Pete 5H AGO

I run a small healthcare clinic and needed a monthly performance scoreboard that combined data from three separate sources: Google Analytics (GA4), my booking or appointment system, and a cashflow spreadsheet. Pulling everything manually each month took more than an hour and was prone to errors. I automated the pipeline using Claude-in-Chrome shortcuts and Claude’s analysis capabilities, reducing the process to around 10 minutes of hands-on time. Service businesses often have performance data scattered across a website analytics platform, a booking or practice management system, and a finance tool. Creating a coherent monthly view requires exporting data from each source, cross-referencing it, and manually calculating derived metrics such as rebook rate and conversion rate. This workflow automates data collection and analysis in one step. Step-by-step: 1. I set up two scheduled Claude-in-Chrome shortcuts to run automatically on the 1st of each month. One exports the GA4 Traffic Acquisition CSV, and the other exports the GA4 Pages and Screens CSV. Both save directly to a designated Google Drive folder. 2. On the 1st, I manually trigger a third Claude-in-Chrome shortcut. It logs into my booking system, navigates to the appointments export, and downloads the month’s appointment data. I keep this step manual because most booking systems log users out between sessions. 3. I open my cashflow spreadsheet and note the month’s revenue and profit figures. This takes about 30 seconds to do manually. 4. I open a Claude session and upload all four files together: the two GA4 exports, the appointment data, and the cashflow figures. 5. I prompt Claude to calculate the key metrics: total appointments, new patients, utilisation rate, rebook rate, average spend, online bookings, and website-to-booking conversion rate. The rebook rate is calculated from the appointment data as patients with a future booking divided by total patients seen. 6. Claude produces a formatted monthly scoreboard, flags anything that looks anomalous, and compares the results with the prior-month baseline when I include last month’s scoreboard in the upload. 7. Optionally, I ask Claude to produce individual practitioner breakdowns from the same appointment data, splitting the metrics by staff member for use in one-on-one reviews. The result is a complete, accurate monthly clinic scoreboard in around 10 minutes, with no manual calculations. The rebook rate computation alone, which previously required cross-referencing two separate reports, now takes seconds. The same workflow can adapt to any service business using a booking or practice management system that allows CSV exports. Tools used: Claude (Sonnet 5), Claude-in-Chrome extension, Google Analytics GA4, Google Drive, any booking or appointment system with CSV export capability, and Google Sheets or Excel for cashflow figures.