Automated AgencyAnalytics Report Handoff
Every Monday, WebRun opens AgencyAnalytics, reads each client's key metrics and month over month change, opens a Trello card per client for the account manager to review before it's sent, and pings each account manager on WhatsApp so nothing sits unreviewed.
How do I get client reports reviewed before they're sent?
WebRun reads every client's AgencyAnalytics dashboard each Monday, opens a Trello review card per client with this month's metrics and biggest change, and pings the account manager on WhatsApp before anything goes out. Agencies get every client report reviewed by a human first, never sent straight from a dashboard to an inbox.
- Every client report gets a human review before it goes out
- Account managers are pinged directly instead of relying on a login habit
- The biggest month over month change is never buried in a dashboard
Built for marketing agencies · account managers · agency operations teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.agencyanalytics.comin a real browser with your saved login - no setup, no API keys. -
1
AgencyAnalytics - read each client's metrics
- Open AgencyAnalytics and go through each client dashboard
- Read this month's key metrics and the change from last month
- Note anything that moved sharply, good or bad
Done when Every client's key metrics for this month are read.
-
2
Trello - open a review card
trello.com
WebRun opens Trello to open a review card. - Open the client reporting board in Trello
- Create a review card per client with its metrics and biggest change
- Add it to this week's review column, not the sent column
Done when Every client has a review card waiting on the board.
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3
WhatsApp - ping the account manager
whatsapp.com
WebRun opens WhatsApp to ping the account manager. - Message each account manager on WhatsApp
- Link to their client's review card
- Note the one number most worth a second look
Done when Every account manager has been pinged about their client's review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does WebRun send the report to the client?
No. Every report stops at a review card for the account manager. Sending anything to a client stays a deliberate, human step.
What if an account manager misses the WhatsApp ping?
The card still sits in the review column on the Trello board, so it's visible whenever they check, not just in the message.
Does WebRun change any number in the report?
No. It only reads what AgencyAnalytics already calculates. It never edits a client's metrics or dashboard.
Related templates
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