AI Multi-Platform Client Report Agent

How Cassidy automates multi-platform client reports using AI

Step 1: Connect and ingest data sources

Cassidy connects to your marketing platforms—Google Ads, Meta Ads, LinkedIn, GA4, HubSpot, and more—pulling metrics on a scheduled cadence to ensure data freshness and reliability.

Step 2: Harmonize and model cross-channel data

The Workflow normalizes spend, impressions, conversions, and custom KPIs across sources, parsing UTMs and campaign naming conventions into structured fields while aligning currencies, time zones, and taxonomies.

Step 3: Run data quality checks and anomaly detection

Cassidy applies validation rules to catch duplicates, missing data, and schema drift, then uses AI to detect performance anomalies—flagging unusual spend spikes, conversion drops, or pacing issues with root-cause context.

Step 4: Generate insights and executive summaries

Using your Knowledge Base for client context and historical benchmarks, Cassidy produces narrative summaries explaining performance changes, top drivers, risks, and concrete optimization recommendations.

Step 5: Populate and deliver client-ready decks

The Workflow auto-fills templated slides with KPI scorecards, channel breakdowns, anomaly logs, and AI-generated commentary—then schedules delivery via email or Slack with Human-in-the-Loop approval for final review.