What Goes in a Weekly Agency Performance Digest?
A weekly agency performance digest is an internal, agency-facing email that rolls up the past week's signals across your whole client roster into three buckets — wins, risks, and recommended next actions — so nothing important sits undiscovered until someone happens to open a dashboard. It's built for the agency's own team, not for clients: no branding, no client-facing polish, just a scheduled summary of what changed and what to do about it. HubWho ships this as its Weekly AI digest, a live feature that reads across your connected clients and sends the rollup on a schedule, distinct from the branded monthly reports HubWho auto-generates for clients themselves.
Most agencies only find out a client is at risk when someone happens to notice — a card declined three days ago, an ad budget's been running hot all week, a client's gone quiet since Tuesday. A weekly performance digest exists to close that gap: instead of waiting for someone to go digging across every client dashboard, the signals get rolled up on a schedule and delivered as one email. Here's what belongs in it and how HubWho builds it.
Why the answer is what it is
It's internal, not client-facing
A weekly digest is for the agency's own team to triage the roster — it's a different artifact from the branded, logo-carrying performance reports an agency sends its clients. HubWho keeps these separate: the Weekly AI digest is an internal scheduled email, while client-facing reports are shareable, branded, and auto-generated monthly at their own secret URL.
Wins, risks, and recommended actions — all three, every time
A digest that only flags problems trains people to dread opening it. HubWho's Weekly AI digest rolls the week's signals into all three buckets for the whole roster in one scheduled email, so good news and bad news both surface on the same cadence.
It rolls up the same signals the daily brief already reads
The digest isn't a separate data source — it's the weekly view of the same read across connected clients that powers HubWho's AI daily brief (overspend, failed payments, drop-offs), just compressed from a daily cadence into one weekly rollup so nothing waits for someone to go digging.
It recommends actions, it doesn't take them
The digest is read-and-summarize by design: it pairs each item with a concrete next action so you know where to look, but it doesn't move money or touch a client account on its own. Any follow-up action still runs through a human confirming it.
It's grounded in the agency's own live data, not a generic template
Because the digest draws on the same account data behind HubWho's Ask HubWho co-pilot and portfolio health reporting, the wins and risks it surfaces are specific to your actual roster — not boilerplate categories that may not apply to any client you run.
What to look for
- Confirm it's scoped to the agency's own roster-wide view, not a single client's report
- Include a wins section, not just risks — retention, deals closed, healthy accounts
- Include a risks section — overspend, failed payments, clients gone quiet, drifting health scores
- Pair every flagged item with a concrete recommended next action, not just a data point
- Send it on a fixed schedule (weekly) so it doesn't depend on someone remembering to check
- Keep it read-and-summarize — no automatic write actions, no money movement
- Keep it separate from client-facing branded monthly reports sent to clients themselves
Related questions
Is the weekly digest the same as the monthly report I send clients?
No. HubWho treats these as two different things. The weekly digest is an internal, agency-facing scheduled email summarizing wins, risks, and actions across your whole roster. The monthly report is client-facing, branded with your logo, and auto-generated at its own shareable URL to send to that individual client.
Does the weekly digest take action on my behalf?
No. HubWho's AI features, including the weekly digest, are read-and-summarize: they surface what changed and pair it with a recommended action, but they don't move money or touch a client account. Any resulting change still goes through a human confirming it.
Where do the signals in the digest come from?
The digest rolls up the same read across your connected clients that feeds HubWho's AI daily brief — things like overspend, failed payments, and drop-offs — compressed into one weekly scheduled email instead of a daily one.
Is the Weekly AI digest a live feature or a roadmap item?
It's live in HubWho today, alongside the AI daily brief, Ask HubWho co-pilot, and AI budget caps and metering.
How Roffik addresses this
Billing, ACH and card payments, recurring subscriptions, per-client margin tracking, and branded client portals for marketing agencies — built on Midnight + cyan. Learn more about HubWho.