AI Agents for Campaign Reporting
WorkAgentic builds AI agents for campaign reporting that consolidate performance data across every channel automatically and deliver a consistent report on any cadence, so marketers stop rebuilding the same dashboard by hand every week.
No technical team neededBuilt by CPAs
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Campaign Reporting
Six campaign reporting tasks your team stops running manually
Each agent consolidates performance data automatically and delivers a consistent report. No manual exports, no rebuilding the same dashboard by hand every week.
Automatic Performance Data Aggregation
- Performance data pulled automatically from every ad platform and channel
- Paid, email, organic social, and SEO data combined in one view
- No manual export or spreadsheet needed to bring channels together
- New channels added to the report inputs without a rebuild
- Missing or delayed channel data flagged instead of reported on partial numbers
Cross-Channel Attribution and Blending
- Spend, conversions, and revenue blended into a single attribution view
- Attribution model configured to reflect how your team credits a conversion
- Channel-level breakdown available so a stakeholder sees what drove the result
- Different attribution views supported for different campaigns or products
- Blending logic applied consistently across every channel, no manual reconciling
Real-Time Report Updates
- Report refreshed continuously as new channel data comes in
- Dashboard always reflects current performance, not a static snapshot
- Historical changes logged so a stakeholder can see how a metric has trended
- Update frequency matched to how quickly your channels actually shift
- Underperforming campaigns flagged so teams know when to shift budget
Off-Target Metric Alerts
- A metric moving outside a defined range triggers an alert automatically
- Alerts routed to the right channel owner based on ownership rules
- An underperforming channel surfaced first instead of buried in a report
- Multiple threshold tiers supported, such as warning and critical
- Alert timing tuned so budget shifts happen before the period closes
Custom Reporting Cadence and Format
- Cadence and format configured per stakeholder from the same underlying data
- A CMO, channel owner, and agency partner each get the view relevant to their role
- Manual override available where a stakeholder wants a custom cut of the data
- Format changes reviewed with your team before being applied live
- Delivery changes logged so reporting shifts are never a surprise
Reporting History and Audit Log
- Every report version logged with a timestamp and the data behind it
- Historical performance available for comparison without manual reconstruction
- Attribution model version tracked so reporting shifts can be traced to a specific change
- Campaign outcomes tied back to the metrics reported at each stage
- History retained even after channel mix or reporting criteria have changed
Built Around Your Workflow
Your existing systems are already the source of truth
WorkAgentic builds each campaign reporting agent around your existing ad platforms, marketing automation, and analytics tools. Your channels, your attribution logic, your data. We connect to everything you already use.
Zero new software for your team to learn. The agent runs inside your existing systems. Your team sees the output, not the engine.
100+
systems we connect to
Any API
if it exports data, we connect
See how the AI agent deployment process works.
HubSpot
Salesforce
Marketo
Google Analytics
Meta Ads
LinkedIn Ads
Google Ads
100+
more systems
Pardot, ActiveCampaign, Klaviyo, Pipedrive and any system with a structured API or data export
Case Studies
AI agents we have already built and deployed
Real deployments. Real outcomes. Each agent was built from scratch around the client's exact workflow.
Frozen Foods / CPGHow a $150M Frozen Foods Distributor Eliminated Overnight Temperature Risk and Prevented $200K–$250K in Annual Losses
A leading frozen foods distributor managed millions of dollars of temperature-sensitive inventory across its refrigerated fleet but had no visibility into trailer temperatures during overnight hours. This created a significant risk of product spoilage, inventory loss, and customer service disruptions.
Read case study
CPG / Consumer Packaged GoodsHow a $50M CPG Brand Replaced a $180K TPM System and Unlocked $300K in Annual Value Using Open-Source TPM and Agentic AI
A $50 million consumer packaged goods (CPG) brand was struggling with the growing complexity of trade promotion management. Despite investing heavily in a traditional TPM platform, many critical processes remained manual, including trade planning, accrual management, deduction reconciliation, customer profitability reporting, and trade spend analysis.
The company was spending approximately $180,000 annually on TPM software while dedicating significant internal resources to managing promotions, deductions, and reporting activities.
Read case study
Frozen Foods / CPGHow a $250M+ Frozen Food Manufacturer Cut Daily Inventory Reporting from 120 Minutes to 5 Minutes and Saved $44,000 Annually
A $250M+ frozen food manufacturer managed inventory across multiple third-party warehouses and cold storage facilities. Accurate inventory visibility was critical for supply planning, production scheduling, customer service, and inventory management.
