Moby Agents cut 70% of Porter Media's reporting time and "fundamentally changed" how their agency operates
Porter Media is a growth marketing agency specializing in paid acquisition and retention marketing for D2C brands. Led by CEO Allan Porter, the agency manages paid media and retention strategies for brands ranging from $1M to $75M+ in annual revenue, with a sweet spot of $5-25M. Their portfolio includes notable brands like Bucket Golf, Malbon Golf, and Momofuku.
Challenges
Before implementing Moby Agents, Porter Media's team faced several challenges that consumed valuable time and resources:
- Manual data gathering consumed 20+ hours weekly across their portfolio, as the team was manually pulling key metrics for Meta, Google, Klaviyo, and Shopify into the final reporting format for their clients
- Inconsistent reporting outputs across team members made tracking performance trends difficult and time-consuming
- Limited bandwidth prevented the team from focusing on strategic growth initiatives
"We were spending a collective 20 working hours every Monday just pulling together a basic report. Sourcing and aligning data is not revenue-driving — it's a waste of time. We needed to get our time back and increase the speed of the feedback loop so we could focus on more strategic work that would actually drive results for our clients." — Allan Porter, CEO of Porter Media
Solution
In full disclosure, Allan was initially skeptical about Triple Whale's AI direction. He tried Moby Chat early last year when it was in beta, and it didn't meet his expectations. But he knew the Triple Whale team had made significant AI investments. Allan had a transformative experience when reintroduced to the platform's evolved AI capabilities.
"When AJ showed me Moby Agents, I had a total mind shift. It started with realizing we were wasting a gross amount of time on processes that could be automated with Moby Agents, but now expanding that initiatives such as creative strategy, and media buying – to name a few. For instance, Triple Whale has all the data, and we have the specifications and definition of what a winning ad is—why don't we just get that delivered to our inbox? The list of what is possible with Moby Agents just keeps going and going." — Allan Porter, CEO of Porter Media
Strategy
Porter Media started by using Moby Agents to handle basic weekly reporting tasks automatically. They began with automations to solve questions like "get me the best performing ads over the last 30 days based on these parameters" or "pull me the number of email and sms campaigns we have sent by month over the last 12 months." As they saw success, they gradually connected these individual agents into one larger agent. Now, instead of team members manually pulling data, Moby Agents automatically collect all the necessary information, organize it into a comprehensive report, and deliver holistic business insights about what the data means—all before the team's Monday morning meetings.
Let's dive in to see how they accomplished this with Moby Agents:
Weekly Reporting Agents
The foundation of Porter Media's agent strategy consists of several core weekly reporting (ie., feedback loop) agents that track different aspects of business and marketing performance:
Account Activity Agent
This agent tracks ad account activity across platforms, monitoring metrics like how many ads were launched and what percentage were winning ads, and identifies potential performance gaps.
Monthly Pacing Targets Agent
This agent pulls their clients' forecasted targets from Google Sheets and compares actual performance against monthly goals. It presents targets for metrics like email revenue, blended ROAS, and other KPIs in a structured format that makes goal tracking transparent.
"I want to know how a specific channel is doing on a seven-day, 30-day, month-over-month period, year-over-year period. I also want to see what's gotten us there — how many ads were launched, what percentage of new ads were winning ads, what % of budget went to which ads. This agent gives me that in a digestible and automated format. This alone saves 10-20 minutes.” — Allan Porter, CEO of Porter Media
Channel-Specific Agents
The team created dedicated agents for each major marketing channel:
- Meta Performance Agent: Analyzes Meta ad performance with multiple attribution models (last click, linear, Total Impact)
- Google Performance Agent: Tracks Google campaigns, ad sets and ROAS metrics
- Klaviyo Performance Agent: Monitors email campaign performance, including revenue, open rates, and click rates
- Shopify + Blended ROAS Performance Agent: Analyzes overall store performance and blended ROAS across channels
Customer Segment Analysis Agent
This agent delivers comprehensive customer segment analysis by automatically tracking new versus returning customer performance, comparing trends across multiple time frames (weekly, monthly, year-over-year), and providing actionable executive summaries.
