Provide a previous report or a template, the current source materials, and the reporting period. Ask Leina to keep the headings, tone, and level of detail your client expects.
Keep client work moving.
Client updates, campaign reviews, and research all compete with delivery time. Give Leina the project notes and reports, and get the next draft ready in team chat.
Get Started with Leina client-services
Example task · Sample data 
Leina09:01
The draft keeps the completed work and client decisions together, with the source notes for each item.
Weekly client update
Source: project-notes.md and client-comments.md · Draft
- Completed
- Landing-page copy revised using the client’s comments. Source: project notes, Copy section.
- Client decision
- Confirm the preferred headline before the design handoff. Source: client comments, Headline section.
- Next step
- Account lead to request the approved product images. Source: project notes, Assets section.
Ready for the account team to review
Next request: “Draft a short client message with the decisions we need.”
Have the client update ready before the call
Share the latest project notes, deliverables, and client feedback. Leina prepares a concise update with completed work, decisions needed, and next steps, using your reporting format.
Make campaign reviews easier to prepare
Give Leina comparable campaign exports and the client’s reporting definitions. Get the changes in spend and cost per order alongside specific questions for the account team to investigate.
growth
Example task · Sample data
Leina09:01
Prospecting needs a closer look. Retargeting kept the same cost per order.
Campaign review
Oct 5–11 vs Sep 28–Oct 4 · USD · Sample exports
| Campaign | Cost / Order | Review |
|---|---|---|
| Prospecting | $18 → $24 | Check creative and landing-page changes |
| Retargeting | $12 → $12 | Cost per order stable |
- Campaign
- Prospecting
- Cost / Order
- $18 → $24
- Review
- Check creative and landing-page changes
- Campaign
- Retargeting
- Cost / Order
- $12 → $12
- Review
- Cost per order stable
Prospecting cost per order increased by 33%
Source: campaign-week-40.csv and campaign-week-41.csv
Bring useful research to the next client brief
Share competitor pages and the question behind the research. Leina compares the positioning, keeps the source references, and draws out questions to discuss with the client.
research
Example task · Sample data
Leina09:01
The comparison highlights the stated offer on each page and a question worth testing with customers.
Product positioning notes
Source: supplied product pages · Research draft
- Product A
- Emphasizes compact storage. Source: supplied page A.
- Product B
- Emphasizes modular accessories. Source: supplied page B.
- Question to test
- Do buyers prioritize storage space or expandability?
Two positioning angles for the next customer interview
Source page references retained with each observation
Bring Leina into Your Team’s Work
Connect the Tools You Use
Authorize the accounts and workspaces for the task. Leina uses those connections to retrieve information and deliver the result.
Give the Task a Clear Scope
Name the project, dates, source files, and the format your team needs. Keep your reporting rules in the conversation.
Review and Keep Going
Check the sources, ask for a revision, and tell Leina where to save or share the finished work.
Questions from Your Team
Can Leina follow our client reporting format?
How do we keep each report focused on the right client?
Name the client and project in the request, and specify the files and accounts to use. Keep source references in the draft so the account team can check the report against the supplied materials.
Can Leina draft the message that goes with the report?
Yes. Ask for a short email or chat message alongside the report, including the decisions you need from the client. Review the wording and follow-up requests with your team before sharing.
Give Your Team Its Next Pair of Hands
Start with a report, a release update, or a follow-up list you already need this week.