Track agency profit margins across ad spend, sales and time

Pulls ad spend, sales, and time-tracking data together each day and sends your agency's real profit margin to Slack.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig(["daily schedule"]):::trigtime s0["pull ad spend and sales data"]:::task s1["add time costs and overhead"]:::task s2["ai drafts profitability summary"]:::svc trig --> s0 s0 --> s1 s1 --> s2 gx{"+ where to send results"}:::gate s2 --> gx p00["post summary to slack"]:::task gx -->|"slack"| p00 p10["log numbers to sheets"]:::task gx -->|"sheets"| p10 p00 --> out p10 --> out out[/"profitability summary posted and logged"/]:::out pay{{"clear daily view of true margins"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceEvery pathResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsE-commerce & ProductSocial Media ManagementMessaging & NotificationsSpreadsheet & Database OpsFinance & Accounting
Connects
Facebook AdsGoogle AdsShopifyStripeClockifyGoogle SheetsSlackGoogle Gemini
Featured in

The problem it solves

You know roughly what you're spending on ads and staff time, but pulling together actual profit margins across every client means jumping between ad platforms, payment processors, and a time tracker. By the time you've done the math by hand, the numbers are already stale.

Who it fits

Digital marketing agency owners who want a real-time read on true profitability, not just revenue.

How it works

  1. On a schedule, the system pulls spend and revenue from Facebook Ads, Google Ads, Shopify, and Stripe
  2. It adds in time costs from Clockify and applies your overhead and software costs
  3. AI reviews the numbers and drafts a plain-English summary of what's happening
  4. The summary is posted to Slack and the raw numbers are logged to Google Sheets
What you get

Your true profit margin after every cost

You get a daily Slack update showing your agency's true profit after ad spend, time, and overhead are all accounted for.

What you get

A Slack message with an AI-written profitability summary, plus a logged record in Google Sheets.

What you need

Accounts with Facebook Ads, Google Ads, Shopify, Stripe, Clockify, Google Sheets, Slack, and Google Gemini.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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