The document discusses how Process Street's marketing team automates their marketing operations reporting to save time and improve efficiency. They use various tools like Ahrefs, Google Search Console, Google Analytics, Buffer, Airtable, and Chartio to collect data. They then created automations using Process Street that automatically push data between these tools, generate reports in Google Sheets and Slack, and create pre-filled workflows for their weekly meetings to streamline the reporting process. This reduces redundant manual work and ensures all relevant data is consistently captured and shared with their team.

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July 12, 2021
How We Use Automations for Marketing Operations
Reporting
process.st/how-we-use-automations-for-marketing-operations-reporting
Oliver Peterson
July 12, 2021
Automation, Business Operations, Marketing
As your marketing team’s content manager, you want to be able to know your content engine
is working for you at maximum efficiency, and have a clear overview of the important work
being done.
This is perhaps easier said than done, when there can be countless systems and processes to
keep track of, from marketing operations, onsite content, offsite comarketing relations, email
correspondences, to SEO reporting – it can all become overwhelming.
But it doesn’t have to be!
Wouldn’t it be great if you could benefit from detailed reporting without having to bend over
backwards restructuring your meetings and how you collect data?

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Well, that’s more or less how we’ve set up reporting in our marketing team at Process Street.
In this post I’ll briefly summarize how our marketing team saves time and effort with a nifty
workflow that utilizes Automations and native integrations, and allows us to:
Coordinate dozens of comarketing relationships while maintaining clear record of
communications;
Track the number of guest posts we’ve accepted and published;
Highlight top priority action items;
Quickly & easily analyze referring domains of target pages;
Automatically push everything into Google Sheets;
Automatically generate graphs and charts;
Automatically post a Slack message with key marketing reporting metrics;
Specifically, this post will cover:
Benefits of automating your marketing operations data
There’s no reason you couldn’t already be automating your marketing operations reporting &
analytics; the barrier to entry has effectively never been lower, and the advantages are
arguably greater than ever!
Some advantages of automating your marketing analytics include:
Increased speed at which you can turn your data into actionable insights. You can
eliminate the tedious manual data entry process, and free up analytics experts to do
their job properly.
Automation is also crucial for effectively managing and analyzing large sample sizes.
At the end of the day, employee time is simply more expensive than the time it takes a
computer to perform data analysis. By focusing on the tasks that don’t require a high
degree of human input, and automating them, everyone on your marketing team stands
to benefit from saved time and increased productivity.
Our marketing operations reporting toolkit
We use many different tools to facilitate our marketing reporting. Here’s a breakdown of each
of the tools in our toolkit, and how we use each of them specifically.
Ahrefs (for SEO & keyword research)
Ahrefs helps us to quickly and easily identify high value keywords during the research
process for new content.
Not only is it a great tool for content ideation & keyword research, it also helps us scope out
domain and URL ratings for potential comarketing collaborators.

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Definitely a tool we couldn’t do without.
Google Search Console (for SERP monitoring & optimization)
We use Google Search Console to understand and optimize how our content is “digested” and
presented by Google on their search results pages.
For example, it’s not uncommon that we might pull up data from Google Search Console and
compare against something like how many keywords we’re ranking for in Ahrefs, to see if we
can correlate any meaningful relationship between the two.
Google Analytics (for content performance & insights)
Google Analytics provides us with one of our primary data sources on how our content is
performing. We can assess traffic, conversions, and also useful insights like where visitors are
likely to drop off, bounce, and of course the pages which bring in the most traffic and
conversions.
Metrics like organic traffic and conversions are definitely some of our most important data
points, and we combine those with insights from the other tools in this list to form a holistic
overview of our marketing efforts.
More on how we corroborate multiple streams of data into a single source of truth in the
Chartio section below.
Buffer (for scheduling & leveraging social platforms)
A regular fixture of our marketing sync-ups is a brief overview of social media performance
for the current week. We use Buffer to prepare a simple report on how our Twitter and
LinkedIn posts have fared, including likes, engagements, shares, impressions, etc.
Airtable (for sprint & project management)
Airtable is a pillar of our monthly content “sprints”; as such we use it to assess the work
completed over the course of the month, and also as a base for weekly review calls, where
writers place work into the “Reviewing” column of our Kanban board, and then report on the
status.
It’s easy to use, it keeps us organized, and it serves as a convenient record of work done that
we can jump back to and see any related tasks and personnel should we need to.
Process Street’s Reporting API (for work transparency & accountability)