By identifying concerning metrics (like a 17% weekly decrease in new customers) while highlighting positive trends (120% YoY growth in new customer orders), the agent helps the team quickly prioritize marketing efforts, investigate anomalies, and make data-driven decisions. The recommended next steps transform raw data into a strategic roadmap for immediate action.
The Weekly Reporting "Mega Agent"
These individual agents feed into a comprehensive "mega agent" (an agent that analyzes data across sub-agents) that consolidates all reports into a single, unified weekly analysis.
"We've built what started as individual simple reports into a comprehensive mega agent that transforms how we operate. The ROI compounds every week—saving hours, improving client insights, and revealing operational gaps we wouldn't have caught otherwise. This mega agent doesn't just deliver reports; it's changing how we fundamentally operate as an agency. What we've unlocked with Triple Whale's technology is business growth potential beyond what we initially imagined possible." — Allan Porter, CEO of Porter Media
Integrating with Project Management Systems
The team took automation of their Weekly Reporting Mega Agent a step further by setting up webhooks that send the completed reports directly to their ClickUp project management system, where tasks are automatically created and assigned to team members responsible for different marketing channels.
"Connecting our Moby Agents to ClickUp transformed our entire workflow. Before, we'd spend hours manually creating tasks, assigning work, and tracking progress. Now, the minute our weekly report is generated by our agent, everyone on the team automatically gets their specific action items. Our team members can focus entirely on analyzing the data and making strategic recommendations instead of administrative work. This integration didn't just save time—it fundamentally changed how we operate as an agency and the quality of service we deliver to clients." — Allan Porter, CEO of Porter Media
Creative Analysis Agent
Porter Media uses a Creative Analysis Agent to enhance their advertising strategy. This specialized agent identifies winning ads based on specific performance criteria, helping the team understand what creative elements drive results.
"We define what a winning ad is for our team and now I automatically get a weekly report telling me how many ads were launched, how many ads were winning ads, and how many ads were close to those specifications. This alone changes the game for creative strategy." — Allan Porter, CEO of Porter Media
Pushing the Limits with Moby Deep Dive
Porter Media has taken full advantage of Moby Chat's new Deep Dive capabilities. With Deep Dive, Allan simply shared his vision for a comprehensive, 30-step ecommerce performance report. From there, Deep Dive created a plan to gather and analyze all of the data. It verified the plan with Allan, and then it was off to the races.
"I pushed Triple Whale to the limits, and it delivered." — Allan Porter, CEO of Porter Media
Deep Dive created a flexible output that analyzes everything from core sales metrics to customer segmentation, logistics costs, paid media performance, website funnel metrics, and even advanced analytical insights like seasonality indexes and AOV trends.
The 30-step process includes:
- Fetching Shopify core sales and order metrics
- Analyzing customer segments (first-time, returning, and non-recent)
- Calculating logistics costs and financial metrics
- Pulling advertising performance from Meta and Google
- Measuring email and SMS campaign effectiveness
- Analyzing website funnel performance
- Generating visualizations of key trends
- Providing agent-powered insights with actionable recommendations
What makes this particularly impressive is the depth of analysis. The final report doesn't just present raw data—it includes automatically generated insights.
"I was skeptical when I first looked at the complexity of what we needed. I thought, 'No way Triple Whale is going to handle this—it's chaos. There are too many data points to pull in.' But I decided to test its limits anyway. I copied our comprehensive list of questions, pasted it into Moby Chat Deep Dive, and was blown away. In minutes, it accomplished what would have taken our team days of manual analysis. Every day I feel like I am unlocking the next layer of what Moby can do." — Allan Porter, CEO of Porter Media
Deep Dive transformed what would have been hours of manual analysis—across multiple people—into a 5-minute task. Allan has continued to push the limits of what's possible with Deep Dive, using it to help solve complex business challenges and gaining insights that would otherwise be humanly impossible to produce.
Results
Triple Whale's Moby Agents have dramatically transformed Porter Media's operations, delivering measurable business impact:
- 70% reduction in reporting time across their client portfolio, saving 16-20 hours weekly
- Enhanced operational visibility detecting performance gaps and team accountability issues before they impact client results
- Streamlined project management with automated task creation in ClickUp, eliminating manual workflow coordination
- Improved client strategy with insights uncovered through Deep Dive analysis that wouldn't have been feasible to produce manually
- Faster client response times with complex business questions answered in minutes instead of hours or days
The agency has successfully shifted from spending time on data gathering to focusing on strategic analysis and revenue-driving activities. This transformation has positioned Porter Media to scale its client base without proportionally increasing headcount.
