How it works

From your AI tool to your client’s portal.

Your team analyzes and builds in Claude or ChatGPT. SnowDots keeps the context, holds the work until someone publishes it, and delivers it under your brand.

The workflow

Five steps, and the analysis stays in your AI tool.
Your team connects, analyzes and builds where it already works. SnowDots takes it from the push to your client’s portal.

  1. 01

    Connect

    Connect your clients’ data to your own AI tool. Each team member gets their own SnowDots connector.

  2. 02

    Analyze

    Ask Claude or ChatGPT what changed for a client and why. The analysis happens there.

  3. 03

    Build

    Turn the answer into a report, dashboard or deck in the same chat. Edits happen there too.

  4. 04

    Push

    Push it to SnowDots with the queries and data behind it. It arrives as a draft only your team sees.

  5. 05

    Publish

    An approver publishes it, and your client opens it in your agency’s portal.

Work together

Talk it over, then hand it on.
The team comments on the draft in SnowDots, and anyone can pull the work into their own AI tool to carry on.

Example: comments on a draft only your team can see

Comment on the draft itself.

Anyone on the team who can open a report can comment on it, at any status. Type @ to bring a teammate in, and the comment lands in their inbox. A comment stays with your team unless someone shares it with the client.

Example: a teammate pulls a report into Claude

Pull the context into your own AI tool.

SnowDots keeps how each analysis was made, so a teammate can carry on from it. Pull gives them a prompt to paste into Claude or ChatGPT, which loads the report with its comments and the client’s brief. What they push back arrives as a new draft, and what was pushed before stays as it was.

Access

Each person reaches only the clients they work on.
Every team member gets their own MCP connector, limited to the clients they work on. Their role decides whether they can push, publish or both.

Push and publish are separate steps.

A contributor can push. An approver publishes. Your client sees nothing until a report is published.

Delivery

Your client opens your portal, not ours.
Published work arrives in a portal that looks like your agency’s.

It can follow your own design system.

White-label goes past logo, colors and domain: the portal can follow your own design system. The report inside is kept exactly as your team made it, not rebuilt in a template.

More about the client portal
Example: a report in Apex Digital’s portal
FAQ

Questions about the workflow.

Do we have to learn a new report builder?

No. Your team builds reports, dashboards and decks in its own AI tool, and edits happen there too. SnowDots keeps the result exactly as your team made it.

Do we have to switch AI tools?

No. SnowDots is for agencies that already work in an AI tool such as Claude or ChatGPT. Each team member keeps working there and gets their own MCP connector.

Does SnowDots connect to Google Analytics, Meta Ads or Shopify?

You connect your clients’ marketing data to your own AI tool, through the connectors your team already uses. Native data sources for Google, Meta and Shopify are coming soon.

Does SnowDots hold our platform logins?

No. SnowDots never holds your platform logins. Client data reaches your AI tool through the connectors your team set up there.

Can a client see a report before it’s ready?

No. Pushing and publishing are separate steps, and clients see nothing until a report is published. An approver publishes.

Can a teammate pick up an analysis someone else started?

Yes. SnowDots keeps how each analysis was made, so a teammate can carry on from it in their own AI tool. They pull the report with its comments and the client’s brief, and what they push back arrives as a new draft. Every push carries a record of the queries and data behind it.

What does my client see?

Clients open reports in a portal that looks like your agency’s. White-label goes past logo, colors and domain: the portal can follow your own design system.

Walk through it with us.
Tell us about your agency and we’ll be in touch to arrange a time.

Request a demo