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Flywheel Digital
Marketing Agency
AI Agents
We built an agent-driven reporting workflow so account managers review and refine client reports instead of spending hours pulling data and writing narratives.
60 hrs/wk
manual work saved across ~30 clients
~2h → ~5m
per client report
95.8%
less time per report
The client
Flywheel is a growth marketing agency with strong expertise in analytics. They deliver weekly performance updates to their clients that are expected to share insights across multiple marketing channels and data sources.
The challenge
- Account managers spent ~2 hours per client per week pulling data, interpreting trends, drafting insights, and formatting reports.
- Across ~30 clients, this added up to ~60 hours of manual work per week.
What we shipped
- Agent workflow that pulls from the marketing stack (ads + ecommerce + CRM; e.g., Shopify, Meta, TikTok)
- Trend analysis and insight drafting aligned to each client's reporting format
- Human-in-the-loop review so account managers approve before delivery
- Scheduled runs (daily) with fallbacks and alerts
- Notion integration to publish drafts into the existing client reporting workflow
Results
- ~60 hours/week → ~5 hours/week across the full client base
- ~2 hours per client → ~5 minutes of review
- More consistent reporting output with fewer last-minute scrambles
- Higher reporting standards: the system enforces thoroughness and consistency that raises the bar for client deliverables
- Account managers redeployed time to higher-value client work
Why it worked
- Repeatable unit of work: focused on recurring reporting with measurable time cost
- Reliability first: scheduled runs, fallbacks, alerts
- Humans in control: review step before delivery
- Existing workflow: integrated into Notion instead of introducing a new system