Client Reporting Pod
Launch firstWeekly & monthly reports from your campaign, CRM, and project data — anomalies flagged, client-ready.
Pick a template, connect the tools you already use, and set what needs your sign-off. Your team handles the recurring work — reporting, paid media, content, delivery, outbound — while you keep the judgment.
or book a demo →You don’t need a giant AI transformation. You need one painful, recurring workflow done faster — without creating client risk.
The same reports, briefs, and status updates get rebuilt by hand every week — for every client.
Output depends on who did it. Brand voice, SOPs, and client context live in someone’s head.
Blank-canvas builders make you wire up agents and prompts. One wrong send in front of a client is too expensive.
Four decisions in your first session. No prompts to write, no agent graphs to wire.
Choose an outcome-led team. We set up the specialists for you.
HubSpot, Drive, Slack, email. Each client stays walled off.
Say what the team owns and what needs your sign-off.
Pilot, review quality and cost, then publish. Watch it run.
Each pod ships with specialists, safe defaults, and approval rules. Keep the setup or adjust roles in plain language.
Each role has one clear job and pulls from your connected tools. They work in parallel, then funnel everything through a single gate: your approval. Nothing reaches a client until you say so.
Weekly & monthly reports from your campaign, CRM, and project data — anomalies flagged, client-ready.
Audit tracking, monitor spend, generate ad-copy variants, summarize performance, recommend changes.
Briefs, drafts, and channel adaptations that hold your brand rules — with review steps built in.
Turn briefs into tasks, capture meetings, chase approvals, track status, and surface blockers.
Enrich leads, draft outreach, prep proposals, sync CRM records, and summarize pipeline status.
Built from a library of agency specialists. Tell us which workflow hurts most and we’ll prioritize it.
Request a template →First is built for client work, not demos. The team does the busywork; you keep the judgment.
Auto-run internal drafts; require sign-off on external sends and CRM updates. You choose, per team.
Add your brand guide, SOPs, and approved examples. Test changes, then publish — no surprises in production.
Every client is walled off. A team for one account can’t see another client’s files, records, or channels.
Every task, approval, and send is logged with who, what, and which version produced it.
Weekly performance report
Northwind Co. · External send
4 LinkedIn posts — brand voice
Vela Studio · Publish
Budget shift: Search → Pmax
Orbit Labs · CRM update
First is measured the way agencies are: hours saved, faster turnaround, and a high approval rate on what goes out the door.
from sign-up to your first approved deliverable
recurring reports, briefs, and updates handled on autopilot
spend caps and usage visibility so cost never runs away
Your team pulls context from — and delivers work into — the systems your agency lives in. Least-privilege access, scoped per client.
Need a specific connector? →First is powered by Vocion, an open production framework for AI work — the kind of runtime serious engineering teams ship on. Reproducibility, audit trails, and observability, without ever touching a config file. From the team at MetaCTO.
The loop underneath every pod
Indicative early-access pricing. A predictable base, plus clear usage you can see by team and by client.
Solo or very small agency
5–25 person agency
20–75 person agency
Larger / regulated
Yes. Every client is isolated — one team can’t see another client’s files, records, or channels. Connectors use least-privilege access, data is encrypted, and you control retention. We default to model providers that don’t train on your data.
Only where you allow it. You decide what runs automatically (internal drafts) and what needs human sign-off (external sends, CRM updates). Nothing leaves the building without your rules being met.
No. You pick a template, connect your tools, and set goals and approvals in plain language. There are no prompts to write or agent graphs to wire. Our team can help you launch your first workflow.
You upload your brand guide, SOPs, approved examples, and client facts. The team uses that as its knowledge — you test changes and publish them when they’re right. It’s controlled training, not an AI rewriting itself in production.
First launches as a hosted service for the fastest start. Self-hosted and hybrid options for larger or regulated agencies are on the roadmap.
Join the early-access waitlist. We’ll help you stand up one real workflow against one real client account.
or book a demo →