Account managers rebuilding reports
Each month the same screenshots, exports and decks are pulled together by hand for each client.
Scale agency delivery without multiplying the admin.
We automate client onboarding, approval routing, reporting, lead tracking and repeated delivery steps across the tools your agency already uses.
No upfront consultation fee. Free discovery and a free tailored proposal.

Agency margins are lost in the repeated steps around delivery: setting up clients, chasing approvals and rebuilding the same reports.
See what changes for each team ↓Each month the same screenshots, exports and decks are pulled together by hand for each client.
Intake, access requests, folders and kickoff tasks are set up manually, so each new client adds admin.
Drafts and revisions bounce between inboxes, and launches wait on someone to sign off.
Spend and cost per lead are reviewed when someone has time, so issues drift between check-ins.
The top recurring workflows for agencies, connected to the ad platforms, CRM and project tools you already run. Pick a team to see what changes day to day.
Solution showcases for client reporting, product image sets and prospect lists, with people approving what goes out.
Marketing Agencies
Ad and analytics data pulled on schedule, KPIs and anomalies ready, and a draft report for the account manager.
See the workflow →
E-Commerce
A few product photos in, a consistent set of store, marketplace and banner images out, approved before publishing.
See the workflow →
Sales Teams
One sentence in, a list of local businesses with business contacts out, de-duplicated and reviewed before import.
See the workflow →Start with a free discovery consultation. We prepare a tailored initial plan and proposal with a private quote before any build starts. These are the factors that shape it.
How many active clients, and how many ad, social and analytics accounts each one has.
How client accounts are shared with your agency, and what each platform's API allows.
One standard template, or branded reports that differ by client and service.
Who reviews drafts, reports and creative for each client, and how sign-off is recorded.
The project management, CRM and file tools the workflows need to update.
How client data is kept separate, which AI providers are approved, and where the system runs.
We agree these with you before anything goes live.
Reports, drafts, creative and budget changes wait for a person on your team. We recommend human approval before anything is published or sent to a client.
Each client's accounts and data stay separate, using the access the client grants. Data handling, AI providers and hosting are confirmed per project.
Broken connections and tracking gaps are flagged before a report goes out, and the report waits for a person rather than sending incomplete numbers.
Straight answers about scope, data, ownership and support. Can’t find yours? Ask us directly below.
It handles the repetitive work that eats your team's billable hours: onboarding new clients, moving creative through approvals, building client reports, monitoring campaigns and preparing first-draft content for review. Your team keeps strategy, creative judgement and client sign-off.
Usually, yes. We connect to Meta, Google Ads, Google Analytics, HubSpot and other platforms where their APIs and your client access permissions allow it, so the automation can read campaign, lead and analytics data and take the actions you approve.
Yes. An AI content assistant can draft posts, captions, ad variations and email copy on-brief for each client, so your writers edit and refine instead of starting from a blank page. Your team reviews and approves everything before it goes to a client or is published.
Yes. We build dashboards that pull results from the connected channels and prepare a branded summary on a schedule for your team to check and send, so clients see current performance and your team spends less time rebuilding decks each month.
Yes. The system checks spend, CPL and performance across connected accounts on a frequent schedule and flags anomalies to your team, so less drifts unnoticed between check-ins.
Yes. We automate the routing of drafts to reviewers, chase sign-off, log revisions and hand approved assets to the right channel, so creative moves through your pipeline with less manual back-and-forth.
Yes. New-client onboarding, including intake, an access checklist, folder structure, kickoff tasks and reporting set-up, can be templated and automated, so each new account starts with less manual busywork.
Yes. You set what runs automatically and what waits for approval, and we recommend human approval before anything is published or sent to a client. The system works from each client's brand guidelines and your accounts, with workflow actions logged where the systems allow. We confirm data handling for each project, including which AI providers are used, their no-training terms where available, and where the system is hosted (your infrastructure or a managed server).
It depends on scope, access and approvals. A focused build such as a client reporting dashboard or an approval workflow is quicker to set up than a full agency setup across content, campaigns, approvals, onboarding and reporting, which is usually delivered in phases. We set out the proposed phases and timeline in your proposal.
Cost depends on the number of clients, channels and integrations you need. We discuss your process in a free discovery consultation, then provide a tailored scope and private quote in your proposal. We don't list one-size-fits-all project prices.
We don't recommend that. The system prepares drafts and routes them for approval, and publishing happens after a person on your team approves. Scheduling already-approved posts can be automated.
Usually the one that repeats most often and follows the clearest steps, such as client reporting or onboarding. We look at your delivery process in the free discovery and recommend a starting point in your initial plan.
The right solution depends on how your team works today, the software you use and where people need to stay in control. Start with a free discovery. We'll prepare a tailored initial plan and proposal, then quote implementation after we understand your requirements.