How agencies can automate client reporting with AI
Weekly client reports eat hours of skilled time. Here's how to hand the whole loop to an AI coworker — with your approval on what goes out.
For most agencies, client reporting is the tax you pay every week. Pull the numbers from Google and Meta, drop them into a template, write the commentary, send it. Multiply by every client.
The pattern to automate
- Collect — the AI coworker reads your ad platforms and analytics for each account.
- Compile — it assembles the numbers into your report format (a Sheet, a doc, an email).
- Comment — it writes the plain-language summary: what moved, what stalled, what to watch.
- Confirm — it shows you the draft; you approve before anything reaches the client.
Why "with approval" matters
Client trust is the agency's product. An AI that sends unreviewed reports is a liability. Keep client-facing sends behind a one-click approval — the default in Medlar — so you get the hours back without giving up control.
Start small
Automate one client's weekly report first. Once you trust the shape of the output, roll it across the book of business and put it on a schedule. The schedule can gather the numbers and draft the report on its own; the send to the client always waits for your click, because a sent email can't be recalled.