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โœฆ 18 Agents โ€” For Reports & Dashboards

Stop hunting for answers.
Start getting them.

Every report hides a story: a channel losing steam, a budget drifting off pace, a client one bad month from churning. AI Insights Agents scan every connected account around the clock and hand you the narrative, not just the numbers.

18 specialized agents Works in Report Studio & Dashboards Or build your own
AI Insights Agents ยท Overview
TapClicks AI Insights Agents overview video thumbnail
Watch: How AI Insights Agents turn raw data into decisions
The old way

Manual reporting means you find problems after they've already cost you.

Before AI Insights Agents, catching a budget overrun or a churn risk meant someone opening every client dashboard, scanning every metric by eye, and hoping they didn't miss the one number that mattered. By the time a human noticed, the campaign had already burned budget, or the client had already started shopping around.

Now your agents are watching continuously. You get the insight the moment it matters, already written up and ready to act on.

Before
1
Open every client dashboard, one by one
2
Scan metrics manually for anomalies
3
Cross-reference channels by hand
4
Write up findings in a doc or deck
5
Repeat weekly, for every single account
Hours per week, every account
After
1
Agents scan every connected channel, continuously
2
Get a written insight the moment something matters
3
Review, refine, and share with your team or client
Minutes, not hours
What they cover

What your Insights Agents are watching for

Each agent is purpose-built for a specific job, from flagging pacing issues to spotting churn risk to drafting the exec summary. Together they cover the reporting work that used to fall on analysts, account managers, and sales teams alike.

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Anomaly & pacing detection

Unusual spikes or drops in spend, CTR, and CPC get flagged immediately, with root-cause context instead of a bare alert.

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Budget & ROI analysis

Agents compare actual spend to plan, catch overspending or underspending early, and recommend reallocations that improve efficiency.

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Churn & renewal risk

Engagement drops and stalled goal progress get surfaced as risk signals, so your team can step in before a client starts looking elsewhere.

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Narrative & proposal drafting

Wins, risks, and next steps get written into client-ready briefs, renewal narratives, and proposal drafts automatically.

Why this changes how your team reports

Manual reporting has always been a hidden tax on your best people. Time that could go toward strategy instead goes toward spotting problems that were already sitting in the data.

For analysts & operations
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Skip the manual scan. Stop opening every dashboard to hunt for what changed. The agent already found it.
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Catch issues before they compound. A pacing problem flagged on day one is a quick fix. Flagged on day twenty, it's a lost budget conversation.
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Spend time on strategy, not surveillance. Free up hours previously spent scanning metrics for the analysis clients actually pay for.
For account managers & sales
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Renewal-ready narratives on demand. Walk into every client meeting with a brief that already shows the wins and the plan.
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Churn risk flagged before it's a surprise. Know which accounts need attention before the cancellation call comes in.
The compounding effect
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Less time hunting
Every hour not spent scanning dashboards is an hour available for the strategic work that actually grows accounts.
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Faster catches, smaller fires
Problems caught early cost less to fix and rarely turn into difficult client conversations.
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A more consistent client experience
Every account gets the same level of proactive attention, not just the ones with the most analyst hours to spare.
Full Library

18 agents. One for every job on your team.

Filter by role or search for exactly what you need. Every agent plugs directly into your existing dashboards and reports, no setup required.

All Categories
Core Agents
Client Engagement (Retention)
Operations (Efficiency)
Sales (Growth)
All
Core
Retention
Operations
Sales
Ops Lead

Anomaly Detection Agent

Flags unusual spikes or drops in spend, CTR, and CPC, with alerts that include root-cause context so you can act fast instead of guessing.

See Agent in Action โ†’
Core

Budget Insights Agent

Evaluates actual spend against planned budgets, highlighting overspending, underspending, and pacing issues before they affect performance.

See Agent in Action โ†’
Media Buyer

Budget Shift Agent

Highlights under- and over-performing campaigns and guides budget reallocations to maximize efficiency and improve overall media performance.

See Agent in Action โ†’
Core

Campaign Performance Agent

Crafts detailed narratives about campaign performance and highlights the metrics that matter, making results easier to understand and act on.

See Agent in Action โ†’
Sales Director

Churn Risk Detector Agent

Monitors campaign performance, engagement, and goal progress to flag at-risk accounts, giving your team time to act before it's too late.

See Agent in Action โ†’
Client Strategist

Client Brief Meeting Agent

Builds client-ready briefs that summarize wins, risks, and next steps, so every strategy session starts focused instead of scrambling for context.

See Agent in Action โ†’
Sales Rep

Competitor Audit Agent

Generates fast, data-driven audits that benchmark a client's performance against competitors, helping reps strengthen positioning and close more.

See Agent in Action โ†’
Creative Strategist

Creative Performance Agent

Identifies top-performing ads and underperformers, with actionable recommendations to refine visuals, copy, and targeting for better ROI.

