For agencies
Run client ad accounts from one agent workspace
Adrails helps an agency operate across client accounts without losing the context that makes each account different. Shared templates create consistency, account-level rules preserve nuance and scheduled client reports go out without a manual export.
Reviewed Oct 3, 2026
01
Organize the workspace around clients
Group ad accounts by client, region or service team without changing how those accounts are organized on Meta or Google Ads. Each agent request names the accounts it can read, and every draft names the account it can eventually update.
This keeps similar campaign names from becoming an operational risk. Every proposed budget, status or campaign change names the client account it targets.
- Scope analysis to one account or a client group
- Normalize currencies for cross-account reporting
- Keep the publishing account attached to every draft
02
Turn agency standards into reusable context
Store the naming conventions, campaign structures and recurring setup choices the team has already agreed on. The agent can reuse those decisions when it prepares the next launch instead of making every strategist restate them in a prompt.
Client-specific constraints remain separate from agency-wide patterns. Templates standardize the work that should repeat, while editable drafts preserve the choices that still need expert review.
03
Report to clients on a schedule
A weekly client report automation emails each client a read-only report link, built from the accounts you choose. Slack and Discord alerts tell the team when a client account crosses a CPA or spend threshold.
Every proposed change shows the exact entity, current state, requested state and supporting reason, and the activity history keeps who applied it. When a client asks what changed and why, the answer is already written down.
FAQ
Common questions
Can an agency keep each client's context separate?
Yes. Account scope, saved defaults, drafts and proposed actions stay attached to the relevant workspace and ad account.
Can Adrails combine reporting across client currencies?
Yes. Combined views can normalize totals into the workspace reporting currency while retaining the original account values.
Can junior team members work in the same workspace?
Yes. Any member can ask the agents and read every page. Owners and administrators apply changes to ad accounts.
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