Automated reporting
Weekly, management and client reports drafted from your data, ready for you to check and send.
For marketing, creative and recruitment agencies
AI for agencies: reports, timesheets and onboarding, handled.
We build AI workflows for UK marketing, creative and recruitment agencies that draft client reports, chase timesheets and approvals, run onboarding and sort the shared inbox, inside the tools your team already uses.
Today
of 4 done
- Missing timesheets chased
- Client report drafted
- Approval chased
- New client onboarded
The admin
Where an agency’s week goes.
None of it is hard. All of it takes hours, and most of it follows the same steps every time.
-
01
Monthly client reports
Screenshots and figures pulled from five platforms, then commentary written for every client.
Automated reporting workflow -
02
Timesheets and approvals
Chasing the team for hours and the client for sign off, every single week.
-
03
Proposals
Each one rebuilt from the last, with pricing checked by hand.
Quotes and proposals workflow -
04
Candidate and client follow up
Updates that slip when recruiters are busy, which is always.
Lead follow up workflow
What we build
Workflows we build for agencies.
Each one runs inside the tools you already use. Your free audit ranks them by the hours they would give back.
-
01
Client report drafting
Monthly performance reports are drafted from your analytics and ad platforms with commentary, ready for an account manager to check.
-
02
Timesheet chasing
Missing timesheets are chased automatically each week, so billing isn’t held up.
-
03
Approval chasing
Work waiting on client sign off gets polite reminders until it’s approved.
-
04
Client onboarding
New clients get contracts, access requests and kickoff questions in one sequence, with gaps chased.
-
05
Proposal drafting
Briefs become a first draft proposal in your template, priced from your rate card.
-
06
Candidate follow up
For recruitment agencies, candidates and clients get timely updates and follow ups without anyone typing them.
Works with
- HubSpot
- Google Analytics
- Google Ads
- Meta Ads
- Harvest
- Slack
- Bullhorn
- Google Workspace
Using something else? If a tool can send email or connect to other apps, we can usually work with it. We confirm on your audit call.
Workflows
Good places to start.
Each workflow page shows how it runs, step by step.
Quotes and proposals
Enquiry details turned into a first draft quote or proposal in your template, priced from your rate card.
Lead follow up
Every new enquiry answered, logged in your CRM and followed up until it replies or books.
Other industries
Hours calculator
How many hours go on agency admin?
Count account managers, recruiters and ops, not billable delivery time. The starting figures are only an example.
People who do admin in a normal week
Each week: chasing, copying, sorting, replying
Wages plus employer costs, in pounds
Assumes a workflow takes on 40% of that admin, over 46 working weeks a year. Your audit gives you the real figure.
Hours back per week
16hrs
About 2.1 working days, every week
Hours back per year
736hrs
Value per year
£22,080
Not ready for a call? Send us your numbers on WhatsApp.
Send my numbers on WhatsAppYour figures are filled in for you. Nothing is sent until you press send.
How can agencies use AI?
On the operational work around client delivery: drafting reports, chasing timesheets and approvals, onboarding clients and drafting proposals. Account managers spend the time saved with clients.
Can it draft our monthly client reports?
Yes. Figures are pulled from your analytics and ad platforms, cross checked, and a draft with commentary is written in your template for an account manager to review.
Does it work for recruitment agencies?
Yes. Candidate updates, interview scheduling, timesheets and client follow ups all fit the same pattern, and we can build around Bullhorn and most recruitment CRMs that allow connections.
We already use lots of tools. Is this another one?
No. We build inside the tools you already pay for, so there’s nothing new for your team to log into.
How much does it cost?
The audit is free, and so is the 90 day pilot. Before we build, we agree an hours target and the monthly price in writing. If the workflow hits the target by day 90, it stays on at that price. If it doesn’t, you owe nothing.
17:00 · Done
Your evenings start at five.
Book a free 30 minute workflow audit. You leave with your top three workflows and the hours each would give back, in writing.
Book a free audit