Template · Marketing agency
23 client reports due Monday 9am. Autopilot them.
A client-reporting engine — pull every channel, build the deck, narrate the insight, schedule the meeting. Wired into HubSpot, Google Ads, Meta, GA4, Looker Studio, Slack, Notion. Deploy in 60 seconds.
1,114,909 APIs·
11 adapters wired·
0 config
Your firm, today
Live KPIs piped in from the adapters below. Update in real time.
Reports due Monday
23
auto-building
Open action items
41
priority 12
Client NPS (90d)
+64
zero churn
Three workflows that run themselves
Every step wired to a live API. Open any step and edit it in the builder.
1 · Weekly pull + report
Every Monday at 6am, pull every channel and build the deck.
- GA4 + Google Ads pull
- Meta Ads spend / CAC
- HubSpot MQL / SQL
- Looker Studio refreshed
- PandaDoc deck in client folder
2 · Insight narration
An AI summary of what moved, why, and what to test next.
- Week-over-week deltas
- Top 3 wins, top 3 drags
- Hypothesis for each drag
- Test backlog queued
- Slack thread per client
3 · Client QBR
Monthly review booked, agenda written, action items tracked.
- Calendly QBR scheduler
- Agenda auto-generated
- Zoom recording to Notion
- Action items to client Asana
- HubSpot renewal task created
Connected to the tools you already use
Live adapters. Bring your own credential.
HubSpot
Google Ads
Meta Ads
GA4
Looker Studio
Salesforce
Slack
Calendly
PandaDoc
Notion
Asana
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