Agency Client Reporting Stack
We have twelve retainer clients and one person doing reporting. This is the stack that makes monthly reports something we finish in a day instead of a week.
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What I use to get through a literature review without drowning in PDFs. Find the relevant papers, understand the landscape, then write something that holds up.
Workflow stack
The order matters. Start at the top, read down the sequence, and open any step when you want the note behind it.
Extract key findings
Pulls structured data from papers automatically so I can compare methodology, sample sizes, and conclusions across sources.
Open tool profileInterrogate my sources
I upload the most important papers and ask questions across them to find gaps and contradictions I would have missed.
Open tool profileDraft the review
Turns my notes and synthesis into a structured draft I can actually edit instead of starting from a blank page.
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We have twelve retainer clients and one person doing reporting. This is the stack that makes monthly reports something we finish in a day instead of a week.
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