Built for Agencies
AI Workflow Automation for Performance and Digital Agencies
We automate the recurring reporting, onboarding, and operational workflows that cost your team hours every week — using practical AI systems that work inside your existing tools and processes.
The Reporting Problem Every Agency Has
Recurring client reporting is one of the most time-intensive workflows in any agency. It happens every month, for every client, and it's almost entirely manual.
Data pulling from multiple platforms
Logging into Google Ads, Meta, LinkedIn, Google Analytics, and other platforms to export data separately — then stitching it together manually.
Manual copy/paste into decks
Transferring numbers into slides, spreadsheets, or custom templates — reformatting the same layout every reporting cycle.
Writing the same commentary
Starting from scratch each month to write performance insights, summaries, and takeaways that follow familiar patterns every time.
QA checking numbers
Manually verifying data accuracy across the report before it goes to the client — a time-consuming but necessary step that automation can systematize.
Chasing internal approvals
Following up with account managers and strategists for sign-off before reports and deliverables can go out to clients.
Manual delivery and follow-up
Sending reports, scheduling review calls, logging updates, and following up with clients — all done by hand, every month, for every account.
Multiply this across 10, 20, or 30 client accounts and it becomes one of the biggest operational drains in the business.
What We Build
Reporting and Workflow Automation for Agencies
We design and build AI-powered automation systems that sit inside your existing tools and handle the recurring, repetitive steps of your reporting and operational workflows.
We don't replace your reporting platform or your team. We automate the manual work between the data and the client-ready output — so your strategists and account managers spend their time on the work that actually requires their judgment.
Your team stays in the loop for final review. The automation handles everything in between.
What gets automated
- Data pulls from Google Ads, Meta, and other connected platforms
- Recurring report structure, formatting, and population
- Draft commentary and AI-generated insights for human review
- Internal QA and approval routing workflows
- Client delivery, status updates, and follow-up communications
- Operational coordination and recurring admin workflows
What Agencies Gain
Practical, measurable improvements to how your team operates.
Reduce Reporting Prep Time
Spend hours instead of days building recurring client reports. The automation handles data aggregation and structure — your team focuses on strategy.
Standardize Reporting Workflows
Consistent structure, format, and quality across every client account — regardless of who builds the report or when it's due.
Cut Manual Copy/Paste Work
No more pulling numbers from five platforms and pasting them into one deck. Connected systems handle data movement automatically.
Free Up Senior Team Time
Redirect strategist and account manager hours away from manual reporting labor and toward client relationships and strategy work.
Protect Agency Margins
Reduce the non-billable reporting labor that quietly erodes profitability on every client account, every month.
Scale Without Adding Headcount
Handle more client accounts without proportionally increasing the time your team spends on reporting and ops work.
Start with a Focused Pilot
We start with one or two of your client accounts and one core reporting workflow. No overhaul. No disruption to the rest of your operation.
The pilot runs inside your real tools and processes for 30 to 60 days. At the end of the pilot, you know exactly how the automation performs — in your environment, on your accounts — before you decide whether to expand to more clients and more workflows.
Pilot Implementation
Starting from $3,000 – $7,500 depending on scope and complexity.
Monthly Management
From $1,500/month ongoing. Scales with workflows and accounts managed.
No Long-Term Lock-In
Month-to-month after pilot. Cancel with 30 days' notice.
We'll review your current reporting workflow and outline what a pilot would look like for your agency.
Client Results
Agency results and case studies coming soon. In the meantime, book a call to hear directly about what we've built and how it's performed.
Talk to Us About ResultsReady to Automate Your Agency's Reporting Workflow?
Book a free strategy call. We'll walk through your current reporting process and show you exactly where automation can make an immediate difference.
Book a Free Strategy Call