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Run every client account from one workspace

AI employees draft client intake, onboarding, reports, retainers and renewals. You approve what goes to a client.

Request accessSee how it works

Early access for agencies. We start on sample data.

You
Get the Harbor Dental report ready for Monday.
Reggie·Marketing and growth
On it.

Send the October report to Harbor Dental

WhyDue Monday. Leads are up. One form stopped tracking Oct. 20, so those days are labeled.

If approvedReggie emails it from your inbox and logs it on the client record.

Preview the email

Hi Lena, your October report is attached. Calls from search ads went up. A booking form stopped tracking Oct. 20 to 22, so those days are marked.

Approved by Dana. Sent to Harbor Dental and logged.

Reggie's computer

Live
  • Read Google Ads, GA4 and Search Console
  • Found a tracking gap and labeled it
  • Drafted the report and the email
  • Waiting for your approval
  • Approved and sent

Illustration with sample data. Every agency and client shown is fictional.

  • Clients and retainers

    Contracts, retainers and renewal dates.

  • Projects and deadlines

    Deliverables, owners and due dates.

  • Reports and results

    Spend, leads and results, with gaps labeled.

  • Billing

    Retainers, overage hours, late invoices.

Where the week goes

The jobs that eat your week

  1. 2 days

    Pulling numbers into client reports every month

    ReggieMonday client reportsComing
    1. Read Google Ads, GA4 and Search Console
    2. Labeled a 3-day tracking gap
    3. Send the Harbor Dental reportEditApprove

    Still yours: Every report, before a client sees it

  2. 4.5 hours

    Extra hours never make it onto the invoice

    NoraRetainer invoicesComing
    1. Read the time log for October
    2. Retainer $2,500, plus 4.5 overage hours.
    3. Send the invoiceEditApprove

    Still yours: Every invoice, before it goes out

  3. Week 3

    Still chasing GA4 access and a signed contract

    OliviaOnboarding nudgesComing
    1. Missing: GA4 access, brand files
    2. Hi Lena, can you add us to GA4? Here are the steps.
    3. Send the reminderEditApprove

    Still yours: Every reminder. Passwords are never stored

  4. 60 days

    A client cancels before you know they are unhappy

    CodyRenewal heads-upComing
    1. Lakeside Fitness renews in 60 days
    2. Drafted the renewal with 6 months of results.
    3. Send the renewalEditReview

    Still yours: The terms and the price

  5. Day 19

    A campaign runs out of budget mid-month

    ReggieSpend pacing checkComing
    1. Checked 14 ad accounts
    2. 2 accounts pacing 20% over budget
    3. Flag sent to you. No budgets changed.

    Still yours: Any budget change. Reggie only flags

  6. One claim

    An unchecked ad claim costs you the account

    SamClaims checkComing
    1. Read 6 ads for the fall promo
    2. "Best in town" has no source. Suggested a fix.
    3. Review the flagged adEditReview

    Still yours: What the client sees

Sample data. The moments are typical of the trade.

A client, from inquiry to renewal

Six stages, and a decision at each one

1Inquiry
Mia, chief of staff
Mia

A new business inquiry comes in

Mia answers the web form, takes intake and holds a discovery call slot.

Sample data
ProspectLakeside Fitness
Budget$3,000 a month (sample)
Call slot held
2Proposal
Cody, sales and estimates
Cody

A proposal from the call notes

Cody drafts the proposal and scope from the call notes.

Sample data
ScopeSearch ads, two landing pages
Retainer$2,500 a month (sample)
Waiting for you
3Onboarding
Olivia, office manager
Olivia

Access and assets, tracked

Olivia tracks the checklist and drafts reminders. It never stores passwords.

Sample data
Google Ads accessGranted
GA4 accessMissing
Reminder drafted
4Delivery
Sam, compliance and checks
Sam

Claims checked before the client sees copy

Sam checks ad copy against the client's claims rules. Hank keeps due dates.

Sample data
Ad setFall promo, 6 ads
Flag"Best in town" has no source
Flag for a person
5Reporting
Reggie, marketing and growth
Reggie

The monthly report, drafted

Reggie reads Google Ads, Meta Ads, GA4 and Search Console and drafts the report.

Sample data
ClientHarbor Dental
GapForm tracking, 3 days
Waiting for you
6Billing and renewal
Nora, billing, books and reports
Nora

Retainer billed, renewal on time

Nora drafts the invoice with logged overage hours. Cody drafts the renewal 60 days before the contract ends.

Sample data
Retainer$2,500 (sample)
Overage4.5 hours logged
Invoice drafted

Sample data. Every agency, client and person shown is fictional.

Agency use cases

Eleven jobs to hand to an AI employee

The team

Your AI employees in an agency

All seven have skills for digital marketing agencies (with workspace access). Meet all seven.

Control

What runs alone and what waits for you

Does on its own

Nothing goes to a client.

  • Reads ad accounts, analytics and your books
  • Flags pacing, tracking gaps and late work
  • Tracks access, files and due dates
  • Drafts reports, proposals and invoices

Waits for your approval

Anything that sends, spends, signs or changes.

  • Sends a report, email or reminder
  • Sends a proposal, price or renewal
  • Sends an invoice or applies a credit
  • Moves a due date or reassigns work

Never does

  • Change bids, budgets or campaigns
  • Promise results or rankings
  • Store passwords or mix clients' files
  • Clear its own claims flags or publish copy

Approval is the default. You choose what, if anything, runs on its own, and every decision is logged.

One workspace, many clients

What works today and what is in design

Available by request. We set it up with you.

Available means it runs today. In design means not built yet. Product names and logos belong to their owners and do not imply endorsement.

In the workspace

Request access
  • Client records and contacts
  • Approvals before anything goes to a client
  • Activity log on every client
  • Roles and permissions for your team
  • Reports, invoices and proposals as drafts

In design for agencies

  • Your agency logo on client reportsIn design
  • Client logins for reportsIn design
  • A separate workspace per clientIn design
  • Billing AI usage to each clientIn design

Connections

  • Google AdsReads spend and conversions
    Available
  • Meta AdsReads spend and results
    Available
  • Google AnalyticsReads traffic (GA4)
    Available
  • Google Search ConsoleReads search clicks
    Available
  • HubSpotReads contacts and deals
    Available
  • QuickBooksReads invoices
    Available
  • GmailReads inbox, drafts replies
    Available
  • Google CalendarTwo-way schedule sync
    Available

Also for agencies

  • SlackSet up with you
    Available
  • ClickUpSet up with you
    Available
  • AsanaSet up with you
    Available
  • CSV importImports a project board or client list
    Available

Google Ads, Meta Ads, HubSpot, Slack, ClickUp and Asana connect through Composio. AI employees read them and draft; they do not change campaigns.

Labels are as of October 2026.

Every action is logged, and sending waits for your approval. See how we test it on Security

Questions

Questions agency owners ask

Can one workspace hold all my clients?

Yes. Each client has its own records, reports and approvals. Separate client logins are not available yet.

Do AI employees change my clients' campaigns?

No. They read the ad accounts and draft. You or your team make any change.

Can I put my agency's logo on client reports?

Not yet. White-label reports are in design. Today, reports are drafted for you to send from your own email.

Who sees a report before the client does?

You do. Every send is logged on the client record.

How does pricing work for agencies?

Agencies get 20 percent off any plan. See the pricing page.

Do AI employees pretend to be my staff?

No. They are software, and they say so when they write to anyone.

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Put one AI employee on your client reports

Tell us how you run client accounts today. We start on sample data.

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