Campaign Reporting with AI agents

Neotask pulls performance data from every active ad and email platform, reconciles it into one consistent view, and produces the campaign report marketing actually needs — spend, conversions, cost per acquisition, and trend versus target — without someone manually exporting spreadsheets from five different dashboards every Monday. It flags campaigns that are meaningfully underperforming or overperforming against target as soon as the trend is clear, not just at the end of the reporting period, and writes the recurring report in the format and cadence the team already expects. Marketing spends its time interpreting results and deciding what to do next instead of assembling the numbers that inform that decision.

How it works today vs. with Neotask

Campaign reporting sounds like a data problem, but the actual bottleneck is almost always the manual reconciliation work — pulling spend and conversion numbers out of Google Ads, out of the email platform, out of the CRM's attribution view, and stitching them into one number that everyone agrees represents the campaign's actual performance. Every platform reports metrics slightly differently, attribution windows don't line up, and someone on the marketing team ends up spending a meaningful chunk of every week just exporting, cleaning, and reconciling numbers before any actual analysis can happen. By the time the weekly report goes out, it's reporting on decisions that were made a week ago, and an underperforming campaign has been quietly burning budget the entire time between one report and the next. The manual version also tends to shrink in scope under time pressure — the report covers the top few campaigns in detail and glosses over the long tail, which is exactly where budget waste tends to hide. Neotask automates the reconciliation entirely, pulling from every active platform continuously rather than in a weekly batch, and it can flag a genuinely underperforming campaign the moment the trend is clear rather than waiting for the scheduled report to surface it. That shifts marketing's actual time from spreadsheet assembly to the higher-value work of deciding what to do about what the data shows — reallocate budget, kill an underperformer, double down on what's working.

The agent flow

Pull data from every active platform

Neotask connects to the ad platforms, email tool, and CRM attribution data currently in use and retrieves spend, impressions, conversions, and cost metrics.

Integration: google-ads

Reconcile into one consistent view

Metrics from different platforms are normalized into a single attribution model so campaign performance is comparable across channels rather than reported in incompatible formats.

Integration: google-analytics

Detect meaningful trend shifts early

Rather than waiting for the scheduled report, Neotask flags a campaign trending significantly off target as soon as the pattern is statistically clear.

Integration: hubspot

Generate the recurring report

A report in the team's expected format and cadence is produced automatically, covering every active campaign — not just the top few — with trend-versus-target called out.

Integration: mixpanel

Deliver it where the team works

The report and any urgent flags land directly in the marketing team's channel, ready for discussion rather than sitting in an inbox waiting to be opened.

Integration: slack

Variations

Frequently asked questions

Which ad and email platforms does it pull from?

Whatever platforms your team is actively running campaigns on — it connects to your existing tool stack rather than requiring you to consolidate onto a single platform first.

How does it handle attribution differences between platforms?

It applies one consistent attribution model across the reconciled data, so a conversion isn't double-counted or dropped just because two platforms measure it differently.

Can it flag a bad campaign before the weekly report is due?

Yes — trend detection runs continuously, so a significant underperformance gets flagged as soon as the pattern is clear rather than waiting for the scheduled report.

Does it replace our BI dashboard?

It can feed one, or stand alone as the recurring report — the goal is removing the manual reconciliation work, not replacing whatever visualization layer your team prefers.

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Plans

Free

$0/mo

Download without a card and start for free.

Individual

$50/mo

The full personal agent platform for one person.

Enterprise

$200/mo

Multiple workspaces and capacity for larger teams.

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