Automated Marketing KPI Reporting Workflow

Data AnalysisCozeUpdated 2026-03-30

Automatically collect, compute, and generate marketing KPI reports to give teams instant insights and actionable optimization plans.

System Prompt

Generate a KPI report for {kpi_list} over {period} using data from {data_source}.

Variable Dictionary (fill in your AI tool)

This section only explains placeholders. It is not an input form on this website. Copy the prompt, then replace variables in Coze / Dify / ChatGPT.

{kpi_list}

List of KPIs to monitor, comma-separated, e.g., "Conversion Rate, Organic Traffic, Backlinks"

Filling hint: replace this with your real business context.

{period}

Reporting period, e.g., "last 30 days" or "Q1 2026"

Filling hint: replace this with your real business context.

{data_source}

Name or endpoint of the data source, e.g., "Google Analytics" or "SEMrush API"

Filling hint: replace this with your real business context.

Quick Variable Filler (Optional)

Fill variables below to generate a ready-to-run prompt in your browser.

{kpi_list}

List of KPIs to monitor, comma-separated, e.g., "Conversion Rate, Organic Traffic, Backlinks"

{period}

Reporting period, e.g., "last 30 days" or "Q1 2026"

{data_source}

Name or endpoint of the data source, e.g., "Google Analytics" or "SEMrush API"

Generated Prompt Preview

Missing: 3

Generate a KPI report for {kpi_list} over {period} using data from {data_source}.

How to Use This Template

Best for

Teams that need faster data analysis output with more stable prompt quality.

Problem it solves

Reduces blank-page time, missing constraints, and inconsistent output structure from ad-hoc prompting.

Steps

Copy the template prompt.
Paste it into your AI tool (Coze / Dify / ChatGPT).
Replace placeholder variables using the dictionary above.
Run and refine constraints based on output quality.

Not ideal when

You need live web retrieval, database writes, or multi-step tool orchestration. Use full workflow automation for that.

Success Case

Input:

kpi_list: "Conversion Rate, Organic Traffic, Backlinks" period: "last 30 days" data_source: "Google Analytics"

Output:

- Conversion Rate: 3.8% (↑ 0.5%) - Organic Traffic: 12,450 visits (↑ 12%) - Backlinks: 1,200 links (↑ 8%) **Insights**: Focus on high-bounce pages to improve conversion.

Boundary Case

Input:

kpi_list: "Conversion Rate, Organic Traffic, Backlinks" period: "last 30 days" data_source: ""

Fix:

Set the data_source variable to a valid API or data file.

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Workflow Steps

1️⃣ Define the mapping between each KPI and its source data fields to ensure all metrics can be retrieved.
2️⃣ Pull raw data in bulk via API or file import, supporting multiple sources (GA, SEMrush, GSC, etc.).
3️⃣ Clean, aggregate, and calculate KPI values to produce a numeric table.
4️⃣ Use OpenAI or a template engine to generate a readable report with key charts and insights.
5️⃣ Save the report to a Coze channel or external storage and trigger notifications to stakeholders.