Automated client reporting
Data from ad platforms, analytics and SEO tools is pulled into branded reports with a written summary of what changed and why.
- Google Ads
- Meta Ads
- GA4
- Looker Studio
AI automation · Marketing Agencies
AI automation for marketing agencies
Agencies sell expertise but lose hours to reporting, onboarding, content drafts and status updates. We build AI automations that produce client reports, speed up content and QA, and keep clients informed, so your team spends its time on strategy and results.
What we automate for marketing agencies
Content production pipeline
Briefs become first drafts of blog posts, ad copy and social content in each client's voice, then move through review and approval.
- Google Docs
- Notion
- Asana
Client onboarding
New clients complete a guided intake; access requests, folders, tasks and kickoff meetings are created automatically.
- Typeform
- Google Drive
- ClickUp
- Slack
Campaign QA
Live campaigns are checked for broken links, tracking errors, budget pacing and policy issues, with alerts to the account owner.
- Ad platforms
- GA4
- Slack
Lead qualification
Inbound leads are researched, scored against your ideal client profile and routed to the right person with context.
- HubSpot
- Website forms
Status updates
Weekly client updates are drafted from project management activity for account managers to review and send.
- Asana
- ClickUp
Works with the tools you already use
- HubSpot
- Google Ads
- Meta Ads
- GA4
- Looker Studio
- Asana
- ClickUp
- Notion
- Slack
Built safely
Everything client-facing is reviewed by your team. Client data is separated by account and access is limited to the people who work on it.
- Clear scope and price before work starts
- Human approval where it matters
- Monitoring and full activity logs
- Senior US team, 500+ products shipped
Common questions
Can AI automate marketing client reporting?
Yes. It can pull data from your ad, analytics and SEO platforms, build the report and write a first-draft summary that an account manager reviews before it goes out.
Will AI-written content hurt our clients' SEO?
Not when it's used well. We use AI for research, outlines and first drafts, with your writers adding expertise and editing for quality, which is what search engines reward.
Can this be white-labeled for our agency?
Yes. Reports, portals and assistants can carry your agency's branding so clients see your product.
What does it cost?
Reporting and onboarding automations on your current stack cost far less than custom software. We give you a fixed scope and price after a short call.
AI automation for other industries
- Law Firms
- Real Estate
- Dental Practices
- Accounting Firms
- Insurance Agencies
- E-commerce Brands
- Logistics & Trucking Companies
- Home Service Businesses
- Property Management Companies
Ready to automate your marketing agency?
Tell us which work eats the most hours. We'll show you what to automate first and what it costs. Free, no obligation.