AI-Powered Automation
for Canal Digital
Client: Canal Digital
Industry: Digital Marketing & Advertising
Team: Elliot Allan (Strategy – Co -founder), Peter Fusco (Sales -Co founder)
Objective: Automate recurring workflows, optimize campaign oversight, and reduce manual task load through AI integration across ClickUp, reporting, and communication tools.
Challenge
and client communications.
optimization cycles.
● Delays in campaign QA and post-launch monitoring.
● High operational overhead in onboarding and communication syncs.
● Lack of AI-assisted insights for media strategy and reporting accuracy.
Challenge
Canal Digital’s founders and specialists manage a complex ecosystem including Google: Meta and TikTok Ads, ClickUp task management, Supermetrics reporting, and client communications on client communications. Despite a structured SOP, processes limiting scale and slowing ‘on manual data handling,’ status updates, and report building were limiting scale and slowing client onboarding optimiZation cycles
AI Automation Solution
● Trigger-based subtasks for “Access & Assets,” “Build,” “QA,” and “Reporting.”
● Smart task summaries and escalation detection via AI agents.
2. AI-Powered Performance Reporting
● Supermetrics + Google Sheets + GPT automation to summarize weekly data.
● Real-time “account pulse” dashboard pulling MER, ROAS, CAC, and pacing
anomalies.
● GPT-based commentary for client-facing agendas — no manual summaries.
3. Creative & Media Insights Automation
● Motion integrated with GPT for ad creative performance insights.
● AI auto-suggested creative test priorities and channel reallocations.
4.Communication Flow
● Slack + AI sync for task updates, client issue alerts, and pre-call agenda
generation.
● Natural-language status queries (“Show me all campaigns at risk this week”).
5.Post-Launch Monitoring Automation
● 72-hour stabilization monitor using AI anomaly detection.
● Daily automated summaries delivered to founders and specialists.
Additional outcomes:
● Operational clarity: Reduced back-and-forth in ClickUp by 60%.
● Scalability: Standardized templates enable onboarding of new clients instantly.
● Quality Control: QA process fully integrated with AI checklists and escalation tracking.
Client Overview
Key pain points
• Lack of AI-assisted insights for media strategy and reporting accuracy
Core components
ClickUp + AI Integration – Automated client space creation contract.gnr – Trigger based subtasks for Access & Assets, Build, QA, and Reporting – Smart task summaries w/escalation detection via AI agents • AI-Powered Performance Reporting Connects Supermetrics, Google Sheets and GPT automation to summarize
Impact
SLA adherence: :18 pt
Impact
• Quality Control: fully automatizel QA process with checklists escalatiotracking