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Automate the reporting work around every client.

Use integrations, uploads, project memory, and AI generation to reduce repetitive report assembly and produce clearer client updates.

AutomationReportsUploadsProject memory
▤
Project memory
Reusable context for this project
□Client backgroundAbout Acme, market, goals
□Brand guidelinesTone, voice, visual direction
□Success metricsKPIs and measurement approach
□Policies & constraintsCompliance, legal, security
◎
Team access
Who can access this project
JPJamie ParkerOwner
MPMaya PatelEditor
RCRiley ChenViewer
Uploaded inputs
Files and information ingested
□Intake form.pdf
□Creative brief.docx
□Budget overview.xlsx
Client-ready artifacts
Generated from context
□Strategy proposal
□Executive report
□Shareable link
Imported & linked
External content connected
□Research report
□Market data
□Brand assets

Client Reporting Automation for Agencies - Orbits

Use integrations, uploads, project memory, and AI generation to reduce repetitive report assembly and produce clearer client updates.

Start with repeat inputs.

Connect sources or upload recurring exports, screenshots, notes, and dashboards.

Keep context durable.

Store client goals, definitions, preferences, and prior decisions so reports do not start cold.

Create the update faster.

Use the same workspace to generate reports, snapshots, briefs, and next-step recommendations.

Less manual assembly. More useful reporting.

GoalsAudienceConstraintsVoice

Start with repeat inputs.

OOwnerFull accessEEditorCreate artifactsVViewerShared links

Keep context durable.

01Imported report02Generated artifact03Shared link

Create the update faster.

From repeat inputs to repeatable reports.

01Connect or upload the inputs your team uses every reporting cycle
02Attach durable project context and client preferences
03Generate repeatable reports and shareable updates

Build a reporting workflow your team can reuse.

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