AI courses and in-house training
Automate reporting with Claude
Target audience: Marketing/Communications
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Anthropic/Claude
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2.5–3 hours
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Online/offline: Both
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Advanced
Marketing and business reports directly in Claude — with Windsor.ai, Plausible and GA4 as data sources. From raw data import to a presentation-ready report.
Learning objectives
Connect data from Windsor.ai, Plausible and GA4 in Claude
Set up report structures and templates in Claude Projects
Automate recurring reporting
Create presentation-ready reports for internal teams and clients in minutes, not hours
Campaign analyses, monthly reports, performance dashboards — this course shows how reporting is automated with Claude. Tailored to the team's specific tools and data sources.
Course content
Module 1: Connect data sources — Windsor.ai, Plausible, GA4 directly in Claude
Module 2: Set up report structure and templates in Projects
Module 3: Automated analysis and commentary
Module 4: Presentation-ready reports for internal teams and management
Module 5: Practical examples from the team (to be agreed in advance)
Prerequisites
Required: Claude Pro or Team account. Recommended: completed the Claude Connectors course and the Claude Projects & Skills course.
