ConceptMarketing and agencies
Client reports that build themselves
A marketing agency stops copying figures from five tools into slides. Reports build on Monday morning and wait for a quick review.
This is a concept project. It shows how we would approach the problem; it is not a client engagement, and every number is projected.
- Solution
- Autopilot
- Industry
- Marketing and agencies
The problem
Each week, two account managers spend most of a day pulling numbers from ad platforms, analytics and the CRM into client slide decks. Mistakes slip in, and the work crowds out time with clients.
What we built
- Scheduled workflows that collect figures from each platform's API every Sunday night.
- Report templates that fill themselves, with AI drafting a short summary of what changed.
- An approval step, so an account manager reviews and sends each report in minutes.
- Alerts when a figure moves sharply, so issues are spotted before the client asks.
Projected result
- About 30 hours a month back for the account team (projected).
- Reports on time every Monday.
- Fewer copy-paste errors reaching clients.
Screens
How it's builtThe technical detail, for whoever on your team wants it.
- Integrations
- Google Ads, Meta Ads, Google Analytics, HubSpot and Google Slides.
- Technology
- n8n workflows with small TypeScript services, and an AI model for the written summary.
- Security
- Read-only API access to each platform, secrets stored encrypted, and no client data used to train AI models.
Have a problem like this?
Tell us how your team works today. We will show you what we would build first.