User Stories

How a Marketing Agency Cut Weekly Reporting Time by 80%

February 5, 2026

A six-person agency used onroi automations, a curated knowledge base, and Slack integration to turn a four-hour weekly reporting process into a 45-minute review.

The agency created a reporting agent with instructions to pull metrics context from their Library, which contained client briefs, KPI definitions, and historical benchmarks. They set up a weekly automation that prompts the agent to draft each client's performance summary every Monday morning. The drafts land in a dedicated channel and are forwarded to Slack via the integration, where account managers review and adjust before sending to clients. Before onroi, an analyst spent four hours compiling the same information manually. Now the team focuses on insights and recommendations rather than data gathering.