Save your account managers hours on the weekly client report.

Hand it the week's export. The totals are computed by code, the report is written around them, and nothing reaches the client until someone has checked it.

Updated 27 October 2026

Every Friday someone at the agency pulls numbers from three tools, pastes them into a deck and writes what changed.

The totals come from your export.

Friday, 15:00. Three tabs open, last week's deck, and a number that does not match.

Hand it the week's export. Totals are calculated in code from your own columns, and the report quotes them as they are. The key figure sits at the top, and the text about what moved is written around it.

Before: An afternoon each Friday copying figures into a deck.
With AUGMTD: A draft report per client, totals computed, waiting to be checked.

The account manager checks the totals before anything goes to the client.

One process, a setup per client.

Twelve clients, twelve reports, and every client wants it their way.

Each client keeps its own documents and standing answers, so the report for one client reads as if it was written for them. When an account manager is away, a colleague runs it and the report comes out the same way.

You set each client's documents and standing answers once.

When something is missing, it asks.

The client still has not sent last month's spend, and the report is due at five.

If a step needs the client's input, it prepares a request with a no-login link. You send it from your own mailbox, and their answer lands on the case.

You send the request and any reminder.

After the client call, the follow-up.

The call ended with "we'll send the revised plan on Tuesday". Nobody wrote down whose job that was.

On workspaces with meetings turned on, a follow-up process can start after each client call: what was agreed, who promised what, and the email drafted.

The follow-up waits for you to read and send.

What it looks like in practice.

When: Friday 14:00: the week's export for each of twelve clients
What's ready: Twelve draft reports, each with the totals computed from the export, what moved and what comes next
Who decides: Each account manager checks the totals and approves the send

When: A client call ends with three things agreed
What's ready: The decisions, who promised what, and a follow-up email drafted
Who decides: The account manager corrects anything wrong and sends the follow-up

Good to know before you start.

It does not connect to ad or analytics accounts yet. You hand it the export.
Hours saved are shown as an estimate, not a measurement.

Questions people ask.

Can it send the report to the client?+

It prepares it. A person checks the totals and approves before anything reaches the client.

See it on your own work.

Show us one process your team repeats every week. We'll show you how it would run.

See customer stories