Marketing Platform Accelerates Client Reporting with Needl.ai's AskNeedl Agent
A US-based marketing and attribution platform serving multiple enterprise clients across consulting engagements. The company handles recurring client reporting and knowledge workflows at scale, managing large volumes of marketing data, campaign metrics, and client engagement materials.
Challenge
Consultants were spending significant time manually preparing recurring client reports, with no fast way to query marketing performance across accounts. Manual analysis slowed turnaround, and strict client data isolation added complexity to every workflow.
Manual Reporting
Consultants prepared QBR, MBR, and BPO reports by hand for every client cycle.
Slow Analysis
Dynamic analysis of marketing data required manual analyst effort and long turnaround times.
Fragmented Knowledge
No intelligent interface existed to query marketing performance, attribution, and analytical studies across clients.
Data Isolation
Maintaining strict separation across multiple client environments constrained how teams could work.
Solution
The company adopted Needl.ai's AskNeedl Agent to enable secure knowledge retrieval across client repositories and automate recurring client reports. The solution was white-labeled for the customer's consulting workflows and deployed with strict separation between client accounts.
Conversational Metrics Interface: Consultants query campaign performance, channel attribution, and marketing metrics across client accounts in natural language.
Dynamic Analytics Engine: Runs live analysis on marketing data on demand, including channel contribution and spend versus returns from the latest data.
Automated QBR Generation: First-draft Quarterly Business Review reports are generated from live engagement data and internal documentation.
Role-Based Access Controls: Client-level data isolation is enforced across every solution, aligning with enterprise security and confidentiality requirements.
Outcome
AskNeedl reduced manual reporting effort, shortened delivery cycles, and allowed consulting teams to take on more client engagements without a proportional increase in workload.
70%+ reduction in manual report preparation effort
Faster access to marketing metrics without waiting for analyst pull
Improved turnaround time for client deliverables and reporting cycles
Increased operational efficiency and scalability across consulting workflows
Preparing a quarterly review used to take our consultants the better part of a week. The first draft now arrives ready to review, and the team spends that time on the client conversation instead
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