Automated client reporting
KPI dashboards and reports that build themselves, on schedule, with no manual assembly.
For agencies · Advanced Agency Automation
Automate the busywork, keep the margin.
AI-driven reporting, intake and KPI tracking that connect your disconnected tools, so your team spends time on clients instead of admin.
80%Less reporting time
60-90dTo full automation
1Connected ecosystem
Reporting shouldn't eat your week.
In most agencies the same hours vanish every month into building reports, chasing intake and copying data between tools. It is invisible, it is expensive, and it grows nothing.
We map those processes, design the automation, and connect everything with AI and Make.com, so the busywork runs itself. One client cut reporting time by 80% and reinvested it straight into delivery.
What's included
The full scope.
We connect your stack into one automated system, including:
Smart intake forms
Logic-based forms that trigger the right workflow the moment a client submits a request.
KPI & performance tracking
Live tracking across clients, surfaced where your team already works.
Meeting & CRM automation
Calendar and CRM integration that books and logs without the back-and-forth.
Alerts & notifications
The right people pinged at the right moment, automatically.
Tool integration
Your CRM, PM and reporting tools connected into one ecosystem.
Tools & platforms
Make.comZapierMondayTeamworkCalendlyGA4
Who it's for
Mid-size and growing agencies drowning in manual reporting and admin, especially those with a CRM already in place that isn't pulling its weight.
It's for teams who'd rather reinvest recovered hours into delivery and growth than keep paying them out to spreadsheets.
How we work
A clear path, start to finish.
01
Discovery
We assess your processes and the tools involved.
02
Blueprint
A one-week research phase produces a roadmap.
03
Implementation
Two to ten sessions, done-for-you or taught.
04
Go live
Fully automated within 60 to 90 days.
Questions
Good to know.
What can you automate?
Reporting, client intake, KPI tracking, meeting scheduling, alerts, and the data handoffs between your tools, essentially any repetitive process.
How long does it take?
After a one-week research and blueprint phase, implementation runs across two to ten sessions, with most agencies fully automated within 60 to 90 days.
Do you do it for us or teach us?
Either. We offer done-for-you implementation or video-based training so your team can own and extend it.
Which tools do you work with?
Teamwork, Monday, Asana, Basecamp and Trello for PM, plus Make.com, Zapier, Calendly and custom API connections.
Will it work with our existing CRM?
Yes. We build around the CRM and tools you already use, connecting them rather than replacing them.
What's the payoff?
Recovered hours and fewer errors. One client cut reporting time by 80% and put that capacity straight back into client work.
Explore more
More for agencies.
Let's talk about Advanced Agency Automation.
Tell us the outcome you want. We'll scope it, price it, and show you the path in one call.