Human-reviewed reports
AI drafts the report. Your team approves the client version.
Blind auto-send and AI summaries are a bad combination. Orbits queues your weekly drafts, surfaces the evidence behind every claim, lets your team edit recommendations, and waits for explicit approval before anything reaches the client.
Agency reality
The pain is not another blank dashboard.
Review first
Drafts queue, nothing auto-sends.
Recurring reports land as Monday-morning drafts. Your team reviews the narrative, edits the recommendations, and approves the version that's safe to send.Client email
Approved report becomes the send.
Generate the client email from the approved report's context. The send keeps the source report attached so the next conversation picks up where this one ended.Evidence
Every claim links back to its source.
Each AI summary points to the metric, channel, file, or integration that shaped the sentence. Bad reads get caught in seconds, not after the client sees them.History
Audit trail lives with the project.
The approved report, generated draft, reviewer edits, client send, and follow-up notes stay attached to the project — not buried in a Slack thread you can't find next quarter.Workflow
The safer version of scheduled reporting.
Draft queues automatically
Recurring drafts prepare at the start of each reporting cycle. Your team finds them ready when they sit down.
Team reviews the claims
Account leads check the numbers, edit the narrative, and remove anything that doesn't match the client context.
Approved version is canonical
Once the report reads correctly, the approved version is the client-facing artifact. Older drafts stay in the audit trail.
Send with context preserved
Draft the email, attach the report link, and keep send/open signals for the next conversation.
Positioning
Human-in-the-loop is the product.
Automated dashboards solve visibility. Reviewed AI reports solve trust — the harder problem when your agency's name is on the recommendation.
- Scheduled reports without review are how AI tools embarrass agencies. Orbits queues drafts and never auto-sends.
- Recurring drafts plus review plus approval — that's the cycle Orbits is built around, not the cycle you bolt on afterward.
- Copilot and Gmail stay where they are. Orbits hands you the context-rich draft they can't produce alone.
Get the time savings. Keep the judgment.
First draft fast. Final report trustworthy. The middle is your team's call.