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.
FAQs
Can I build a client slide deck from ThoughtMetric data?
Yes. Connect ThoughtMetric’s AI Connector to Claude or ChatGPT, ask for the metrics you report on, and Claude or ChatGPT organizes the results into a slide deck. Agencies use this to replace the weekly routine of exporting numbers and pasting them into a template.
Yes. Connect ThoughtMetric’s AI Connector to Claude or ChatGPT, ask for the metrics you report on, and Claude or ChatGPT organizes the results into a slide deck. Agencies use this to replace the weekly routine of exporting numbers and pasting them into a template.
How do I connect ThoughtMetric to Claude or ChatGPT?
Add ThoughtMetric as a connector in Claude or ChatGPT. Setup instructions are in ThoughtMetric under AI Connectors, and once the connection is live you can ask questions or assign tasks using your ThoughtMetric data.
Add ThoughtMetric as a connector in Claude or ChatGPT. Setup instructions are in ThoughtMetric under AI Connectors, and once the connection is live you can ask questions or assign tasks using your ThoughtMetric data.
Which ThoughtMetric metrics can go into a client deck?
Any metric available in ThoughtMetric can be pulled into a deck, including total sales, spend, ROAS, MER, CAC, new versus returning customer performance, and total sales by SKU. You choose the metrics and the slide structure in your prompt.
Any metric available in ThoughtMetric can be pulled into a deck, including total sales, spend, ROAS, MER, CAC, new versus returning customer performance, and total sales by SKU. You choose the metrics and the slide structure in your prompt.
Should a client report note the attribution model?
Yes. Attributed numbers change with the attribution model and lookback window, so noting both on the title slide keeps week-over-week comparisons consistent for the client.
Yes. Attributed numbers change with the attribution model and lookback window, so noting both on the title slide keeps week-over-week comparisons consistent for the client.
Can I automate a weekly client deck?
In Claude, you can save the deck prompt as a scheduled task that reruns each week with fresh ThoughtMetric data. Scheduled tasks are available on all paid Claude plans.
In Claude, you can save the deck prompt as a scheduled task that reruns each week with fresh ThoughtMetric data. Scheduled tasks are available on all paid Claude plans.
Do ThoughtMetric’s AI Connectors cost extra?
No. AI Connectors for Claude and ChatGPT are included for every ThoughtMetric customer.
No. AI Connectors for Claude and ChatGPT are included for every ThoughtMetric customer.
