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Agency & Client Ops

Automated Client Performance Reporting

Ad and analytics numbers turn into client-ready reports, ~90% less manual work.

Saves about ~6 hrs per week

What it does

  • Connects the platforms you report from
  • Pulls metrics on a schedule per client
  • Drafts the AI-written summary of performance and changes
  • Exports a doc or slide client-ready report

How it works

  1. Data sources connected
  2. Metrics pulled on schedule
  3. AI summary drafted
  4. Client-ready report exported

Who it's for

  • Agencies where reporting eats unbillable hours
  • Freelancers who dread the monthly report
  • Anyone juggling different report formats per client

What's included

  • Data connections
  • Report format
  • AI summary
  • Export automation

Frequently asked questions

What does the Automated Client Performance Reporting automation do?

Ad and analytics numbers turn into client-ready reports, ~90% less manual work. Connects the platforms you report from

How much time does Automated Client Performance Reporting save?

It is estimated to save ~6 hrs per week. Actual savings depend on your volume.

Which tools does Automated Client Performance Reporting use?

It works with Sheets.

Who is Automated Client Performance Reporting for?

Agencies where reporting eats unbillable hours. Freelancers who dread the monthly report. Anyone juggling different report formats per client.

What does Automated Client Performance Reporting include?

Data connections, Report format, AI summary, Export automation.