What data sources can automated client reports pull from?

Connected social profiles, Meta and Google ad accounts, Google Analytics 4 and Google Business Profile reviews — anything you've linked through an official integration.

Can reports be white-labelled for each client?

Yes. Each client lives in its own isolated organisation with its own branding, connections, roles and audit trail, and reports are delivered as branded PDFs.

How does the AI summary avoid making numbers up?

The narrative is generated only from metrics returned by the platform APIs. Where a metric isn't available, the report states 'Not available' rather than estimating it.

Can I schedule reports to send automatically?

Yes. Set a cadence and recipient list per report and MarketPilot generates the PDF and emails it without manual intervention.

Do I need a separate seat for every client?

No. Pricing is per organisation with included users and add-ons, so you can manage many client workspaces from one login and one bill.

marketing agency report automation

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.

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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.

marketing agency report automation — frequently asked questions

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The modules, integrations and guides behind marketing agency report automation.

Modules that power this

Analytics & Reports
Measurement
Collaborate
Influencer marketing
Advertise
Paid media

Works with

Next steps

Pricing & plans
Compare every plan and what's included.
All feature modules
Plan, create, publish, engage, advertise, analyse.
Solutions by use case
AI scheduling, agency reporting, content planning.
All integrations
Every social, ads, analytics and CRM connection.