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tools","/blog/articles/best-social-media-analytics-tools",[520,523,525,527,529,531,533,535],{"id":521,"page_slug":522},5,"/facebook-ads-reporting-tool-1",{"id":314,"page_slug":524},"/marketing-reporting-software-1",{"id":322,"page_slug":526},"/alternative-databox",{"id":218,"page_slug":528},"/alternative-dashthis",{"id":261,"page_slug":530},"/alternative-supermetrics",{"id":331,"page_slug":532},"/alternative-agency-analytics",{"id":12,"page_slug":534},"/facebook-ads-reporting-platform",{"id":18,"page_slug":536},"/marketing-agency-reporting-platform",{},{"article":539,"bodySanitize":639,"relatedArticles":640,"banners":783},{"id":540,"title":541,"slug":542,"summary":543,"read_time":364,"createdAt":544,"updatedAt":545,"publishedAt":546,"errors":45,"table_of_contents":15,"dateReorder":547,"documentId":548,"cover_image":549,"tags":570,"banners":45,"article_category":571,"author":578,"seo":608,"FAQ":614},3137,"What is agentic analytics? Our lessons from 66 marketing agencies","agentic-analytics","\u003Cp>See how agencies use agentic analytics to investigate data, update reports, and catch problems. Real examples, starter prompts, and steps for your first rollout.\u003C/p>","2026-10-10T15:36:20.726Z","2026-10-10T15:52:02.995Z","2026-10-10T15:52:03.226Z","2026-10-09","ic4ihqc7u2g5k66iilgk4azu",{"id":550,"name":551,"alternativeText":45,"caption":45,"width":552,"height":553,"formats":554,"hash":564,"ext":77,"mime":78,"size":565,"url":566,"previewUrl":45,"provider":62,"provider_metadata":45,"createdAt":567,"updatedAt":567,"documentId":568,"publishedAt":569,"focalPoint":45},17873,"Agentic analytics.png",2912,1636,{"thumbnail":555},{"ext":77,"url":556,"etag":557,"hash":558,"mime":78,"name":559,"path":45,"size":560,"width":561,"height":562,"sizeInBytes":563},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Agentic_analytics_4f952d9ba6.png","6a12606abfbcf090f332c9f1d7b2ff42","thumbnail_Agentic_analytics_4f952d9ba6","thumbnail_Agentic analytics.png",51.53,245,138,51534,"Agentic_analytics_4f952d9ba6",2832.44,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agentic_analytics_4f952d9ba6.png","2026-10-10T15:31:20.272Z","glnk89zjok19jkpsby4pcg0y","2026-10-10T15:31:20.273Z",[],{"id":243,"title":572,"slug":573,"subheading":45,"createdAt":574,"updatedAt":575,"publishedAt":576,"documentId":577,"toc_banner":45},"AI agents","ai-agents","2026-10-10T14:01:34.312Z","2026-10-10T14:01:37.672Z","2026-10-10T14:01:37.760Z","m616g8ay37l71vw2xhc2lh7g",{"id":579,"name":580,"about":581,"email":45,"createdAt":582,"updatedAt":583,"publishedAt":584,"slug":585,"linkedin_url":586,"documentId":587,"avatar":588},136,"Brinda Gulati","Brinda Gulati is a fractional content marketer and freelance writer who specializes in data-driven storytelling and writing easy-to-understand, informative content for humans. She has two degrees in Creative Writing from the University of Warwick, and believes that above all, stories are a deeply human endeavor. She has two dogs, knows thrifting spots, and loves afternoon naps.","2025-02-28T10:39:49.342Z","2025-06-10T14:38:31.547Z","2025-02-28T10:40:09.137Z","brinda-gulati","https://www.linkedin.com/in/brindagulati/","nw3vez7zg1266fxpubjumtqe",{"id":589,"name":590,"alternativeText":591,"caption":45,"width":592,"height":592,"formats":593,"hash":602,"ext":595,"mime":598,"size":603,"url":604,"previewUrl":45,"provider":62,"provider_metadata":45,"createdAt":605,"updatedAt":606,"documentId":607,"publishedAt":65,"focalPoint":45},13927,"Brinda Gulati.jpeg","Brinda Gulati - Portrait of a woman with dark hair pulled back, wearing black jacket and eye makeup.",800,{"thumbnail":594},{"ext":595,"url":596,"hash":597,"mime":598,"name":599,"path":45,"size":600,"width":601,"height":601},".jpeg","https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Brinda_Gulati_bfbaf591c2.jpeg","thumbnail_Brinda_Gulati_bfbaf591c2","image/jpeg","thumbnail_Brinda Gulati.jpeg",5.46,156,"Brinda_Gulati_bfbaf591c2",120.22,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Brinda_Gulati_bfbaf591c2.jpeg","2025-02-28T10:38:50.811Z","2025-02-28T10:38:53.593Z","g2k27u7u6ausc1bw7tyhf7wi",{"id":609,"metaTitle":541,"metaDescription":610,"addNoIndex":21,"canonicalURL":45,"metaImage":611},3327,"See how agencies use agentic analytics to investigate data, update reports, and catch problems. Real examples, starter prompts, and steps for your first rollout.",{"id":550,"name":551,"alternativeText":45,"caption":45,"width":552,"height":553,"formats":612,"hash":564,"ext":77,"mime":78,"size":565,"url":566,"previewUrl":45,"provider":62,"provider_metadata":45,"createdAt":567,"updatedAt":567,"documentId":568,"publishedAt":569,"focalPoint":45},{"thumbnail":613},{"ext":77,"url":556,"etag":557,"hash":558,"mime":78,"name":559,"path":45,"size":560,"width":561,"height":562,"sizeInBytes":563},{"id":615,"description":616,"title":617,"items":618},1270,"\u003Cp>All your questions answered. And if you can’t find it here, chat to our friendly team.\u003C/p>","Agentic analytics FAQs",[619,623,627,631,635],{"id":620,"question":621,"answer":622},7730,"Is ChatGPT an agentic AI?","\u003Cp>Yes, ChatGPT has agentic capabilities. ChatGPT can plan a task, gather information, use tools, and produce work for you to review. But what it can do depends on the tools and permissions you give it.\u003C/p>\u003Cp>But asking it a question about a spreadsheet doesn’t automatically give you autonomous analytics. For a recurring reporting job, you still need to connect the data, supply your metric definitions, set up the schedule, and decide which changes need approval.\u003C/p>",{"id":624,"question":625,"answer":626},7731,"What does \"agentic\" mean in simple words?","\u003Cp>“Agentic” means AI can work toward a goal without someone directing every step. You give it an assignment and boundaries; it chooses the steps and tools to use.\u003C/p>\u003Cp>For example, you could ask an agent to investigate a drop in leads. The agent, then, might compare channels, check for missing data, and write its findings into your report. You shouldn’t have to prompt it separately for each step.\u003C/p>\u003Cp>But even autonomous AI agents need limits; access controls decide what they can read or change; audit trails record what they did.\u003C/p>",{"id":628,"question":629,"answer":630},7732,"What's the difference between AI and agentic?","\u003Cp>AI is the broad category, which includes systems that spot patterns, make predictions, or generate content. On the other hand, agentic AI uses those capabilities to carry out a job, checking results and deciding what to do next.\u003C/p>\u003Cp>In analytics, the terms describe different things:\u003C/p>\u003Cul>\u003Cli>Conversational analytics lets you ask questions in everyday language, also called natural language queries.\u003C/li>\u003Cli>Augmented analytics uses AI to help people prepare data, find patterns, and understand results.\u003C/li>\u003Cli>Agentic analytics lets AI investigate a question and take permitted actions, such as updating a report.\u003C/li>\u003C/ul>\u003Cp>Large language models (LLMs) can support all three. But having generative AI inside business intelligence (BI) platforms doesn’t, by itself, make those platforms agentic.\u003C/p>",{"id":632,"question":633,"answer":634},7733,"What are four types of analytics?","\u003Cp>The four common types describe the question you want answered:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Descriptive analytics:\u003C/strong> What happened? Your report shows that leads fell last month.\u003C/li>\u003Cli>\u003Cstrong>Diagnostic analytics:\u003C/strong> Why did it happen? You investigate which channels contributed to the drop and what changed.\u003C/li>\u003Cli>\u003Cstrong>Predictive analytics:\u003C/strong> What might happen next? You forecast next month’s leads using past results and current trends.\u003C/li>\u003Cli>\u003Cstrong>Prescriptive analytics:\u003C/strong> What should we do? You compare possible responses and recommend a next step.\u003C/li>\u003C/ul>",{"id":636,"question":637,"answer":638},7734,"Which LLM is best for agentic?","\u003Cp>There’s no single best LLM for every agentic job. Test it on the work you need done.