a person's yes.
• Each account manager keeps their own access. The agent sees an account only if it was shared with it.
• Freelancers get access with an end date. It stops on its own when the contract ends.
• Your format, everywhere. Update the skill once and next Monday's reports follow it.

Good to know