# What agencies ask Patricia to do

Machine-readable version of https://www.patricia.app/use-cases. 6 service
lines an agency sells, then 20 published use cases across
6 categories, each with a page covering the walkthrough,
the setup, and the limits.

Patricia is an AI coworker for small marketing agencies. She lives
in the agency's Slack, and Microsoft Teams support is in beta. She hands back
finished work rather than suggestions. Every email, post or message she drafts
waits for a named approval first, and by default so does anything that spends.

## Service lines

The services an agency sells to its clients and Patricia delivers, per client, with approval before anything goes out.

| Service line | What she runs | Page |
| --- | --- | --- |
| Search & AI visibility | The GEO retainer: ChatGPT and Google AI visibility, page fixes, roundups, monthly report. | https://www.patricia.app/geo-retainer |
| Reddit marketing | Threads that rank on Google, and replies scored by a quality check, ready to post once approved. | https://www.patricia.app/reddit-marketing |
| Ad creative & Meta campaigns | One ad resized for every placement, finished in Canva, launched on Meta after your yes. | https://www.patricia.app/ad-creative |
| Google Ads | Weekly report with actions, a morning anomaly watch, budget steps after your yes. | https://www.patricia.app/google-ads |
| Client reporting | Weekly and monthly, as Google Slides, an HTML page, a PDF or PowerPoint. | https://www.patricia.app/client-reporting |
| Finance & P&L | Revenue digest every Monday, the monthly report, a P&L on settled cash. | https://www.patricia.app/finance-reports |

### Search & AI visibility

- **Can we automate the reporting?** Yes. You set the schedule: weekly, monthly, or before each client call. The format and the content are yours: the metrics, the order, the tone, the length. Patricia's skills help you start from her report template, and every part of it can change. The draft lands in the channel for a human to check and send.
- **Do we still need our AI visibility tool?** It depends on what you use it for. Patricia does not yet match a dedicated tool on live dashboards or on the number of models tracked. She does run the market scan on ChatGPT and Google AI, and she turns it into the recommendations and the work that move a client up. If you want the scan and the execution in one place, she covers it. If you need a live dashboard across every model, keep the tool and let Patricia read its output.
- **Can Patricia implement the changes herself?** She manages the work rather than editing the site. Each recommendation becomes a ticket for the developer in Linear or Notion, or a line on the to-do list she keeps for the project manager, with the spec attached. She keeps that list current as things ship. Nothing touches a CMS.
- **Does she publish anything on her own?** No. She finds and drafts without being asked: the scans run on schedule and the drafts arrive on their own. Posting and sending always wait for a yes in the channel, from you or the client, and by default so does creating tickets. You decide in the console which low-risk steps, like creating a Gmail draft, may run on their own.
- **Can we put our agency's name on the reports?** The monthly client report has a white-label setting and is drafted in your agency's voice or the client's. The weekly search report and the AI visibility report are pages you share from the client's channel.
- **What does it cost?** It depends on how many client channels you run. Book a call and we will size it with you.

### Reddit marketing

- **Is this allowed on Reddit?** Brands can take part in Reddit conversations when they add value and follow each community's rules. Patricia checks every draft against the subreddit's rules, keeps links out of first replies, discloses the affiliation and waits for approval before anything is posted.
- **Does it replace our GEO tool?** No. Your platform keeps finding the gaps and tracking citations. Patricia does the work those findings call for, and reports back in the same channel.
- **Which tools does it connect to?** Any GEO or SEO platform with an MCP server or an API, plus 1,000+ other tools. Search, backlink and SERP data is built in.
- **Can our clients approve the work?** Yes. Each client gets a channel shared with your agency. Drafts wait there for a yes, and a guest in a shared channel only sees that client's space.
- **Does it only do Reddit?** Reddit is where it starts. The same loop runs listicle outreach, article drafts, page fixes and the weekly search and AI visibility report.
- **What does it cost?** It depends on how many clients and threads you run. Book a call and we will size it with you.

### Ad creative & Meta campaigns

- **Does she publish ads on her own?** Not by default. Campaigns, ad sets and ads are created paused, and by default each one raises its own approval card. Budget changes and pauses arrive as proposals, and by default activation waits for a named yes in the channel.
- **Which platforms?** Meta today: the account audit, launch draft, budgets, placements, measurement and the daily creative watch. Google Ads has its own set of skills for search, Performance Max and Shopping. Creative sizing covers Meta Reels and Stories, Google Display and LinkedIn safe zones.
- **Can she use each client's brand?** Yes. The brand kit holds the logo, colours and fonts. A brand profile per client sits in the file library, and she learns the client's tone from examples and corrections.
- **Can we edit her ads ourselves?** Yes. Her images land in her file library, and Open in Canva there turns any of them into an editable design in your connected Canva account, where you make the last touch by hand without asking her again.
- **Can she fix an ad the designer delivered?** Yes. Redrawn logo, colour seam, misspelled string, margin fill, or a platform-compliant version that clears the safe zones. Each is a scoped edit that keeps the rest of the ad intact.