\u003C/p>\u003Cp>For agentic analytics, check four things:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Can it understand your data?\u003C/strong> The ability to access enterprise data stored in data warehouses, such as Snowflake, is a good first step. The agent also needs metadata that explains the fields and a semantic layer that defines your metrics; retrieval-augmented generation (RAG) can supply relevant documents when it answers, but those documents still need to contain the right definitions.\u003C/li>\u003Cli>\u003Cstrong>Can it finish the investigation?\u003C/strong> Test multi-step reasoning with a known problem: can it spot a drop, check the affected sources, and narrow down possible causes? For anomaly detection, include both a real problem and a harmless fluctuation.\u003C/li>\u003Cli>\u003Cstrong>Can someone check and correct it?\u003C/strong> For explainability, ask for sources, calculations, and assumptions. Have data analysts review mistakes and save corrections in the instructions. Those feedback loops should improve the next run. Check that the tool follows your governance frameworks, including who can access data and approve changes.\u003C/li>\u003Cli>\u003Cstrong>Does it save time after review?\u003C/strong> Measure time to insight from the initial question to an answer someone has checked. Include retries, corrections, and cost.\u003C/li>\u003C/ul>\u003Cp>Whatagraph’s IQ Agents work from the metrics, blends, and dimensions already used in your reports. You can add client documents, save standing instructions, and require approval for changes. That gives the agent business context and gives your team control over what it does with it.\u003C/p>","\u003Cp>Only 17% of organizations have deployed AI agents, yet more than 60% expect to do so within two years, according to \u003Ca href=\"https://www.gartner.com/en/articles/hype-cycle-for-agentic-ai\" target=\"_blank\" rel=\"noopener noreferrer\">Gartner’s 2026 research\u003C/a>. Gartner puts agentic AI at the “Peak of Inflated Expectations.”\u003C/p>\u003Cp>On that peak is agentic analytics. We know the term sounds like it was coined to sell a roadmap, and often it was. Gartner estimated in June 2025 that only about 130 of the thousands of vendors claiming agents are real. The rest are \"\u003Ca href=\"https://www.gartner.com/en/newsroom/press-releases/2025-06-25-gartner-predicts-over-40-percent-of-agentic-ai-projects-will-be-canceled-by-end-of-2027\" target=\"_blank\" rel=\"noopener noreferrer\">agent washing\u003C/a>\" chatbots and automation scripts.\u003C/p>\u003Cp>Strip away the washing, and the core proposition remains: software that reads your \u003Ca href=\"/blog/articles/marketing-data-transformation\">marketing data\u003C/a>, decides what's off, then edits the report, writes the commentary, or opens the ticket itself, on a schedule, with nobody prompting it.\u003C/p>\u003Cp>I wanted to see if \u003Ca href=\"https://help.whatagraph.com/en/articles/16985580-what-are-iq-agents\">Whatagraph’s IQ Agents\u003C/a> would hold up in real agencies, so I talked to \u003Ca href=\"https://www.linkedin.com/in/arturaslazejevas?originalSubdomain=lt\" target=\"_blank\" rel=\"noopener noreferrer\">Arturas Lazejevas\u003C/a>, CTPO at Whatagraph, and watched 66 agencies take IQ Agents through early access. In September 2026, 36% of their agent runs started on a schedule, up from 9% in August.*\u003C/p>\u003Cp>We’ll look at what they’re handing over, starting with the data the agent needs to get it right.\u003C/p>\u003Ch2 id=\"what-is-agentic-analytics\">What is agentic analytics?\u003C/h2>\u003Cp>Agentic analytics uses \u003Ca href=\"/ai-agents-for-marketing\">AI agents\u003C/a> to investigate data and act upon their findings without the need for a person to direct every step. You give the agent a task, access to the relevant data, and limits on what it can change. The agent carries out the steps itself.\u003C/p>\u003Cp>For example, Whatagraph’s Demand Generation Manager, Oksana, built a Google Ads Wasted Spend Monitor to find spending that produces little or no reported conversion activity. The agent checks search terms, placements, audiences, and ads, then groups its recommendations into action lists for review.\u003C/p>\u003Cp>The instructions stay saved with the agent. You can also specify what happens after the analysis. She also decided what happens after the analysis: a \"Report created\" trigger sends the latest report to the team via Slack.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Whatagraph_agentic_analytics_e877b68572.png\" srcset=\"https://media.whatagraph.com/Whatagraph_agentic_analytics_e877b68572.png?width=350 350w, https://media.whatagraph.com/Whatagraph_agentic_analytics_e877b68572.png?width=700 700w, https://media.whatagraph.com/Whatagraph_agentic_analytics_e877b68572.png?width=420 440w, https://media.whatagraph.com/Whatagraph_agentic_analytics_e877b68572.png?width=840 880w, https://media.whatagraph.com/Whatagraph_agentic_analytics_e877b68572.png?width=768 768w, https://media.whatagraph.com/Whatagraph_agentic_analytics_e877b68572.png?width=1536 1536w, https://media.whatagraph.com/Whatagraph_agentic_analytics_e877b68572.png?width=992 992w, https://media.whatagraph.com/Whatagraph_agentic_analytics_e877b68572.png?width=1984 1984w, https://media.whatagraph.com/Whatagraph_agentic_analytics_e877b68572.png?width=600 1200w, https://media.whatagraph.com/Whatagraph_agentic_analytics_e877b68572.png?width=1200 2400w, https://media.whatagraph.com/Whatagraph_agentic_analytics_e877b68572.png?width=720 1440w, https://media.whatagraph.com/Whatagraph_agentic_analytics_e877b68572.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Whatagraph agentic analytics\">\u003C/p>\u003Cp>While we’re here, here’s what \u003Ci>doesn’t\u003C/i> count as agentic analytics:\u003C/p>\u003Cul>\u003Cli data-list-item-id=\"e3e42f43110df35c089c3170a6fed0908\">\u003Cstrong>A chat assistant answering a question:\u003C/strong> You upload a CSV and ask what changed. You’re still doing the follow-up work. But if a quick answer is all you need, \u003Ca href=\"https://help.whatagraph.com/en/articles/10357615-whatagraph-iq-chat-instant-data-insights-at-your-fingertips\">IQ Chat\u003C/a> lets you ask questions about your data within Whatagraph, including in shared reports.\u003C/li>\u003Cli data-list-item-id=\"e9e923d62a8234e88893199e19131df33\">\u003Cstrong>A dashboard with an AI summary button:\u003C/strong> The summary still waits for you to open the dashboard. Again, if that’s what you need, \u003Ca href=\"https://help.whatagraph.com/en/articles/10260602-how-ai-summaries-work-in-text-widgets\">AI summaries\u003C/a> can write one directly in your report without the agent.\u003C/li>\u003Cli data-list-item-id=\"e4302f2c7d41380f4433c8cc17a6f4c68\">\u003Cstrong>An agent running your ad accounts:\u003C/strong> You can change bids and pause campaigns, but that belongs to \u003Ca href=\"/blog/articles/agentic-marketing\">agentic marketing\u003C/a>. Here, we’re talking about analysis and reporting.\u003C/li>\u003Cli data-list-item-id=\"ebb48d377d454358a075cde17ffc986ca\">\u003Cstrong>A live data feed:\u003C/strong> Fresh numbers don’t investigate themselves. An agent can check them on a schedule; it doesn’t have to watch them every second.\u003C/li>\u003C/ul>\u003Ch3 id=\"is-agentic-analytics-just-hype\">Is agentic analytics just hype?\u003C/h3>\u003Cp>Partly, yes. Gartner’s April 2026 assessment says most agent deployments remain narrow in scope, and fully autonomous agents aren’t ready for most enterprise uses.\u003C/p>\u003Cp>Gartner also notes that governance, security, and cost now appear as their own profiles on the curve. That means the industry has started worrying about control and cost before the technology has matured.\u003C/p>\u003Cp>That's a fair criticism of agents in general, and it's also why they suit marketing reporting. The daily jobs we need to do are small and repeat on a fixed cycle: pull the numbers, check them against a target, write the commentary, update the report.\u003C/p>\u003Cp>I looked at what the 66 agency teams using IQ Agents are doing with it:\u003C/p>\u003Cul>\u003Cli data-list-item-id=\"e1f981024086ab19f838bc5e794049a18\">41% run agents on a schedule, without someone typing a prompt to start each run.