100 Free Automations

Automated weekly reports (alternatives)

by Noel Maniraguha on October, 2024

Weekly Reports

This automation sends internal reports of your "all-time stats" from Smartlead, keeping you informed of performance metrics.

This Page Has Mutiple Automations

This automation has 2 components. 
1. Allowing you to send reports to your clients on a cadence of your choosing
2. The first automation sends the report automatically, while the others function as tasks

Create your email template from beefree.io (copy the HTML and paste it into the email module)
Dynamically send this email to all your clients by leveraging a: Smartlead Client Database

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Automated weekly reports (alternatives)
Simplest Version
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This is a great automation however, I prefer the Clickup version below as messages can sometimes get too cluttered in Slack... You can use any project management tool (if you're not on Clickup).

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Automated weekly reports (alternatives)
Slack Version: More Complex (step 1)
Download Blueprint
Afonto Profile Picture
Automated weekly reports (alternatives)
Slack Version: More Complex (step 2)
Download Blueprint


Step 1 of this references data from Clickup (not Smartlead), therefore this may not work for you.
Pre-requisite: you will need to have something like this: Campaign monitoring and database

Afonto Profile Picture
Automated weekly reports (alternatives)
Clickup Version: More Complex (step 1)
Download Blueprint
Afonto Profile Picture
Automated weekly reports (alternatives)
Clickup Version: More Complex (step 2)
Download Blueprint

Insert the blueprints in make (new scenario)


Set a schedule

I recommend choosing a "weekly" or "bi-weekly" occurrence for this automation

Set Schedule