Run Every Client’s Ad Ops From One Governed AI Gateway - and Get Your Reporting Weeks Back
Your team runs a dozen clients across Google Ads, Meta, LinkedIn, TikTok, and a half-dozen other platforms - and the agency itself runs on Workamajig, Toggl, and Bill.com. Mad Fish Elements connects the AI assistant your team already uses to all of it: roughly 1,470 operations across 33 platforms, behind per-seat permissions your account directors control and an audit trail your clients can inspect. We’re Mad Fish Digital, an agency ourselves, and we run our own client work on it every day.
Your team asks Claude, ChatGPT, Microsoft Copilot, or Gemini - whichever assistant they already use - and the MCP Gateway (the connection layer between the assistant and your platforms) pulls the answer from Google Ads, Meta, LinkedIn, Microsoft Advertising, TikTok, Snapchat, X, Reddit, and Pinterest in one pass. Cross-client pacing, budget checks, anomaly hunts: one prompt, every account, no tab-switching. Batch operations mean “check spend pacing for all twelve clients” is one request, not twelve.
2
Native OAuth, per-user credentials, zero shared passwords
Every seat connects with a click through native OAuth - the same “sign in with Google” flow your team already trusts, with no API keys to create, store, or rotate. Credentials belong to each person, so every action in every client account traces back to a name. When a client’s security team asks who can access what, you show them the permission matrix and the audit trail instead of spending a week assembling an answer. And when someone leaves, you cut one seat, not fifty passwords.
3
Reports that publish themselves
Data Visualization turns “assemble the deck” into “refresh the report.” You publish a governed dashboard per client - charts, KPIs, tables - from any connected platform, share the link, and let scheduled refreshes update the same report in place. Your team annotates and reviews; the client sees current numbers instead of a two-week-old PDF. Reporting week becomes reporting hour, and the strategist’s time goes to the “so what” - which is what the retainer was for.
4
Workamajig, Toggl, and the ad platforms in the same sentence
Because the gateway speaks to Workamajig and Toggl alongside the media platforms, profitability questions become prompts. Hours logged, project budgets, and campaign performance come back in one answer - no exports, no reconciliation spreadsheet. Leadership gets margin-per-account on demand, and account directors spot scope burn before it becomes a write-off.
5
Per-seat read, write, and delete - enforced on every call
Permissions are set per seat, per platform - read, write, or delete - and checked server-side on every single call. Give the junior buyer read access to every client and write access only to the two accounts they run. Give the intern read-only everything. The gateway blocks what a seat can’t do and records what it did, so senior review becomes a choice, not a survival mechanism.
The Problems Agency Teams Live With
The forty-tab morning
Here’s how most account managers start the day: Google Ads for client A, Meta Ads Manager for client B, LinkedIn Campaign Manager for client C, then GA4, then Search Console, then back around again. Checking pacing across a ten-client roster means forty browser tabs and two hours of copy-paste before anyone makes a single optimization. The platforms don’t talk to each other, so your people are the integration layer - the most expensive one you could possibly buy. That’s payroll spent looking things up instead of acting on them.
Credential chaos across the client roster
Somewhere in your agency there’s a spreadsheet of client logins, a shared password vault nobody has reviewed since onboarding, and at least one API key created by someone who left last year. So when a client’s security team asks “who at your agency can touch our ad account, and what exactly can they do?”, the honest answer takes a week to pull together. Shared credentials also mean shared blame: when something changes in an account, you often can’t say who changed it.
Reporting weeks that eat billable margin
Month-end reporting is a recurring tax. Analysts export CSVs from six platforms per client, reconcile them in spreadsheets, paste charts into decks, then do it all again for the next account. By the time the report ships, the data is two weeks old - and the strategist who should be interpreting it spent their hours formatting it. Clients pay you for judgment. The retainer shouldn’t go to assembly.
Workamajig lives on an island
Your project management and accounting live in Workamajig. Your media results live in the ad platforms. Your time data lives in Toggl. So a basic profitability question - did the hours we burned on this client’s paid social program match what we scoped? - means exporting from three systems and hoping the client codes line up. Leadership flies half-blind on the one metric that matters most: margin per account.
