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Client reporting, campaign briefs, approval chasing, and new business outreach. Describe the task in one sentence, the agent does it across your apps.

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AGENT

Build this week's client performance report from scratch

Pull a month-end summary across all active clients

Chase every overdue approval sitting in a client's inbox

Write a full campaign brief from a one-line client request

Follow up on every proposal that's gone quiet

Find what a client's top competitors are running right now

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Any Agency Task. One Message. Done.

Client reports, campaign briefs, approval nudges, competitor research. Tell the agent what you need and it works across your project tracker, Gmail, Slack, Google Sheets, and 1,500+ apps.

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Pull this week's campaign data from the connected ad platforms and analytics tools for the client listed in the 'Active Clients' tab in Google Sheets. Calculate spend, impressions, clicks, conversions, and cost-per-conversion for the period. Build a clean report summary in a new Google Doc with a highlights section at the top, a metrics table in the middle, and a 'What's Working / What to Watch' commentary at the bottom. Add the doc link to the client's row in the 'Weekly Reports' tab in Google Sheets, then send the finished report to the client's email address via Gmail with a short covering note. Post a confirmation to the client's Slack channel so the team knows it's been sent.||

Report built and sent to client. Doc link logged in Google Sheets. Team notified in Slack.

Weekly Performance Report — Meridian Fitness | 2–8 Jun 2026

Highlights

Paid search CTR up 14% week-over-week. Meta ROAS held at 3.2x despite budget cut.
Email campaign hit 41% open rate, best in the last 8 weeks.
Cost-per-lead down to $18.40 from $22.10 last week.

Channel	Spend	Impressions	Clicks	Conversions	CPA
Google Ads	$1,840	142,000	3,920	100	$18.40
Meta Ads	$960	88,500	1,740	44	$21.82
Email	$0	12,200	1,488	61	$0
Total	$2,800	242,700	7,148	205	$13.66

What's Working Paid search lead volume is up sharply after last week's ad copy refresh. Email engagement continues to outperform benchmarks.

What to Watch Meta frequency is creeping up (now at 3.8). Recommend rotating creative in the next 48 hours to protect ROAS.

📄 Full report: Google Doc link logged in Weekly Reports tab ✅ Sent to client via Gmail | Posted to #meridian-fitness in Slack

👇 Here's what your team could do with a single message.

1.Build this week's client performance report from scratch

2.Pull a month-end summary across all active clients

Check the 'Active Clients' tab in Google Sheets for every client currently on retainer. For each one, pull the key campaign metrics for the current month from the linked tracking sheet and write a two-paragraph month-end summary covering what performed, what didn't, and the recommended focus for next month. Compile all summaries into a new Google Doc titled 'Month-End Wrap [Month Year]' and share the link in the #reports channel in Slack.

3.Send the client a mid-month check-in before they ask

For the client name I specify, pull their campaign metrics for the first half of the current month from the 'Campaign Tracking' tab in Google Sheets. Write a short mid-month email via Gmail with the headline numbers, a one-line performance commentary, and a note on where spend is tracking against budget. Keep it to five lines. Log the send date in the 'Client Communications' tab in Google Sheets.

1.Chase every overdue approval sitting in a client's inbox

Pull every task in your project tracker with a status of 'Pending Client Approval' and a due date that has already passed. For each one, send a polite but firm follow-up email via Gmail to the client contact named in the task, naming the specific deliverable and how many days it's been waiting. Update the task in your project tracker with a 'Chased' note and the date. Post a list of everything chased to the #approvals channel in Slack so the account lead knows the status.

2.Build a full project brief from a client kickoff intake

Take the client's kickoff notes from the 'New Projects' tab in Google Sheets. Write a complete project brief in a new Google Doc covering objectives, target audience, key messages, deliverables list, timeline, and success metrics. Share the doc with the client via Gmail and ask them to confirm the brief before work starts. Log the brief link in the 'Projects' tab in Google Sheets.

3.Get the weekly project status across every live account

Pull every active project from your project tracker that has a task due this week or overdue. Group them by client, list the tasks and their status, and flag anything that is blocked or at risk of missing its deadline. Build a clean status summary in Google Docs and post it to the #account-health channel in Slack so the team walks into the week knowing where every account stands.

4.Alert the team when a project deadline is three days out

Check your project tracker for any deliverables due in the next three days that are still in progress or not started. For each one, post a heads-up to the #deadlines channel in Slack naming the client, the deliverable, who owns it, and the due date. Send the assigned team member a direct reminder via Gmail so nothing lands as a surprise.

