E-commerce agencies can use ThoughtMetric's AI Connectors for Claude and ChatGPT to pull ThoughtMetric data in and organize it into a client slide deck. You connect ThoughtMetric as an AI Connector, ask for the metrics you report on, and let Claude or ChatGPT organize the results into slide-ready sections.
Why agencies benefit from this workflow
Weekly client reporting uses up agency hours. Someone logs into each platform, exports numbers, pastes them into a template, and much more.
With the AI Connectors, instead of exporting from ThoughtMetric and rebuilding tables by hand, you can ask for the data you need and get it back in seconds. Claude or ChatGPT can then draft the slides.
This matters most for agencies running several clients, where the same deck gets rebuilt every week with fresh numbers.
Step 1. Connect ThoughtMetric to Claude or ChatGPT
Add ThoughtMetric as an AI Connector in Claude or ChatGPT (you can find the instructions in ThoughtMetric under AI Connectors). Once the connection is live, you can start asking it questions or to do tasks.
Step 2. Pull the numbers for each slide
Here’s an example of a prompt you can use to create a slide deck:
Create a slide deck using ThoughtMetric data for last week starting on Monday.
Slide 1, Title
Client name, logo, reporting period, agency name. Note the attribution model and lookback window.
Slide 2, Performance summary
Total sales, orders, AOV, spend, MER, net profit, blended CAC. Add month-over-month change and target vs actual.
Slide 3, Channel breakdown
Total sales, spend, and ROAS by channel. Show share of spend and flag the top channel.
Slide 4, New vs returning customers
Order and sales split and new vs returning ROAS.
Slide 5, Top products
Total sales by SKU, sorted high to low.
Slide 6, Takeaways and next steps
Three or four insights tied to the numbers. Budget moves and tests to run.
From there, Claude or ChatGPT may ask some clarifying questions and then your slide deck will be generated.
Step 3. Repeat next week
For agencies, the value is time saved and repeatability. Once the prompts and deck structure are set for a client, next week is just rerunning the same queries against fresh data and regenerating the slides.
