The case
WilsonCooke produces 50+ client reports a month, with one specialist leading each service line.
Dan Nation leads SEO, and his reports were already built in Whatagraph and updated with fresh data every month. What he wrote by hand was the commentary: what happened, why, and what to do next.
Previously, Dan would do the data analysis through Whatagraph MCP then overlay narratives into the reports by hand.
That setup worked well, but gathering data for each report took up to a day per client.
The solution
Dan built an agent in Whatagraph IQ Agents to take on the data gathering and to write the first draft of narratives.
Whatagraph's agents are multiplayer by default: once someone builds an agent, anyone on the team can run AI marketing workflows with it, with the same instructions and the same data.
The core benefit of using Whatagraph is to interpret the data and allow our team to layer on further data and insights to support our clients.
The result
✅ The hours moved from gathering data to expert insight. Across the group, a report that used to take a day per client now takes a fraction of the time allowing the team to analyze and drive client strategy.
Dan's own verdict:
“We are able to drive more added value to our clients through expert advice rather than number crunching and data gathering.”
This frees WilsonCooke's specialists to spend their time on the part clients actually value: reading performance against what's happening in each client's sector and deciding what to do next.
Every report is then reviewed and signed off by someone who knows the account.
✅ Report prep is standardized across the agency. Having agents shareable by anyone on the team means the first version of reports get drafted to the same high standard, and with consistency throughout the entire agency.
✅ Everyone can self-serve insights quickly. Anyone on the team, from the managing director to specialists, can use agents to analyze performance and clients' health.
“From the managing director's perspective, it's good to be able to dip into several reports and extract information, so she's aware of what's going on without having to get too into the depths of it,” Dan shared.
In terms of marketing reporting, Whatagraph IQ Agents give WilsonCooke's specialists valuable time and information to deliver expert insights and drive what matters most for clients.