Automate Marketing Reports with Slideform AI

Conquer the "Last Mile" in Marketing Reporting

Digital marketing agencies need simple, scalable reporting solutions, but dashboards often fall short. Clients prefer polished PowerPoint or Google Slides reports over navigating dashboards. Agencies waste hours copying metrics, formatting charts, and updating reports instead of focusing on strategy.

AI-driven automation eliminates screenshots, manual formatting, and data updates, ensuring slides and documents are always accurate, timely, and client-ready. Slideform works seamlessly with tools like Supermetrics, Funnel.io, and Dataddo, making it easy to pull in marketing data from multiple sources before automating report generation. Let’s explore how Slideform AI automates marketing reporting, saving agencies time while delivering high-quality reports.

What is Slideform?

Slideform is an AI-enabled automation platform that links data from dashboards to reports, slides, and documents. You use your own custom report template, and Slideform fills in the data. Automation is especially useful for reports that you create on a recurring basis each month or week. Let’s see how you can put your reporting on autopilot with Slideform!

Slideform Capabilities

• Pull data from Looker Studio and many other sources into structured reports
• Automate reports in PowerPoint, Google Slides, Google Docs, and other formats
• Maintain complete control over the layout and branding of reports
• Works with tools like Supermetrics and Funnel.io that aggregate client data
• Embed visuals (like charts, tables, and scorecards) or the underlying data into reports
• Schedule reports to generate automatically with updated data
• No scripting or complex setup required!

Use AI to Automate Marketing Reports

Here's a quick overview of how it works. In this example, we will automate a monthly Google Analytics (GA4) report from Looker Studio using Slideform.

1. Connect Looker Studio to Slideform

Share the dashboard that contains client marketing data with Slideform, and be sure to enable embedding. Then, set up the Looker Studio integration in Slideform under "Data Sources." Click Add Data Source, and select Looker Studio.

You can add each client dashboard separately, or navigate to different clients using filters. Here's my GA4 dashboard ->

Slideform automatically retrieves all the charts & visuals, data, and filters from Looker Studio, making it available for embedding into reports.

2. Upload a Report Template

Next, create a report template in PowerPoint, Google Slides, or Docs. This template acts as a blueprint for your reports, defining where key metrics, charts, and text will be placed.

Each dynamic element is represented by a placeholder in curly braces {{ }}. For example:

• {{client}} – Client name pulled from Looker Studio
• {{chart:sessions over time}} – Chart of the number of ad clicks over time
• {{sessions}} – Calculated metric from Looker Studio

Once your template is ready, upload it to Slideform in the "New Project" menu.

3. Link Data to the Report

Now, map data from Looker Studio to the placeholders in your template.

• Go to Data Sources and click Configure on your Looker Studio dashboard.
• Select the charts you want to embed in the report.
• Assign each chart to the corresponding placeholder.

To apply filters, or map data to an editable text box in the report, open Configure Data on the project. Find out how to fill in text boxes.

4. Generate Reports on Demand or on a Schedule

With everything set up, you can start automating your reports in three ways:

• Generate a single report: Click Generate, select a time range, and download the report in PowerPoint, PDF, or Google Slides.
• Create multiple reports at once: Use Bulk Mode to generate a report for each campaign, client, or marketing segment.
• Schedule recurring reports: Set up automatic report generation on a weekly or monthly basis.

Slideform ensures that each report version gets the latest data every time it’s generated. Slideform can also deliver reports directly to clients via email or cloud storage.

Why Slideform?

For marketing agencies, Slideform is a game-changer. Instead of spending hours manually updating reports, you can generate polished, data-driven presentations in minutes. Whether you’re tracking campaign performance, SEO metrics, or ad spend, Slideform ensures that your reports are always accurate, consistent, and ready to share.

Slideform scales with the number of reports you make, and there's no limit to the number of users, data sources, or report templates you can add.

With Slideform, reporting doesn’t have to be a chore—automate it and focus on growing your clients’ success!