Reporting & Automation

White Label Client Report

Create personalised client reports with your own branding.

ChatBakers ChatBakers
Claude Claude
Lovable Lovable

What this workflow does

Client reports should look like they came from your agency, not from your data provider. But building a bespoke PDF for each client each month is the kind of work that eats Fridays.

This generates a fully branded, personalised AI visibility report for each client: their data, their logo, their language, delivered on a schedule. ChatBakers provides the data layer. Claude formats and interprets it. The final output is ready to send.

Agencies use this to deliver a premium reporting experience at scale without adding headcount.

Example prompt

Claude Code
Claude Code ChatBakers MCP connected

❯ Generate a white-label AI visibility report for [client name]. Pull their ChatBakers visibility data for the last 30 days, benchmark against their top 3 competitors, surface the 3 highest-priority opportunities, and format the output as a polished PDF branded with [agency name] styling. Include an executive summary written in plain language for a non-technical CMO.

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