### Google Ads

- **Does she change budgets on her own?** No. The scaler proposes each step against the rules you wrote. By default a budget or bid change on Google Ads waits for someone to approve it in the channel, and every change lands in the audit log.
- **Which conversions does she trust?** The one you name as real revenue. On BetterPic that is front-end purchases only, because a second bidding action counted each order twice. She resolves what a result means on each campaign before she quotes a CPA.
- **Can she manage many client accounts?** Yes. Connect Google Ads once and pick every client account. Each client's report, watch and scaler post in that client's channel.
- **What if the alert is wrong?** Correct it in the thread once. She keeps the rule for every run after: complete days only, the account's time zone, a minimum number of purchases before a drift alert.

### Client reporting

- **Can we automate the reporting?** Yes. Schedule it as you wish: weekly, monthly, quarterly, per client. The format and the content are up to you. There are skills that help you use our template, and it is fully flexible.
- **Does she send it to the client?** No. She drafts it and waits for a yes from your team. After the yes she can post it in the client's shared channel, and the client can approve it there too.
- **Will it match our template?** Yes. Give her your deck and she edits it while keeping the template. Give her the brand kit and every page, PDF and deck follows it. Corrections you make once are kept.
- **What if GA4 and Meta disagree on the same campaign?** She explains why, sizes each cause, and states the part she cannot explain. She never reconciles to a single "true" number.

### Finance & P&L

- **Which sources can she read?** Stripe and PayPal directly, QuickBooks, Xero and Google Sheets through the integrations, and the bank export you share in the channel. 1,000+ tools in total.
- **Is this accounting?** No. It is cash-basis reporting for decisions. Your accountant keeps the books. Every report states its basis, and the finance model line stays separate from settled cash on purpose.
- **Can she build it per client?** Yes. A P&L per client or per business unit, with the revenue and cost lines you define. The BetterPic one separates a unit from a group; a client one separates retainer revenue from media spend and hours.
- **Can it go to a deck?** Yes. PDF, PowerPoint or a Google Slides copy in your Drive, in the client's brand. The thread above became a six-slide deck on request.

## Published use cases

### Human resources

The people side of your agency: celebrations, pairings, and the rituals that keep a small team a team.

| Use case | What she does | Page |
| --- | --- | --- |
| Team celebrations | Birthdays and work anniversaries posted in Slack on the day, with the dates collected for you. | https://www.patricia.app/use-cases/human-resources/celebrations |
| Coffee chats | Random pairing across teams, intros and icebreakers posted in Slack, follow-up until people actually meet. | https://www.patricia.app/use-cases/human-resources/coffee-chats |

### Admin

Client call recaps, status for the team, new client setup, and the coordination work that eats your week.

| Use case | What she does | Page |
| --- | --- | --- |
| Meeting recaps | She sits in the client call, posts the TLDR in Slack, saves the decisions, and files the next steps with owners the moment the call ends. | https://www.patricia.app/use-cases/admin/meeting-recaps |
| Status reports | Your team's updates and client task status pulled together into one clear digest, posted on a schedule, so nobody sits in a status meeting. | https://www.patricia.app/use-cases/admin/status-reports |
| Client onboarding | A new client onboarded the day they sign: channel and folders set up, checklist worked, ad-account access chased, kickoff booked. | https://www.patricia.app/use-cases/admin/customer-onboarding |

### Finance

Client invoices chased and the money questions answered, where your agency already works.

| Use case | What she does | Page |
| --- | --- | --- |
| Invoice chasing | Overdue client invoices chased in your voice, on a schedule, from Slack, so the retainers get paid without the awkward follow-up. | https://www.patricia.app/use-cases/finance/invoice-chasing |

### Campaigns

Pacing, search terms, tests and competitor watch across every client account your agency runs.

