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Client Management

[Media Agency Client Dashboard]

Auto-Updating Client Dashboards That Keep Everyone Informed

Clients hate asking for updates. Agencies hate sending them manually. Our Client Dashboard automation solves both problems—keeping clients informed with zero extra work from your team.

Dashboards update automatically with tracking links, creatives, reports, and timelines. Clients get daily or weekly summaries without you lifting a finger.

Clients hate asking for updates. Agencies hate sending them manually. Our Client Dashboard automation solves both problems—keeping clients informed with zero extra work from your team.

Dashboards update automatically with tracking links, creatives, reports, and timelines. Clients get daily or weekly summaries without you lifting a finger.

How It Works

How It Works

01

Notion-Based Client Portal

Each client gets a dedicated Notion dashboard with:

  • Project overview

  • Timeline and milestones

  • Deliverables tracker

  • Performance metrics

  • Asset library

01

Notion-Based Client Portal

Each client gets a dedicated Notion dashboard with:

  • Project overview

  • Timeline and milestones

  • Deliverables tracker

  • Performance metrics

  • Asset library

02

Auto-Sync From Your Tools

The dashboard pulls data automatically from:

  • Google Drive for creative assets

  • Figma for design previews

  • Ad platforms for performance data

  • Project management for timelines

02

Auto-Sync From Your Tools

The dashboard pulls data automatically from:

  • Google Drive for creative assets

  • Figma for design previews

  • Ad platforms for performance data

  • Project management for timelines

Tracking Links & Reports

All campaign data organized in one place:

  • UTM tracking links

  • Performance reports

  • A/B test results

  • ROI calculations

Tracking Links & Reports

All campaign data organized in one place:

  • UTM tracking links

  • Performance reports

  • A/B test results

  • ROI calculations

Automated Client Updates

Clients receive automated progress summaries:

  • Daily or weekly email digests

  • Milestone completion alerts

  • Performance highlights

  • Approval requests

Happy clients, less back-and-forth, professional delivery.

Automated Client Updates

Clients receive automated progress summaries:

  • Daily or weekly email digests

  • Milestone completion alerts

  • Performance highlights

  • Approval requests

Happy clients, less back-and-forth, professional delivery.

Tools Used

Tools Used

Notion

n8n

Figma API

Google Drive

Notion

n8n

Figma API

Google Drive

Ready to Automate Client Reporting?

Keep clients informed without manual updates. Build trust with automated transparency.

Ready to Automate Client Reporting?

Keep clients informed without manual updates. Build trust with automated transparency.