1.Write a full campaign brief from a one-line client request

Take the client name and campaign goal I describe. Search the web for recent campaigns in that category and the client's competitive space. Write a full campaign brief in a new Google Doc: background, campaign objective, target audience, key message, tone of voice, channel plan, copy angles, and success metrics. Save it to the 'Campaign Briefs' folder in Google Drive and share a link via Gmail to the account team.

2.Draft ad copy variations for a new campaign

Take the campaign brief details from the Google Doc I specify. Write five ad copy variations for each placement: one headline set and one body copy block per variation. For each, include a note on which audience segment or creative angle it's written for. Add all variations to a new tab in the linked Google Sheet and send the copy doc link to the creative lead via Gmail.

3.Build a one-month social content calendar for a client

Take the client's brief from the 'Active Briefs' tab in Google Sheets and any brand notes in the linked Google Doc. Build a 30-day social content calendar in a new Google Sheet covering the agreed posting frequency per platform. For each post, write a short caption, suggest a visual direction, and tag the content pillar it belongs to. Share the calendar with the client via Gmail for review.

1.Follow up on every proposal that's gone quiet

Pull every row in the 'Proposals Sent' tab in Google Sheets where the status is 'Waiting' and the sent date is more than five days ago. For each one, draft a short follow-up email via Gmail referencing the proposal by name and asking if they have any questions or if the timing has changed. Update the last-contacted date in Google Sheets and post a list of followed-up proposals to the #new-business channel in Slack.

2.Send a personalized pitch to a new inbound lead

Take the new lead's name, company, and what they're looking for from the 'Inbound Leads' tab in Google Sheets. Search the web for recent information about their company and any relevant campaigns they've run. Draft a short, personalized intro email via Gmail that references something specific about their business and positions what we do in one tight paragraph. Log the send in Google Sheets and post to the #new-business channel in Slack.

3.Research a prospect before a new business call

Take the prospect's company name and the call date. Search the web for their recent news, campaigns, and any public marketing activity. Pull their competitors and what those competitors are doing. Build a one-page prep note in Google Docs covering company overview, recent activity, competitive landscape, and three smart questions to ask on the call. Send it to the account lead via Gmail.

1.Find what a client's top competitors are running right now

Take the client name and their top three competitors from the 'Competitor Watch' tab in Google Sheets. Search the web for each competitor's recent ads, social activity, and any new campaigns or offers they're promoting. Summarize the findings in a new Google Doc with a section for each competitor covering what they're running, what angle they're pushing, and any gaps we could exploit. Share the doc with the account team via Gmail.

2.Pull the latest industry news for a client's monthly report

For the client and industry category I specify, search the web for the three to five biggest news stories or trends from the last 30 days. Write a short 'Industry Pulse' section in Google Docs with a two-sentence summary for each story and a line on why it matters for the client's marketing. Add it to the monthly report template in Google Drive.

3.Track a competitor's pricing or offer page for changes

Visit the URL I specify and extract the current pricing tiers, key offer details, and any promotional copy from the page. Compare it against the version saved in the 'Competitor Snapshots' tab in Google Sheets from last month. Summarize what changed, what stayed the same, and flag anything that looks like a strategic move. Update the snapshot in Google Sheets and post the changes to the #competitive-intel channel in Slack.

1.Check which retainer clients are close to burning their hours

Pull the 'Retainer Hours' tab in Google Sheets for every active retainer client. Check hours logged this month against the monthly retainer allocation. For any client within 20% of their cap, draft a heads-up email via Gmail to the account lead letting them know and flagging whether scope expansion is worth bringing up. Log the check date in Google Sheets.

2.Follow up on an invoice that's been sitting unpaid

Take the client name and invoice number I specify. Pull the invoice details from the 'Invoices' tab in Google Sheets. Draft a polite but direct payment reminder via Gmail referencing the invoice number, amount, and the number of days it's been overdue. Update the invoice status in Google Sheets and log the follow-up date.

3.Build the end-of-month billing summary across all clients

Pull every active client from the 'Clients' tab in Google Sheets. For each, check hours logged, deliverables completed, and any ad-hoc work added outside the retainer scope this month. Build a billing summary in a new Google Sheet tab with a row per client showing what to invoice and any scope overages to discuss. Post the summary to the #finance channel in Slack so the right person can review before invoices go out.

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Set It Once. Client Work Runs Itself.

Weekly reports out before the client asks. Overdue approvals chased automatically. New leads followed up the moment they land. Running on schedule or the second something happens in your apps.

Automate recurring processes in 30 seconds.

Send every client their weekly report automatically

When this happens...

App

Clock

When

Every Friday at 08:00 AM

Then do this...

👇 No workflow builder. Set it up in plain English.

