All industries

For performance, content and full-service agencies

Client reports build themselves. New briefs become projects in minutes.

Your account managers pull numbers from every ad and analytics platform each week, then set up the same project for every new brief. We build the pipeline that pulls the data into your report template on schedule and turns an incoming brief into a ready project with owners and approvals. A first workflow is typically live in about 6 weeks.
  • 80%

    faster project setup (email-to-CRM client case)

  • 0

    offers missed after go-live (same case)

Why now

Why delivery speed decides client retention

Clients judge agencies on how fast campaigns launch and how quickly they see results. Hours spent assembling reports are hours not spent improving the campaign.

We take over the repeatable coordination work, so your senior people analyse performance instead of building spreadsheets.

What we fix

The manual work, and what we build for each one

  • You do this by hand: The same project set up by hand for every brief

    We build this: Brief intake creates the project, tasks and owners in your PM tool

    Result: 80% faster setup in our email-to-CRM client case

  • You do this by hand: Weekly reports compiled across platforms

    We build this: Scheduled data pull into your report template, plus a commentary draft

    Result: Report ready before Monday

  • You do this by hand: Supplier quotes in email and sheets

    We build this: Quote requests, comparison and deadline reminders in one workflow

    Result: One supplier board

  • You do this by hand: Posts scheduled separately for every channel

    We build this: One content calendar feeding each channel scheduler

    Result: Schedule once

  • You do this by hand: Onboarding assets and approvals scattered

    We build this: An onboarding checklist that requests access, assets and sign-offs automatically

    Result: No manual chasing for logins and assets

What we build

The workflows, step by step

01

Brief → project setup

An incoming brief (email or form) creates the project, tasks, owners and approval steps in your PM tool.

Expected impact

Kick-off happens the same day the brief arrives.

Brief to kick-off

  1. Brief

    Email or form

  2. Extract

    Scope, dates, budget

  3. Create project

    Tasks + folders

  4. Assign owners

  5. Approval gate

    Human approval
  6. Kick-off

02

Scheduled client reports

Spend and results are pulled from each platform into your branded template, with a draft commentary for the account manager to edit.

Expected impact

Reports go out on time without the Monday scramble.

Every platform, one report

Scheduled client reporting:. Search ads, Social ads, Web analytics, CRM feed into Normalise + commentary draft (Runs on your schedule), which updates Client report (Your template), AM review (Edit, then send).

Monday, before and after

CriterionManualAutomated
Pull numbers from each platformBy handScheduled pull
Paste into the templateBy handAutomatic
Write commentaryFrom scratchEdit a draft
Send to the clientWhen finishedOn schedule

03

Supplier tracker

Quotes, asset deadlines and invoices sit in one board with automatic reminders.

Expected impact

No more digging through threads to find who owes what.

How it goes live

From first workshop to a running workflow

≈ 6 weeks to first workflow live

  1. Stack map

    List every ad, analytics, CMS, CRM and PM tool, then define the minimum data handoffs between them.

  2. Approval gates

    Automation pauses for creative and client review, and resumes once the work is approved.

  3. Reporting cadence

    Dashboards and reports refresh on schedule, so nobody does last-minute pulls.

  4. Creative reuse tagging

    Assets are tagged so existing creative can be found and reused instead of rebuilt for every campaign.

Approval gates: automation pauses for review

  1. Brief received

    Automation
  2. Creative drafted

    Agency
  3. Creative review

    Client · automation pauses
  4. Approved

    Client
  5. Scheduled and launched

    Automation

What we measure

The numbers we track from week one

We baseline each metric before go-live, so the change is measured on your data, not estimated.
  • Baseline in week 1lower is better

    Campaign launch lead time

  • Baseline in week 1lower is better

    Hours per weekly report

  • Baseline in week 1lower is better

    Supplier lead-time variance

  • Baseline in week 1lower is better

    AM reporting hours per client per month

FAQ

Questions we hear from teams like yours

Can automation replace our weekly reporting grind?
We fetch data from ad, analytics, and CRM platforms, normalise the metrics, and fill your existing report template automatically, so your team spends time on insights, not spreadsheet formulas.
Will automation work with our existing martech stack?
We connect your project management, analytics, and scheduling tools, keeping your approvals and notifications in place.

Next step

Show us one client report. We’ll show you how it builds itself.

In a 30-minute call we walk through how one report and one new-brief setup happen today, and what would run on its own.