Use cases

Real work, running today.

Every card is something a team asked for in one line, and what came back. Pick your industry.

Agencies

Client reporting, campaign audits and briefs, the work that eats the account manager’s week.

Typical stack
Automation
Write and send every client’s weekly performance recap on Friday.
20 clients. Reconciled spend and revenue, called out what actually moved, drafted each recap for AM approval.
Friday RecapsLive
Clients covered20
Drafted20
Approved & sent18
Held for AM2
Report
Audit every ad account before the client call.
Checked budget pacing, search waste, tracking gaps and creative fatigue across 8 accounts.
Campaign AuditLive
Budget pacing · 2 behindSearch waste · ₹1.4LTracking gaps · 3Creative fatigue · 5 sets
Automation
Pause any ad set whose CPA goes 30% over target, and tell the buyer.
Paused 4 sets overnight, reallocated ₹62,000 to the top performers, posted the reasoning to the channel.
Pacing GuardLive
Sets paused4
Budget moved₹62,000
Blended CPA−18%
RunsHourly
Report
Build the monthly performance deck for each client.
Structured deck with current data, charts, risks and recommendations. AM edits the last slide, that’s it.
Client Deck · OctoberLive
Slides14
Charts9
Risks flagged3
AM edit time~8 min
Answer
Which creative angle is working across all our fitness clients?
Read 6 months of creative performance across 5 accounts. Found the pattern and wrote the brief for it.
Creative InsightLive
Winning hook · before/afterAccounts · 5 of 5Avg CTR lift · +34%
Automation
Research any company that books a call, 90 minutes before it starts.
Reads their site, ad library, funding and stack. One-pager in the deal channel before you sit down.
Prospect BriefLive
Briefs this month23
Lead time90 min
Sources read~40 per brief
App
Build the AM team a pacing dashboard they can actually open.
Built and shared with 9 AMs. Every account, every budget, colour-coded. Nobody opens the ad platforms now.
Pacing BoardLive
ClientZenith Fitness
Budget₹4,00,000
Spent₹2,71,000
Paceon track
Open account
Report
Show me every client’s retainer profitability this quarter.
Hours logged against retainer value across 20 clients. 3 are underwater, named, with the reason.
Retainer HealthLive
Healthy · 14Watch · 3Underwater · 3

Don’t see yours? It probably still works: these are patterns, not products.