Manual client reporting
Analysts export from many ad platforms and paste numbers into slides every week.
Marketing agencies
Automation for marketing and digital agencies
Agencies lose whole days to exports, onboarding checklists and status updates. We automate the delivery admin so your team can focus on strategy and creative work.
Where time goes
The work that piles up
These are the patterns we see most often, and where automation pays off first.
Slow onboarding
Every new client means access requests, folders, boards and setup across many tools.
Status chasing
Account managers spend hours collecting updates for clients and the team.
What we build
Systems that take the routine off your team
Each one connects to the tools you already use.
Ad platform connectors
Google, Meta, LinkedIn, TikTok and analytics data in one warehouse.
Automated client reports
Branded weekly and monthly reports that build and send themselves.
Client onboarding flow
One trigger sets up the client in your CRM, project tool, drive and chat.
CRM and pipeline
Leads, proposals and renewals tracked without manual updates.
Budget and pacing alerts
Warnings when spend, conversions or tracking drift from plan.
Proposal and contract templates
Documents generated from CRM data and sent for signature.
Questions
Good to know.
Which ad and analytics platforms can you connect?
Google Ads, Google Analytics, Meta, LinkedIn, TikTok, Microsoft Ads and others with an API, plus your CRM and project tools.
Can reports carry our own branding?
Yes. Reports and dashboards use your agency branding and can be shared with clients directly.
We use Monday, ClickUp or Asana. Does that work?
Yes. We connect your project tool to your CRM and communication channels instead of asking you to switch.
Let's build together
Have a workflow worth improving?
Whether you have a clear plan or just a starting point, we would love to hear what you are working on.