Free Course ยท 13 Lessons ยท 4 Modules
Vibe Reporting AI Workflow 101: Build an AI Marketing Reporting System with Claude and Coupler.io
I built this course to show you the AI reporting workflow I actually use to turn raw marketing data into faster, more useful analysis.
I'll walk you through how I connect marketing data to Claude with Coupler.io, give Claude the business and reporting context it needs, build reusable reports, and turn the workflows that work into repeatable Skills and client-ready reporting experiences.
What Is Vibe Reporting?
Vibe reporting is an AI-assisted marketing reporting workflow that combines reusable reporting templates with real-time analysis. Instead of being limited to a static dashboard, you start with a consistent reporting foundation and then use Claude to investigate trends, answer new questions, generate supporting visuals, and build additional analysis directly from current marketing data.
Build a Complete AI Marketing Reporting Workflow
This course walks through the reporting system I use to connect paid media and business data to Claude through Coupler.io. The goal isn't to replace marketing expertise with AI. It's to give an experienced marketer a faster way to access, analyze, visualize, and communicate what is happening in the data.
You'll start with the underlying data architecture, connect your sources, configure Claude Projects, and establish the context Claude needs to understand the business, dataset, metrics, and reporting logic.
From there, you'll build reusable reports, refine the environment as new edge cases emerge, convert recurring workflows into Claude Skills, and create a way to share interactive reporting artifacts with clients.
What You'll Build
Connected Marketing Data
Use Coupler.io to bring raw advertising and business data into a structure Claude can access and analyze.
Context-Rich Claude Projects
Define data sources, taxonomy, metrics, business rules, guardrails, and reporting expectations.
Reusable AI Reports
Build repeatable reporting templates while keeping the flexibility to investigate new trends in real time.
Claude Reporting Skills
Convert recurring reporting workflows into Skills that can be launched directly from a Claude chat.
An Evolving Reporting System
Capture new definitions, rules, and edge cases without continually rebuilding your original Project instructions.
Client-Ready Reporting
Turn Claude Artifacts into interactive reports that can be shared through a dedicated client portal.
Disclosure: The Coupler.io link above is an affiliate link. I may earn a commission if you sign up through it at no additional cost to you.
Course Outline
13 Lessons from Data Connection to Reusable AI Reporting
Follow the course in order to build the reporting environment from the underlying framework through reusable Claude Skills and client-facing reporting.
Module 1
The Framework
Understand the architecture behind vibe reporting before connecting the tools.
How to Build an AI Reporting Workflow with Claude and Coupler.io
See how connected data, marketing expertise, Claude, and Coupler.io combine into a practical AI reporting workflow.
Open Lesson โWhat Is Vibe Reporting? A Claude Workflow for AI Marketing Analysis
Learn how reusable reporting templates and real-time AI analysis work together to create a more flexible reporting process.
Open Lesson โHow an AI Reporting Data Flow Works with Claude and Coupler.io
Understand how source data moves through a transformation layer and into a contextualized Claude Project.
Open Lesson โModule 2
Connect the Stack
Connect the tools, prepare the data, and configure Claude to work with it.
How to Choose Claude and Coupler.io Plans for an AI Reporting Workflow
Choose a practical tool setup based on whether you're working independently, with a team, or across multiple clients.
Open Lesson โHow to Connect Marketing Data to Claude with Coupler.io
Connect raw marketing data, normalize inconsistent fields, and automate the sync into Claude.
Open Lesson โHow to Configure Claude Projects for AI Marketing Reporting
Enable the capabilities you need, connect your data flows, and confirm Claude can query the reporting dataset.
Open Lesson โModule 3
Build Your Workflow
Give Claude the context it needs, create repeatable reports, and improve the environment as you use it.
How to Write Claude Project Instructions for AI Marketing Reporting
Define role, taxonomy, metrics, guardrails, business context, and output rules for a consistent reporting environment.
Open Lesson โHow to Build Claude Project Instructions with a Reusable Skill
Replace the manual setup process with a guided Skill that generates complete Project instructions from your inputs.
Open Lesson โHow to Update Claude Project Instructions with a Refinements Workflow
Capture changing rules, definitions, guardrails, and edge cases without continually rewriting the baseline prompt.
Open Lesson โHow to Run Your First AI Marketing Report with Claude
Build a reusable baseline report, investigate trends in real time, and turn reporting outputs into reusable Artifacts.
Open Lesson โModule 4
Leveling Up With Skills
Turn the workflows you've built into reusable tools that are easier to run, maintain, and share.
How to Use Claude Skills for Repeatable AI Marketing Reports
Learn how Skills replace more manual Artifact workflows and make recurring reporting tasks easier to launch.
Open Lesson โHow to Create and Update Claude Skills for AI Marketing Reports
Convert successful reports into reusable Skills, pull fresh data each time, and update Skills as the reporting workflow evolves.
Open Lesson โHow to Build a Secure Client Portal for Claude Artifacts
Host interactive reports in a password-protected client portal using Supabase for storage and Netlify for delivery.
Open Lesson โWho This AI Reporting Course Is For
This course is designed for performance marketers, paid media managers, growth marketers, consultants, and agencies that already understand marketing data and want to use AI to make reporting and analysis workflows faster and more flexible.
You don't need to be a developer. The workflow is built around tools marketers already work with: advertising platforms, spreadsheets or data warehouses, Coupler.io, and Claude.
Ready to Start?
Start with the Framework
Begin with the first lesson, then work through each module in order as you build your reporting workflow.
Start Lesson 1 โ