Case study · Digital Marketing · 5 min read
A small paid-ads agency was manually pulling performance numbers into a report for every client each month, while onboarding a new client was its own multi-day spreadsheet exercise.
Every month, account managers manually exported campaign data and rebuilt the same report structure for each of eighteen accounts — a full day of work that delayed actual strategy and client communication.
We built a system that pulls live performance data automatically, drafts the report narrative, and pushes real-time alerts to Slack when a campaign needs attention — instead of finding out two weeks later in the next scheduled report.
Each client had its own spreadsheet and its own version of the same report template, which meant building eighteen near-identical reports by hand every single month.
Onboarding a new client was equally manual — setting up tracking, a reporting sheet, and a client folder from scratch took the better part of two days before any actual campaign work began.
Performance issues, like a campaign quietly overspending or underperforming, often weren't caught until the next scheduled report — sometimes two or three weeks after the problem started.
Campaign data now syncs automatically from the Google Ads API into a structured report for each client, with Claude API drafting a plain-language summary of what changed and why.
New client onboarding triggers a templated setup — tracking, folders, and reporting cadence — that used to take two days and now takes minutes.
Spending and performance thresholds trigger an immediate Slack alert to the account manager, so issues get caught the same day instead of at the next scheduled check-in.
Reporting time per client dropped from roughly four hours to about twenty minutes of review and personalization, freeing account managers to focus on strategy instead of data assembly.
Every new client now onboards through the same automated setup, removing a multi-day bottleneck that used to delay the start of actual campaign work.
Real-time alerts have already caught several underperforming campaigns days earlier than the old reporting cycle would have, directly protecting client ad spend.
The narrative summary is drafted automatically, but the account manager still adds personal context before anything reaches a client.
Waiting for the next scheduled report meant problems sat unnoticed for weeks. Immediate alerts closed that gap entirely.
Because every new client followed nearly the same setup steps, automating onboarding had an outsized impact relative to the effort it took to build.
We audit your workflow and show you the ROI before writing a line of code.
Book a Free Discovery Call