| Use case | What she does | Page |
| --- | --- | --- |
| Competitor ad monitoring | A ping in the client's channel the moment one of their competitors scales an ad, launches a new angle or drops an offer, powered by TrendTrack. | https://www.patricia.app/use-cases/campaigns/competitor-ads |
| Budget pacing & alerts | A Slack alert the moment a client campaign is on pace to overspend, a CPA spikes, or budget is sitting idle, across Google Ads and Meta. | https://www.patricia.app/use-cases/campaigns/budget-pacing |
| Keyword research | A clustered keyword map for a client with real volume, difficulty and intent, scored by what that account can actually win. | https://www.patricia.app/use-cases/campaigns/keyword-research |
| AI search visibility | Client pages scored and restructured to get quoted by AI answers and AI Overviews, with a weekly watch on whether they actually show up. | https://www.patricia.app/use-cases/campaigns/ai-search-visibility |
| Search Console quick wins | A client's quickest SEO wins pulled straight from their Search Console: page-two rankings one nudge from page one, low-CTR titles to rewrite, and which pages convert. | https://www.patricia.app/use-cases/campaigns/search-console-wins |
| Landing page tests | The landing page A/B tests a client account can actually finish, specced 50/50 and called on real significance, with the message-match check built in. | https://www.patricia.app/use-cases/campaigns/landing-page-tests |
| Search terms & negatives | The wasted-spend patterns in a client's search terms, mined into a negatives list with the money each one burned, plus the winners worth their own bids. | https://www.patricia.app/use-cases/campaigns/search-terms-negatives |

### Content & social

Client calendars, publishing, and on-brand content that ships without the back-and-forth.

| Use case | What she does | Page |
| --- | --- | --- |
| Creative approvals | Client creative routed to the right owner, every version tracked, and the stalled approvals chased, without a separate proofing tool. | https://www.patricia.app/use-cases/content-social/creative-approvals |
| Creative refresh | A Slack heads-up the moment a client's ad starts to fatigue, with the metrics and a refresh brief already drafted. | https://www.patricia.app/use-cases/content-social/creative-refresh |
| Social content | Your clients' week of posts drafted in their voice for every channel, with LinkedIn published after your approval. | https://www.patricia.app/use-cases/content-social/social-scheduling |
| Blog & SEO drafts | Client blog drafts grounded in real sources and their brand voice, scored for on-page SEO and E-E-A-T before they reach you, ready for a human edit. | https://www.patricia.app/use-cases/content-social/blog-seo-drafts |

### Client work

Client reporting, the weekly update, onboarding a new account, and the proposal, handled before anyone asks.

| Use case | What she does | Page |
| --- | --- | --- |
| Marketing reporting | SEO agency reporting software that posts what changed on client ad accounts in Slack before the weekly sync, then drafts the monthly marketing report in your agency's format. | https://www.patricia.app/use-cases/customers/marketing-reporting |
| Weekly updates | A short weekly note to each client on what got done and what's next, drafted from what actually shipped on their account and sent after your yes. | https://www.patricia.app/use-cases/customers/weekly-updates |
| Proposals & quotes | Client proposals and quotes drafted from a discovery call with your closest case studies and your rate card, then chased until they're signed. | https://www.patricia.app/use-cases/customers/proposals |

## Example asks, verbatim

What someone at the agency actually types in Slack to start each job:

