Deliver more campaigns with the team you have.
Launch checks, weekly reports and optimisation rounds, run the same way for every client. Your team keeps the calls on budget and direction. Your agents do the pulling, comparing and first drafts.
An example of how a media agency could set this up. Nothing here is a built-in template.
Your team
Sets up the report
Your agent
Pulls and compares, outside ORCA
Account lead
Edits the commentary
Your client
Approves the budget move
Finding. Search held its cost per lead. Display conversions fell 22% after the creative swap.
Recommendation. Move 15% of display budget back to search until the new creatives are tested.
Every client gets the same weekly report. Every campaign keeps its own context.
Define the weekly performance report once: who pulls the exports, who prepares, who signs off, what the client approves. Each client runs it with its own numbers, history and decisions.
Nothing here is built in. Click an owner to change it, click a step to rename it, add one.
Delegate the report. Keep the call on budget.
Hand the pulling, comparing and first draft to an agent that already has your platform exports. Scope it to one campaign. Your account lead decides what the client reads and what you ask them to approve.
- Agents run on your setup. ORCA holds the task and the context.
- A role, a permission list and a campaign boundary. The server checks every request against them.
- Review points live in the workflow. Approval is a workflow step owned by the reviewer. Approve campaign output is off for the agent.
Illustrative. Your agent runs on your own setup. Sharing stays off until the reviewer approves.
Clients approve the budget move. They never see the exports.
The client gets the report, the recommended move and one decision to make. The raw exports, who prepared the draft, and your account lead's edits stay on your side. Try the switches in the workspace.
Never shown to the client: workflow controls, owner assignment, agent permissions and scope. Hidden until you switch them on: who prepared the work, internal review notes.
Common questions.
Short answers about how a media agency would run work in ORCA.
Does ORCA connect to the ad platforms or change bids?
No. Your team or your agent works in the ad platforms with the tools you already use. ORCA holds the task, the exports, the report and the review step, and shows the client what you choose to share.
Can the same workflow cover launch checks and optimisation rounds?
Each service gets its own workflow. A launch QA check might have a planner setting up, an agent checking tracking and naming, and the account lead signing off. You define the steps, owners and review points per service.
Who decides what the client sees each week?
Your agency. By default the client sees the report, the recommended move and the decision you need. Internal edits, the raw exports and agent details stay with your team.
Same product. Same review step. A different service each time.
Pick the one closest to yours and see the workflow, the assignment and the client view shaped for that kind of work.
Start with one client. Build from there.
Run the weekly report for one client with your team, refine it, then hand the pulling and first draft to an agent when you are ready.