Blog · 10 guides
Agency collaboration
Built for agencies: invite your team with roles and client assignments, share live dashboards with clients without accounts, and give every client an AI expert through Agency Kit.
Team roles: owner, admin, manager and analyst
Give each teammate the right role and client assignments: owners and admins manage everything, managers propose, analysts read.
Invite teammates to your workspace
Invite people by email with a role; the link is single-use, stored only as a hash, and accepted by the person with that exact email.
Deactivate a team member instantly
Remove a person's access in one step: membership, client assignments, sessions, API keys and OAuth tokens are revoked at once.
Google Ads dashboard for clients: a shared live link, no sign-in
Share a live client dashboard by link: 7–90 day ranges, optional hidden spend or campaigns, expiry up to 365 days and instant revocation.
Agency Kit: an AI expert for every client
Generate a kit with methodology, account context and ready prompts that turns Claude, ChatGPT or Cursor into an expert on one client.
Write a weekly advertising decision memo that leads to a clear next step
Turn a weekly ad report into a decision memo with evidence, hypotheses, an owner and a review date, while keeping uncertainty visible.
Build a versioned client data dictionary before the first advertising report
Define each advertising KPI, source, counting rule and reporting boundary in a versioned dictionary before comparing client results.
An advertising handoff checklist that preserves the reasons behind decisions
Transfer advertising responsibility with a current-state map, decision history, open risks and an evidence-based acceptance check.
A KPI review agenda that ends with decisions, owners and unresolved questions
Run a focused advertising KPI meeting with a shared definition, evidence checks, decision questions and an accountable follow-up record.
Calculate advertising software total cost without mixing it with ad spend
Compare software, AI consumption, operating time and migration costs in a workload-based worksheet, keeping advertising media spend separate.
Try it on your own accounts
Create a workspace, connect Google or Meta in a couple of clicks and see your accounts clearly. Changes follow your approvals or the policy you configure.