The report eats a day per account manager. Numbers get copied from five dashboards into a deck, last month's narrative gets reworded, and the account that went quiet three weeks ago only surfaces when they email to cancel.
Use caseClient reports that never run late,
Client reports that never run late,
across every retainer.
Beagle gathers the numbers from the tools each account runs on, drafts the weekly or monthly report in the client's voice, and flags the retainer at risk before renewal.
The old way.
How Beagle runs it.
One teammate across your tools. No zaps to build, no tabs to switch.
Gathers the numbers
Beagle pulls performance from the connected stack - ad platforms, analytics, the project tracker, the CRM - and lines it up against last period and the goal.
Drafts in the account's voice
Each report reads like your team wrote it: what moved, why, what's next. Not a dashboard dump - the narrative the client actually reads.
Flags retention risk
An account going quiet, a metric sliding, a deliverable slipping - Beagle raises it in #accounts with the context, weeks before the renewal conversation.
Holds for the account manager
The report arrives drafted in your DMs. You edit the framing, hit send. Beagle handled the assembly, you keep the relationship.
What lands in your channel.
The Friday report, drafted by Thursday
Every account's weekly report is in the AM's DMs before the standup - numbers pulled, narrative written, ready for a two-minute review.
Quiet accounts and scope creep, surfaced
Beagle flags the client who hasn't replied in two weeks and the request drifting past the SOW, before either becomes a churn risk.
Ask about any account in plain language
"How is Acme tracking against the quarter?" Beagle answers from the stack and the threads together, in the channel.
Every client thinks they're your biggest account. Beagle gives every AM the surface area to make it true.
Plugged into your stack.
OAuth in, every read scoped to the teammate who asked.
Common questions.
Can Beagle automate client reporting?
Yes. Beagle pulls each client's numbers from the tools they run on, drafts the weekly or monthly report in the account's voice, and hands it to the account manager to review. Nothing goes to the client until you approve it.
Will the reports sound like our team or like a robot?
Like your team. Beagle learns each account's voice from past reports and writes the narrative - what moved, why, what's next - not a dashboard dump. You edit the framing before it sends.
Can it help with retention?
Yes. Beagle watches for the early signals - an account going quiet, a metric sliding, a deliverable slipping - and flags them in your channel weeks before renewal, while there's still time to act.
Does it work with our reporting stack?
Beagle connects the tools you already report from - ad platforms, analytics, the CRM, the project tracker - with OAuth, and drafts the report in your deck, doc, or email.
Another job, handled.
Expense reports
Receipts chased, charges matched to policy, the report drafted - before the month closes.
Status reports
What shipped, what's stuck, what's next - gathered from the tools and posted on time.
Meeting follow-ups
Recap, action items, and the follow-up email - drafted before you're back at your desk.
