Advertising and marketing agencies
For marketing agencies: client reports that put themselves together
Automate report generation, client communication and content planning, so there is more time left for creative work.
From €450Up and running in 1–2 weeksIn your own accounts
Professional services
4 workflows
- Automatic reports
- Content planning
- Client onboarding
- Finance tracking
Before and after
Where the manual work goes
On the left, how these tasks are often done today; on the right, what could take them over. Not everything is worth automating, so we start with what takes the most time.
- Manual work
Client reports from Google Ads, Meta and Analytics are built by hand
DoneAutomatic reports
Weekly or monthly client reports are generated automatically from all platforms.
- Manual work
Content publishing is planned and tracked inconsistently
DoneContent planning
An automatic publishing schedule with reminders for the team.
- Manual work
Client briefing and project kickoff are not smooth
DoneClient onboarding
The new client process: questionnaire, contract, project kickoff.
- Manual work
Invoices and payments are tracked by hand
DoneFinance tracking
Automatic invoice tracking and payment reminders.
In practice
Example: client reports that build themselves
At a small agency, account managers copy numbers from Google Ads, Meta and GA4 into slides every month. That takes about two hours per client, and there are quite a few clients.
- 1
At the start of the month, data from Google Ads, Meta Ads and GA4 is pulled into Google Sheets through API connections – Make modules or Looker Studio data sources.
- 2
The numbers are arranged around each client’s goals: purchases and ROAS for one, cost per lead for another. Metrics and the comparison with the previous period are calculated with formulas, not by AI.
- 3
AI writes a short commentary in plain language: what changed, which campaigns pulled results down, what deserves attention. It works only from the numbers in the sheet and notes when any data is missing.
- 4
The account manager reviews the commentary and adds their own insights and next month’s plan – the part the client is really paying for.
- 5
The approved report (a Looker Studio link or a PDF) is emailed to the client from Gmail under the manager’s name.
Result: Copying numbers disappears, and the manager’s time goes into interpretation. Preparing a report shrinks from about 2 hours to a 10-minute review.
What’s included
What the solution includes
- 01
Process review
I look at how you work today and we pick the places where automation or AI would save the most time.
- 02
Automated workflows
I build the automation in the systems you already use, and add AI where text needs to be read or written.
- 03
Testing and fine-tuning
I test with real situations and adjust until it works the way we agreed.
- 04
Support after launch
For 30 days after launch I fix bugs for free; after that, support starts at €150/month.
- 05
Documentation
You get a description of how everything works and what to do if something needs to change.
- 06
Team training
I show your team how to use the automation and keep an eye on it.
Process
How the setup works
- 1
Your message and my reply
You tell me what keeps repeating. I reply by email with where it makes sense to start and, if needed, we set up a call. The price is agreed in writing before work starts.
- 2
Build and test
I build the automation in your accounts, test it with real situations and fine-tune the details.
- 3
Launch and support
I launch it and train your team. The first working solution takes 1–2 weeks.
Can you include TikTok, LinkedIn or email marketing data?
Usually, yes: TikTok Ads, LinkedIn Ads, Mailchimp and many other platforms have APIs, and Make or n8n either has ready modules for them or can connect directly. Some platforms require approval for API access or have request limits, so I check access in your accounts before committing to a specific platform.
Won’t the AI commentary get the numbers wrong?
The sheet’s formulas do the math; AI only describes results that are already calculated. It can still misread the reason behind a change, which is why every commentary goes through the account manager. The client never receives anything a person hasn’t read.
How is access to clients’ ad accounts handled?
Clients grant access through the agency’s business accounts – a Google Ads manager account (MCC) and Meta Business – and the connections are set up under your agency. No client passwords are needed, and none are stored in spreadsheets. When you stop working with a client, access is revoked in one place.
How much does it cost?
The first solution starts at €450. The exact price depends on how complex the process is and how many integrations it needs. Once it is clear what we are building, I give you a fixed price in writing before work starts, with no commitment.
Do we need to change our current systems?
No. The automation connects to the systems you already use: Gmail, Google Sheets, your CRM or others. Extra costs depend on the solution: you may need a platform subscription, AI model usage or other services. We discuss them before we start.
Next
Related solutions and tools
Service and guides
Let's discuss your situation
Tell me what keeps repeating in your company every day
We will work out where to start: maybe using your current tools differently is enough, maybe something is worth automating. If it is worth building, you get a plan and a fixed price.
- 1
You tell me what matters to you
A few sentences are enough: which task eats up your time or what you would like to change.
- 2
I read it and reply by email
Within 1 business day I write back with what I would suggest and what we still need to clarify.
- 3
A call, if it helps
If a call would help, we agree on a time. The scope and price of any paid work are agreed before we start.
Or directly: info@aigentas.lt