Documentation Index
Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
Example workflows
| Task | How to do it |
|---|---|
| Client reporting | Connect client ad accounts and ask “Create a monthly performance report for [client]“ |
| Cross-platform analysis | ”Aggregate Google Ads, Facebook Ads, and TikTok Ads data — show total spend, conversions, and ROAS” |
| White-label dashboards | Build branded dashboards with client data and export to PDF |
| Competitive benchmarking | ”Research industry benchmarks for [vertical] and compare to client performance” |
| Budget allocation | ”Recommend budget allocation across channels to maximize ROAS given a $50K monthly budget” |
| Proposal preparation | ”Analyze the prospect’s website traffic and create a growth opportunity analysis” |
Key features for agencies
- Connectors — 60+ integrations for every client stack
- Automated reporting — Client reports that auto-update
- Charts — Professional visualizations for client presentations
- Deep research — Competitive and market intelligence
- Templates — Start from 1,000+ spreadsheet templates