\u003C/li>\u003Cli data-list-item-id=\"e9469e538769c3c7aa7b384e93cb4694b\">67% have let agents change reports, including building widgets, editing filters, and adding tabs.\u003C/li>\u003Cli data-list-item-id=\"e507f8c762ec0cae7c3c07e2be64ce64c\">33% have let agents change the underlying data setup, creating custom metrics, dimensions, blends, or source groups.\u003C/li>\u003C/ul>\u003Cp>My reading of those numbers, and this is an inference: month one is prompting, month two is scheduling. The teams run an agent by hand, check the output, and let it run on its own once they trust it.\u003C/p>\u003Ch2 id=\"the-top-agentic-analytics-examples-in-marketing-data-and-reporting\">The top agentic analytics examples in marketing data and reporting\u003C/h2>\u003Cp>If you're going to give information to an agent, make sure it has the data it can use and rules for interpreting it.\u003C/p>\u003Cp>Google's Ads team uses the same starting point. Nipoon Malhotra, VP of Ads Analytics, Insights, and Measurement, describes \u003Ca href=\"https://blog.google/products/ads-commerce/data-strength-updates/?_sp=9fca5b3b-2922-4e2e-8f48-2d8651717835.1791377058555\" target=\"_blank\" rel=\"noopener noreferrer\">moving from a \"reactive report card\" to a \"proactive performance engine,\"\u003C/a> and the first thing he lists is a strong data foundation.\u003C/p>\u003Cp>Every agency in the examples below built the first two before the agent, and kept a person on the third.\u003C/p>\u003Ch3 id=\"build-monthly-client-reports-on-a-schedule\">1. Build monthly client reports on a schedule\u003C/h3>\u003Cp>Start with Recap, Whatagraph’s pre-made report-building agent. In IQ Agents, find Recap, click on the three-dot menu, and click \u003Cstrong>Duplicate\u003C/strong> to make a copy for your client.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Whatagraph_s_premade_report_building_agent_71716b8fb2.png\" srcset=\"https://media.whatagraph.com/Whatagraph_s_premade_report_building_agent_71716b8fb2.png?width=350 350w, https://media.whatagraph.com/Whatagraph_s_premade_report_building_agent_71716b8fb2.png?width=700 700w, https://media.whatagraph.com/Whatagraph_s_premade_report_building_agent_71716b8fb2.png?width=420 440w, https://media.whatagraph.com/Whatagraph_s_premade_report_building_agent_71716b8fb2.png?width=840 880w, https://media.whatagraph.com/Whatagraph_s_premade_report_building_agent_71716b8fb2.png?width=768 768w, https://media.whatagraph.com/Whatagraph_s_premade_report_building_agent_71716b8fb2.png?width=1536 1536w, https://media.whatagraph.com/Whatagraph_s_premade_report_building_agent_71716b8fb2.png?width=992 992w, https://media.whatagraph.com/Whatagraph_s_premade_report_building_agent_71716b8fb2.png?width=1984 1984w, https://media.whatagraph.com/Whatagraph_s_premade_report_building_agent_71716b8fb2.png?width=600 1200w, https://media.whatagraph.com/Whatagraph_s_premade_report_building_agent_71716b8fb2.png?width=1200 2400w, https://media.whatagraph.com/Whatagraph_s_premade_report_building_agent_71716b8fb2.png?width=720 1440w, https://media.whatagraph.com/Whatagraph_s_premade_report_building_agent_71716b8fb2.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Whatagraph’s premade report-building agent\">\u003C/p>\u003Cp>The agent can build a report from your instructions or a team template, using the sources and metric definitions you’ve already set up in Whatagraph.\u003C/p>\u003Cdiv class=\"prompt-box\">\u003Cbutton class=\"prompt-box__copy\" type=\"button\" aria-label=\"Copy prompt\" data-tooltip=\"Copy\">\u003Csvg class=\"prompt-box__icon\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\">\u003Crect x=\"3.75\" y=\"6.75\" width=\"13\" height=\"13\" rx=\"1.5\"/>\u003Cpath d=\"M7.25 3.25h11.5a1.5 1.5 0 0 1 1.5 1.5v11.5\"/>\u003C/svg>\u003C/button>\u003Cspan class=\"prompt-box__status\" role=\"status\">\u003C/span>\u003Cdiv class=\"prompt-box__content\">\u003Cp>\u003Cstrong>Example prompt:\u003C/strong> \u003Ci>Build [client]’s report for [month] using the previous report as a template and our connected sources. Compare results with the previous month, update the charts, and write the main changes and recommendations into the report’s text widgets. Flag anything you can’t explain. Leave the draft for review.\u003C/i>\u003C/p>\u003C/div>\u003C/div>\u003Cp>At one US communications agency, the analytics director gave each client a specialist IQ Agent in early access.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Whatagraph_specialist_iq_agent_d68957ecc0.png\" srcset=\"https://media.whatagraph.com/Whatagraph_specialist_iq_agent_d68957ecc0.png?width=350 350w, https://media.whatagraph.com/Whatagraph_specialist_iq_agent_d68957ecc0.png?width=700 700w, https://media.whatagraph.com/Whatagraph_specialist_iq_agent_d68957ecc0.png?width=420 440w, https://media.whatagraph.com/Whatagraph_specialist_iq_agent_d68957ecc0.png?width=840 880w, https://media.whatagraph.com/Whatagraph_specialist_iq_agent_d68957ecc0.png?width=768 768w, https://media.whatagraph.com/Whatagraph_specialist_iq_agent_d68957ecc0.png?width=1536 1536w, https://media.whatagraph.com/Whatagraph_specialist_iq_agent_d68957ecc0.png?width=992 992w, https://media.whatagraph.com/Whatagraph_specialist_iq_agent_d68957ecc0.png?width=1984 1984w, https://media.whatagraph.com/Whatagraph_specialist_iq_agent_d68957ecc0.png?width=600 1200w, https://media.whatagraph.com/Whatagraph_specialist_iq_agent_d68957ecc0.png?width=1200 2400w, https://media.whatagraph.com/Whatagraph_specialist_iq_agent_d68957ecc0.png?width=720 1440w, https://media.whatagraph.com/Whatagraph_specialist_iq_agent_d68957ecc0.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Whatagraph specialist iq agent\">\u003C/p>\u003Cp>The team had already \u003Ca href=\"https://help.whatagraph.com/en/articles/6367498-how-are-data-sources-counted\">connected its sources\u003C/a> and \u003Ca href=\"https://help.whatagraph.com/en/articles/8267387-how-to-set-up-and-apply-custom-dimensions\">defined how to group campaigns\u003C/a> and \u003Ca href=\"https://help.whatagraph.com/en/articles/8271915-how-to-set-up-and-apply-custom-metrics\">calculate metrics\u003C/a>. Those definitions live in \u003Ca href=\"/data-hub\">Whatagraph’s Data Hub\u003C/a>, where the agents and reports can use them.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Whatagraph_s_data_hub_6885ca8f95.png\" srcset=\"https://media.whatagraph.com/Whatagraph_s_data_hub_6885ca8f95.png?width=350 350w, https://media.whatagraph.com/Whatagraph_s_data_hub_6885ca8f95.png?width=700 700w, https://media.whatagraph.com/Whatagraph_s_data_hub_6885ca8f95.png?width=420 440w, https://media.whatagraph.com/Whatagraph_s_data_hub_6885ca8f95.png?width=840 880w, https://media.whatagraph.com/Whatagraph_s_data_hub_6885ca8f95.png?width=768 768w, https://media.whatagraph.com/Whatagraph_s_data_hub_6885ca8f95.png?width=1536 1536w, https://media.whatagraph.com/Whatagraph_s_data_hub_6885ca8f95.png?width=992 992w, https://media.whatagraph.com/Whatagraph_s_data_hub_6885ca8f95.png?width=1984 1984w, https://media.whatagraph.com/Whatagraph_s_data_hub_6885ca8f95.png?width=600 1200w, https://media.whatagraph.com/Whatagraph_s_data_hub_6885ca8f95.png?width=1200 2400w, https://media.whatagraph.com/Whatagraph_s_data_hub_6885ca8f95.png?width=720 1440w, https://media.whatagraph.com/Whatagraph_s_data_hub_6885ca8f95.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Whatagraph’s data hub\">\u003C/p>\u003Cp>From there, the work looked like this:\u003C/p>\u003Cul>\u003Cli data-list-item-id=\"e52b055d7a98e9ee996194b4bdc1b7780\">\u003Cstrong>Read the results:\u003C/strong> The agent pulls the month's data from connected sources and reads previous reports for context and format.\u003C/li>\u003Cli data-list-item-id=\"e81bdd2abcb3790a8d907b82dbf37ae96\">\u003Cstrong>Write into the report:\u003C/strong> The agent adds performance takeaways, watchouts, and recommendations directly to text widgets.\u003C/li>\u003Cli data-list-item-id=\"ef011fa34d3c8241e07a8780af875ba84\">\u003Cstrong>Work through the review:\u003C/strong> The director checks the draft and asks the agent to recheck numbers or investigate a finding further. The team adds client context and signs off before delivery.