Monthly Campaign Report Bot for Digital Marketing Agencies
When a monthly campaign report is ready, the bot notifies the client automatically — "view report," "book review call," or "skip" each lead somewhere genuinely different, so the account manager only gets involved when a client actually wants to discuss results.
Build it as a Manual Bot
A TemplateTrigger fires automatically when the monthly report is generated, then a three-way Quick Reply split routes clients into a report send, a strategy-call booking, or a soft skip — all three reconverge at tagging and a closing message.
START
Trigger
Fires On (Required)
When the monthly campaign report is generated
45/200
Quick Reply
Header (Optional)
Image
OR
Paste image URL…
Body Text (Required)
Your monthly campaign report is ready! What would you like to do?
65/1024
Buttons (Max 3)
View Report
11/20
Book Review Call
16/20
Skip
4/20
IF VIEW REPORT
Quick Reply
Header (Optional)
Image
OR
Paste image URL…
Body Text (Required)
Here's this month's report — let us know if you'd like to discuss it.
69/1024
Set Tag
Tag (Required)
report-viewed
13/60
IF BOOK REVIEW CALL
Date Input
Prompt (Required)
Preferred date for the review call? (DD/MM)
43/1024
Team Assignment
Assign To (Required)
Account Manager
15/100
IF SKIP
Set Tag
Tag (Required)
report-skipped
14/60
Quick Reply
Header (Optional)
Image
OR
Paste image URL…
Body Text (Required)
No problem — we'll check in again next month.
45/1024
Set Tag
Tag (Required)
report-followup-done
20/60
Quick Reply
Header (Optional)
Image
OR
Paste image URL…
Body Text (Required)
Thanks for staying engaged with your campaign performance! 📈
61/1024
Advanced settings
Build it as an AI Agent Bot
The assistant discusses the actual report contents conversationally — what improved, what didn't, what to try next — rather than a client just downloading a PDF and moving on.
Digital Marketing Agencies
Unlike the manual bot above, this isn't one node in a flow — it's a separate AI assistant mode that takes over the entire conversation and replies in natural language until it's switched off.
Which fits this use case?
Frequently asked questions
Build this bot for your business
Set up either version — manual flow or AI agent — in minutes, on WhatsApp, Instagram or Messenger.
Start Free Trial →Ready to get started?
Book a personalized 1:1 demo with our team or sign up for a free 14-day trial.
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