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Our Reporting API allows us to push all the data on workflow runs into Chartio for even more
streamlined reporting. We can see information like how many checklists were completed,
who was assigned to tasks, and how many tasks and workflows were assigned over a given
timeframe.
The Reporting API really helps with providing transparency to the team, and the fact that we
can access this data in Chartio makes it far easier to report alongside other data we’ve pulled
from the various tools we use across the marketing department.
Chartio (for a single source of truth)
We use Snowflake as a kind of data warehouse and knit that information together to be
understood and parsed in Chartio; a place where our disparate data is uniformly organized to
enable our various teams to query & pull information they need, and also build out charts
and dashboards to share with the wider team.
By pairing Snowflake with Chartio, we bring in data from Salesforce, our internal product
data, Google Analytics, Stripe, ChartMogul, and many more brilliant places across our stack.
It’s worth noting that we are going to be planning to transition away from Chartio after its
acquisition and announcement that it will cease operations on March 1, 2022, which means
we’re doing the exciting work of figuring out which BI solution to use next.
However, sometimes you can’t easily pull everything you need into a single BI solution, and
you need to do some things manually.

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That’s where automation comes in – what techniques can you use to automate as much of
that manual work as possible?
Well…
How we automated reporting of our marketing operations
Every Monday our marketing team will sync up in a quick call to report on offsite content and
discuss the in-progress work within that function. Offsite content includes anything we are
working in collaboration with other companies, with the goal to be published externally.

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During this call, our Marketing Coordinator Karolina Lasocki will run a simple workflow to
check the progress of offsite efforts, and try to make sure all information is up to date.
Karolina will use form fields to record info during the workflow run, after which the recorded
information is automatically pushed into a bunch of other apps, saving us time and effort as
well as making sure action items are clear and immediately actionable.
As well as automatically filling out a Google Sheet & updating vital marketing reporting
graphs, we also use a native integration to post a preformatted message into Slack with all of
the need-to-know information and metrics for our whole marketing team (and the wider
organization) to benefit from.
Finally, we also have a useful Process Street-to-Process Street automation set up that
automatically generates the next week’s workflow run and brings in action items from the
prior week, so we never have to mess around filling in a new checklist each week with the
same old information.
This means we pass action items from each meeting automatically into the next, and each
meeting is informed by and based on the data we have available. While it informs
conversation and decisions it gets recorded into the workflow – and at the end of the call it is
all automatically exported and turned into graphs, and added into other datasets.
All-in-all, we save a sizable amount of time and team energy with these few simple
automations, and as a result we also benefit from lower effort, higher quality reporting across
the marketing team.
Our weekly content audit workflow
Here’s a breakdown of how our weekly content audit workflow helps us save time and
eliminate redundancies in our marketing team.

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Firstly, we have a task to review past action items. These are automatically pulled from the
previous week’s workflow run, so there is a clear & convenient basis from which to start
discussion, and past action items don’t get overlooked.
This same section has a task for recording current action items, which will be pushed to the
next week’s run of the checklist automatically.

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This next task helps us automatically keep track of marketing operations, which encompasses
offsite content & metrics including how many guest posts we’ve published recently and how
those pieces of content are ranking.
Again, this data is all pulled through manually, so it’s just a case of checking the data and
having the opportunity to talk on it during the audit call. No time wasted with extensive
manual data entry!
There are also tasks to remind us to check our saved Airtable view which tracks the number
of accepted guest posts this week.
Granted, there is a small amount of data entry here, but it’s miniscule in comparison to the
time we save with these automations.
Here you can see where we push the data from the workflow run during the content audit call
into a more organized Google Sheet with a native automation:

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The last task directly related to our offsite reporting is a set of clear instructions for
calculating the domain rating for referring URLs.
Having this step in the process helps streamline what can be a complicated and confusing
task, especially for new hires. By containing it all within a process, we reduce the likelihood
of human error and make sure our reporting is clean and consistent.

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It’s also data we can’t pull into Chartio. We have to export it manually and then analyse, so
this gives us a space to record that for longitudinal analysis.
Finally, we have a quick task to record any action items based on what was covered in the
meeting (which will be automatically sent to the next week’s checklist, which is also
automatically generated!)
The remaining tasks are somewhat self-explanatory; “Trigger automation” triggers our native
Slack automation, and posts the following detailed breakdown for our whole team:
And “Run the checklist for next week’s meeting does exactly that; automatically generate a
new checklist that is populated with the information filled out during the current workflow
run.
And that’s how our marketing team uses Process Street Automations to save time, reduce
error, and simplify complex tasks while reporting on marketing operations.