Marketing agencies
Client reports, ready before the call
Recurring decks and performance reviews ship on autopilot — so strategists spend their hours on the pitch, not the production line.
Trusted by agencies
A reporting workflow built around recurring client delivery
Use your existing dashboard or analyze your campaign data directly with our AI Analyst.
Update the deck, add AI-powered bullet points, and create a custom email template for each client.
Review the narrative, annotate the slides, and send the deliverable.
Spend
$182k
$94k
$312k
+11%
-4%
+22%
MQLs
2,840
1,520
5,210
+18%
+9%
+31%
ROAS
4.6x
3.8x
5.2x
+0.5
+0.2
+0.8
Paid Search
Paid Search
Paid Social
41%
32%
38%
Up
Flat
Up
Paid Social
Display
SEO
28%
24%
27%
Flat
Up
Up
SEO
Email
Paid Search
19%
18%
22%
Up
Up
Flat
Spend$94k-4%
MQLs1,520+9%
ROAS3.8x+0.2
Paid Search32%Flat
Display24%Up
Email18%Up
Spend$312k+22%
MQLs5,210+31%
ROAS5.2x+0.8
Paid Social38%Up
SEO27%Up
Paid Search22%Flat
Key data sources and key features
The connectors agencies rely on every cycle, paired with the workflow features that make recurring client reporting fast.
Sources we support
Pull marketing and spend metrics from the platforms you already use.
Key features
- Branded multi-client deck templates that refresh on schedule.
- AI-powered bullet points that analyze your existing data.
- Output native Google Slides or PPTX with custom email templates.
- Reviewable drafts so strategists ship the final word, not the build.
How agencies use Slideform
Real reporting workflows from agencies that automated client deliverables with Slideform.
Customer story
Johnson Group reduced reporting time
How an agency cut deck production hours by automating recurring client reports across multiple accounts.
Customer story
AdAdapted improves efficiency with Slideform
AdAdapted's reporting accuracy and timeliness improved across multiple clients with automated deck generation.
Customer story
Teamspirit powers smarter portfolio reporting
How Teamspirit streamlined accurate, timely reporting across complex client portfolios with Slideform.
What are you waiting for?
Connect a source, choose a template, and see how Slideform turns recurring reporting into a deck.