How Much Time Are You Spending on Client Reporting?

The Problem Most Agencies Don’t Talk About

I want to walk you through something that sounds simple on the surface, but quietly eats up hours every week inside agencies: client reporting.

Before we built this, reporting looked like this for most teams:

• Pull data manually from Google Ads

• Copy metrics into slides or docs

• Customize insights client by client

• Double-check numbers (because mistakes happen)

• Send it out and repeat daily, weekly, or monthly

Even when teams tried to automate parts of it, there was still a ton of human cleanup:

• Metrics didn’t match the client’s goals

• Reports lacked context

• Insights were generic or irrelevant

• Slack messages were inconsistent

And worst of all? Senior employees were still involved in reviewing reports that should’ve been systematized months ago.

This is why we decided to fix it properly.

If you’re still relying on manual reporting or brittle dashboards, you’re paying for it in ways you can’t see yet.

👉 Book a call here, and I’ll walk you through what this could look like inside your agency.

What We Built Instead

We built a custom AI reporting workflow that handles scheduled client reports end-to-end automatically while still feeling personalized for each client.

Here’s how it works.

Step 1: Centralize Every Client in One System

All client data lives in a single, structured list. Each client has configurable options, including:

• Report status (enabled or disabled)

• Report frequency (daily, weekly, or monthly)

• Connected Google Ads account

• Priority metrics (CTR, CPA, conversions, ROAS, etc.)

• Budget sensitivity settings

• Slack channel destination

• Business description and website context

Once this is set up, there’s nothing left for a human to touch.

Step 2: Let the Agent Do the Heavy Lifting

On schedule, the workflow:

• Pulls all campaign data automatically

• Normalizes performance metrics

• Runs the data through a custom AI analysis layer

• Detects anomalies and wasted spend

• Generates improvement ideas

• Formats everything into a clean, readable report

No dashboards to open, spreadsheets to fix and best of all, no “did we send this already?” moments.

Step 3: Deliver Reports Where Clients Actually Look

Instead of burying insights in dashboards no one checks, reports are sent directly to Slack.

Each report includes:

• Reporting period

• Key metrics (spend, conversions, CPC, CPA, CTR, CVR)

• Wasted spend alerts

• Campaign-level anomalies

• 3 clear ideas to improve performance

And because it’s built as a modular system, we can toggle sections on or off:

• Month-to-date comparisons

• Campaigns requiring human review

• Funnel-specific breakdowns

• Anomalies only

• Recommendations only

The experience feels tailored, even though it’s fully automated.

Why This Matters More Than It Sounds

This isn’t just about saving time (although it saves a lot of it).

What we’ve found is that better reporting changes behavior:

• Clients engage more because insights are clearer

• Teams focus on improvements instead of admin

• Performance conversations become proactive instead of reactive

• Senior leadership gets time back to actually grow the agency

And because this is built with custom AI workflows, the agency owns the data, the logic, and the output. No black-box SaaS limitations.

The Bigger Pattern I’m Seeing

Every high-performing agency we work with eventually hits the same realization:

If a process happens on a schedule, touches the same data sources, and follows the same logic, it shouldn’t require a human.

Reporting is just one example. But it’s usually the gateway to unlocking much bigger operational leverage.

If you want help turning reporting (or any other operational bottleneck) into a custom AI workflow that actually gets used, you know where to find me.

Want us to run a diagnostics on which of the following systems you need the most help with and put together an easy-to-implement action plan to improve them? So you can finally escape agency prison and build your dream agency? Book a demo here!

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