# Less report assembly. More time for the account.

> We build workflows for agency reporting, proposals and account handovers. Start with the records your team trusts and produce a draft the account lead can check, improve and use.

## Prepare a monthly client report

The work often starts after the dashboard is ready: collecting shipped deliverables, checking results against the brief and explaining what happened next. A pilot can bring that account context into a report draft, using the client's format and the records the team agrees to provide.

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.

1. **Set the period** — Confirm the client, date range and metric definitions.
2. **Gather approved inputs** — Use the reporting export, delivered-work log and relevant decisions.
3. **Draft the narrative** — Describe results, limitations and proposed next steps in the agreed format.
4. **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

A proposal workflow can use a prospect brief, approved service descriptions and selected past work to prepare an outline. Reference material should be chosen for relevance and permission to reuse it. Winning work for one client does not establish the same result for another, and the draft should not copy confidential details into 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

**Inputs for an agency pilot**

| 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](https://genaima.ai/tech-stack) does not establish access to your workspace or its client folders.

## Keep the account lead in the review

A report, proposal or handover should have a named reviewer who understands the client. Show source references alongside the draft and make missing information visible. In a first pilot, delivery can remain manual. Any automated send needs agreed recipient checks, approval rules and a tested way to handle retries and rejected drafts.

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](https://genaima.ai/security).

## 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 [pilot measurement template](https://genaima.ai/resources/pilot-measurement-template) with a small, representative set of reports. Include a routine month, incomplete data and a period with mixed results. The goal is to find where the workflow helps and where a person still needs to do the work.

## Questions agency owners ask

### Does this replace our dashboard?

The first step is to inspect what the existing platform already provides. The proposed workflow can focus on the account narrative, delivered work or review steps that still need manual assembly.

### 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 read a prompt before building a workflow?

Yes. The [operations prompt pack](https://genaima.ai/resources/operations-prompt-pack) includes inputs, illustrative outputs and checks that help explain how a bounded drafting task should work.

### 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.

- [Launch your autopilot](https://genaima.ai/contact) — Show us one recurring report or handover your team prepares by hand.

## Related

- [Client services](https://genaima.ai/solutions/client-services)
- [Professional services](https://genaima.ai/solutions/professional-services)
- [How a workflow runs](https://genaima.ai/how-it-works)
- [Security & governance](https://genaima.ai/security)

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