Client campaign · Previous week
Prepare weekly performance report
Explain performance and recommend next actions.
Campaign briefLast week's resultsPrevious feedback
Expected outputWeekly performance report with findings and recommended actions.
How ORCA works
A repeatable way to deliver your agency's services.
Define how each service runs, keep project context with the work, and give your team and clients a clear next step.
Workflows
Build the process around your service.
A service is what your agency delivers. Its workflow is the stages, tasks, owners, inputs, approvals and handoffs. Every client campaign follows that process with its own brief and files, so you reuse the workflow without mixing client context.
Campaign reporting
One service. One workflow. Any number of clients.- 1Gather resultsAnalyst
- 2Prepare reportAnalyst or agent
- 3Account reviewAccount lead
- 4Share with clientClient
Client AIts own brief, results and decisions
Account review· Account lead
Client BSeparate brief, results and decisions
Share with client· Client
Context
Keep the context with the work.
Attach the brief, files, previous feedback and decisions to the campaign and task they belong to. Whoever picks up the task, person or agent, starts with everything in one place.
Campaign briefObjectives, audience, budget
Previous review feedbackWhat the account lead changed last time
Handoffs
Make the next handoff clear.
Give each task an owner and say what makes it ready. The next person gets the work and the context together. If you delegate preparation to an agent, the review step you chose stays exactly where it is.
Try the switch on the first row. Nothing is saved.
Prepare the report
AnalystTeam member
BriefResultsPrevious feedback
Ready when the week's results are in
Review the work
Account leadTeam member
Weekly reportBrief
Ready when the report is submitted
Agree the next priorities
ClientClient Portal
Shared reportRecommendations
Ready when the account lead shares it
Client Portal
Give clients the view they need.
Your team sees assignment, preparation and internal review. After account review, the client sees the shared report and the next decision. Selected progress, delivered work and relevant actions. Not internal permissions or execution details. Try the switches in the workspace.
Agency WorkspaceClient Portal
Client campaign · Current campaign · Workspace
Weekly performance reportApproved
Campaign recordClient sees
Findings and recommendationShared
Prepared by Claude · 2 min 40 s
Reviewer: Account lead · edited 2 lines
Agent access: Selected campaigns · Client AInternal
Next step for the client: Agree priorities
Current campaign
Weekly performance report
Findings and recommendationReady
Shared by your agencyWed 09:12
Your next stepAgree priorities
Weekly performance report.pdf
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.
Agents
Bring agents into the steps you choose.
Start with people. Add agents to selected tasks when you're ready. Your agency chooses the assignment, the access and the review points. Once a task is ready, your agent fetches it with its context, and the result returns for the next handoff.
Explore agent workflows- 1Task becomes ready
The reporting period is complete and results are available.
- 2Your agent fetches the task and its context
Brief, results and previous feedback, scoped to this campaign.
- 3Your agent works in its own setup
Its runtime, skills and tools stay yours.
- 4The result returns for review
The account lead approves, edits, or sends it back. Then the client sees it.
Start
Start with one service.
Choose work your team already delivers repeatedly. Build a useful process before expanding it.
- Choose a repeatable service
Campaign reporting is a good first one.
- Define its tasks, owners, inputs, approvals and handoffs
Keep it to what your team actually does today.
- Run one client campaign with your team
People first. No agents yet.
- Refine the process using what you learn
Adjust readiness, owners and review points.
- Add agents to selected work when you are ready
Same workflow, same review, less of your team's time.
What you end up with
Campaign reportingDefined once
4 steps, 3 owners, 1 reviewReused for every client
Each with its own contextBrief, files, decisions, next step
Questions
Common questions.
Do we need agents before using ORCA?
No. Start with your team's delivery workflows and add agents to selected tasks when you're ready.
Can each service have a different process?
Yes. Your agency defines the tasks, owners and handoffs for each service. Reporting, production and planning are examples, not mandatory built-in service types.
What do clients see?
Your agency chooses the progress, shared work and decisions relevant to the client. Internal assignment and execution details stay with your team.
Can we start with one service?
Yes. Run one repeatable service with your team, refine it, and add more services or agents when you are ready.
ORCA for the way your agency works
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.
Give your team, clients and agents a shared place to move work forward. Your account decides which workspace opens.