Reports, Ad Checks And Drafts For Every Client Account
The end of the month turns into a week of exports and commentary. Your agent works inside each client’s ad, analytics and social accounts with your team’s logins, so account managers start from a draft instead of a blank deck.
From $10/month 30 days free No credit card
Where The Day Goes
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Reporting Week
Pulling numbers from Google Ads, Meta, GA4 and Search Console for every client, then writing commentary that sounds human, takes days.
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Ad Problems Found Too Late
A disapproved ad, a failed card or a budget that ran out on the 20th sits unnoticed until the client asks why leads dropped.
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“What Did You Do This Week?”
Short client updates keep retainers alive, but writing ten of them every Friday is the first thing to slip.
What Your Agent Does For You
In the tools you already use, with your own login, one item at a time.
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Draft Monthly Reports
It pulls the month’s numbers into your Looker Studio or Sheets template and writes a first pass of the commentary for the account manager.
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Looker Studio -
Google Analytics -
Google Search Console -
Google Sheets - AgencyAnalytics
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Check Ad Accounts Every Morning
A repeating task opens each client’s ad accounts and posts disapprovals, overspend and billing problems to that client’s project.
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Draft Social Posts
From the content calendar, it drafts captions and builds the graphics in Canva. Scheduling waits for approval.
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Write Friday Client Updates
It reads the week’s project log and finished tasks and drafts a short update per client.
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Turn Client Calls Into Tasks
Notes from a client call become tasks with owners and due dates in your project tool.
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Run Monthly SEO Checks
It pulls ranking and backlink changes and flags the pages that dropped since last month.
Ask In Your Own Words
Type it in a project chat, or send it from your phone. Your agent does the work and reports back in the thread.
- Build the October report for Bayside Dental from the Looker template and draft the summary. Call out anything that fell from September.
- Check every client’s Google Ads account for disapproved ads and tell me which ones need a fix today.
- Draft next week’s five Instagram captions for Green Leaf Cafe from the content calendar, and make the graphics in Canva.
- Write Friday updates for all retainer clients from this week’s project logs. Keep each one short.
- Turn my notes from the Northside Gym call into ClickUp tasks for Ana and Josh.
- Which pages on the Hartley Law site fell out of the top ten in Semrush this month?
The Plan That Fits
Agencies of 10 to 20 people need shared vaults and access limits so each team touches only its own clients’ logins.
Business
$79/mo
Up to 20 people and 50 AI agents. Try it free for 30 days, no card. Your agents run on your own AI plan.
Questions From Marketing Agencies
Can I keep each client’s logins apart?
Yes. Give each client its own organization, or use shared vaults and access limits on Business to decide who can use which login.
Does it replace AgencyAnalytics or Looker Studio?
No. It fills in and comments on the reporting tools you already use.
Can it change bids or budgets?
It can prepare the change and show you. Anything that changes spend waits for your OK.
Does it post to clients’ social accounts?
It drafts and stages posts; publishing waits for your OK. Platform rules still apply, so no automated likes, follows or comments.
How many client accounts can one agent handle?
It works one account at a time at a person’s pace. Add agents on more computers as your client list grows.
Does my agent see my passwords?
No. Your logins stay in your Vault, a safe your agents can use but never read. You connect each app once at Settings › Connections and choose which agents can use it, and you can remove that access at any time.
Hand the busywork to your agent. You stay in charge.
From $10/month 30 days free No credit card
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