Build a Practical AI Reporting Workflow in 5 Steps

This is a 5-step walkthrough of the exact AI reporting workflow I use every day. Not a concept deck. Not a "here's what's possible" overview. The actual setup, step by step, so you can build it yourself.

You'll learn how to:

• Connect your ad platform data to Claude using Coupler.io as the translation layer
• Transform and normalize your data so the LLM actually understands your schema
• Write project instructions that encode your domain expertise into the model
• Build reusable report templates you can trigger with a single prompt
• Vibe report on top of those templates to dig into the nuances

Think of it like vibe coding, but for reporting. You have your baseline templates, and then you iterate in real time — adding context, charting trends, and communicating insights visually instead of buried in bullets.

By the end, you'll have a complete AI reporting workflow, not a demo.

I've been in performance marketing for about 15 years — agencies, in-house teams, consulting. My focus is B2B across Meta, Google, and LinkedIn.

When I started using Claude and found Coupler.io, it unlocked another level for me. I wasn't just querying data with natural language. I could dive deeper, communicate visually, and iterate in ways that static dashboards don't allow.

It essentially gave me a second brain. The expertise I already have, layered with the power of an LLM — that's the unlock.

I built this course the way I wish someone had built it for me: practical, direct, and focused on outcomes you can use today.

If you have any questions connect with me on LinkedIn.

This framework is for:

• Performance marketers managing paid media across Google, Meta, or LinkedIn
• Marketing agencies handling multiple client accounts
• B2B and tech startups with in-house growth teams

This won't help if:

• You're looking for AI to replace domain expertise (it won't)
• You're not willing to invest time upfront to set it up properly
• You expect plug-and-play magic

8 video walkthroughs covering: 

1. Introduction — my background and why I built this
2. What is Vibe Reporting — the concept and real examples
3. AI Data Flow Overview — how the pieces fit together
4. Getting set up with Claude and Coupler.io
5. Creating your first data flow
6. Configuring your Claude environment
7. Writing project instructions that actually work
8. Running your first Vibe Report (with meta prompting)

Plus:

• Example report templates (Ad Health Checker, Day of Week Analysis, CPL Forecasting)
• Project instruction frameworks you can adapt to any client
• Slide deck with the full data flow architecture
• Direct access to connect with me on LinkedIn if you get stuck

This workflow uses two tools:

• Claude.ai — Pro plan ($20/month) for individuals, Teams plan ($25/seat) for agencies
• Coupler.io — $99/month minimum (the plan I use)

Total cost for individuals: ~$120/month. No custom engineering required.

For teams or agencies with multiple clients, expect ~$150-200/month depending on data volume and seats.