RAGMarketing & AdvertisingReporting & Analytics
Automated client reporting for a MarTech agency
A RAG-backed reporting pipeline replaced manual multi-source assembly across 40+ client accounts — delivered under the agency's brand.
3×
faster monthly reporting
60%
less manual processing
40+
client accounts covered
~120 hrs
analyst hours saved / month
A fast-growing MarTech agency was drowning in monthly reporting. Analysts spent days assembling multi-source spreadsheets, and narrative quality varied by person.
What we built
A retrieval-augmented reporting pipeline that pulls from every connected data source, drafts a client-ready narrative, and routes it through a human approval step before delivery.
The system runs under the agency's brand across more than 40 client accounts.
The challenge
- ◆Days of manual spreadsheet assembly
- ◆Inconsistent narrative quality across analysts
- ◆Reporting delays late in the month
- ◆Errors from copy-paste across tools
- ◆No capacity to scale with new clients
Solution architecture
Data sources→
Integration layer→
AI model (RAG)→
Automation workflow→
Human approval→
Report output
What we delivered
DiscoverySolution architectureUX designDevelopmentIntegrationTestingDeploymentMaintenance
Tech stack
RAGn8nGPT-4BigQueryVector DBPythonCloud deploymentRole-based access
Related implementation
Content operations workflow for a creative agency
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