Ready to transform your agency operations with Moby Agents? Talk to our team today to see how Moby Agents can help your team save time, make smarter decisions, and deliver more strategic value to clients.
Moby Agents have unlocked growth beyond what you can even imagine. And even what you can imagine is probably thinking too small, which is crazy…
Ultimately, yes, we're going to save time.
Yes, we’re going to save money.
But what’s crazy is that all of these operational benefits are only going to allow us to give an edge to the brands in our portfolio as the speed at which we can operate has just 10x’d.
Moby Agents cut 70% of Porter Media's reporting time and "fundamentally changed" how their agency operates
Porter Media is a growth marketing agency specializing in paid acquisition and retention marketing for D2C brands. Led by CEO Allan Porter, the agency manages paid media and retention strategies for brands ranging from $1M to $75M+ in annual revenue, with a sweet spot of $5-25M. Their portfolio includes notable brands like Bucket Golf, Malbon Golf, and Momofuku.
Challenge
Before implementing Moby Agents, Porter Media's team faced several challenges that consumed valuable time and resources:
- Manual data gathering consumed 20+ hours weekly across their portfolio, as the team was manually pulling key metrics for Meta, Google, Klaviyo, and Shopify into the final reporting format for their clients
- Inconsistent reporting outputs across team members made tracking performance trends difficult and time-consuming
- Limited bandwidth prevented the team from focusing on strategic growth initiatives
"We were spending a collective 20 working hours every Monday just pulling together a basic report. Sourcing and aligning data is not revenue-driving — it's a waste of time. We needed to get our time back and increase the speed of the feedback loop so we could focus on more strategic work that would actually drive results for our clients." — Allan Porter, CEO of Porter Media
Solution
In full disclosure, Allan was initially skeptical about Triple Whale's AI direction. He tried Moby Chat early last year when it was in beta, and it didn't meet his expectations. But he knew the Triple Whale team had made significant AI investments. Allan had a transformative experience when reintroduced to the platform's evolved AI capabilities.
"When AJ showed me Moby Agents, I had a total mind shift. It started with realizing we were wasting a gross amount of time on processes that could be automated with Moby Agents, but now expanding that initiatives such as creative strategy, and media buying – to name a few. For instance, Triple Whale has all the data, and we have the specifications and definition of what a winning ad is—why don't we just get that delivered to our inbox? The list of what is possible with Moby Agents just keeps going and going." — Allan Porter, CEO of Porter Media
Moby Agents have unlocked growth beyond what you can even imagine. And even what you can imagine is probably thinking too small, which is crazy…
Ultimately, yes, we're going to save time.
Yes, we’re going to save money.
But what’s crazy is that all of these operational benefits are only going to allow us to give an edge to the brands in our portfolio as the speed at which we can operate has just 10x’d.
Moby Agents cut 70% of Porter Media's reporting time and "fundamentally changed" how their agency operates
Discover how Porter Media transformed their agency operations using Triple Whale's Moby Agents, reducing reporting time by 70% and saving 20+ hours weekly while automating complex analyses across their client portfolio. Learn how they unlocked unlimited growth potential through AI-powered intelligence.
THE RESULTS
THE RESULTS
THE RESULTS
Allan Porter
CEO at
Moby Agents have unlocked growth beyond what you can even imagine. And even what you can imagine is probably thinking too small, which is crazy…
Ultimately, yes, we're going to save time.
Yes, we’re going to save money.
But what’s crazy is that all of these operational benefits are only going to allow us to give an edge to the brands in our portfolio as the speed at which we can operate has just 10x’d.
Discover more about
Porter Media
Overview
Porter Media is a growth marketing agency specializing in paid acquisition and retention marketing for D2C brands. Led by CEO Allan Porter, the agency manages paid media and retention strategies for brands ranging from $1M to $75M+ in annual revenue, with a sweet spot of $5-25M. Their portfolio includes notable brands like Bucket Golf, Malbon Golf, and Momofuku.
