For performance and digital agencies
Know what needs attention before the client asks.
Agency reporting rarely breaks because a team lacks data. The problem is that the useful context sits across ad platforms, spreadsheets, task tools and client messages. Someone still has to gather it, decide what matters and chase the next owner.
Laveriq Agency Daily Pulse is a focused reporting and follow-up workflow for that operating gap. It can turn approved inputs into a concise view of account movement, delivery risks and actions that need attention. Your team reviews the output and keeps control of every client-facing decision.
Where agency reporting starts to slow down
The same work often repeats every morning or before every client update: checking several platforms, comparing numbers, asking whether missing context has arrived and deciding which issue deserves attention first. The report may be finished, but the follow-up still lives in chat or in one person’s memory.
A useful Daily Pulse does not add another dashboard for the team to monitor. It creates a short operating view around questions such as:
- Which accounts changed enough to need a closer look?
- Which reports or inputs are still incomplete?
- Which delivery risk has an owner, and what happens next?
- Which client update is ready for review?
Inputs stay scoped to the workflow
A pilot starts by identifying the minimum inputs required for one reporting or delivery loop. Depending on the approved scope, these may include campaign summaries, delivery trackers, account notes or task status fields. Laveriq does not need unrestricted access to every agency system.
Before any connection is made, the team agrees on the data categories, access boundary, reporting rhythm and owner for each follow-up. If an input is unreliable or a metric has no agreed meaning, that becomes a visible setup issue rather than something the system quietly guesses.
What the workflow can produce
- A morning or weekly pulse showing the changes that deserve attention.
- Exception alerts for missing inputs, unusual movement or agreed pacing risks.
- A short follow-up queue with one owner and one next action.
- A client-ready summary draft for a human to check and edit.
The exact output depends on the workflow selected for the pilot. Laveriq does not promise a universal agency dashboard or automatic recommendations across every account.
How a focused pilot works
- Choose one recurring blind spot. Start with one account group, reporting rhythm or delivery loop.
- Map the handoffs. Define the approved inputs, review points and people responsible for the next action.
- Build the operating view. Prepare the pulse, exception rules and follow-up format around the team’s real working rhythm.
- Review the evidence. Check whether the workflow saves manual effort, surfaces useful exceptions and improves follow-through before expanding it.
Human approval remains part of the system
Laveriq can prepare summaries, flag exceptions and route follow-up. It does not approve media spend, change campaigns, make client commitments or send client-facing reports by default. Those actions remain with the people who already own them.
The pilot should make the approval point easier to see, not remove it. Read more about our data and human approval boundaries.
Who this is for
This workflow is a good fit for an agency with a repeatable reporting process, identifiable data inputs and a clear owner for delivery follow-up. It is especially useful when the team already knows the work matters but still spends too much time assembling context or noticing exceptions late.
It is not a good fit for a team seeking a generic chatbot, an immediate agency-wide rollout or unattended control over spend and client communication. A pilot also needs someone who can define the current workflow and review the output.
Frequently asked questions
Does this replace our reporting tools?
Not necessarily. A Daily Pulse can sit above the tools already used by the team and focus on the operating questions those tools do not resolve on their own.
Will it send reports to clients automatically?
Not by default. The initial workflow prepares a draft or internal operating view. A person reviews client-facing content before it is sent.
What data does Laveriq need?
Only the inputs required for the agreed pilot. The specific systems, fields, access method and retention expectations are reviewed before any integration work begins.
How should an agency start?
Bring one reporting or delivery loop that is repetitive, slow or easy to miss. The Workflow Audit maps the bottleneck and tests whether a narrow pilot is worth building.
Start with one account or one delivery loop. We will assess the scope, approval boundaries and evidence needed for a controlled pilot.