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How Lucía prepares the monthly report for four clients in 30 minutes

Who and when

Section titled “Who and when”

Lucía is marketing director at an agency managing communications for four different promoters: a jazz festival, a concert venue, a B2B trade fair and a nightclub.

On the last working day of each month she prepares the monthly report for each client: email metrics, ticket sales, campaign performance and comparison with the previous month. Before, it took her more than two hours opening and closing Nevent sessions. Now she does it in 30 minutes with Nevent AI.

Before vs. after

Section titled “Before vs. after”
ProcessWithout Nevent AIWith Nevent AI
Switch from one account to anotherSign out, sign in with another accountOne instruction to the assistant
Extract monthly email metricsNavigate to the report, exportOne question
Compare with the previous monthExport previous month, compare in ExcelOne question
Extract period salesGo to another panel section, filterOne question
Draft the client summaryManualThe assistant can synthesize

What you need

Section titled “What you need”
  • Nevent account with access to multiple promoters
  • Nevent Analytics active in each account
  • Nevent AI connected in Claude or ChatGPT
  • “Read-only” access level (sufficient for reporting)
  • Estimated time: 30 minutes for four clients

Step by step

Section titled “Step by step”

  1. See the available accounts — Lucía starts by confirming which accounts she has access to.

    “Which accounts do I have available in Nevent?”

    The assistant lists the four accounts by name.

  2. First client report: Jazz Festival — Lucía starts with the largest client.

    “Switch to the Vigo Jazz Festival”

    The assistant confirms the switch.

    “Give me the May summary: number of email campaigns sent, average open rate, average CTR and total tickets sold”

    The assistant returns the key metrics for the month.

    “Compare those metrics with April’s”

    The assistant shows the month-on-month comparison. Open rate dropped 3%, sales increased 18%.

  3. Second client report: Concert venue — Lucía switches accounts without closing the chat.

    “Switch to Sala Apolo Madrid”

    The assistant switches the active account.

    “Same summary as before: email campaigns in May, average open rate, average CTR and tickets sold. And compare with April”

    The assistant returns the venue data with the comparison.

  4. Third client report: B2B trade fair — Lucía continues.

    “Switch to the Barcelona Business Fair”

    “Give me the May summary for email. And also tell me how many fair registrations were recorded in May vs April”

    The assistant returns email metrics and registrations with comparison.

  5. Fourth client report: Nightclub — Last client.

    “Switch to Club Nocturno Babel”

    “May summary: email campaigns, open rate, CTR. And tell me which campaign had the best open rate of the month”

    The assistant returns the summary and highlights the best-performing campaign.

  6. Return to the main account — Once the four reports are done.

    “Go back to my main account”

    The assistant restores the origin account.

  7. Synthesize the executive summary — Lucía wants a summary of all four clients to attach to her email.

    “With the data we’ve reviewed from all four clients this month, can you write a two-paragraph summary with the most notable points: what went well and what needs attention?”

    The assistant generates the summary text with the most relevant points from each account.

Why it works

Section titled “Why it works”

The workflow is possible thanks to two capabilities. On one hand, Nevent’s multi-account management, which allows an agency or a promoter with multiple festivals to manage everything from a single access. On the other, Nevent Analytics, which centralizes email and sales metrics in the same system.

Nevent AI eliminates navigation time: instead of opening four different accounts, Lucía gives a switch instruction and all subsequent queries automatically use the data of the active account.

Variants

Section titled “Variants”
  • If you manage more than four accounts, the process is the same; simply repeat the account switch and question cycle for each client.
  • You can adjust the metrics you ask for based on what each client values: some prioritize sales, others open rate, others database growth.
  • If the final report is for an external client, you can ask the assistant to format the summary more formally or structure it with the KPIs you previously agreed.