Client reporting that stops scaling with your client count.
Reporting week is the same work repeated once per client, from a different set of logins each time. An agent runs it across every account you manage and hands back the report, not the raw numbers.
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An AI agent for marketing agencies runs the recurring client work that multiplies with headcount: pulling each client's numbers from their own connected accounts, building the monthly report, watching campaigns between reports, and posting a digest to the channel the account team lives in. Each client's work runs against that client's own accounts, and anything client-facing waits for approval.
At a glance
| Best for | Marketing & creative agencies |
|---|---|
| Key integrations | Google Sheets, Mailchimp, HubSpot, CallRail |
| Connects to | 3,000+ apps via managed OAuth |
| Setup | Connect your tools — no code required |
| Autonomy | Suggest-only to fully autonomous, with approval gates |
| Pricing | 4-day trial (card required, no charge today), then paid plans |
By Loïc Jané · Updated August 10, 2026
How the agent works
From trigger to action — Fleece AI does the work in between.
Mailchimp
Campaign stats
HubSpot
Pipeline
Google Sheets
Client data
Fleece AI
Fleece AI at work
Google Sheets
Report built
Slack
Digest posted
Mailchimp
Campaign stats
HubSpot
Pipeline
Google Sheets
Client data
Fleece AI
Fleece AI at work
Google Sheets
Report built
Slack
Digest posted
Reporting week exists because the work repeats, not because it is hard
Nobody joined an agency to copy numbers into a deck. But the numbers live in a different account per client, the report is due at the same time for everyone, and the only thing that has ever made it faster is doing it at the last minute.
How the agent runs a reporting cycle
It reads each client's own accounts
Every client's data comes from that client's connected accounts — their email platform, their CRM, their call tracking, their sheet. Nothing is pooled, and each run records which accounts it touched.
It builds the report, not a data dump
Numbers are assembled into the format you already send, with the movements called out — what rose, what fell, what stalled — so the account manager starts from a draft with a point of view instead of a spreadsheet.
It watches between reports
The same checks run on a schedule during the month. A campaign that stops converting, a form that stops submitting, a spend line moving faster than plan — the digest arrives while there is still a month left to act on it.
It delivers where the team works
The report lands in the sheet or doc you use and the digest posts to the channel. Anything sent to a client waits at an approval gate until someone at the agency clicks.
Why an agency runs this differently
One agent, every client
The same cycle runs across every account you manage. Winning a client adds a connection, not a permanent slice of reporting week.
Per-client separation
Each client's work runs against that client's own connected accounts, so one client's data is never the context for another's report.
Nothing reaches a client unapproved
Client-facing sends sit at an approval gate. The agent drafts and assembles; a person at the agency decides it goes.
Monthly and in-between
Reports on your cycle, checks on a shorter one — set once, in your own timezone, so problems surface while the month can still be saved.
A trace behind every figure
Each run records the steps and the accounts it read, so a number in a client report can be traced back months later.
Judgement stays with the account team
The agent surfaces movement and drafts the narrative. What to recommend to the client remains a human call.
Connects to the agency stack
Mailchimp and HubSpot for campaigns and pipeline, CallRail for inbound calls, Google Sheets and Notion for the reports themselves, Slack and Gmail for delivery. All through managed OAuth, per client — no shared logins, no API keys.
What changes at the agency
Questions from agencies
Each client's work runs against that client's own connected accounts and its own agent context. Data is not pooled across clients, and every run records exactly which accounts each step read.
It can, but most agencies do not let it. Client-facing sends sit at an approval gate by default: the agent assembles and drafts, and someone at the agency releases it.
You connect the accounts you already have access to, through managed OAuth, per client. There are no shared passwords to circulate and no API keys to store.
The catalogue covers 3,000+ applications, and where an app is not in it an agent can still reach the interface on the open web. If a client's stack is genuinely unusual, test that one first.
Not necessarily. If you already have a dashboard, the agent can read from it and write the narrative around it. What it replaces is the manual assembly between the data and the document you actually send.
That is the sensible way in. Connect one client's accounts, run a cycle alongside your normal process and compare the output. Every plan opens with a 4-day trial.
Go deeper on the blog
Run reporting week once, for every client
Connect one client's accounts, watch a full cycle run, and keep the approval gate on anything that reaches them.
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