use case · plan and deliver
The monthly report goes out in your client’s look, in the same file every month.
Neo rebuilds the report you built in Analyze, with the figures you see on screen, exports it to Google Slides in the client’s colors and updates the same file every month. The decisions come from the month’s reviews, and the deck opens with them.
4,000 advertisers and agencies already use Creaboost.
A deck in the client’s look, and what to tell them first.
Léa runs Maison Lune for her agency. The client call is on Tuesday: she asks for the September report, in the August file.
Rebuild the Analyze report “Maison Lune · monthly” for September in Google Slides, in the August file, with the reading and the decisions of the month’s reviews.
Léa Moreau · agency · Fri, Oct 2 · 08:40
Neo · 08:56
- Analyze · “Maison Lune · monthly” · 8 widgets
- Meta · live · closed month
- Google Ads · 06:10 sync
- Shopify · live
- docs · September reviews
- memory · Brand Kit, events
Maison Lune · monthly · September 2026 · against August and September 2025 · each widget’s attribution · Meta, Google Ads, Shopify · data of 10/2 · report edited 8/14
September: sales are up year over year, but post-click conversion has slipped since spring.
The figures are Analyze’s, widget by widget, with no metric or filter added. The reading fits in three points and recommends nothing; the decisions on slide 03 come from the September Meta review and business review.
- spend
- $123,100
- Meta 79% · Google 21%
- Shopify sales
- $430,900
- Sep 2025: $380,200
- MER
- 3.5
- Aug 3.6 · Sep 2025 3.4
- Meta CPA · incl. view
- $30
- Aug $30 · as on screen
the deck, slide by slide
- slide 01title
Maison Lune, September 2026, and the month’s four figures as tiles.
The report’s tiles: spend, sales, MER, Meta CPA, each against August and September 2025.
- slide 02summary
Sales are up 13% year over year, at a steady MER.
The reading in three points: sales year over year, clicks holding, post-click conversion slipping. The speaker notes carry the reasoning and the caveats.
- slide 03decisions
Three decisions for October, taken from the September reviews.
Each with the review it comes from, its rule and its check date, so the client call can decide.
- slides 04 → 09detail
One widget per slide, and every title says what the slide proves.
In the report’s order, from the widest view to the finest. Every data slide carries a footer: period, attribution, source and date.
titles of three slides
- Meta carries 79% of spend; Google holds the brand and Shopping.
- Clicks hold, post-click slipped: click → purchase from 2.0 to 1.7%.
- The founder’s videos are still the best; Ocre lacks openers.
- footer · Sep 2026 · incl. view · Meta · 10/2
- slide 10appendix
Metric definitions, attribution windows, the report’s date.
The methods note: each metric as Creaboost computes it, and the report as it stands in Analyze.
Ten 16:9 slides, in the same Google Slides file as August. Store sales stay in their own column, next to ad platform conversions.
good to knowEvery figure keeps its widget’s attribution: the Meta CPA is read including view, as in the report. If a figure differs from the screen, Neo first shows the widget’s dates and attribution.
decisions, taken from the September reviews
- 01
Exclude all existing customers from prospecting, with an up-to-date customer list.
rule September Meta review. Prospecting that excludes only the last 30 days of buyers pays to reach existing customers.
in place Oct 9 - 02
Add two founder opening videos to the Ocre collection.
rule September Meta review. New creatives fill the missing step of a sequence: here, the opening.
after $325 per video · hook rate > 20% - 03
Give the next 10% of budget to non-brand Shopping.
rule September business review, the next dollar: non-brand Shopping still loses impressions for lack of budget. It’s an estimate.
call on Nov 3 · acquisition MER
Updated in the August Google Slides file · title and sharing kept · Maison Lune look · 10 slides
- Open in Google Slides
- Save to Docs
- Schedule on the 2nd of every month
how Neo gets there
Your report, as you built it, in the client’s look.
- data
The figures you see in Analyze.
Neo rereads the report and replays each widget as written: same metrics, same periods, same filters, same attribution. Meta and Shopify live, Google Ads synced several times a day.
- skill · analyze_report
The figures, an optional reading, no recommendation added.
The reading fits in three to five points, and Neo asks whether you want it in a client report. The decisions come from the month’s reviews. The deck follows the order title, summary, decisions, detail, appendix, with titles that say what each slide proves and speaker notes.
- memory · Maison Lune
The client’s look and the month’s events.
Colors, fonts and logo come from the brand’s Brand Kit; without one, the deck gets a neutral layout, and the first slide says so. The month’s launches, stockouts and promotions explain what the figures alone don’t.
An editable deck, the same file every month, a link to send.
The report lands in the chat. It opens in Google Slides, gets published as a page for the client, and comes back every month if you make it a task.
Explore Docs →docs · google slides
The deck, in the client’s look.
Created in your Drive through your Google connectors, in 16:9, editable like your other files. Without a Google connector, a .pptx file.
page
A web page to send to the client.
Public for the client, or limited to your workspace, it keeps the same address from one month to the next.
tasks
Every client’s report, on the 2nd or 3rd of the month.
Scheduled once, when the month’s conversions have settled: the same file, updated before your client calls.
tasks · gmail
The deck in your inbox.
With the month’s reading, ready to review and forward.
go further
More use cases, and the product pages behind them.
questions
What people ask us about reporting.
Will my client see the same figures as in Analyze?
Yes. Neo replays each widget as you built it, and every data slide states its period, attribution, source and date. Store sales and ad platform conversions stay separate.
Does the report add recommendations?
The reading says what moved, with the figures, and adds no advice. The decisions on slide 03 come from the month’s reviews, with their rule and date. For a client report, Neo first asks whether you want the reading.
Can I edit the deck?
Yes. The Google Slides file can be edited like any other document, and you can also ask for a change in the chat. Every month, Neo updates that same file, keeping its title and sharing.
What if my client has no brand guidelines?
Neo gives the deck a neutral layout and says so on the first slide. As soon as the brand’s Brand Kit exists (colors, fonts, logo), every export uses it.
What if there’s no report in Analyze?
Neo writes the month’s business review and exports it to Slides the same way: MER, new customers and nCAC, each platform’s share against the store, and the next dollar, presented as an estimate.
Can the report go out in French?
Yes. Ask for it in French, and Neo writes the report in that language; metric names stay in English everywhere. A scheduled task writes in the language of the brand’s market.
Your next report, ready before the client call.
Book a demo: we connect one of your clients’ accounts, and Neo rebuilds their last month’s report in their look while you watch.