Marketing agency report automation, from raw platform data to a signed-off client PDF
Reporting week shouldn't cost your team three days. MarketPilot pulls verified numbers from every connected channel, writes the narrative, and emails a branded PDF on the schedule you set — per client, per module, every month.
Agencies, freelancers and in-house teams who owe someone a monthly performance report.
What usually goes wrong
Exporting CSVs from six dashboards and pasting them into a slide deck every month.
Numbers that don't reconcile because each export used a different date range.
Writing the same 'here's what happened' commentary for every client by hand.
Reports that arrive late because one person owns the whole process.
How MarketPilot handles marketing agency report automation
Every module reports
Create, publish, engage, advertise and collaborate each ship a client-ready report with a 12-KPI grid.
AI insight narratives
Each report carries an AI-written executive summary explaining what moved, why, and what to do next.
Verified numbers only
If a platform API doesn't return a metric, the report says 'Not available' — the AI never invents a statistic.
Scheduled delivery
Pick a cadence and recipient list; PDFs are generated and emailed automatically without anyone pressing export.
White-label output
Your branding, your client's workspace, isolated per organisation with roles and audit trails.
Custom ranges and accounts
Any date range, any subset of connected accounts, comparisons included.
How it works
- 1
Create a client workspace
Isolated organisation with its own connections, roles and branding.
- 2
Connect their accounts
Social, ad, analytics, CRM and review platforms via official OAuth.
- 3
Pick the report
Choose the module, KPIs, date range and accounts to include.
- 4
Schedule it
Monthly, weekly or on demand, delivered by email as a PDF.
- 5
Review the narrative
Edit the AI summary if you want the last word before it sends.
What changes
Reporting week disappears
Scheduled reports replace the manual export-and-paste cycle.
Defensible numbers
Every figure traces back to a platform API response.
Scales per client
Add a workspace instead of adding a person.