Industry · Marketing & creative agencies

AI assistant for agencies: client reporting and lead routing

A custom AI assistant that pulls together client reports and routes incoming leads to the right person, so your team spends billable time on the work, not the admin. A person approves every important step. Live in two to three weeks.

Built by a team that built the #1 agent on SWE-bench Verified. The same people who push the frontier of coding agents build your assistant.

The admin that drains billable hours

Agencies lose real money to admin. Pulling numbers into client reports every month. Watching the inbox so a new lead does not sit for a day. Keeping trackers up to date across accounts. None of it is billable, all of it is necessary, and it quietly eats the hours you could be spending on client work.

What the assistant does

• Prepares client reporting. It gathers the numbers and drafts the recurring report, ready for a person to review.
• Routes incoming leads. It reads new inquiries and sends each to the right person, fast, so none sit cold.
• Keeps trackers current. It can update spreadsheets from incoming data. See spreadsheet updates.
• Flags the unusual ones. Anything out of pattern waits for a person.

A person approves every important step

Client-facing work carries your agency's name, so a person stays in control. Your team sees the drafted report or the routed lead, checks it, and approves. The assistant does the gathering and the drafting; your people own the judgment and the relationship. Nothing reaches a client without a human saying yes.

It fits the tools you already use

The assistant works with the email, spreadsheets, and files your agency already runs on. There is no new project tool for the team to adopt. The report lands where you expect it, and leads arrive in the channel your team already watches.

Live in two to three weeks, pay only if it saves time

We build the first version in two to three weeks and agree the fee up front. You pay only if it saves your team time. Recurring client reporting is often the first job to hand off, because it happens on a clock and the saved hours are easy to count.

Related: spreadsheet updates, how we build a custom agent, the done-for-you model, and the pricing approach.