Your team should be building the pitch, not assembling the report.
PromptRails pulls reporting, scope, client updates, and follow-up work from the tools your agency already uses. Your team reviews the output and spends the time on strategy.
The work is spread across ad platforms, analytics, CRM, project tools, email, and spreadsheets. The account manager becomes the connection between all of them, usually after billable work is done.
Scope grows in a message. A report waits for six exports. A client update slips another week. The team is busy, but the margin is moving in the wrong direction.
PromptRails gives each handoff a named owner. It gathers the source data, drafts the next deliverable, flags the commercial risk, and leaves the client-facing decision with your team.
The late night is rarely caused by one hard task. It comes from the small pieces nobody owns between the tools.
Six platforms, six exports, one branded deck assembled after the account manager has finished the real work.
Pulls the scheduled data, normalizes the numbers, and drafts the report in the agency’s format for review.
The deck is ready in the queue before the client asks for it.
A request arrives in Slack or email and becomes absorbed work before anyone prices the change.
Compares the request with the agreed scope, surfaces the budget impact, and drafts the change-order response.
The team protects margin while the context is still fresh.
The campaign moved last week, but the update waits for a free hour after delivery work.
Reads performance signals, drafts the weekly update, and queues it for account-manager approval.
The client sees progress before they have to ask.
A completed project is in the CRM, but the follow-up and collection trail depends on someone remembering.
Connects delivery status, invoice terms, and account history; prepares the next follow-up with the source attached.
More delivered work turns into collected cash.
The work stays specific. The account team keeps the final say.
Collects campaign, analytics, and CRM data; maps it into the agency template and drafts the insight layer for AM review.
Reads incoming requests against the agreed scope, flags the commercial impact, and prepares a response or change order.
Tracks live performance, separates signal from noise, and drafts a concise update with the next action.
Connects completed work, billing terms, and account history so the right follow-up goes out before the invoice goes stale.
Connect ad platforms, analytics, CRM, project tools, inboxes, and spreadsheets. Nothing migrates; PromptRails works across the seams between them.
Connect the ad platforms, CRM, project tools, and spreadsheets your team already uses.
Report assembly, scope drift, client updates, or the invoice that keeps aging.
One named job runs on the record. Your AM approves every client-facing output.
When the first workflow moves, add the next handoff in the account chain.
Who decidesManaging Partner · Client Services Director · Account Director · Finance Lead
Put a person on any action you name. That is a setting, not a separate product.
Every run is on the record: what happened, why, and which source it read.
Set the monthly ceiling. Spend never passes the cap you set.
Your data is not used for training. Identifying details are masked before processing.
No. PromptRails connects to the ERP, CRM, project tools, portals, and spreadsheets you already run. It sits on top; nothing migrates.
Yes. Any action you name can require review. It is a simple control setting, not a slower operating model.
It stays in your environment. Identifying details are masked before processing, and your data is not used to train models.
Usually around two weeks from the first conversation to the first named job running in review mode.
Correct it once and the correction is kept for comparable work. You do not need to retrain a model.
Pricing follows the first workflow and its scope, not a seat or agent count. We size it together in the first conversation.
Start with the client workflow that creates the most late-night assembly work.
