AI automation for marketing agencies that protects margin on every retainer
For agencies running ad accounts, analytics and content for dozens of clients. We build automations on the official Google Ads, Meta, LinkedIn, GA4 and HubSpot APIs that draft reports, watch spend, chase access and route client asks, so account managers spend their hours on strategy.
- Monthly reports drafted from GA4, Google Ads and Meta
- Spend pacing checked every morning across all clients
- Out-of-scope requests flagged before work starts
Where retainer margin leaks
The first week of the month vanishes
Every account manager exports from Google Ads, Meta and GA4, pastes into Looker Studio or AgencyAnalytics, and writes commentary for 15 clients at once.
Budgets drift between check-ins
A Meta campaign underspends for ten days or a Google Ads budget runs dry mid-month, and the client spots it before your team does.
Small asks become free work
A landing page tweak in Slack, one more email in a comment thread. None of it looks like scope creep until the hours report comes in.
What we automate inside agencies
Custom automations on the major model APIs, connected through each platform's official API under your agency's access. Account managers approve anything a client sees.
Monthly report drafts
Platform data is pulled per client, written into your template and paired with draft commentary that explains what moved and why.
Pacing and anomaly checks
Spend, CPA and conversion volume are compared with plan each morning, and only the outliers reach Slack.
Access request tracking
Business Manager partner access, GA4 property access and Google Ads manager links are requested at signing and tracked until each is accepted.
Request intake and routing
Client asks from email, Slack Connect and forms become tasks in ClickUp, Asana or Monday with client, type and owner set.
Scope checks
Each new request is compared to the client's SOW, and anything outside it goes to the account lead before work is assigned.
Content first drafts
Ad variations, recap emails and social posts are drafted from each client's brand notes and saved for your writers to edit.
Specific services for marketing agencies
Client onboarding automation
Client onboarding automation for agencies: partner access requested at signing, asset ownership checked, intake chased and projects built from the SOW.
Learn moreAgency workflow automation
Marketing agency automation that turns client asks into tasks, checks each request against the SOW, chases creative approvals and hands off between teams.
Learn moreAI agents for agencies
AI agents for marketing agencies that check pacing, review search terms, catch tracking drops and prep QBRs, proposing changes for your team to approve.
Learn moreClient reporting automation
Client reporting automation for agencies: Google Ads, Meta, LinkedIn and GA4 data pulled by API, tracking checked and commentary drafted for AM approval.
Learn moreWhere agencies start
Client reporting automation
Every platform in one draft report, with commentary checked by the AM.
Client onboarding automation
Partner access, intake and project setup triggered by the signed proposal.
Agency workflow automation
Request intake, scope checks and approval chasing across your PM tool.
AI agents for agencies
Pacing, search terms, tracking and QBR agents that watch every account.
Marketing agents
Agents for content and campaign work in more depth.
Workflow automation
How we build automations that cross several systems.
Built for agencies that answer to clients
Client data never crosses accounts
Each automation works one client at a time with that client's credentials, so one brand's numbers cannot land in another brand's report.
Official APIs, inside their limits
Google Ads, Meta and LinkedIn terms restrict scraping and automated logins. Everything runs through their APIs with your developer token and apps, within published rate limits.
A person checks the story
A model can mistake a tracking break for a performance drop. Account managers approve every summary before a client reads it.
Your agency keeps the stack
Code, API apps and model accounts are in your agency's name, so client access never depends on an outside vendor. We maintain it monthly.
“He got me 9 sales in my first 7 days of launching our campaign, which exceeded my expectations!”
Common questions
How can marketing agencies use AI automation?
Mostly on delivery overhead: drafting monthly reports, checking pacing, chasing client access at onboarding, routing requests, checking scope and writing first drafts. Strategy and client conversations stay with your team.
Do we have to drop AgencyAnalytics or Whatagraph?
No. If clients like their dashboards, we keep them. Where your reporting tool accepts data through an API or custom source we feed it; otherwise we write to the Sheets or BigQuery tables your dashboards read.
Will Google or Meta flag automated access?
Not when it runs through their APIs with an approved developer token or app and stays within rate limits. Trouble comes from scraping, shared logins and browser bots, which we do not build.
Can it produce white-label reports?
Yes. Reports and emails go out under your agency brand from your own accounts. Clients never see our name.
How does it handle scope creep?
It compares each request with the SOW and flags out-of-scope items to the account lead with a draft change order. It never tells a client no on its own.
Could this be ready for next month's reporting?
If you start with reporting for a handful of clients, often yes. The rest of the roster moves over across the following cycles.
See what your agency should automate first
Take the 2-minute AI audit and get the automations most likely to win back account manager hours.
- Time one reporting cycle
We sit in on a month-end and log every export, paste and rewrite across the account team.
- Set up API access in your name
Google Ads through your manager account, Meta through your Business Manager and app, GA4 through property access, all with tokens your agency holds.
- Draft five clients beside your team
Five accounts get automated drafts while your team builds them the usual way, so you can compare line by line.
- Move the roster over and keep it current
The rest of the roster follows, and each month we handle API version changes, quota errors and new client accounts.