Brifly
WEEKLY + MONTHLY CLIENT BRIEFS

Client reporting + call prep, ready in minutes.

Brifly generates weekly and monthly client-ready briefs with highlights, KPIs, and next actions — plus a simple call-prep narrative so you can explain what happened, why it happened, and what to do next. Transform hours of manual reporting into polished documents your clients will actually read.

Built for teams shipping KPI updates every week — agencies, in-house, and founders.

Get client-ready before the reporting call

Pull data from everywhere, generate a clean brief, and walk into every client call with answers — what changed, why it changed, and what you'll do next.

All sources in one place

Connect GA4, ads platforms, CRM, and more—no more switching between dashboards.

Executive summary + next actions in minutes

AI-powered briefs that highlight what matters and what to do next.

Export a client-ready PDF, branded

One-click branded briefs that look professional — plus a clear executive summary clients can act on.

Google Analytics (GA4)Google Search ConsoleGoogle AdsMeta AdsLinkedIn AdsHubSpot / CRMCSV UploadShopifyBrifly.aiAI Brief EngineClient Brief
1

Integrate all your data sources

Connect GA4, GSC, ads, CRM, and uploads. Brifly turns scattered metrics into a single narrative your client understands — not just charts.

2

Generate the brief

AI-powered analysis turns raw data into executive summaries, trend explanations, and actionable recommendations.

3

Export & share

One-click export to branded PDFs. Share directly or integrate with your existing reporting workflow.

Client reporting that stays consistent every week

Brifly helps marketing teams and agencies turn performance updates into client-ready briefs and reports. Instead of pulling numbers from multiple places and rewriting the same story, Brifly structures your update into what clients actually care about: highlights, KPIs, what changed, what to do next, and what needs attention.

If you send weekly updates, monthly performance reports, QBR summaries, or SEO briefs, Brifly is built to standardise the format and speed up delivery. You get a repeatable reporting workflow that looks polished, reads clearly, and makes decisions easier — without adding more admin work to your team.

What you can create with Brifly
  • Weekly client updates with highlights, blockers, and next steps
  • Monthly performance reports with KPIs, trends, and actionable recommendations
  • SEO briefs that map keywords to intent, pages, and content structure
  • Campaign summaries that explain what worked, what didn't, and why
  • Account health snapshots for multi-client agency reporting
  • Executive summaries for founders and leadership teams
  • Project status briefs for deliverables, timelines, and risks
  • Internal documentation search and answers via a knowledge base assistant
How Brifly works
  1. 1Collect inputs: add campaign notes, KPIs, highlights, and client context.
  2. 2Generate a structured brief: Brifly converts inputs into a clean narrative with sections clients expect.
  3. 3Review and refine: tweak tone, reorder sections, and keep the reporting format consistent.
  4. 4Share confidently: deliver an update that is easy to scan, easy to trust, and easy to act on.

Want to go deeper into specific workflows? Explore Brifly Briefs for client updates and reporting, or see Explore Brifly Assist for internal documentation search and support-style answers. If you're early, you can Join the Brifly waitlist to get access as features roll out.

5+ hrs
saved per client per week
80%
faster than manual reporting
4
brief types out of the box
< 15 min
from data to client-ready brief

How much time will you save?

Calculate your time savings

10
4
$75
Without Brifly:40 hours/month
With Brifly:8.0 hours/month
You save:32.0 hours/month
$2400/month

Replace hours of manual work with a 15-minute brief

What you do today

  • Pull data from GA4, GSC, Ads manually each week
  • Copy metrics into Google Slides or Notion
  • Write executive summary from scratch every month
  • Prep for client calls by re-reading old reports
  • Format and export PDFs manually
  • Inconsistent formats across clients and teammates

What Brifly does

  • Connect once. Data flows automatically.
  • AI generates the narrative with highlights + context.
  • Executive summary auto-generated with trends + drivers.
  • Call prep pack with talk track, wins, risks, next steps.
  • One-click branded export. Ready to share.
  • Standardized brief structure across all accounts.

What early users are saying

We used to spend 3-4 hours per client on monthly reports. With Brifly, it's under 30 minutes and the quality is actually better.

— Agency Owner

The call prep feature alone is worth it. I walk into every client meeting knowing exactly what to say and what to flag.

— In-House Marketing Lead

Finally a tool that creates a narrative, not just charts. My leadership team actually reads these reports now.

— In-House Marketer

What Brifly does for marketing teams

Brifly turns raw marketing data into polished briefs your clients will actually read and act upon. Instead of spending hours copying metrics into spreadsheets, Brifly generates structured updates with KPIs, what changed, likely drivers, and recommended next actions — so you're meeting-ready every time.

Generates weekly and monthly client briefs automatically
Summarizes performance data into clear narratives
Highlights wins, risks, and opportunities
Recommends next actions based on results
Formats reports for immediate client sharing

Who Brifly is built for

Brifly serves marketing professionals who regularly communicate performance results to clients or stakeholders and want to spend less time on reporting.

