For Marketing, Creative and Digital Agencies — the Reporting Grind Around the Actual Work
Pulling numbers into a deck, chasing feedback into the right project, noticing a retainer is quietly over scope — none of it is the creative or strategic work you're billing for. We build agents that handle that layer inside your project management and reporting tools.
The Admin Layer Around Every Client Account
Four Tasks That Sit Around the Work, Not In It
Client Reporting, Drafted Not Written From Scratch
The agent pulls metrics from your ad platforms and analytics sources, compiles the recurring client report into a draft, and flags anomalies — a CPA jump, a sudden traffic drop — instead of just repeating numbers. An account manager or strategist reviews it before it goes out.
Project Intake & Routing
A new client request by email or form gets logged into your project management tool, assigned to the right team based on service line, and given a deadline calculated from your standard turnaround — instead of sitting unassigned until someone claims it.
Scope & Hours Tracking
As logged time or completed tasks accumulate on a retainer account, the agent flags when they're approaching the contracted scope, so the account manager can have the overage conversation with the client before it's a surprise on an invoice.
Client Feedback Routing
Feedback on a deliverable — from an email thread or a client portal comment — gets parsed, logged against the correct project and task in your project management tool, and routed to the creative or account lead who owns it.
Inside the Tools Your Account and Creative Teams Already Use
Project Management Tool
Where tasks, deadlines and ownership live — the agent works inside it, not around it.
Ad Platforms & Analytics
The sources client reporting is built from.
Client Portal / Email
Wherever client feedback and new requests actually arrive.
Time Tracking
To flag scope against what's logged, not to police individual timesheets.
Reporting / Deck Tools
Where the draft report actually gets assembled for review.
Team Messaging
To route new requests, feedback and scope flags to the right person.
Client-Facing Judgment Stays With a Strategist
A report is more than the numbers in it — what to lead with, how to frame a bad month, which anomaly actually matters to that specific client is a judgment call. The agent's job is to prepare an accurate, well-organized draft; a strategist or account manager decides what actually goes to the client and how it's framed. Nothing client-facing leaves unreviewed.
The same applies to creative feedback: the agent routes it accurately, but interpreting an ambiguous client note ("make it pop more") stays a conversation between people.
Honestly, a Handful of Steady Clients May Not Need This
If your team already knows every account by heart and reporting takes an afternoon, not days, the automation may cost more to build than it saves right now. This tends to pay off once client count, reporting cadence, or team size makes manual tracking genuinely error-prone.
Agency Questions
Does it send client reports without anyone checking them?
No. It prepares the draft from your live campaign and project data, but a strategist or account manager reviews it before it reaches a client — see the caveat section below on why that stays a human step.
Can it tell when a retainer is going over scope?
It can flag when logged hours or tasks are approaching what's contracted, based on the thresholds you set, so an account manager can raise it with the client before it becomes an awkward invoice conversation.
Does this only work for large agencies?
No — it scales down fine. The tasks are the same whether it's a two-person shop or a fifty-person agency; what changes is how many systems and how much reporting complexity are involved, which affects the build, not whether it's worth doing.
Will it replace our project management tool?
No. It reads and writes to the project management tool your team already uses — new requests, feedback and scope flags land there, not in a separate system.
Can it route client feedback to the right person automatically?
Yes — feedback from email or a client portal gets logged against the correct project or task and routed to the person who owns that deliverable, instead of sitting in a shared inbox.
Tell Us What Reporting Actually Costs Your Team
We'll tell you plainly what's worth automating and what should stay a strategist's call.