- **Team celebrations** (https://www.patricia.app/use-cases/human-resources/celebrations)
  - "Install the Celebrations skill and post in #team-wins"
  - "Add our new hire's dates: birthday June 12, started today"
  - "Switch birthday messages to the professional pack"
  - "Move celebration posts to 9:30 in the morning"
  - "Who has a work anniversary coming up this quarter?"
- **Coffee chats** (https://www.patricia.app/use-cases/human-resources/coffee-chats)
  - "Install the Coffee Chats skill and run it in #general"
  - "Start a monthly coffee lottery with the founders"
  - "Pair the SEO and paid teams every two weeks"
  - "Switch the icebreakers to a deeper questions pack"
  - "Who hasn't met their coffee match this round?"
- **Meeting recaps** (https://www.patricia.app/use-cases/admin/meeting-recaps)
  - "What did we decide on the Orbit call?"
  - "Draft the follow-up email to Orbit from the call notes"
  - "Take a first stab at the Q4 media plan"
  - "Who owns the kickoff prep, and when is it due?"
  - "Recap every client call I had this week"
  - "What is still open from last Monday's team sync?"
- **Marketing reporting** (https://www.patricia.app/use-cases/customers/marketing-reporting)
  - "What changed on the ad accounts this week that I should raise?"
  - "Which keywords are getting expensive?"
  - "Add 'rota planning' as a negative in the UK search campaigns"
  - "Draft the monthly marketing report in our template"
  - "Is any Meta creative fatiguing right now?"
- **Competitor ad monitoring** (https://www.patricia.app/use-cases/campaigns/competitor-ads)
  - "Watch Dewdrop and Solene for Brightside"
  - "Which competitor ads are scaling this week, across our accounts?"
  - "Did any rival launch a new offer or bundle?"
  - "Save Dewdrop's scaling ads and landing page to the Brightside project"
  - "Draft a counter creative brief off their founder-story angle"
- **Budget pacing & alerts** (https://www.patricia.app/use-cases/campaigns/budget-pacing)
  - "Is Orbit on pace to overspend this month?"
  - "Alert me if any client's CPA moves more than 20%"
  - "Which client campaigns are underpacing with a week left?"
  - "Write up the pacing recommendation for the Orbit media buyer"
  - "Where is idle budget sitting across our accounts this week?"
- **Invoice chasing** (https://www.patricia.app/use-cases/finance/invoice-chasing)
  - "What is overdue right now and by how long?"
  - "Send this week's overdue reminders for approval"
  - "Draft a firmer final notice for the Orbit invoice"
  - "Remind me if Vela is still unpaid on Friday"
  - "How much did we collect this month after reminders?"
- **Creative approvals** (https://www.patricia.app/use-cases/content-social/creative-approvals)
  - "Route the Orbit spring launch creative for approval"
  - "What's waiting on my sign-off right now?"
  - "Which client approvals have stalled, and on whom?"
  - "Chase the reviewers who haven't responded"
  - "Lock v2 as the approved version"
- **Status reports** (https://www.patricia.app/use-cases/admin/status-reports)
  - "Post today's team status digest"
  - "What's blocked across our accounts right now?"
  - "Switch standups to Monday, Wednesday, Friday"
  - "Draft a chase to Brightside for the launch screenshots"
  - "Book 30 minutes with Owen about the Nyx landing page"
- **Creative refresh** (https://www.patricia.app/use-cases/content-social/creative-refresh)
  - "Which of Orbit's ads are fatiguing right now?"
  - "Alert me when any client ad's frequency passes 4"
  - "Draft a refresh brief off the founder-story angle"
  - "What is the tired hero ad costing Orbit a week?"
  - "Which angle is holding best across our accounts this month?"
- **Social content** (https://www.patricia.app/use-cases/content-social/social-scheduling)
  - "Draft next week's posts for Orbit"
  - "Write three hooks for Orbit's launch TikTok"
  - "Swap Wednesday's Reel script for the new testimonial"
  - "Turn the case study into two LinkedIn posts for Ricardo's profile"
  - "Resize the launch visual for a Story and a 4:5 feed post"
- **Weekly updates** (https://www.patricia.app/use-cases/customers/weekly-updates)
  - "Draft this week's update for Orbit from what shipped"
  - "What did we ship for Vela this week?"
  - "Add the CPA improvement to Orbit's update"
  - "Send the approved updates to all three accounts"
  - "Which clients haven't heard from us in two weeks?"
- **Proposals & quotes** (https://www.patricia.app/use-cases/customers/proposals)
  - "Draft a proposal for Orbit from these discovery notes"
  - "Swap in the Vela case study"
  - "Which proposals are sent but unsigned?"
  - "Follow up on the ones that went quiet this week"
  - "Draft a quote for the retainer we scoped on the call"
- **Client onboarding** (https://www.patricia.app/use-cases/admin/customer-onboarding)
  - "Onboard Orbit, they just signed"
  - "Set up the project, channel and Drive folders for the new client"
  - "Draft the welcome email and chase the ad-account access we still need"
  - "Assign the onboarding checklist to Iris"
  - "What's still outstanding on the Orbit onboarding?"
- **Keyword research** (https://www.patricia.app/use-cases/campaigns/keyword-research)
  - "Install the Keyword Research skill"
  - "Keyword research for Brightside: barrier repair skincare, US"
  - "Which of these can this client actually win this quarter?"
  - "What does Dewdrop rank for that our client doesn't?"
  - "What would it take to get them to page one for 'best barrier repair cream'?"
  - "Track the client's top 20 keywords weekly and flag big moves"
  - "Export the keyword map to a sheet"
- **AI search visibility** (https://www.patricia.app/use-cases/campaigns/ai-search-visibility)
  - "Install the AI Citability skill"
  - "Score the client's page for AI search visibility against [question]"
  - "Why isn't Brightside showing up in AI Overviews for their category?"
  - "Rewrite this client page so ChatGPT and Perplexity quote it"
  - "Which questions does their page answer well, and which does it miss?"
  - "Track whether the client appears in AI Overviews for their main keywords"
  - "Dewdrop gets cited by AI and Brightside isn't, fix their page"
- **Search Console quick wins** (https://www.patricia.app/use-cases/campaigns/search-console-wins)
  - "Install the Search Console Sync skill"
  - "Which of Brightside's pages are stuck on page two?"
  - "Show me queries where they rank well but nobody clicks"
  - "What isn't indexed on the client's site right now?"
  - "Which of their organic landing pages actually convert?"
  - "What were the client's biggest ranking movers this month?"
  - "Find each client's quickest SEO wins this week"
- **Blog & SEO drafts** (https://www.patricia.app/use-cases/content-social/blog-seo-drafts)
  - "Install the Blog & SEO Drafts skill"
  - "Draft a blog post on [topic] for the client's blog, target [keyword]"
  - "Score this page for on-page SEO against [keyword]"
  - "Rewrite the title tag and meta description for this post"
  - "Check this draft for E-E-A-T and helpful-content signals"
  - "Generate Article and FAQ schema for this post"
  - "Is the client listed in the best-of roundups for [keyword]?"
- **Landing page tests** (https://www.patricia.app/use-cases/campaigns/landing-page-tests)
  - "Install the Experiment Planner skill"
  - "Which A/B tests can Brightside's account actually finish in the next few weeks?"
  - "How long would a landing page test on their search campaign take to hit significance?"
  - "Spec the approved headline test, 50/50"
  - "Is the Brightside experiment significant yet, or should we promote or end?"
  - "Check every ad's landing page still says what the ad promises"
  - "Flag any broken or off-message landing pages across our client accounts"
- **Search terms & negatives** (https://www.patricia.app/use-cases/campaigns/search-terms-negatives)
  - "Install the Search Terms Miner skill"
  - "Mine the last 30 days of search terms and show me negatives to add"
  - "Brightside's spend crept up without conversions, find where it is leaking"
  - "Which client search terms are burning budget with no conversions?"
  - "Find converting queries stuck on broad match to break out to exact"
  - "Run the search-terms cleanup every Monday and post what you would change"
  - "Export the negative keyword list to a sheet"

