Custom AI agent · Documents & Data
AI Spreadsheet Data Entry Agent for Marketing Agencies
Turn scattered campaign exports into client-ready reporting.
Prepare consistent client reporting from approved marketing channel exports, with campaign mapping, period checks and visible exceptions for analyst review.
- Less manual stitching across channel exports
- Consistent client and campaign labels
- Exceptions flagged before reports go out
Starting at $300 USD/month
Starting price is $300 USD/month for a tailored solution. Your proposal defines the agreed channels, reporting workflow, deliverables and payment terms. Platform connections, export volume, hosting and ongoing support are scoped before work begins.
What is an AI spreadsheet data entry agent for marketing agencies?
An AI spreadsheet data entry agent for marketing agencies helps organize the recurring data work behind campaign reporting. Agencies often receive exports from advertising, search, social and email tools with different column names, date ranges and campaign labels. Tranki can configure a workflow to map approved fields into the agency’s reporting template, identify gaps or mismatches, and prepare a reviewable draft. The team remains responsible for interpreting performance and approving client-facing conclusions.
What it can handle
Normalize channel exports
Map agreed fields from selected campaign reports into consistent names, formats and date conventions. The initial scope identifies which platforms and export versions are supported.
Match campaigns to client records
Apply agency-approved naming rules and client identifiers to organize rows across exports, while flagging ambiguous or duplicate matches for review.
Check reporting periods and totals
Compare date ranges, currencies, metric availability and expected row counts before combining data, so incomplete inputs are visible before a report is prepared.
Prepare a reviewable report sheet
Populate agreed tabs and columns in an existing spreadsheet template, retaining source references and marking fields that need an analyst’s confirmation.
Where it can help
Monthly multi-channel client reports
Combine selected paid search, social and email exports for one client, align the reporting period and route missing-channel data to the account owner.
Campaign launch tracking
Organize launch dates, campaign identifiers, creative variants and budget fields in a shared tracker, flagging inconsistent naming before roll-up.
Agency portfolio reconciliation
Prepare a standardized internal view across clients or accounts while preserving each client’s source data and access boundaries.
How it works
A step-by-step workflow your team can review before launch.
Choose the reporting workflow
Select one recurring report, its source exports, client template and the handoffs between channel specialists and account managers.
Define mappings and checks
Agree on metric definitions, date rules, currencies, campaign-name conventions and how missing or conflicting values should be flagged.
Build a sample output
Configure a limited workflow using representative exports and prepare a draft report sheet with source references and visible exceptions.
Review before expanding
Have an analyst compare the output with the approved source reports, resolve discrepancies and approve any wider rollout.
Built around your business
What we configure
- Supported channel exports and report cadence
- Client IDs, account boundaries and campaign naming conventions
- Metric definitions, currencies, attribution windows and date ranges
- Agency spreadsheet templates, tabs and destination folders
- Reviewer assignments, exception handling and client delivery approval
What we need from you
- Representative exports from the channels included in scope
- The current client-report spreadsheet and a completed example
- A glossary for metrics, naming conventions, currencies and date rules
- An analyst or account owner to validate the sample and approve client-facing reports
Clear boundaries before launch
What it will not do
The agent organizes and checks reporting inputs; it does not determine campaign effectiveness, guarantee attribution accuracy or make budget decisions. Platform exports can change, and missing or ambiguous data must be flagged for an analyst. Client information should remain separated according to the agency’s access and retention rules.
How success is measured
Compare a human-verified sample across representative clients and channels. Track field-mapping accuracy, exceptions caught, time spent assembling reports, correction rates and analyst review effort. Validate metric definitions and reporting periods before using the output in client decisions.
Frequently asked questions
Can it combine reports from different advertising platforms?
A workflow can be scoped for selected exports and fields. We first review the formats, metric definitions, access method and how often each platform changes its reports.
Will it decide which campaigns performed best?
No. It can organize and validate reporting inputs, but interpretation, attribution caveats and recommendations should be reviewed by your analysts.
Can it create our existing client report format?
We can map agreed fields into a sample of your current spreadsheet template. The proposal should specify supported tabs, metrics, client variations and approval steps.
How does it handle inconsistent campaign names?
You define approved naming rules and client identifiers. Matches that remain ambiguous can be flagged for an account owner rather than silently assigned.
Does it connect directly to ad platforms?
Direct connections depend on platform APIs, permissions and the reporting scope. The starting price does not automatically include every platform integration; these are assessed and priced in the proposal.
Is the $300/month price for each client account?
The $300 USD/month figure is a starting price for a tailored solution, not a per-account promise. Final scope and pricing depend on channels, reporting volume, client separation and support needs.
Can reports be sent to clients automatically?
Client delivery should stay behind an explicit review and approval step unless a separately agreed workflow defines who may approve and send each report.