\u003C/li>\u003C/ul>\u003Cp>The first agent was scheduled for the 2nd of every month at 9 a.m. On September 2, the draft was ready in about seven minutes, and it matched the structure of the previous reports without being asked to.*\u003C/p>\u003Cblockquote class=\"quote\">\u003Cdiv class=\"quote__body\">\u003Cspan class=\"quote__text\">\"I have a wealth of prior reporting available in Whatagraph, and so the agent was able to, without even me telling it to, match the output to what the previous reports looked like. That was a surprise,\" says the Director of Digital Analytics.\u003C/span>\u003C/div>\u003C/blockquote>\u003Cp>\u003Cstrong>A typical report now takes about four hours, including review, bringing the estimated monthly total for 12 reports to 48 hours.\u003C/strong>\u003C/p>\u003Cp>\u003Ca href=\"/case-studies/gkv\">Read the full case study here.\u003C/a> \u003C/p>\u003Ch3 id=\"write-report-commentary-using-past-context-and-outside-research\">2. Write report commentary using past context and outside research\u003C/h3>\u003Cp>Open IQ Agents and describe the whole job. IQ Agents use the same data and metric definitions as your reports, and they can ask other agents for help. You don’t have to ferry the research between chats.\u003C/p>\u003Cp>Here, two \u003Ca href=\"https://help.whatagraph.com/en/articles/17212264-what-are-the-pre-made-iq-agents\">pre-made IQ agents\u003C/a> can share the job:\u003C/p>\u003Cul>\u003Cli data-list-item-id=\"efd0f89dc896394c2ece7839daa4708da\">Insight analyzes the client’s results and writes commentary directly into the report’s text widgets.\u003C/li>\u003Cli data-list-item-id=\"e2f02a78dfd3b1a56d0e583919864d359\">Radar does web-based research on your market, competitors, and benchmarks, and can deliver it as an answer, a widget, or a full report.\u003C/li>\u003C/ul>\u003Cp>Insight can use Radar’s research alongside the client’s data, then write the findings into the report. You can inspect their conversation to see what Insight asked for and what Radar returned.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Whatagraph_Insight_feature_ef980b1b7a.png\" srcset=\"https://media.whatagraph.com/Whatagraph_Insight_feature_ef980b1b7a.png?width=350 350w, https://media.whatagraph.com/Whatagraph_Insight_feature_ef980b1b7a.png?width=700 700w, https://media.whatagraph.com/Whatagraph_Insight_feature_ef980b1b7a.png?width=420 440w, https://media.whatagraph.com/Whatagraph_Insight_feature_ef980b1b7a.png?width=840 880w, https://media.whatagraph.com/Whatagraph_Insight_feature_ef980b1b7a.png?width=768 768w, https://media.whatagraph.com/Whatagraph_Insight_feature_ef980b1b7a.png?width=1536 1536w, https://media.whatagraph.com/Whatagraph_Insight_feature_ef980b1b7a.png?width=992 992w, https://media.whatagraph.com/Whatagraph_Insight_feature_ef980b1b7a.png?width=1984 1984w, https://media.whatagraph.com/Whatagraph_Insight_feature_ef980b1b7a.png?width=600 1200w, https://media.whatagraph.com/Whatagraph_Insight_feature_ef980b1b7a.png?width=1200 2400w, https://media.whatagraph.com/Whatagraph_Insight_feature_ef980b1b7a.png?width=720 1440w, https://media.whatagraph.com/Whatagraph_Insight_feature_ef980b1b7a.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Whatagraph Insight feature\">\u003C/p>\u003Cdiv class=\"prompt-box\">\u003Cbutton class=\"prompt-box__copy\" type=\"button\" aria-label=\"Copy prompt\" data-tooltip=\"Copy\">\u003Csvg class=\"prompt-box__icon\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\">\u003Crect x=\"3.75\" y=\"6.75\" width=\"13\" height=\"13\" rx=\"1.5\"/>\u003Cpath d=\"M7.25 3.25h11.5a1.5 1.5 0 0 1 1.5 1.5v11.5\"/>\u003C/svg>\u003C/button>\u003Cspan class=\"prompt-box__status\" role=\"status\">\u003C/span>\u003Cdiv class=\"prompt-box__content\">\u003Cp>\u003Cstrong>Example prompt:\u003C/strong> \u003Ci>Review [client]'s results for [month] alongside their previous report and recommendations. Research relevant updates from official platform sources and include links. Write the commentary into [report]'s text widgets, following our brand guidelines. Separate confirmed findings from possible explanations. Leave the draft for review.\u003C/i>\u003C/p>\u003C/div>\u003C/div>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Whatagraph_radar_feature_31ee1fa54c.png\" srcset=\"https://media.whatagraph.com/Whatagraph_radar_feature_31ee1fa54c.png?width=350 350w, https://media.whatagraph.com/Whatagraph_radar_feature_31ee1fa54c.png?width=700 700w, https://media.whatagraph.com/Whatagraph_radar_feature_31ee1fa54c.png?width=420 440w, https://media.whatagraph.com/Whatagraph_radar_feature_31ee1fa54c.png?width=840 880w, https://media.whatagraph.com/Whatagraph_radar_feature_31ee1fa54c.png?width=768 768w, https://media.whatagraph.com/Whatagraph_radar_feature_31ee1fa54c.png?width=1536 1536w, https://media.whatagraph.com/Whatagraph_radar_feature_31ee1fa54c.png?width=992 992w, https://media.whatagraph.com/Whatagraph_radar_feature_31ee1fa54c.png?width=1984 1984w, https://media.whatagraph.com/Whatagraph_radar_feature_31ee1fa54c.png?width=600 1200w, https://media.whatagraph.com/Whatagraph_radar_feature_31ee1fa54c.png?width=1200 2400w, https://media.whatagraph.com/Whatagraph_radar_feature_31ee1fa54c.png?width=720 1440w, https://media.whatagraph.com/Whatagraph_radar_feature_31ee1fa54c.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Whatagraph radar feature\">\u003C/p>\u003Cp>Keep report and widget changes set to \u003Cstrong>Needs approval\u003C/strong>, so you can check what the agent wants to change before it acts. If you automate delivery too, require approval before the report goes to the client.\u003C/p>\u003Cp>For a recurring job, duplicate Insight. Save the client’s goals and research instructions in its \u003Cstrong>Instructions\u003C/strong>, and upload your writing guidelines and previous reports to its \u003Cstrong>Knowledge\u003C/strong>. The agent can still ask Radar for help, and you can put it on a schedule.\u003C/p>\u003Cp>At one UK agency, the Head of Search had been \u003Ca href=\"https://help.whatagraph.com/en/articles/14643388-connect-whatagraph-to-your-ai-assistant-with-mcp\">using Claude to analyze Whatagraph data\u003C/a>, then copying the commentary back into reports.*\u003C/p>\u003Cp>So the team built a custom IQ Agent that follows their writing guidelines, checks industry news, and reads previous recommendations before writing the next month’s commentary directly into reports. Their specialists review it and add client context before it goes out.\u003C/p>\u003Cp>When the Head of Search went on holiday, the Managing Director used the agent to help deliver more than 50 reports. The reporting instructions, mercifully, hadn’t gone on holiday too.\u003C/p>\u003Cp>I ran the example prompt on a sample report while writing this section. Insight consulted Radar and added commentary to the report’s text widgets, all within five minutes and forty seconds.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Whatagraph_Insight_consulted_radar_eb3baf1fbf.png\" srcset=\"https://media.whatagraph.com/Whatagraph_Insight_consulted_radar_eb3baf1fbf.png?width=350 350w, https://media.whatagraph.com/Whatagraph_Insight_consulted_radar_eb3baf1fbf.png?width=700 700w, https://media.whatagraph.com/Whatagraph_Insight_consulted_radar_eb3baf1fbf.png?width=420 440w, https://media.whatagraph.com/Whatagraph_Insight_consulted_radar_eb3baf1fbf.png?width=840 880w, https://media.whatagraph.com/Whatagraph_Insight_consulted_radar_eb3baf1fbf.png?width=768 768w, https://media.whatagraph.com/Whatagraph_Insight_consulted_radar_eb3baf1fbf.png?width=1536 1536w, https://media.whatagraph.com/Whatagraph_Insight_consulted_radar_eb3baf1fbf.png?width=992 992w, https://media.whatagraph.com/Whatagraph_Insight_consulted_radar_eb3baf1fbf.png?width=1984 1984w, https://media.whatagraph.com/Whatagraph_Insight_consulted_radar_eb3baf1fbf.png?width=600 1200w, https://media.whatagraph.com/Whatagraph_Insight_consulted_radar_eb3baf1fbf.png?width=1200 2400w, https://media.whatagraph.com/Whatagraph_Insight_consulted_radar_eb3baf1fbf.png?width=720 1440w, https://media.whatagraph.com/Whatagraph_Insight_consulted_radar_eb3baf1fbf.