Challenge
Before implementing Moby Agents, Porter Media's team faced several challenges that consumed valuable time and resources:
- Manual data gathering consumed 20+ hours weekly across their portfolio, as the team was manually pulling key metrics for Meta, Google, Klaviyo, and Shopify into the final reporting format for their clients
- Inconsistent reporting outputs across team members made tracking performance trends difficult and time-consuming
- Limited bandwidth prevented the team from focusing on strategic growth initiatives
"We were spending a collective 20 working hours every Monday just pulling together a basic report. Sourcing and aligning data is not revenue-driving — it's a waste of time. We needed to get our time back and increase the speed of the feedback loop so we could focus on more strategic work that would actually drive results for our clients." — Allan Porter, CEO of Porter Media
Solution
In full disclosure, Allan was initially skeptical about Triple Whale's AI direction. He tried Moby Chat early last year when it was in beta, and it didn't meet his expectations. But he knew the Triple Whale team had made significant AI investments. Allan had a transformative experience when reintroduced to the platform's evolved AI capabilities.
"When AJ showed me Moby Agents, I had a total mind shift. It started with realizing we were wasting a gross amount of time on processes that could be automated with Moby Agents, but now expanding that initiatives such as creative strategy, and media buying – to name a few. For instance, Triple Whale has all the data, and we have the specifications and definition of what a winning ad is—why don't we just get that delivered to our inbox? The list of what is possible with Moby Agents just keeps going and going." — Allan Porter, CEO of Porter Media
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Results
Porter Media started by using Moby Agents to handle basic weekly reporting tasks automatically. They began with automations to solve questions like "get me the best performing ads over the last 30 days based on these parameters" or "pull me the number of email and sms campaigns we have sent by month over the last 12 months." As they saw success, they gradually connected these individual agents into one larger agent. Now, instead of team members manually pulling data, Moby Agents automatically collect all the necessary information, organize it into a comprehensive report, and deliver holistic business insights about what the data means—all before the team's Monday morning meetings.
Let's dive in to see how they accomplished this with Moby Agents:
Weekly Reporting Agents
The foundation of Porter Media's agent strategy consists of several core weekly reporting (ie., feedback loop) agents that track different aspects of business and marketing performance:
Account Activity Agent
This agent tracks ad account activity across platforms, monitoring metrics like how many ads were launched and what percentage were winning ads, and identifies potential performance gaps.
Monthly Pacing Targets Agent
This agent pulls their clients' forecasted targets from Google Sheets and compares actual performance against monthly goals. It presents targets for metrics like email revenue, blended ROAS, and other KPIs in a structured format that makes goal tracking transparent.
"I want to know how a specific channel is doing on a seven-day, 30-day, month-over-month period, year-over-year period. I also want to see what's gotten us there — how many ads were launched, what percentage of new ads were winning ads, what % of budget went to which ads. This agent gives me that in a digestible and automated format. This alone saves 10-20 minutes.” — Allan Porter, CEO of Porter Media
Channel-Specific Agents
The team created dedicated agents for each major marketing channel:
- Meta Performance Agent: Analyzes Meta ad performance with multiple attribution models (last click, linear, Total Impact)
- Google Performance Agent: Tracks Google campaigns, ad sets and ROAS metrics
- Klaviyo Performance Agent: Monitors email campaign performance, including revenue, open rates, and click rates
- Shopify + Blended ROAS Performance Agent: Analyzes overall store performance and blended ROAS across channels
Customer Segment Analysis Agent
This agent delivers comprehensive customer segment analysis by automatically tracking new versus returning customer performance, comparing trends across multiple time frames (weekly, monthly, year-over-year), and providing actionable executive summaries.
By identifying concerning metrics (like a 17% weekly decrease in new customers) while highlighting positive trends (120% YoY growth in new customer orders), the agent helps the team quickly prioritize marketing efforts, investigate anomalies, and make data-driven decisions. The recommended next steps transform raw data into a strategic roadmap for immediate action.
The Weekly Reporting "Mega Agent"
These individual agents feed into a comprehensive "mega agent" (an agent that analyzes data across sub-agents) that consolidates all reports into a single, unified weekly analysis.
