Prepare a monthly client report
The work often starts after the charts are ready: collecting delivered work, checking results against the brief and explaining what happened. A first test can use the agreed client records to prepare a draft in the client's report format.
Keep calculations in a reliable reporting source or tested code. Ask the model to explain the supplied results, with references and visible gaps. Different attribution windows, currencies or campaign definitions should be resolved before comparison. A fluent summary must not turn correlation into a claim that a campaign caused a result.
Set the period
Confirm the client, date range and metric definitions.
Gather approved inputs
Use the reporting export, delivered-work log and relevant decisions.
Draft the narrative
Describe results, limitations and proposed next steps in the agreed format.
Review
The account lead verifies the numbers and claims before sharing the report.
Existing reporting platforms may already prepare summaries. First check whether a template or current product feature solves the task. Custom work is worth evaluating when the missing step involves account-specific documents, decisions or a handover that the current setup does not cover.
New-business proposals from past work
Omni can use a prospect's brief, approved service descriptions and past work you may share to prepare a proposal outline. Choose examples that fit. A result for one client does not promise the same for another, and confidential details must stay out of a new pitch.
The new-business lead should see what is supported, which questions remain and which commitments need internal approval. Test an incomplete brief and a prospect whose needs differ from the past examples. A useful draft makes the differences clear rather than forcing every opportunity into the same offer.
Organise the account records
| Source material | Useful context |
|---|---|
| Reporting exports | Agreed metrics, date ranges and campaign identifiers. |
| Project records | Delivered assets, open tasks and owners. |
| Approved client correspondence | Requests, feedback and decisions. |
| Briefs and review notes | Objectives, constraints and agreed next steps. |
| Approved past work | Examples that can be reused in a proposal or handover. |
These may come from exports or verified connections to tools such as Notion, shared drives and the team's project system. Access and update timing are confirmed per implementation. A logo on the tech stack page does not establish access to your workspace or its client folders.
Keep the account lead in the review
A report, proposal or handover needs someone who knows the client to check it. Show where each important fact came from and what is missing. At first, a person can send the finished work. Automatic sending would need recipient checks, approval rules and tests for errors or repeated requests.
Account separation must be enforced in the application and data access. Include a test where a user requests another client's material, and check generated outputs as well as retrieved sources. Reviewer attention is useful, but it is not a substitute for access control. See security and governance.
Measure the full reporting task
Track the time spent gathering inputs, producing the draft and checking it. Record factual corrections, missing context and whether the client-ready version needed substantial rewriting. Include ongoing maintenance and provider usage in the evaluation where available. A quick draft with unreliable numbers is not a useful improvement.
Use the before-and-after worksheet with a few varied reports. Include an ordinary month, missing figures and mixed results. Check where the tool saves time and where a person still needs to do the work.
Questions agency owners ask
Does this replace our dashboard?
First check what your current platform already provides. Omni can focus on the client explanation, delivered work or review steps your team still assembles by hand.
Can it handle several clients?
That requires an agreed account model, data boundaries and review responsibilities. Start with a limited scope and test separation before expanding.
Can we see sample instructions first?
Yes. The everyday work examples show what information to provide, a made-up draft and what to check before use.
What should we bring to the first conversation?
A redacted report, its source records, the current preparation steps and the account lead's main corrections are a useful starting point.
Talk through your taskShow us one recurring report or handover your team prepares by hand.