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Whatagraph Insight consulted radar\">\u003C/p>\u003Ch3 id=\"find-inconsistent-data-then-fix-the-definitions-underneath\">3. Find inconsistent data, then fix the definitions underneath\u003C/h3>\u003Cp>The agencies I spoke with on IQ Agents early-access calls describe this as the work nobody sees: a metric that’s “always a nightmare to count” because every platform measures it differently, a source group to rebuild for every client, blends that are “always a pain.”\u003C/p>\u003Cp>There are three pre-made agents that work on that layer directly. Across our early access research,* 33% of teams have let agents create custom metrics, dimensions, blends, or source groups.\u003C/p>\u003Cul>\u003Cli data-list-item-id=\"e9a641771bcfddb1797a31e82d98324e3\">KPI builds custom metrics such as ROAS, CPA, and blended totals, and custom dimensions such as normalized campaign names.\u003C/li>\u003Cli data-list-item-id=\"e7c34a5b519a05610550120b865363269\">Omni \u003Ca href=\"/blog/articles/data-blending\">blends sources\u003C/a> from different channels on a shared dimension, such as Google, Meta, and GA4 by date. The blended CTR is calculated based on total clicks divided by total impressions, not an average of three CTRs.\u003C/li>\u003Cli data-list-item-id=\"eb79c14b0a2a008a3037d7efa68ea4aab\">Rollup groups same-channel accounts into one source, such as all of a client’s Google Ads accounts, and checks the group in a widget before handing it back.\u003C/li>\u003C/ul>\u003Cdiv class=\"prompt-box\">\u003Cbutton class=\"prompt-box__copy\" type=\"button\" aria-label=\"Copy prompt\" data-tooltip=\"Copy\">\u003Csvg class=\"prompt-box__icon\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\">\u003Crect x=\"3.75\" y=\"6.75\" width=\"13\" height=\"13\" rx=\"1.5\"/>\u003Cpath d=\"M7.25 3.25h11.5a1.5 1.5 0 0 1 1.5 1.5v11.5\"/>\u003C/svg>\u003C/button>\u003Cspan class=\"prompt-box__status\" role=\"status\">\u003C/span>\u003Cdiv class=\"prompt-box__content\">\u003Cp>\u003Cstrong>Example prompt:\u003C/strong> \u003Ci>Create a blended ROAS for [client] across Google Ads and Meta Ads, using our agreed revenue and spend definitions. Show me which sources and formula you’ll use before creating it. If an equivalent metric already exists, tell me instead of building another one.\u003C/i>\u003C/p>\u003C/div>\u003C/div>\u003Cp>As Arturas Lazejevas, CTPO at Whatagraph, explains:\u003C/p>\u003Cblockquote class=\"quote\">\u003Cdiv class=\"quote__body\">\u003Cspan class=\"quote__text\">“You define the business logic, you define the groups, you define the blends, the aggregations, the naming conventions, the dimensions, the metrics, how to calculate this and that. That’s defined already in the data layer that agents just call. And those are deterministic. The calculations are deterministic.”\u003C/span>\u003C/div>\u003C/blockquote>\u003Ch3 id=\"pace-budgets-against-the-plan-then-say-whos-off-track\">4. Pace budgets against the plan, then say who's off track\u003C/h3>\u003Cp>On my early-access calls, budget pacing came up as a morning chore: a spreadsheet with a tab per client, checked by hand, and no warning when a campaign runs hot.\u003C/p>\u003Cp>In Whatagraph, create a custom budget monitor and connect your budget sheet or upload the plan. The pre-made agent called Pacing checks account setup, but budget monitoring needs its own instructions.\u003C/p>\u003Cp>Give your custom agent three things:\u003C/p>\u003Cul>\u003Cli data-list-item-id=\"ed1c1bda2b30ec6ca5b90499e17ce5d0b\">\u003Cstrong>The approved budget:\u003C/strong> Connect your budget sheet or upload it; include planned changes in spending around launches or promotions.\u003C/li>\u003Cli data-list-item-id=\"e503066caf2f5f3b6f3bc7c859b206d4a\">\u003Cstrong>The spend figure to use:\u003C/strong> Point it to the accounts, currency, and agreed metric in your Data Hub. Use \u003Ca href=\"https://help.whatagraph.com/en/articles/9971629-source-groups-aggregate-metrics-across-multiple-data-sources\">source groups\u003C/a> for same-channel accounts and blends where you need to combine channels.\u003C/li>\u003Cli data-list-item-id=\"e4ee3a71d6365fff756254a56e59bac3f\">\u003Cstrong>The definition of a problem:\u003C/strong> Set thresholds for each client, including any hard spending cap. For example, a small deviation early in the month may need a different response from the same gap two days before the deadline.\u003C/li>\u003C/ul>\u003Cdiv class=\"prompt-box\">\u003Cbutton class=\"prompt-box__copy\" type=\"button\" aria-label=\"Copy prompt\" data-tooltip=\"Copy\">\u003Csvg class=\"prompt-box__icon\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\">\u003Crect x=\"3.75\" y=\"6.75\" width=\"13\" height=\"13\" rx=\"1.5\"/>\u003Cpath d=\"M7.25 3.25h11.5a1.5 1.5 0 0 1 1.5 1.5v11.5\"/>\u003C/svg>\u003C/button>\u003Cspan class=\"prompt-box__status\" role=\"status\">\u003C/span>\u003Cdiv class=\"prompt-box__content\">\u003Cp>\u003Cstrong>Example prompt:\u003C/strong> \u003Ci>Every weekday at [time and time zone], compare spend through yesterday for [accounts] with the approved plan in [sheet]. Flag spending outside [agreed thresholds]. Update [report] with spend to date, pace, projected month-end spend, and the daily spend needed to finish on budget. Write a short explanation beside each flag. List missing budgets or unavailable data separately. Return “none” only when all checks succeed with no exceptions. Don’t change budgets, bids, or campaign status.\u003C/i>\u003C/p>\u003C/div>\u003C/div>\u003Cp>\u003Cstrong>Pro tip:\u003C/strong> The pacing math and the mistakes to avoid are on our \u003Ca href=\"/ai-agents-for-marketing/budget-pacing\">budget pacing use case page\u003C/a>, and the reporting side is covered in \u003Ca href=\"/blog/articles/ad-spend-tracking\">ad spend tracking\u003C/a>.\u003C/p>\u003Ch3 id=\"find-whats-broken-in-a-report-then-fix-it\">5. Find what's broken in a report, then fix it\u003C/h3>\u003Cp>Start with Triage, Whatagraph’s pre-made agent for diagnosing and fixing broken widgets, blends, sources, and automations. Point it to the affected report, and it investigates the problem, proposes a fix, and applies it after you confirm.\u003C/p>\u003Cp>An agency's daily audit found five Google Ads connections that had dropped before anyone noticed.\u003C/p>\u003Cdiv class=\"prompt-box\">\u003Cbutton class=\"prompt-box__copy\" type=\"button\" aria-label=\"Copy prompt\" data-tooltip=\"Copy\">\u003Csvg class=\"prompt-box__icon\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\">\u003Crect x=\"3.75\" y=\"6.75\" width=\"13\" height=\"13\" rx=\"1.5\"/>\u003Cpath d=\"M7.25 3.25h11.5a1.5 1.5 0 0 1 1.5 1.5v11.5\"/>\u003C/svg>\u003C/button>\u003Cspan class=\"prompt-box__status\" role=\"status\">\u003C/span>\u003Cdiv class=\"prompt-box__content\">\u003Cp>\u003Cstrong>Example prompt:\u003C/strong> \u003Ci>Check every report in [client's space] for widgets that are erroring or showing no data. For each one, tell me the cause and the fix. Don't apply anything until I confirm.\u003C/i>\u003C/p>\u003C/div>\u003C/div>\u003Cp>The confirmation step is the same one every IQ Agent uses; before a change touches a report, widget, source group, or blend, the agent shows an impact warning and waits. So the fix happens inside Whatagraph, with a human in the loop, before the client opens the report.\u003C/p>\u003Cp>I tested Triage on a sample report. For each issue, it identified the affected widgets, explained the cause, and proposed a fix: change the source, adjust the filters, or connect live data.\u003C/p>\u003Cp>Then it asked which fixes I wanted applied.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Whatagraph_triage_feature_19e62f0573.png\" srcset=\"https://media.whatagraph.com/Whatagraph_triage_feature_19e62f0573.png?width=350 350w, https://media.whatagraph.com/Whatagraph_triage_feature_19e62f0573.png?width=700 700w, https://media.whatagraph.com/Whatagraph_triage_feature_19e62f0573.png?width=420 440w, https://media.whatagraph.com/Whatagraph_triage_feature_19e62f0573.png?width=840 880w, https://media.whatagraph.com/Whatagraph_triage_feature_19e62f0573.png?width=768 768w, https://media.whatagraph.com/Whatagraph_triage_feature_19e62f0573.png?width=1536 1536w, https://media.whatagraph.com/Whatagraph_triage_feature_19e62f0573.png?width=992 992w, https://media.whatagraph.com/Whatagraph_triage_feature_19e62f0573.png?width=1984 1984w, https://media.whatagraph.com/Whatagraph_triage_feature_19e62f0573.png?width=600 1200w, https://media.whatagraph.com/Whatagraph_triage_feature_19e62f0573.png?width=1200 2400w, https://media.whatagraph.com/Whatagraph_triage_feature_19e62f0573.png?width=720 1440w, https://media.whatagraph.com/Whatagraph_triage_feature_19e62f0573.