See Agent in Action โ†’
CSM

Efficiency Gains Agent

Quantifies improvements like higher ROI, lower CPA, and reduced CPM, then translates them into narratives clients actually understand.

See Agent in Action โ†’
Core

Executive Insights Agent

Synthesizes complex data into concise, actionable insights so stakeholders can grasp performance highlights and make decisions instantly.

See Agent in Action โ†’
Sales Leader

Expansion Opportunities Agent

Identifies potential upsell or cross-sell opportunities by analyzing past campaigns against existing business needs.

See Agent in Action โ†’
AdOps Manager

Pacing Agent

Continuously monitors pacing, alerts you the moment spend or impressions deviate from plan, and suggests fixes to keep campaigns on schedule.

See Agent in Action โ†’
Analyst / MMM

Platform Shift Detector Agent

Analyzes performance efficiency across platforms and recommends reallocations, giving you MMM-style guidance on where to invest more or cut back.

See Agent in Action โ†’
Sales Strategist

Proposal Builder Agent

Produces data-backed proposal drafts, visuals, metrics, and narratives included, in minutes instead of hours, accelerating deal closure.

See Agent in Action โ†’
Client Partner

Renewal Prep Agent

Generates narratives that showcase ROI and efficiency gains with tailored recommendations, helping you secure renewals and build client trust.

See Agent in Action โ†’
Core

Top & Bottom Performer Insights Agent

Surfaces key changes, growth opportunities, and emerging patterns so your team can proactively adapt strategy instead of reacting late.

See Agent in Action โ†’
Account Manager

Top Gain Insights Agent

Highlights your biggest performance gains in impressions, CTR, and conversions, packaged into client-ready insights that prove campaign value.

See Agent in Action โ†’
Core

Trends & Forecast Insights Agent

Spotlights your three highest and lowest performers with context on what drove each outcome, helping teams optimize strategy and boost ROI.

See Agent in Action โ†’

Don't see the agent you need?

Build-Your-Own Agent lets you create custom Insights Agents tailored to any KPI, client, or workflow. No dev work required.

See Build-Your-Own
Beyond the library

Have a reporting need the library doesn't cover? Build your own.

Every account has its own quirks: a niche KPI a client cares about, a recurring briefing format, a metric combination nobody else tracks. Build-Your-Own Agent lets you describe exactly what you want scanned and summarized, no developer required.

1
Name the agent and describe what it should watch for
2
The agent scans your data and generates insights on your schedule
3
Refine the prompt any time as your reporting needs change
Create New Agent
Agent Name
Client QBR Prep
Prompt
Summarize campaign performance with focus on video and mobile. Highlight underperforming ad groups.
Save Agent

Built for every role that touches reporting

From the analyst scanning ten dashboards a day to the executive who just needs the headline, there's an agent already doing that job.

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Marketing Analysts

Stop scanning every dashboard by hand. Let the agents surface what changed, then spend your time on the analysis that follows.

Hours saved weekly
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Account Managers

Walk into every client call with a brief that already shows the wins, the risks, and the plan, no scrambling beforehand.

Client-ready briefs
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Sales & Growth Teams

Catch churn risk early, spot expansion opportunities automatically, and build proposals backed by real performance data.

Faster deal cycles
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Executives & Strategists

Get the headline without digging through the dashboard. Every insight arrives already written, prioritized, and ready to act on.

Instant clarity

AI Insights Agents: frequently asked questions

Straight answers about how AI Insights Agents work, what they replace, and what still needs a human touch.

What are TapClicks AI Insights Agents?+
AI Insights Agents are built-in analysts that continuously scan your dashboards and reports, spot trends, anomalies, and risks, and surface smart, written recommendations, without manual digging or coding.
Do AI Insights Agents replace analysts or account managers?+
No. They remove the manual scanning and first-draft writing work so your team can spend more time on strategy, client relationships, and decisions that need human judgment.
Which agents are available in the library?+
The library includes 18 agents across four categories: Core Agents for cross-channel performance insights, Client Engagement Agents for retention and renewals, Operations Agents for pacing and efficiency, and Sales Agents for churn risk and growth opportunities.
Can I create a custom AI Insights Agent?+
Yes. Build-Your-Own Agent lets you describe exactly what you want an agent to watch for and how to summarize it, then it runs against your real data on an ongoing basis, no developer or code required.
Do AI Insights Agents use my actual campaign data?+
Yes. Every agent runs against your connected, live data sources and reflects real account performance, not sample or placeholder data.
How often do the agents check my data?+
Agents scan continuously as new data comes in, so anomalies, pacing issues, and risk signals get flagged as they emerge instead of waiting for a scheduled report.
Do I need technical or coding knowledge to use AI Insights Agents?+
No. Both the pre-built agent library and Build-Your-Own Agent are designed for marketers and account teams, with no code or technical setup required.

Ready to stop hunting for insights?

AI Insights Agents are available now inside TapClicks. See the full library in action, or build the agent your team actually needs.