One junior seat, one bad bulk edit
Ad platforms hand out permissions in blunt increments. A junior buyer with edit access can pause the wrong campaign or blow through a budget cap in one click, so agencies compensate with process: senior review of every change, bottlenecked approvals, and a quiet fear of letting anyone new touch anything. You end up with senior people doing junior work because the access model can’t be trusted.
Use Cases
Monday-morning pacing across the whole roster
“Show me month-to-date spend versus budget for every client across Google Ads, Meta, and LinkedIn, and flag anything pacing over 110% or under 80%.”
Platforms Google Ads, Meta, LinkedIn, Microsoft Advertising, TikTok
One batch request replaces the forty-tab ritual. Your team starts Monday with a ranked exception list instead of a scavenger hunt, and the first optimization ships before the second coffee.
Reallocating budget inside a client’s Google Ads account
“In the Christenson account, shift $4,000 from the underpacing Search campaigns into the Performance Max campaign that’s beating target ROAS, and show me the before/after budgets.”
Platforms Google Ads (including Performance Max)
A Growth or Agency seat with write access makes the change, and the audit trail records who moved what and when. The client’s monthly call includes the receipt, not an apology.
Publishing the monthly client report
“Build the October report for Lakeview Dental: paid performance from Google Ads and Meta, organic sessions and conversions from GA4, top queries from Search Console - and schedule it to refresh every Monday.”
Platforms Google Ads, Meta, GA4, Google Search Console, Data Visualization
The report publishes as a governed, shareable dashboard, and scheduled refreshes keep it current every week. Your account manager annotates highlights instead of rebuilding slides.
Answering the profitability question before the partners ask
“Compare hours logged in Workamajig and Toggl against the scoped budget for our top ten accounts this quarter, and rank them by margin.”
Platforms Workamajig, Toggl, Google Sheets
A three-export reconciliation project becomes one prompt and a table your CFO can act on. Scope creep shows up in week three, not in the year-end write-off review.
Auditing a new client’s stack on day one
“Audit the new client’s setup: list GA4 conversion events, check Google Tag Manager for unfired tags, pull Search Console coverage issues, and summarize the Google Ads account structure.”
Platforms GA4, Google Tag Manager, Google Search Console, Google Ads
Onboarding discovery that normally eats an analyst’s first two weeks compresses into an afternoon - with a written findings doc pushed straight to Google Docs.
From social listening to creative brief
“Summarize what Brandwatch is picking up about the client’s category this month, pull their top-performing Meta and TikTok creative, and draft a brief in Google Docs for the next campaign flight.”
Platforms Brandwatch, Meta, TikTok, Google Docs
Strategy and creative work from the same live signal instead of a stale quarterly listening report, and the brief lands in the doc where your creative team already works.
Five Prompts To Steal
Copy any of these into Claude once you’re connected - swap in your client names and they work on day one.
“Which clients’ Google Ads accounts saw cost per conversion rise more than 20% week over week? Rank them and name the campaign driving each increase.”
A ranked exception list across the whole roster - the accounts that need attention today, before a client emails about it.
“Pull Q3 versus Q2 for the Harborview account - Google Ads and Meta spend and conversions, plus GA4 goal completions - and draft three headline takeaways in Google Docs for the QBR.”
QBR prep done in one pass: the numbers, the comparison, and a starting narrative your account director edits instead of writes.
“In the Meridian account, lower daily budgets 20% on the two Meta campaigns missing their CPA target and raise the two beating it by the same amount - then show me the change log.”
An executed reallocation with a receipt - who moved what, and when - ready for the next client call.
“A prospect gave us read-only access to their Google Ads account. Find the wasted spend - zero-conversion search terms over 90 days, overlapping keywords, disapproved ads - and summarize it for the pitch.”
A new-business audit that lands with specifics - the fastest way to show a prospect what their current agency missed.
“Build a creative performance dashboard for the Christenson account - the top Meta and TikTok ads by spend, CTR, and conversions over the last 30 days - and publish it as a dashboard I can share with the client’s brand team.”
Client-facing proof of which creative earns its budget, refreshed on schedule so the link stays current between calls.
Data Visualization for Agencies
Client Performance Hub
one governed dashboard per client: spend, conversions, and ROAS by channel across Google Ads, Meta, LinkedIn, and TikTok, plus GA4 conversions and Search Console trends. Your client’s marketing lead reads it; your account manager annotates it before the monthly call.