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Whatagraph triage feature\">\u003C/p>\u003Ch3 id=\"onboard-a-new-client-and-build-their-reporting-setup\">6. Onboard a new client and build their reporting setup\u003C/h3>\u003Cp>A new client, more often than not, means rebuilding the same thing again and again. You connect the sources, apply the tags, set up the blends and custom fields, apply the template and the theme, and file the report in the right place.\u003C/p>\u003Cp>\u003Cstrong>On my early-access calls, agencies put this at about five minutes per client when nothing goes wrong, and \"a bit of a manual process\" when it does.\u003C/strong>\u003C/p>\u003Cp>Start with Intake, Whatagraph’s pre-made onboarding agent. Give it the client’s details and your team’s standard setup: the sources, blends, custom fields, report templates, branding, and automations you want it to use.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Whatagraph_intake_feature_68907b44e8.png\" srcset=\"https://media.whatagraph.com/Whatagraph_intake_feature_68907b44e8.png?width=350 350w, https://media.whatagraph.com/Whatagraph_intake_feature_68907b44e8.png?width=700 700w, https://media.whatagraph.com/Whatagraph_intake_feature_68907b44e8.png?width=420 440w, https://media.whatagraph.com/Whatagraph_intake_feature_68907b44e8.png?width=840 880w, https://media.whatagraph.com/Whatagraph_intake_feature_68907b44e8.png?width=768 768w, https://media.whatagraph.com/Whatagraph_intake_feature_68907b44e8.png?width=1536 1536w, https://media.whatagraph.com/Whatagraph_intake_feature_68907b44e8.png?width=992 992w, https://media.whatagraph.com/Whatagraph_intake_feature_68907b44e8.png?width=1984 1984w, https://media.whatagraph.com/Whatagraph_intake_feature_68907b44e8.png?width=600 1200w, https://media.whatagraph.com/Whatagraph_intake_feature_68907b44e8.png?width=1200 2400w, https://media.whatagraph.com/Whatagraph_intake_feature_68907b44e8.png?width=720 1440w, https://media.whatagraph.com/Whatagraph_intake_feature_68907b44e8.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Whatagraph intake feature\">\u003C/p>\u003Cdiv class=\"prompt-box\">\u003Cbutton class=\"prompt-box__copy\" type=\"button\" aria-label=\"Copy prompt\" data-tooltip=\"Copy\">\u003Csvg class=\"prompt-box__icon\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\">\u003Crect x=\"3.75\" y=\"6.75\" width=\"13\" height=\"13\" rx=\"1.5\"/>\u003Cpath d=\"M7.25 3.25h11.5a1.5 1.5 0 0 1 1.5 1.5v11.5\"/>\u003C/svg>\u003C/button>\u003Cspan class=\"prompt-box__status\" role=\"status\">\u003C/span>\u003Cdiv class=\"prompt-box__content\">\u003Cp>\u003Cstrong>Example prompt:\u003C/strong> \u003Ci>Onboard [client]. Website: [URL]. Google Ads account: [ID]. Account manager: [name]. Use our standard PPC template and theme, tag the sources with the client's industry, and file the report in [folder].\u003C/i>\u003C/p>\u003C/div>\u003C/div>\u003Cp>The new client inherits the same metric definitions and campaign groupings as every other client.\u003C/p>\u003Cp>\u003Cstrong>At one UK PPC agency, an agent connected a source, applied tags, and built and filed a branded report from one prompt in about two minutes.\u003C/strong> Someone still checked the report before the client saw it.\u003C/p>\u003Ch3 id=\"work-in-the-tools-your-team-already-uses\">7. Work in the tools your team already uses\u003C/h3>\u003Cp>In my many long talks with agencies, the next step after the report is almost always somewhere else. The agencies either want a Slack notification when a campaign turns off or a payment fails, or a Monday morning update they can send to the client without rewriting it.\u003C/p>\u003Cp>In fact, 13 of the teams raised decks: client reports rebuilt from scratch as slides, or exported and pulled into Claude to prepare the presentation, because, as one put it, clients \"can't follow that many numbers.\"\u003C/p>\u003Cp>IQ Agents reach those tools through Whatagrpah’s \u003Ca href=\"/mcp\">MCP\u003C/a>, short for Model Context Protocol. You choose where the findings go and what the agent does with them:\u003C/p>\u003Cul>\u003Cli data-list-item-id=\"e52caed2094699bfb24e30a36a3cdb7df\">\u003Cstrong>Slack:\u003C/strong> Schedule an agent to check every connected account in scope each morning, then post one digest to your team’s channel.\u003C/li>\u003Cli data-list-item-id=\"e5612380cb7eb313d7e38d68dcf75a38b\">\u003Cstrong>Project management:\u003C/strong> When a report or a connection breaks, the agent opens a ticket in Monday, Jira, or ClickUp, with the diagnosis attached, instead of waiting for someone to notice and type one.\u003C/li>\u003Cli data-list-item-id=\"e125653bbd60fa870e2dc7f751603c8a4\">\u003Cstrong>Gamma:\u003C/strong> An agent can turn a Whatagraph report into slides. Give it the report, intended audience, and presentation brief: for example, five slides covering results against goals, the main changes, and recommendations for review.\u003C/li>\u003C/ul>\u003Cdiv class=\"prompt-box\">\u003Cbutton class=\"prompt-box__copy\" type=\"button\" aria-label=\"Copy prompt\" data-tooltip=\"Copy\">\u003Csvg class=\"prompt-box__icon\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\">\u003Crect x=\"3.75\" y=\"6.75\" width=\"13\" height=\"13\" rx=\"1.5\"/>\u003Cpath d=\"M7.25 3.25h11.5a1.5 1.5 0 0 1 1.5 1.5v11.5\"/>\u003C/svg>\u003C/button>\u003Cspan class=\"prompt-box__status\" role=\"status\">\u003C/span>\u003Cdiv class=\"prompt-box__content\">\u003Cp>\u003Cstrong>Example prompt:\u003C/strong> \u003Ci>Every weekday at 9 am, check every client account for campaigns that started, stopped, or shifted spend by more than 20% since yesterday. Post a summary to #client-alerts in Slack. If a source has disconnected, open a ticket in [tool] assigned to [name].\u003C/i>\u003C/p>\u003C/div>\u003C/div>\u003Cp>To connect a tool, open \u003Cstrong>IQ Agents\u003C/strong> and click \u003Cstrong>Connect\u003C/strong> under “Expand agents with your tools.” Select the connector you need.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Whatagrpah_s_MCP_a5938b1575.png\" srcset=\"https://media.whatagraph.com/Whatagrpah_s_MCP_a5938b1575.png?width=350 350w, https://media.whatagraph.com/Whatagrpah_s_MCP_a5938b1575.png?width=700 700w, https://media.whatagraph.com/Whatagrpah_s_MCP_a5938b1575.png?width=420 440w, https://media.whatagraph.com/Whatagrpah_s_MCP_a5938b1575.png?width=840 880w, https://media.whatagraph.com/Whatagrpah_s_MCP_a5938b1575.png?width=768 768w, https://media.whatagraph.com/Whatagrpah_s_MCP_a5938b1575.png?width=1536 1536w, https://media.whatagraph.com/Whatagrpah_s_MCP_a5938b1575.png?width=992 992w, https://media.whatagraph.com/Whatagrpah_s_MCP_a5938b1575.png?width=1984 1984w, https://media.whatagraph.com/Whatagrpah_s_MCP_a5938b1575.png?width=600 1200w, https://media.whatagraph.com/Whatagrpah_s_MCP_a5938b1575.png?width=1200 2400w, https://media.whatagraph.com/Whatagrpah_s_MCP_a5938b1575.png?width=720 1440w, https://media.whatagraph.com/Whatagrpah_s_MCP_a5938b1575.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Whatagraph’s MCP\">\u003C/p>\u003Cp>For Slack, for example, the connection window shows its MCP server URL. Click \u003Cstrong>Connect\u003C/strong>, then authorize Slack in the pop-up.