"We've built what started as individual simple reports into a comprehensive mega agent that transforms how we operate. The ROI compounds every week—saving hours, improving client insights, and revealing operational gaps we wouldn't have caught otherwise. This mega agent doesn't just deliver reports; it's changing how we fundamentally operate as an agency. What we've unlocked with Triple Whale's technology is business growth potential beyond what we initially imagined possible." — Allan Porter, CEO of Porter Media
Integrating with Project Management Systems
The team took automation of their Weekly Reporting Mega Agent a step further by setting up webhooks that send the completed reports directly to their ClickUp project management system, where tasks are automatically created and assigned to team members responsible for different marketing channels.
"Connecting our Moby Agents to ClickUp transformed our entire workflow. Before, we'd spend hours manually creating tasks, assigning work, and tracking progress. Now, the minute our weekly report is generated by our agent, everyone on the team automatically gets their specific action items. Our team members can focus entirely on analyzing the data and making strategic recommendations instead of administrative work. This integration didn't just save time—it fundamentally changed how we operate as an agency and the quality of service we deliver to clients." — Allan Porter, CEO of Porter Media
Creative Analysis Agent
Porter Media uses a Creative Analysis Agent to enhance their advertising strategy. This specialized agent identifies winning ads based on specific performance criteria, helping the team understand what creative elements drive results.
"We define what a winning ad is for our team and now I automatically get a weekly report telling me how many ads were launched, how many ads were winning ads, and how many ads were close to those specifications. This alone changes the game for creative strategy." — Allan Porter, CEO of Porter Media
Pushing the Limits with Moby Deep Dive
Porter Media has taken full advantage of Moby Chat's new Deep Dive capabilities. With Deep Dive, Allan simply shared his vision for a comprehensive, 30-step ecommerce performance report. From there, Deep Dive created a plan to gather and analyze all of the data. It verified the plan with Allan, and then it was off to the races.
"I pushed Triple Whale to the limits, and it delivered." — Allan Porter, CEO of Porter Media
Deep Dive created a flexible output that analyzes everything from core sales metrics to customer segmentation, logistics costs, paid media performance, website funnel metrics, and even advanced analytical insights like seasonality indexes and AOV trends.
The 30-step process includes:
- Fetching Shopify core sales and order metrics
- Analyzing customer segments (first-time, returning, and non-recent)
- Calculating logistics costs and financial metrics
- Pulling advertising performance from Meta and Google
- Measuring email and SMS campaign effectiveness
- Analyzing website funnel performance
- Generating visualizations of key trends
- Providing agent-powered insights with actionable recommendations
What makes this particularly impressive is the depth of analysis. The final report doesn't just present raw data—it includes automatically generated insights.
"I was skeptical when I first looked at the complexity of what we needed. I thought, 'No way Triple Whale is going to handle this—it's chaos. There are too many data points to pull in.' But I decided to test its limits anyway. I copied our comprehensive list of questions, pasted it into Moby Chat Deep Dive, and was blown away. In minutes, it accomplished what would have taken our team days of manual analysis. Every day I feel like I am unlocking the next layer of what Moby can do." — Allan Porter, CEO of Porter Media
Deep Dive transformed what would have been hours of manual analysis—across multiple people—into a 5-minute task. Allan has continued to push the limits of what's possible with Deep Dive, using it to help solve complex business challenges and gaining insights that would otherwise be humanly impossible to produce.
Results
Triple Whale's Moby Agents have dramatically transformed Porter Media's operations, delivering measurable business impact:
- 70% reduction in reporting time across their client portfolio, saving 16-20 hours weekly
- Enhanced operational visibility detecting performance gaps and team accountability issues before they impact client results
- Streamlined project management with automated task creation in ClickUp, eliminating manual workflow coordination
- Improved client strategy with insights uncovered through Deep Dive analysis that wouldn't have been feasible to produce manually
- Faster client response times with complex business questions answered in minutes instead of hours or days
The agency has successfully shifted from spending time on data gathering to focusing on strategic analysis and revenue-driving activities. This transformation has positioned Porter Media to scale its client base without proportionally increasing headcount.
Ready to transform your agency operations with Moby Agents? Talk to our team today to see how Moby Agents can help your team save time, make smarter decisions, and deliver more strategic value to clients.
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