Turn monthly platform exports into a reporting dashboard
Airtree's marketing team uses Claude Cowork to turn monthly CSV exports from its marketing platforms into a reporting dashboard with a written summary of insights, and turned a dense media briefing into an interactive quiz app for spokesperson prep.
What they did
Each month staff drop the platform exports into Cowork, which builds the dashboard and writes up insights such as month-over-month comparisons. The firm runs Cowork with connectors to Notion, Slack, Google Drive, Gmail, Canva and Webflow, among others.
What happened
The firm says the monthly reporting saves about two hours a month.
Keep in mind
This is a small, self-reported saving from a vendor story, and the page does not show the dashboard or how its figures are checked.
Try it with your agent
In <your reports folder> you will find this month's CSV exports from <your marketing platforms>. Build a single HTML dashboard with the key metrics for each channel, a month-over-month comparison against <last month's file>, and three charts. Add a short written summary of what improved, what dropped and one thing to test next month, and save both in the same folder.
Replace the <angle brackets> with your own details.