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Whatagrpah_s_MCP_for_slack_a4aeb47d50.png\" srcset=\"https://media.whatagraph.com/Whatagrpah_s_MCP_for_slack_a4aeb47d50.png?width=350 350w, https://media.whatagraph.com/Whatagrpah_s_MCP_for_slack_a4aeb47d50.png?width=700 700w, https://media.whatagraph.com/Whatagrpah_s_MCP_for_slack_a4aeb47d50.png?width=420 440w, https://media.whatagraph.com/Whatagrpah_s_MCP_for_slack_a4aeb47d50.png?width=840 880w, https://media.whatagraph.com/Whatagrpah_s_MCP_for_slack_a4aeb47d50.png?width=768 768w, https://media.whatagraph.com/Whatagrpah_s_MCP_for_slack_a4aeb47d50.png?width=1536 1536w, https://media.whatagraph.com/Whatagrpah_s_MCP_for_slack_a4aeb47d50.png?width=992 992w, https://media.whatagraph.com/Whatagrpah_s_MCP_for_slack_a4aeb47d50.png?width=1984 1984w, https://media.whatagraph.com/Whatagrpah_s_MCP_for_slack_a4aeb47d50.png?width=600 1200w, https://media.whatagraph.com/Whatagrpah_s_MCP_for_slack_a4aeb47d50.png?width=1200 2400w, https://media.whatagraph.com/Whatagrpah_s_MCP_for_slack_a4aeb47d50.png?width=720 1440w, https://media.whatagraph.com/Whatagrpah_s_MCP_for_slack_a4aeb47d50.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Whatagraph’s MCP for Slack\">\u003C/p>\u003Cp>Finally, open the agent’s \u003Cstrong>Edit\u003C/strong> > \u003Cstrong>External connectors\u003C/strong> panel and enable the connection. The tool is now available to that agent; tell it which channel to post in and what to include.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=_72ej39xhn4\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/_72ej39xhn4\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>\u003Cstrong>Read more:\u003C/strong> \u003Ca href=\"/blog/articles/mcp-for-marketing\">The Best MCPs for Marketing in 2026 for Cross-Channel Analysis\u003C/a>\u003C/p>\u003Ch2 id=\"how-to-start-implementing-agentic-analytics\">How to start implementing agentic analytics\u003C/h2>\u003Cp>In June 2025, Gartner predicted that over 40% of agentic AI projects would be canceled by the end of 2027, citing rising costs, unclear business value, and inadequate risk controls.\u003C/p>\u003Cp>Your first rollout needs to answer all three: what the agent saves, what it costs, and who checks its work.\u003C/p>\u003Col>\u003Cli data-list-item-id=\"e105f257340a3d15f334c920ff011379f\">\u003Cstrong>Agree on your definitions before you build:\u003C/strong> As Arturas says: “Sometimes just a piece of paper is necessary, just to really align in the room between people in the company, in the business, on what we call a conversion, what do we call a spend.” \u003Ca href=\"/ai-readiness-quiz\">Check whether your data is ready for AI\u003C/a> before you go further.\u003C/li>\u003Cli data-list-item-id=\"e041582653702220ad2f2781b41085cff\">\u003Cstrong>Pick one recurring job you can check in minutes:\u003C/strong> Choose something tedious with a clear result. Record how long the job takes today; set a trial budget and run frequency, then count agent costs, retries, and review time. There’s a reason to count carefully. In August 2026, Gartner predicted that model-running costs per agentic workflow would \u003Ca href=\"https://www.gartner.com/en/newsroom/press-releases/2026-08-17-gartner-predicts-ai-inference-costs-per-agentic-workflow-will-increase-more-than-fivefold-through-2028\" target=\"_blank\" rel=\"noopener noreferrer\">rise more than fivefold through 2028\u003C/a>. Measure what your trial costs you, including the time spent correcting it.\u003C/li>\u003Cli data-list-item-id=\"ef68f66a306fdbd16cf7313f2c97e056b\">\u003Cstrong>Start read-only, with approval on writes and sends:\u003C/strong> Let the agent read data and draft its findings in chat first. Set every tool that edits a report, changes a metric, or sends a message to needs-approval, and loosen it only after the output has held up for a few runs. This gives you a chance to catch a wrong conclusion before it becomes a change or reaches a client.\u003C/li>\u003Cli data-list-item-id=\"eb6f220f2b341c19d1ba1182bb6937f7c\">\u003Cstrong>Test one account before adding the others:\u003C/strong> Check dates, filters, calculations, and whether the findings answer the assignment. Save the corrections in the agent’s instructions. For example, an Irish ad-ops team tested an edit on one report, checked a second, then applied it across 72 reports, saving snapshots before changes. Borrow that sequence.\u003C/li>\u003Cli data-list-item-id=\"e4a7ea971f10205c54d7510f1c308b4ac\">\u003Cstrong>Give the agent a reviewer:\u003C/strong> Name a person to check the findings, or assign another agent to cross-check numbers and flag unsupported explanations. Arturas explains why: “Do we really know that humans make 100% of correct decisions all the time? Probably not. But that’s why we also have peer reviews, retrospectives, as people, as organizations.”\u003C/li>\u003C/ol>\u003Ch2 id=\"how-do-you-ensure-data-quality-in-agentic-analytics\">How do you ensure data quality in agentic analytics?\u003C/h2>\u003Cp>Check the agent’s numbers against their source, watch for unexpected changes, and limit what it can change until its results hold up. Start with the definitions: mismatches often begin before the AI gets involved.\u003C/p>\u003Cp>As Arturas says: “Usually the discrepancies and mismatches start when there is an unclear definition. And not just definition, unclear agreements within the business on how you actually measure this.”\u003C/p>\u003Ch3 id=\"verify-a-number-against-its-source\">Verify a number against its source\u003C/h3>\u003Cp>If the agent reports 100 marketing-qualified leads, open the source system and check the records against your agreed MQL definition. Match the reporting period and filters, too.\u003C/p>\u003Cp>“You need to compare it with something, right?” says Arturas.\u003C/p>\u003Cp>Ask Insight which sources and metrics it used. Our \u003Ca href=\"/blog/articles/marketing-data-governance\">marketing data governance guide\u003C/a> explains how to document each calculation, assign an owner, and apply the definition across reports.\u003C/p>\u003Ch3 id=\"watch-for-drift\">Watch for drift\u003C/h3>\u003Cp>Arturas points to a metric that “showed numbers previously” and starts showing zero. The tracking may have broken, and the definition may have changed.\u003C/p>\u003Cp>Zero needs to be investigated before it becomes commentary on performance.\u003C/p>\u003Cp>A scheduled IQ Agent can be built to flag these changes, or a widening gap between platform and GA4 figures. For example, the pre-made Pacing agent audits account setup and returns a checklist of what's missing or misconfigured without changing anything.\u003C/p>\u003Cp>Or build a custom agent to compare platform conversions with GA4 and flag when the two drift apart.\u003C/p>\u003Ch3 id=\"make-the-agent-use-your-saved-definitions\">Make the agent use your saved definitions\u003C/h3>\u003Cp>Joel Acha, Lead Oracle Data Architect at Capgemini, \u003Ca href=\"https://blogs.oracle.com/analytics/from-lake-house-to-agentic-ai-how-modern-analytics-platforms-are-reshaping-enterprise-data\" target=\"_blank\" rel=\"noopener noreferrer\">says\u003C/a>: “If the underlying data lacks quality, lineage, semantics, and context, AI will only amplify the problems.”\u003C/p>\u003Cp>In Whatagraph’s Data Hub, Custom Metrics store calculations and Custom Dimensions standardize values such as campaign names. IQ Agents use the same metrics, blends, and dimensions as your reports.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Whatagraph_s_data_hub_custom_metrics_cb01b7dfb0.png\" srcset=\"https://media.whatagraph.com/Whatagraph_s_data_hub_custom_metrics_cb01b7dfb0.png?width=350 350w, https://media.whatagraph.com/Whatagraph_s_data_hub_custom_metrics_cb01b7dfb0.png?width=700 700w, https://media.whatagraph.com/Whatagraph_s_data_hub_custom_metrics_cb01b7dfb0.png?width=420 440w, https://media.whatagraph.com/Whatagraph_s_data_hub_custom_metrics_cb01b7dfb0.png?width=840 880w, https://media.whatagraph.com/Whatagraph_s_data_hub_custom_metrics_cb01b7dfb0.png?width=768 768w, https://media.whatagraph.com/Whatagraph_s_data_hub_custom_metrics_cb01b7dfb0.png?width=1536 1536w, https://media.whatagraph.com/Whatagraph_s_data_hub_custom_metrics_cb01b7dfb0.png?width=992 992w, https://media.whatagraph.com/Whatagraph_s_data_hub_custom_metrics_cb01b7dfb0.png?width=1984 1984w, https://media.whatagraph.com/Whatagraph_s_data_hub_custom_metrics_cb01b7dfb0.png?width=600 1200w, https://media.whatagraph.com/Whatagraph_s_data_hub_custom_metrics_cb01b7dfb0.png?width=1200 2400w, https://media.whatagraph.com/Whatagraph_s_data_hub_custom_metrics_cb01b7dfb0.png?width=720 1440w, https://media.whatagraph.com/Whatagraph_s_data_hub_custom_metrics_cb01b7dfb0.