Agency Portfolio Pacing Board
every client’s month-to-date spend versus budget on one screen, refreshed on schedule. Media directors and account leads use it at Monday standup to triage the week.
Account Margin Report
Workamajig project budgets and Toggl hours against scope, ranked by margin per account. Agency leadership and finance read it, and the quarterly business review builds itself.
The chart types that tell your story
A dashboard earns its keep when each chart answers a question your client actually asks - here’s what we’ve seen work on agency reports:
Stacked bar
spend by client and channel in one view. A media director sees at a glance which channels carry each account and where the mix is drifting.
Line
pacing against budget across the month. The line makes an overspend visible on day nine, when it’s fixable, instead of day thirty.
Funnel
your new-business pipeline from inquiry to signed retainer. Agencies chart client funnels all day and rarely chart their own; this one keeps the pipeline honest.
Treemap
budget allocation across the whole roster as rectangles sized by spend. One glance shows which clients dominate the book and which are getting lost in it.
Heatmap
dayparting performance, meaning results by day of week and hour. It turns “when should this client’s ads run?” from a hunch into a grid.
Flow (sankey)
budget moving from client to channel to campaign as weighted streams. It’s the chart that shows a CMO exactly where the money went, no table required.
Governed Access Your Clients Will Sign Off On
Client procurement and security teams audit their agencies now, and “we share a password vault” doesn’t pass anymore. With Mad Fish Elements, every seat authenticates through native OAuth under its own identity - no API keys, no shared logins. Permissions are read, write, and delete per seat, per platform, enforced server-side on every call, so a seat that shouldn’t delete can’t delete. Every operation lands in a full audit trail tied to a named user, and automated error monitoring flags failures before the client does. The platform is built around documented security controls. When the security questionnaire arrives, your answers are documentation, not diplomacy.
Most agencies run a mix: Agency-tier ops seats for the team, an Ad Ops plan sized to managed spend, and Data Visualization for client reporting. Start with the seats you have and add as the roster grows.
Data Visualization is available as an add-on to any plan — pricing on request.
Ops seats run $99/seat/mo for Starter (read-only, up to 3 platforms), $299/seat/mo for Growth (read+write+delete, up to 7 platforms), and $499/seat/mo for Agency - all platforms plus multi-client management, priority support, sandbox, and BYO OAuth - with Enterprise custom. Ad Ops plans run $299/mo + 0.75% of managed ad spend for Basic (read), $799 + 1.25% for Standard (full capabilities), and $1,299 + 1.50% for Premium (0.85% marginal above $250K/mo spend; adds multi-client, priority support, sandbox), with Enterprise custom. Data Visualization is available as an add-on to any plan, and taking both Ops and Ad Ops earns a 15% bundle discount on the smaller line.
Frequently Asked Questions
Can I give different team members different access per client?
Yes - that’s the heart of the model. Permissions are per seat and per platform, with read, write, and delete set independently and enforced server-side on every call. A senior buyer can have write access to five client accounts while a coordinator has read-only across the roster, and the Agency tier adds multi-client management to keep it organized.
Which AI assistants does this work with?
Claude, ChatGPT, Microsoft Copilot, and Gemini. Your team keeps whichever assistant they already use; the gateway sits behind it and governs what each seat can reach across the 33 connected platforms.
How do clients see their reports?
Through Data Visualization. You publish governed, shareable dashboards and reports - charts, KPIs, tables, datasets - from any connected data, and scheduled refreshes update the same report in place. The link you send in January is still current in June, and your team can review and annotate before the client opens it.
What happens when an employee leaves?
You deactivate their seat, and that’s it. Because credentials are per-user OAuth rather than shared logins or stored API keys, there’s nothing to rotate and no client-by-client password scramble. The audit trail of everything they did stays intact for your records.
Does Workamajig really connect to the same gateway as the ad platforms?
Yes. Workamajig (project management and accounting), Toggl, Bill.com, Rippling, and Pinpoint sit alongside the ad, analytics, and CRM platforms - 33 platforms and roughly 1,470 operations in total. That’s what makes cross-system questions like margin-per-account a single prompt instead of a reconciliation project.
Put the Roster on One Gateway
Your team’s judgment is the product. Mad Fish Elements clears away the tab-switching, the credential sprawl, and the reporting assembly line so that judgment gets more hours of every retainer. Built by an agency, governed for your clients, ready for one walkthrough.
