Ship every client report on autopilot.
Connect your marketing sources, pick a template, schedule delivery. Lumina drafts the executive summary, renders the branded report, and emails it to your client. You edit or approve.
The report is generated from the latest synced data and emailed as a branded PDF.
- 1 Aug · Delivered
- 1 Jul · Delivered
- 1 Jun · Delivered
Every capability you need, one unified feature.
AI-drafted summaries
Executive summary, anomaly calls, and next actions drafted in your agency's voice.
9 templates
SEO, PPC, social, ecommerce, cross-channel. Fork, brand, reuse.
Schedule delivery
Weekly, monthly, quarterly, or any cadence. Per-client schedules.
PDF or live link
Pick the format your client wants. Both render from the same template.
Approval queue
Auto-send, or require a human approver per client before each delivery.
Billing hooks
Spend, fees, and margin surfaced in the same report your account manager uses for invoicing.
From setup to shipped, in four steps.
OAuth into Google, Meta, LinkedIn, GA4, Shopify, and 13 more sources.
Start from one of 9 ready-to-ship templates, or fork your own.
Set the cadence and delivery method. AI drafts the narrative for every send.
Your team reviews in Lumina, or configures auto-send for trusted reports.
Questions, answered.
Automate your next client report in minutes.
Connect your data. Pick a template. Add your branding. Hit send.