Analyze all 60 accounts, detect issues, draft reports and client communications, create tasks, and queue approvals for the reporting period.
Load every client account from the agency database.
Load campaign metrics for the period, prior month, and 3-month baseline.
Compute CTR, CPC, CPL, and conversion metrics per campaign from raw counts.
Month-over-month and trailing 3-month baseline comparisons.
Run statistical and business-rule detectors; persist alerts with evidence.
Find accounts with missing lead or appointment tracking.
An AI agent investigates the most severe issues across the connected systems, tests explanations, and proposes actions for approval.
Roll up client performance and compute an operational health score.
Draft each client's monthly report narrative from computed facts; numbers are validated against source data.
Map each confirmed issue to a recommended next action using business rules.
Create deduplicated tasks for critical/high issues, missing tracking, and overdue reports.
Draft emails to clients with significant issues. Drafts are never sent without approval.
Report delivery and proposed budget changes require human approval.
Agency-wide summary of performance, risks, and priorities for leadership.
Persist outputs and mark superseded runs.
Write a complete audit record for every step and output.
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