Agency Automation

Build Agency Tools That Scale Your Client Delivery

Create reporting dashboards, campaign trackers, and white-label client portals that make your agency look like magic — without hiring more account managers. Greta marketing agency automation tools turn data into client trust.

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How it's works

From Manual Reports to Automated Client Dashboards

Stop spending Friday afternoons copy-pasting stats into PowerPoint. Build client dashboards that update themselves, in four simple steps.

Define Your Client Reporting Workflow
Step 1

Define Your Client Reporting Workflow

Tell Greta which metrics you report, which platforms you use, and what clients need.

  • Describe your campaign KPIs, reporting cadence, and client communication.
  • Greta builds the right dashboard structure for each service line.
Build Your Client Dashboard
Step 2

Build Your Client Dashboard

Your dashboard appears instantly — campaign performance, spend, and KPIs in one view.

  • Add charts, tables, and trend indicators with no design skills needed.
  • Customise the layout and branding for each client independently.
Connect Your Ad Platforms
Step 3

Connect Your Ad Platforms

Pull live data from Google Ads, Meta, LinkedIn, and any platform you manage.

  • Connect Google Analytics, Meta Ads, HubSpot, and 100+ data sources.
  • Data refreshes automatically so reports are always current.
Share White-Label Portals With Clients
Step 4

Share White-Label Portals With Clients

Launch a branded portal where every client sees their own live performance data.

  • Each client gets a private, password-protected view of their campaigns.
  • Schedule automated weekly and monthly report emails directly from Greta.

Platform

A Marketing Agency's Complete Toolkit

From campaign analytics to client communication — Greta agency dashboards help you retain clients and grow revenue without hiring.

Campaign Performance Dashboard

Track every campaign — impressions, clicks, conversions, and ROAS — across all platforms in one unified view.

White-Label Client Portal

Give every client their own branded reporting portal with live data and automated summaries they can check anytime.

Multi-Platform Analytics Aggregator

Pull data from Google, Meta, LinkedIn, TikTok, and email tools into a single source of truth automatically.

Proposal & Scope Builder

Generate professional proposals with defined deliverables, timelines, and pricing in minutes — not hours.

Team Workload & Delivery Tracker

See every team member's active projects, upcoming deadlines, and delivery status to prevent bottlenecks.

Greta is built for founders, product managers, designers, and marketing teams who want to move fast. Ops teams and sales teams use it to build internal tools and client-facing apps without code. See pricing or explore integrations.

Explore More

Other Industries on Greta

Greta adapts to every industry. Explore how it works for yours.

E-Commerce

Build store dashboards, inventory trackers, and customer analytics for growing online businesses.

Creative Studios

Build project trackers and client portals that keep creative projects on time and on budget.

SaaS Companies

Build product dashboards and admin tools that let product teams ship without engineering help.

Remote Teams

Build async standup tools and team dashboards that keep distributed teams aligned and productive.

FAQ

Agency Automation — Answered

Everything you need to know before building your first agency tool with Greta.

Greta is an AI no-code builder for marketing agencies to create client reporting dashboards, campaign trackers, and white-label portals without hiring developers. Agencies describe their reporting workflow and Greta builds the tool, ready to share with clients the same day.

Yes. Schedule automated report emails with snapshots of key metrics sent to clients at whatever cadence you choose — weekly, monthly, or quarterly.

Build Something Real

If you can describe it, you can build it.