However, the company relied on a highly manual inventory reporting process that required data from twelve separate sources, including warehouse portals and accounting system reports, to be downloaded, reconciled, and consolidated twice each day.
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CPG / Business Process OutsourcingHow a $800M CPG Company Replaced OCR and Manual Data Entry with Agentic AI, Generating $592,000 in Annual Savings and a 4.6x ROI
A leading business services provider supported multiple consumer packaged goods (CPG) companies with aggregate annual sales exceeding $800 million. The organization was responsible for transcribing retailer deduction documentation, validating deductions against trade promotion planners, proof-of-performance documents, and promotional contracts across multiple customers, channels, and retailer platforms.
As client volumes increased, the process of extracting, validating, and transferring retailer data into spreadsheets, reports, and operational dashboards became increasingly dependent on manual labor.
Read case study
Watch the Agent Work
See a campaign reporting agent running live
A 3-minute walkthrough showing how the agent aggregates performance data across channels, blends attribution into one view, alerts a channel owner the moment a metric moves off target, and keeps a full reporting history.
Performance data aggregated automatically from every channel and platform
Attribution blended into a single cross-channel view and updated continuously
A channel owner alerted the moment a metric moves off target
Reporting history kept automatically for quarter-over-quarter comparison
No commitment. We demo with a real marketing workflow, not a sandbox.
Start with campaign reporting. Explore more marketing automation agents for your team.
WorkAgentic deploys campaign reporting that consolidates performance data across every channel automatically and delivers a consistent report on any cadence, so marketers stop rebuilding the same dashboard by hand.
Lead Scoring
Lead Scoring Agent
- Prioritize and qualify leads automatically inside your CRM.
- Sales-readiness scoring, not campaign measurement.
Campaign Reporting Agent
- Report on campaign performance across every channel.
- Measures results, not lead-level prioritization.
Customer Segmentation Agent
- Group leads and customers for targeted messaging.
- Audience grouping, not sales-readiness scoring.
Marketing Operations Agent
- Run campaign execution and the marketing tech stack.
- Executes the work, not just reports on it.
Content Planning Agent
- Plan the content calendar, topics, and briefs.
- Plans content, does not write or generate it.
SEO and Keyword Research Agent
- Research keywords and optimize for search visibility.
- Search-specific, not general content planning.
CRM Data Hygiene Agent
- Deduplicate and standardize CRM records automatically.
- Record quality, not lead value or scoring.
Nurture Sequence Automation Agent
- Automate outreach sequences that move leads forward.
- Executes sequences, not campaign measurement.
Competitive Monitoring Agent
- Track competitor pricing, content, and positioning.
- External market watch, not internal lead data.
FAQ
Questions about campaign reporting
Clear answers on how the agent reports and alerts on campaign performance, and what your team stays responsible for.
Campaign reporting agents are AI agents that consolidate performance data across every channel your team runs, such as paid, email, and social, into one consistent report on any cadence, without a marketing analyst manually exporting and rebuilding the same dashboard each week. WorkAgentic builds campaign reporting agents for teams whose stakeholders currently wait days for a report that's already out of date by the time it's delivered.
Marketing operations runs campaign execution and manages the marketing tech stack itself. Campaign reporting measures the results of what's already running and delivers that measurement as a report. This page covers the reporting and measurement agent. A separate marketing operations agent covers running the campaigns and tech stack.
Nurture sequence automation executes the outreach sequences that move a lead forward, such as automated email touches. Campaign reporting measures the results those sequences and every other channel produce. This page covers the reporting agent. A separate nurture sequence automation agent covers running the outreach itself.
Paid media, email, organic social, SEO, and any other channel with a structured API or exportable data can be pulled into a single report, so a stakeholder sees cross-channel performance in one place instead of a separate export per platform.
The report pulls fresh data continuously, so a stakeholder checking the dashboard sees current performance rather than a snapshot from whenever someone last found time to rebuild it manually.
Yes. A metric moving outside a defined range, such as cost per lead trending up or click-through rate dropping, triggers an alert to the appropriate owner automatically, so an underperforming channel gets caught before the reporting period closes rather than after.
Yes. A CMO, a channel owner, and an agency partner can each receive a different cadence and format from the same underlying data, so every stakeholder gets the view relevant to their role without a separate manual report built for each one.
Zero new software for your team to learn. The agent runs inside your existing systems. Your team sees the output, not the engine.
Get Started
Ready to stop rebuilding the same report by hand?
Book a free 30-minute campaign reporting review. We map your current channels and show you where a consolidated report saves your team the most time first.
Book a Free Campaign Reporting Review →