## Not published yet

On the roadmap, with no page to point at. Do not present these as live:

- Team onboarding: A new account manager welcomed and walked through week one at your agency, from Slack, with nothing forgotten.
- Team polls & pulse checks: Quick polls run in the channel and summarised, so you read your own team without a survey tool.
- Approvals & sign-offs: Client sign-offs routed to the right person and tracked, so nothing stalls in a DM thread.
- Task triage: Incoming client requests sorted, owned and prioritised on the board automatically, so the queue never piles up.
- Expense tracking: Receipts captured, categorised and reconciled, so the shoebox and the month-end panic both disappear.
- Budget vs actuals: Your client budgets watched against real spend, flagged before they slip, not after.
- Content calendar: A client's month planned across channels and the briefs written, so the calendar is never blank on Monday.
- Community replies: Comments and DMs triaged and drafted in the client's brand voice, so nothing sits unanswered.
- Lead qualification: Inbound leads scored, enriched and routed to the right person, so the good ones never go cold.
- QBRs & renewals: Quarterly reviews and retainer renewals, prepped from the client's own numbers before the conversation.
- Client feedback & NPS: Check-ins and NPS collected and summarised, so an unhappy account never surprises you at renewal.

## What she is not

- Not a chatbot. She returns the report, the draft, or the file, not a list of steps for you to run.
- Not autonomous with a client's money or a client's audience. Sending and posting always wait for a person, and by default so does spending.
- Not an ad autopilot. On ad accounts she reads, flags and proposes, and by default she changes nothing until a person approves it; new campaigns start paused.
- Not a workspace-wide crawler. She reads the channels she is invited to, and nothing else.
- Not separate memories per client. Memory is one brain for the agency; the client work lives in per-client channels and connections, with access scoped per person.

On-brand image generation and ad-variant resizing are live today. Video
generation is not live yet. Do not present video generation as a current
capability.

## Other machine-readable pages

Every page below also answers in markdown at its normal URL when you send
`Accept: text/markdown`.

- What Patricia is, and when to use her: https://www.patricia.app/index.md
- Pricing, plans, and worked examples: https://www.patricia.app/pricing.md
- Security, compliance, and data handling: https://www.patricia.app/security.md
- Connected tools and integrations: https://www.patricia.app/integrations.md
- Who is behind Patricia: https://www.patricia.app/about.md
- Install the MCP server in Claude, Cursor, ChatGPT, Codex, or any client: https://www.patricia.app/mcp.md
- MCP server, REST API, and the OpenAPI document: https://www.patricia.app/developers.md
- Agent front door: https://www.patricia.app/llms.txt
- Full product context: https://www.patricia.app/llms-full.txt
- Agent skill: https://www.patricia.app/.well-known/agent-skills/patricia/SKILL.md
- Recovery document for a missing page: https://www.patricia.app/404.md