Marketing agencies
Agencies managing multiple client accounts can standardize their reporting process and reduce the hours spent on weekly and monthly updates. Deliver consistent, professional briefs across your entire client roster.
In-house marketing teams
Internal teams reporting to executives and stakeholders can communicate campaign performance clearly without spending days preparing presentations. Get leadership aligned on what is working and what needs attention.
Freelance marketers
Independent consultants can deliver agency-quality reports without the overhead. Impress clients with professional briefs and spend more time on strategy and execution rather than data compilation.

Why marketing teams choose Brifly

Stop spending hours compiling data and formatting reports. Brifly handles the heavy lifting so you can focus on strategy.

Faster reporting cycles
Generate client briefs in minutes instead of hours. Spend less time on formatting and more time on strategy and client relationships.
Clear narrative clients understand
Transform raw data into clear summaries with context. Clients see what matters, why it matters, and what to do next.
Actionable next steps
Every brief includes recommended actions based on the data. Move from insights to decisions faster.

How Brifly works

1

Choose brief type

Select weekly for quick updates or monthly for comprehensive reviews. Customize sections based on client needs.

2

Review highlights and KPIs

Check the generated summary, metrics, and insights. Edit and refine as needed before sharing.

3

Share a client-ready brief

Export and share a polished brief that clients can immediately understand and act upon.

Brifly products

Brifly Briefs
Generate weekly and monthly client-ready reports with highlights, KPIs, and next actions. Perfect for agencies and in-house teams.
Coming soon
Brifly Assist
Upload internal docs and get instant answers to policy, onboarding, and product questions. Your team's knowledge, always accessible.

What's inside every brief

Every brief is structured to give clients exactly what they need to stay informed and make decisions quickly.

Executive summary

A quick overview of performance and key takeaways clients can scan in seconds.

Channel performance snapshot

Key metrics from your marketing channels organized for quick comprehension.

SEO snapshot (optional)

Search performance highlights including ranking changes when relevant.

Wins and risks

Clear highlights of what's working and what needs attention.

Next actions

Recommended steps to take based on the data with clear priorities.

Get early access to Brifly

Join thousands of marketing professionals on the waitlist. Be first to know when Brifly launches.

Frequently asked questions

What is client reporting software?
Client reporting software helps agencies and marketing teams create professional reports that summarize campaign performance, key metrics, and strategic recommendations. These tools automate data collection and formatting to reduce manual work.
What is Brifly?
Brifly is a reporting platform that generates weekly and monthly client-ready briefs with highlights, KPIs, and next actions. It helps teams deliver clear, professional reports faster.
How often should I send client reports?
Most agencies send weekly check-ins for active campaigns and monthly comprehensive reviews. The frequency depends on client expectations and campaign intensity. Consistent reporting builds trust and keeps stakeholders informed.
What should be included in a marketing report?
A strong marketing report includes an executive summary, key performance metrics, channel breakdowns, wins and challenges, and recommended next actions. The goal is to provide clear insights without overwhelming the reader.
Who is Brifly designed for?
Brifly is built for marketing agencies, in-house teams, and consultants who regularly share performance updates with clients or stakeholders. Explore Brifly Briefs for client reporting automation.
How do I automate client reporting?
Automation tools pull data from your marketing platforms, apply formatting templates, and generate narrative summaries. This reduces the hours spent on manual data entry and report writing.
What is the difference between a dashboard and a client brief?
Dashboards display real-time data and require interpretation. Client briefs are curated summaries with context, narrative, and actionable recommendations designed for stakeholder consumption.
Is Brifly available now?
Brifly is currently in development. Join the waitlist on our waitlist page to get early access when we launch.
What makes a good client brief?
A good client brief is concise, visually clear, and focused on insights rather than raw data. It should answer what happened, why it matters, and what to do next.
How does Brifly help save time on reporting?
Instead of manually compiling data and writing narratives, Brifly generates structured briefs with highlights and KPIs already formatted and ready to share.
Is Brifly for agencies or in-house marketing teams?
Both. Agencies use it to standardise multi-client reporting, while in-house teams use it to ship weekly updates and monthly performance reports faster.
Can Brifly help with SEO reporting?
Yes. You can create SEO briefs and update-style summaries that map outcomes to actions. Visit the Briefs page for examples.
Does Brifly replace analytics tools?
No. It's built to turn outcomes and context into a readable report. Analytics tools show data; Brifly helps you explain it and decide what to do next.
How much time does Brifly save on client reporting?
Brifly reduces client reporting time by approximately 80%. A monthly report that typically takes 4-6 hours can be generated in under 30 minutes. For agencies managing 10 clients, this translates to roughly 32 hours saved per month.
What is the difference between a dashboard and a client brief?
A dashboard displays raw metrics and charts that require interpretation. A client brief explains what the data means — it includes an executive summary, trend analysis, what changed and why, recommended next actions, and a call talk track. Brifly generates briefs, not dashboards.
Is Brifly free?
Brifly is currently in early access. Join the waitlist at brifly.ai/waitlist to get notified when it launches. Pricing will be announced at launch.