Multi-Channel Client Reporting: Slack, Email, Google Chat, and WhatsApp
Different clients prefer different channels. Send automated reports to Slack, email, or Google Chat from one setup.
Multi-Channel Client Reporting: Slack, Email, Google Chat, and WhatsApp
Clients don't all live in the same place
Your SaaS client lives in Slack. The accounting firm prefers email. The retail brand uses Google Workspace. You can't force everyone onto one platform just because it's easier for you.
The fix: send reports to wherever each client already is.
One data source, many destinations
Chartcastr lets you create multiple Pulses from the same data source, each going to a different channel. Connect Meta Ads once, then send a weekly report to Slack Connect for one client and a monthly email summary for another.
Same data, different delivery. Each client gets it where they'll actually see it.
Channel by channel
Slack Connect
Best for clients who already use Slack. Shared channels make reporting feel like a conversation, not a deliverable. Questions happen in-thread. Great for collaborative, high-touch relationships.
The universal option. No setup required on the client's end. Good for executives, finance teams, and anyone who treats email as their primary inbox. Monthly summaries work especially well here.
Google Chat
For clients on Google Workspace. Sends directly to Spaces or DMs. If your client's company runs on Google, this is where they'll see it.
Coming soon. For clients who check their phone more than their laptop. Useful for small business owners and mobile-first teams.
Example: one agency, five clients
| Client | Source | Channel | Cadence |
|---|---|---|---|
| E-commerce brand | Shopify | Slack Connect | Daily |
| SaaS startup | Meta Ads + Google Ads | Slack Connect | Weekly |
| Dental practice | Meta Ads | Weekly | |
| Accounting client | Xero | Monthly | |
| Retail chain | Google Sheets | Google Chat | Weekly |
Five clients, five different setups, all running automatically. The agency manages them all from one Chartcastr account.
Mixing channels for one client
Some clients benefit from multiple channels:
- Slack Connect for the day-to-day marketing team
- Email for the CEO who wants a monthly overview
- Google Chat for the ops team tracking inventory
Create separate Pulses for each audience within the same client. Different metrics, different cadences, different channels.
Get started
Connect your first source and set up a Pulse. Pick the channel that fits your client best. You can always add more later.