For agencies
One practice.
Every client,
intact.
Keep each client’s data, memory, recipients, and brand in its own context—while your reporting operation stays consistent.
Talk to usRecipients
The people and companies your workflows deliver reports to.
3
Recipients
1
Awaiting approval
1
You're a recipient for
Your recipients · 3
Linked workspace
Workspace recipient
They've shared data with you
Email recipient
Email delivery
Reports are delivered by email
Pending workspace
Workspace recipient
Awaiting approval
A relationship,
not a shared folder.
Invite a client workspace, wait for approval, and grant only the data categories and individual items required for their reporting.
Invite a Donum workspace
Its owner and admins receive an email for approval.
Sharing scope
Access is explicit.
And revisable.
A recipient sees only the categories and individual items granted to that relationship. Access can change later.
Recipient Brand DNA
Their identity reaches
the report itself.
When a report is generated in recipient context, the report theme and header resolve from that recipient’s Brand DNA—not the agency workspace.
Recipient Brand DNA
Client performance · March
What moved.
What happens next.
The structure repeats.
The inputs do not leak.
Apply a role-bound template across recipients. Pre-flight shows where required data resolves and where a client still needs mapping.
Monthly client report
Role-bound template
Deployment pre-flight
North & Co.
All roles resolved
Fieldwork
1 source needs mapping
Plain Studio
All roles resolved
A dependable route
with a visible pause.
Schedule the cadence, refresh recipient-scoped sources, render the branded report, pause for approval, then email the selected recipient list.
Schedule
Monthly cadence
Refresh
Recipient sources
Render
Recipient brand
Approval
Pause for teammate
Recipient list
They see their report.
Not your machinery.
Share a public artifact in the client’s brand, protect it with a PIN, or grant access to specific workspaces. The report remains editable at the source.
Public report
LiveNorth & Co.
Monthly client report
March performance,
with the decisions attached.
Access
Revoking the public artifact stops the link without deleting the report.
Your reporting practice.
Still unmistakably theirs.
Bring the client relationship, their sources, and their brand into one governed route.