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Whatagraph’s data hub, custom metrics\">\u003C/p>\u003Cp>As Arturas explained earlier, those calculations are deterministic: the same inputs and rules produce the same result. You still need to check the inputs and rules.\u003C/p>\u003Ch3 id=\"limit-and-log-what-changes\">Limit and log what changes\u003C/h3>\u003Cp>Set each tool an agent can use to allow, needs approval, or blocks, and start restrictively. Before any change to a report, widget, source group or blend, the agent shows an impact warning and waits.\u003C/p>\u003Cp>The edits are snapshotted first so a report can be rolled back. Every action is recorded in the \u003Ca href=\"https://help.whatagraph.com/en/articles/17280194-what-is-activity-in-iq-agents-and-how-do-i-use-it\">agent's Activity log\u003C/a>, attributed to who ran it.\u003C/p>\u003Cp>In \u003Cstrong>Activity\u003C/strong> > \u003Cstrong>Preferences\u003C/strong>, choose where approval requests reach you: email, Slack, or desktop. You can also select a teammate to notify if a request goes unanswered for 24 hours; email approvals and private conversations stay with you.\u003C/p>\u003Cp>For scheduled checks, select \u003Cstrong>Only failed or flagged runs\u003C/strong> to skip routine completion notices.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Whatagraph_agent_s_activity_log_549ad74826.png\" srcset=\"https://media.whatagraph.com/Whatagraph_agent_s_activity_log_549ad74826.png?width=350 350w, https://media.whatagraph.com/Whatagraph_agent_s_activity_log_549ad74826.png?width=700 700w, https://media.whatagraph.com/Whatagraph_agent_s_activity_log_549ad74826.png?width=420 440w, https://media.whatagraph.com/Whatagraph_agent_s_activity_log_549ad74826.png?width=840 880w, https://media.whatagraph.com/Whatagraph_agent_s_activity_log_549ad74826.png?width=768 768w, https://media.whatagraph.com/Whatagraph_agent_s_activity_log_549ad74826.png?width=1536 1536w, https://media.whatagraph.com/Whatagraph_agent_s_activity_log_549ad74826.png?width=992 992w, https://media.whatagraph.com/Whatagraph_agent_s_activity_log_549ad74826.png?width=1984 1984w, https://media.whatagraph.com/Whatagraph_agent_s_activity_log_549ad74826.png?width=600 1200w, https://media.whatagraph.com/Whatagraph_agent_s_activity_log_549ad74826.png?width=1200 2400w, https://media.whatagraph.com/Whatagraph_agent_s_activity_log_549ad74826.png?width=720 1440w, https://media.whatagraph.com/Whatagraph_agent_s_activity_log_549ad74826.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Whatagraph agent’s activity log\">\u003C/p>\u003Cp>For anything client-facing, add a reviewer, human or a second agent.\u003C/p>\u003Ch2 id=\"the-benefits-of-agentic-analytics-for-marketing-teams\">The benefits of agentic analytics for marketing teams\u003C/h2>\u003Cp>Each of these pairs a recent, outside finding with what our early-access agencies saw; where the two disagree, I've said so.\u003C/p>\u003Cul>\u003Cli data-list-item-id=\"e1f5d21059db2338d17601115f640d050\">\u003Cstrong>You spend less time preparing reports:\u003C/strong> In \u003Ca href=\"https://wfanet.org/knowledge/item/2025/07/17/generative-and-agentic-ai-are-coming-for-media\" target=\"_blank\" rel=\"noopener noreferrer\">WFA’s 2025 research\u003C/a>, 90% of respondents expected AI to speed up reporting and improve efficiency. In my call with one US agency, a typical report fell from 10 to15 hours to about four, including review.\u003C/li>\u003Cli data-list-item-id=\"e6da16f86cae831227b7f60999fba0299\">\u003Cstrong>The first draft of the commentary is done, in your voice, in the report:\u003C/strong> \u003Ca href=\"https://www.hubspot.com/company-news/marketers-double-ai-usage-in-2024\" target=\"_blank\" rel=\"noopener noreferrer\">HubSpot's 2024 survey of 1,000-plus marketers\u003C/a> found 86% of those using AI for written content edit it before publishing. My early-access agency research matches that; every one of them keeps a reviewer on client-facing commentary. But what changed is \u003Ci>where\u003C/i> the draft lands: 67% have let agents write into the report itself, building widgets, editing filters, and filling text widgets.*\u003C/li>\u003Cli data-list-item-id=\"ec184593a4be93f26a45d070eedfd41b0\">\u003Cstrong>You have one definition per metric, read by every report and every agent:\u003C/strong> In \u003Ca href=\"https://semarchy.com/press-releases/ai-data-quality-gap-study/\" target=\"_blank\" rel=\"noopener noreferrer\">Semarchy's 2025 survey\u003C/a>, 98% of businesses had hit AI-related \u003Ca href=\"/blog/articles/marketing-data-quality\">data quality problems\u003C/a>, and a quarter blamed high volumes of duplicate records. In our early access research, a third of teams have let agents build those definitions directly: custom metrics, dimensions, blends, and source groups in the Data Hub.\u003C/li>\u003Cli data-list-item-id=\"efa087c934cc4b56e75c3993c433748d8\">\u003Cstrong>You find problems before your clients do.\u003C/strong> \u003Ca href=\"https://www.validity.com/resource-center/state-of-crm-data-report-2026/\" target=\"_blank\" rel=\"noopener noreferrer\">Validity's 2026 State of CRM Data Report\u003C/a> found 78% of C-suite respondents had acted on an AI recommendation they later suspected was wrong because of bad underlying data. But agents on a governed layer go the other way: one agency's daily audit caught five Google Ads connections that had dropped with no alert, and another's found around 60 ads still running weeks past their stop date.\u003C/li>\u003C/ul>\u003Cp>In every one of the four scenarios above, a person still makes the call. The agent reads, flags, drafts, and fills; the team decides what to tell the client.\u003C/p>\u003Cp>That's also the test for good agentic analytics tools.\u003C/p>\u003Cp>In April 2026, \u003Ca href=\"https://arxiv.org/abs/2604.25149\" target=\"_blank\" rel=\"noopener noreferrer\">Cube tested three AI models on 100 analytics questions\u003C/a>, twice: once with only the database, and once with a short document explaining what each business metric means.\u003C/p>\u003Cp>Each model scored 17 to 23 points higher with the document, and the three models scored evenly. They were all equally unreliable without it. In the end, it was the definitions that made a difference; the model didn't.\u003C/p>\u003Cp>So before you compare what an agentic analytics tool can do, ask what it \u003Ci>reads\u003C/i>:\u003C/p>\u003Cul>\u003Cli data-list-item-id=\"efa132ea1582f95f8882977d1c6a97549\">Does it read one set of metric definitions, or raw data from each platform?\u003C/li>\u003Cli data-list-item-id=\"e736194d705c2d5b30ca971d9e4f2ad69\">Does it write into the report, or give you text to paste?\u003C/li>\u003Cli data-list-item-id=\"e0d9a0b67bd0eb9925047fc201d1b68e8\">Can a teammate run the same agent and get the same answer?\u003C/li>\u003C/ul>\u003Cp>We’ve also tested \u003Ca href=\"/blog/articles/ai-marketing-analytics-tools\">AI marketing analytics tools\u003C/a> and \u003Ca href=\"/blog/articles/ai-reporting-tools\">AI reporting tools\u003C/a> hands-on, so you can compare the options before handing over a client’s monthly report.\u003C/p>\u003Cp>In the spirit of complete transparency, we have a stake in this conversation, as you may expect. We’re building IQ Agents to work from the same metric definitions as your reports.\u003C/p>\u003Cp>The agencies quoted here are helping us test it, with some pretty good results. \u003Ca href=\"/agents-waitlist\">Request early access to IQ Agents\u003C/a>.\u003C/p>\u003Cp>*\u003Ci>Source: Whatagraph product data, customer teams in IQ Agents early access, Aug 1 to Oct 5, 2026.\u003C/i>\u003C/p>",[641,665,691,713,735,761],{"id":642,"documentId":643,"slug":644,"title":645,"read_time":381,"cover_image":646,"article_category":664},3133,"l0g23brps4fue8wn587d7x9l","ai-marketing-agents","We tested the top 8 AI marketing agents for reporting [2026]",{"id":647,"name":648,"alternativeText":45,"caption":45,"width":552,"height":553,"formats":649,"hash":659,"ext":651,"mime":598,"size":660,"url":661,"previewUrl":45,"provider":62,"provider_metadata":45,"createdAt":662,"updatedAt":662,"documentId":663,"publishedAt":662,"focalPoint":45},17857,"AI marketing 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