Prepare a client-specific review.
Create a report from the available campaign evidence. Keep the client scope, time window and measurement definitions attached to the discussion.
Bring the review into Slack with Aton ↗ All use cases ↗
Give recurring client work a repeatable workflow.
Every account review needs context, evidence and a next decision. MAI can help prepare that work inside an authorized client workspace, while your team owns the strategy and client relationship.
Explore MAI for your agency
Make the review repeatable.
Keep the judgment client-specific.
Bring a concrete proposal to the discussion.
Where enabled, Opti can attach supporting evidence, inferred parameters and execution requirements to a campaign proposal. Review it within the client’s authority and constraints.
Review the Opti recommendation workflow ↗Separate campaign attribution from channel measurement.
Choose the analysis that matches the question. Campaign-level attribution and channel-level modeling use different data and assumptions; advanced MMM planning requires eligible data and enabled access through MAI.
Explore customer journey insights ↗Before setting up a client workflow
- The right membership and permissions for each client workspace.
- Client-specific goals, connected accounts and reporting definitions.
- Workflow owners, review cadence and approval boundaries.
A clear brief for each client review.
Keep the question and account context together as you repeat your process.
Client-scoped reviewIllustrative
Example question
Help me prepare this client’s weekly performance discussion.
Illustrative response
Use this client’s authorized data and goals to prepare the review. Summarize the changes, supporting evidence and open questions before taking the discussion to the team.
Ask a follow-up about your connected data
- Account context
- Client A · authorized access
- Review brief
- Performance · evidence · open questions
- Team discussion
- Share findings in the connected workspace
- Next client
- Switch context and verify access
Illustrative workflow, not a cross-client dashboard. Permissions and connected data are checked per client.
Bring the review into the team discussion.
Discuss performance questions in a connected, authorized Slack context. Client access and workspace mappings still apply to the underlying account data.
See how Aton works in Slack ↗Thinking through the agency operating model?
Selected reading for your team. These are operating guides, not promises of results or automatic features.
Before your team starts.
Can the team use the same process for different clients?
Use a repeatable review checklist, then configure each workflow in the correct authorized client workspace. Account connections, goals, permissions and schedules remain client-specific.
Does this include white-label reports or an agency dashboard?
Those capabilities are not established by this use case. The verified scope is client-scoped reports, analysis and configured workflows. Discuss additional agency requirements with the MAI team.
Will MAI automatically apply every recommendation?
No. A tuning proposal is separate from provider execution. Supported changes require the relevant access, resolved inputs and authorization.
Availability and limits
Access, reports and saved workflows are client-scoped. Permissions and workflow visibility apply. This does not promise an agency-wide control panel, bulk cross-client execution, white-label reporting or a particular increase in account capacity. Verify those needs separately.