Intuitive Digital
- AI-Powered Reporting, Human-Led Strategy
A Portland digital marketing agency was spending 3-4 hours per client report - manually. We automated the grunt work. Now the AI drafts the performance commentary, and account managers focus on strategy.
See How It Works →AI Reporting Pipeline
THE RESULT
Saved account managers dozens of hours a month - time they're now spending on deeper strategy work.
The Challenge
Intuitive Digital is a certified B Corp digital marketing agency in Portland. They're known for detailed, high-quality monthly performance reports that their clients rely on. The problem: each report required 3-4 hours of manual work. A strategist had to pull Looker performance data, cross-reference completed Asana tasks, interpret the results, and write a narrative summary in Intuitive Digital's signature style.
At a handful of clients, that's manageable. As the roster grew, it became unsustainable. These were strategists who got into agency work to do strategy - to spot patterns, shape recommendations, and push clients toward smarter decisions. Instead they were spending their best hours assembling data and writing sentences they'd already written a dozen times before. The work was valuable. The process was a bottleneck.
What We Built
An end-to-end reporting pipeline - triggered by a single email.
Email-Triggered
A strategist emails the system with a Looker PDF attached. That single action kicks off the entire pipeline - no dashboards, no new tools, no training required.
Drafts the Commentary, Not the Strategy
The AI handles performance commentary - what happened, what moved, and why. Account managers review, refine, and add the strategic thinking only they can provide.
Task-to-Result Correlation
Because Asana task data is embedded in every prompt, the AI can write: 'The 14% increase in organic sessions is directly tied to the content refresh completed in week 2.' Strategy becomes visible.
A Decade of Reports, Distilled
We analyzed ten years of Intuitive Digital's historical reports to extract their patterns - tone, structure, how they frame wins, how they contextualize setbacks. That intelligence is baked into the AI. It knows their business, their market, and their voice like a veteran employee.
Fully Automated Pipeline
Email → client lookup → Asana pull → AI generation → Google Doc → email reply. Six steps, zero manual intervention.
See It in Action
The automation workflow — from email trigger to finished report. Every step fully automated.
What Changed
3-4 hours of manual report writing reduced to minutes per client
Clients can now see exactly which completed tasks drove their results — the AI connects outcomes to work, automatically
Performance metrics automatically tied to specific completed tasks - ROI becomes visible to clients
The pipeline is now a launchpad for broader automation, including automated RFP response generation
What if your team spent less time on reporting, and more time on the work that actually moves the needle?
We find the bottlenecks, build the automations, and hand you back your team's time.