AI agent for marketing agencies: onboarding, reporting and billing
An agent for marketing agencies that onboards new clients, collects access and brand files, builds monthly client reports from your ad and analytics accounts, and prepares invoices from retainers and hours.
- Data pulled for 18 client accountsDone
- Report drafts ready for 18 clientsAwaiting approval
- One client's Meta access has expiredAsks a person
- 18 invoices prepared in the accounting softwareAwaiting approval
An example. Your agent is built around your own work.
How it works
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Onboard
Sends the welcome pack and questionnaire, collects account access, brand files and approvals, and creates the project and tasks.
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Gather data
Pulls each month's figures from Google Ads, Meta, GA4 and your other accounts.
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Draft reports
Writes each client's report with the figures, the change from last month and notes for the account manager to edit.
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Bill
Prepares invoices from retainers, hours and media spend in your accounting software, for approval.
Connects to your tools. You stay in control.
- Works with what you have
- Google Ads, Meta Ads, GA4, Search Console, your project management tool, CRM, Xero or QuickBooks, Google Drive, Slack.
- A person approves what matters
- Payments, orders, discounts or anything you choose wait for approval. Every action is logged.
- Can run on your own servers
- The agent, its data, its logs and even the language model (open models such as Llama, Qwen or Mistral) can run on your servers, so documents and customer data stay inside your network. How that works
Questions
Does it send reports to clients by itself?
Not at first. The account manager reviews each draft; later, routine reports can go out on a set date.
Can it handle clients on different platforms?
Yes. Each client has its own list of accounts and its own report template.
Does it change campaigns?
No. It reports and suggests; bids and budgets stay with your team.
How much does an agent like this cost?
It depends on the task and the systems it connects to. After a first call we give you a clear estimate of cost and time.
Want this agent built around your work?
Tell us in a few lines what the job looks like today and we will set up an online intro call.
Request sent
We will contact you to set up an intro call.