Marketing Agency Operations

Agency Client Ads Reporter

A weekly multi-client performance reporter for paid media agencies. The agent connects to your ad platform business manager, iterates over every managed account, pulls spend, CPM, CPC, CTR, conversions, CPA, and ROAS for the last 7 days, and computes week-over-week deltas. It publishes one Notion page per client with a metric table, a short written summary, and anomaly callouts when any KPI moves more than 25% versus the prior week. It then posts a single consolidated Slack message to the agency operations channel with top performers, accounts that need attention, and links to each client page. Account state is tracked in an internal database so that reports are deduplicated by client and week, and accounts with paused spend are skipped with a note rather than reported as zero. The agent re-runs each Monday at 8am local time and supports configurable metrics, anomaly thresholds, and account filtering by client name or tag.

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Agent snapshot

Built for marketing agency work, not a generic template.

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integrations used

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Marketing Agency Operations

Sample input

Build an agent to agency Client Ads Reporter. Use Google Docs and Slack. Focus on operations. Return a ready-to-review result after each run.

Sample output

Every Monday morning, pulls the last 7 days of Meta Ads performance across all managed client accounts, builds one Notion report per client, and posts a consolidated Slack summary with anomaly flags.

Workflow brief

Where Agency Client Ads Reporter fits in a marketing agency automation system

Agency Client Ads Reporter is designed for a specific recurring job: a weekly multi-client performance reporter for paid media agencies. The agent connects to your ad platform business manager, iterates over every managed account, pulls spend, CPM, CPC, CTR, conversions, CPA, and ROAS for the last 7 days, and computes week-over-week deltas. It publishes one Notion page per client with a metric table, a short written summary, and anomaly callouts when any KPI moves more than 25% versus the prior week. It then posts a single consolidated Slack message to the agency operations channel with top performers, accounts that need attention, and links to each client page. Account state is tracked in an internal database so that reports are deduplicated by client and week, and accounts with paused spend are skipped with a note rather than reported as zero. The agent re-runs each Monday at 8am local time and supports configurable metrics, anomaly thresholds, and account filtering by client name or tag. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.

A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.

In this setup Twin uses Google Docs and Slack as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.

What this agent automates

This run includes 8 concrete steps from the published agent data.

Signal 1 · 1

Trigger on the configured cadence and resolve the current reporting window (last N days ending yesterday)

Signal 2 · 2

List every active client ad account under the connected business manager and apply any account filter rules

Signal 3 · 3

For each account, pull the configured metrics for the current window and the prior equivalent window

Signal 4 · 4

Skip accounts with zero spend in both windows and record them in the run notes as paused

Signal 5 · 5

Compute deltas, flag anomalies above the threshold, and rank accounts by spend and ROAS movement

Signal 6 · 6

Upsert one Notion page per client with the metric table, summary paragraph, and anomaly callouts

Integrations used

Agency Client Ads Reporter connects Google Docs and Slack.

Google Docs

Connected in this agent

Slack

Connected in this agent

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