> ## 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.

# For agencies

> Client reporting, cross-account analytics, and multi-platform data aggregation.

## 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](/connectors/saas-integrations)** — 60+ integrations for every client stack
* **[Automated reporting](/ai/automated-reporting)** — Client reports that auto-update
* **[Charts](/visualizations/overview)** — Professional visualizations for client presentations
* **[Deep research](/tools/deep-research)** — Competitive and market intelligence
* **[Templates](/templates/overview)** — Start from 1,000+ spreadsheet templates