Send every client their weekly report automatically

Every Friday at 08:00 AM

For every client in the 'Active Clients' tab in Google Sheets, pull the week's campaign metrics from their linked tracking sheet. Build a clean performance summary in a new Google Doc with highlights, a metrics table, and a 'What to Watch' commentary. Log the doc link in the 'Weekly Reports' tab in Google Sheets, email the report to the client contact via Gmail, and post a confirmation to the client's Slack channel.

Follow up on every new inbound lead the moment it lands

When a new lead is added to the 'Inbound Leads' sheet

When a new row is added to the 'Inbound Leads' tab in Google Sheets, search the web for recent information about their company. Draft a short personalized intro email via Gmail referencing something specific about their business and what we do. Send it, update the lead's status in Google Sheets, and post the new lead to the #new-business channel in Slack.

Chase approvals that are still sitting at the client end

Every Tuesday and Thursday at 09:00 AM

Pull every task in your project tracker with a status of 'Pending Client Approval' and a due date that has already passed. For each one, send a follow-up email via Gmail to the client contact naming the deliverable and how long it's been waiting. Update the task with a 'Chased' note and the date. Post a status list to the #approvals channel in Slack.

Get your morning brief before the day starts

Every weekday at 07:30 AM

Pull today's tasks and deadlines from your project tracker. Check the 'Proposals Sent' tab in Google Sheets for any proposals due a follow-up. Pull any invoices in the 'Invoices' tab that are more than 14 days overdue. Build a single morning digest and post it to your personal channel in Slack covering deadlines today, approvals still waiting, proposals to chase, and overdue invoices.

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Agency Playbooks Anyone on Your Team Can Run

New client onboarding, campaign launches, monthly reporting, new business pitches. The same standard, every time, whether it's your best account manager or a new hire running it.

Complete repetitive processes in clicks

Onboard a new client and kick off their first month

1. New Client Details

New Client Details

Fill fields below 👇

Client Name *

Main Contact Email *

Retainer Scope *

Services Agreed *

Retainer Start Date

2. Build the Client Setup Document and First-Month Task List

Agent

Create a full client setup document for Client Name covering scope (Retainer Scope), services (Services Agreed), main contact (Main Contact Email), billing schedule, and agreed deliverables. Then build a first-month task list with every setup and delivery milestone and its due date relative to Retainer Start Date. Prepare a warm, professional welcome email to Main Contact Email that explains what happens in month one, who they'll hear from, and what to expect in the first two weeks.

3. Create the Client Folder in Google Drive

Create FolderinGoogle Drive

4. Save the Setup Document to Google Drive

Create File in FolderinGoogle Drive

5. Send the Welcome Email

Send EmailinGmail

6. Announce the New Client in Slack

Post MessageinSlack

👇 See use cases.

1.Onboard a new client and kick off their first month

How this Playbook works?

Enter the client's name, main contact email, retainer scope, and the services agreed. The AI agent creates a new project folder in Google Drive, builds a client setup document with scope, contacts, billing details, and agreed deliverables, then adds the client to your project tracker with a full first-month task list and due dates. It sends the client a welcome email via Gmail with a brief overview of what happens in month one, and posts an announcement to the #new-clients channel in Slack so the whole team knows a new account is live.

2.Launch a new campaign from brief to live

How this Playbook works?

Enter the client name, the campaign objective, the target audience, and the channels. The AI agent searches the web for recent campaigns in the client's category and competitive space, writes a full campaign brief in a new Google Doc covering objectives, audience, key messages, channel plan, copy angles, and KPIs, then drafts the first round of ad copy and social copy for each channel. It saves everything to the client's folder in Google Drive, sends the brief to the account team for review via Gmail, and creates a campaign launch task in your project tracker with a due date.

3.Produce a monthly performance report for any client

How this Playbook works?

Enter the client name and the reporting month. The AI agent pulls campaign metrics from the 'Campaign Tracking' tab in Google Sheets, builds a clean monthly report in a new Google Doc with an executive summary at the top, a channel-by-channel breakdown in the middle, and a 'Month Ahead' recommendations section at the bottom. It saves the finished report to the client's folder in Google Drive, emails it to the client contact via Gmail with a short covering note, and logs the send in the 'Monthly Reports' tab in Google Sheets.

4.Pitch a new prospect from research to proposal

How this Playbook works?

Enter the prospect's company name, the services you want to pitch, and the decision-maker's email. The AI agent searches the web for recent news about their company, any campaigns they've run, and what their competitors are doing. It writes a tailored two-page proposal in a new Google Doc covering their situation, what you'd do for them, why you're the right partner, and a suggested engagement scope. It saves the proposal to Google Drive, emails it to the decision-maker via Gmail with a personalized covering note, and logs the proposal in the 'Proposals Sent' tab in Google Sheets with a follow-up date set five days out.

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Describe your agency task in one sentence. The agent does it across your apps.

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