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Use casesMulti-tenant and agencies

Produce per-client reporting from a shared estate

Generate and deliver each client's own report from data that lives across several tenants.

Who it is forAgencies reporting to multiple clients on a cycle.
APIsSheets API, Drive API, Gmail API
Typical scopesspreadsheets, drive, gmail.send

The problem

Monthly reporting eats days and looks different every time, because it is assembled by hand under deadline.

How it works

  1. Pull each client's data from the tenant it lives in.
  2. Render into a consistent template.
  3. File to their folder and send from the brand address.

What changes

Reporting that goes out on time, looks the same every month, and costs almost nothing to produce.

The trap in this one. Never let one client's data reach another's report. Key everything by tenant and assert the tenant on the way out.

Questions people ask

What if clients want different metrics?

Template per client, one engine. Keep the differences in data, not in code.

Want this built?

This is a pattern we run in production. We will set up the delegation and build this on top of it — $500 per hour, most of it working the same day.

Talk to us Or read the setup guide

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Turn a booking into a record everywhere it matters

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