How Veritly unified paid and organic marketing channels into a single normalized data layer, powered by scheduled reporting and an intelligent AI agent.
Saved per analyst each week after replacing manual CSV exports and cross-platform spreadsheet reconciliation.
Google Ads, Meta, LinkedIn, GA4, Klaviyo, HubSpot CRM, and 5 SFTP offline feeds — all normalized into one schema.
Reduced from a 2–3 week manual cycle to near-real-time dashboard updates with automated daily pipeline runs.
The client operated across six paid and organic marketing channels — Google Ads, Meta, LinkedIn, GA4, email, and organic search — each siloed in separate platform UIs with inconsistent conversion definitions and no shared attribution model.
Attribution Blind Spot: No single customer path could be tracked from first touch on paid channels to conversion on organic.
Reporting Latency: Manual data uploads and inconsistent formats consumed days of reporting overhead each month.
Veritly consolidated all paid and organic data sources into a unified database, mapped them to a normalized schema, and deployed dashboards alongside an AI analytics agent trained on their specific KPI definitions.
Scheduled syncs with Google Ads, Meta, LinkedIn, and GA4 for zero-touch retrieval.
Automatic processing of CRM exports, phone calls, and offline sales files.
Structured CSV mapping portal for legacy offline channels and ad hoc lists.
Rather than licensing an expensive standalone AI platform, Veritly built a database interface that plugs directly into the client's existing Claude and GPT seats.
Unifying the paid and organic metrics unlocked key marketing insights that were previously hidden inside platform interfaces.
Agent notifies teams in real time if spend rate deviates from monthly target pacing guidelines.
Builds models using cross-channel data to predict conversion probabilities across segments.
Enabling write access for the agent to pause underperforming campaigns and adjust budgets directly.
Extending tracking post-conversion to attribute channels directly to customer lifetime values.
Book a session with our technology team to discuss custom integrations, database triggers, and workflow automations.