Your agency's client workflow, without the chasing
Your clients connect their accounts, approve posts and receive their monthly report without ever creating a MyDataNest account. And everything they see carries your agency's name.
The workflow in four steps
- 1
Invite
Your client connects their own LinkedIn, Instagram or Facebook page from a link you send them.
- 2
Get approval
They read the post in their network's preview, comment on a passage, then approve or request changes.
- 3
Publish
The approved post goes out on time. Your client's team advocates are invited to comment on it and share it.
- 4
Report
On the 1st of the month, the report is ready. You review it, then it goes out in your name.
No more chasing passwords
Getting access to a client's accounts often takes longer than writing their first posts. From a channel's settings, you send them an invitation: they click, authorise their network, and the account joins their brand.
- One invitation per brand and network, single use, valid for 72 hours
- Your client picks their own profile, LinkedIn page or Facebook page
- Your team is notified as soon as the account is connected
- The password stays with the network: your agency never sees it
Approvals that no longer get lost in email
"Send for approval" creates a link to the post preview. Your client highlights a passage to comment on it, then decides with one click. Their answer comes back into MyDataNest, on the post itself.
- "Approve" or "Request changes", with no account to create
- Comments anchored on the exact passage, not an email thread to untangle
- An approval on an autopilot proposal counts as your "Yes"
- A webhook can send the link to Slack or WhatsApp
The monthly report, ready on the 1st
Turn on the automatic report brand by brand. On the 1st of the month, the figures are calculated and the commentary written. You review, correct if needed, then "Approve and send" delivers it in your name.
- Nothing is sent without your approval, with a reminder after 3 days
- Your client receives a link to their online report, with a downloadable PDF
- Recipients are chosen when you send
- The figures shown are the brand's real figures, never demo data
Your agency front and centre
Enter your agency's name, logo and colour once. The approval, report and advocate pages display them instead of MyDataNest, the account connection invite is made in your name, and report emails are sent in your name.
- Your agency's name, logo and main colour
- Client replies go to the address of your choice
- Only a discreet "Powered by MyDataNest" remains in the footer
One more service to sell: employee advocacy
A company's posts reach further when its employees share them. With every post, the brand's advocates receive a page with the post, comment ideas and a button to open it.
- On LinkedIn, LinkedIn pages and X
- Advocates comment and share themselves: never automated engagement, which the networks forbid
- The advocacy rate appears in each post's statistics
Every client in their own space
Each brand has its own strategy, knowledge base, writing style and autopilot. You move from one client to the next without mixing contexts.
- Up to 6 brands on the Agency plan, more as add-ons
- Admin, Editor or Viewer: access set brand by brand
- A calendar per brand, with its own channels and slots
Go further
Proposals to send for approval every week
The autopilot prepares each client's posts from their strategy. You review them, then send them for approval.
Discover the autopilotAll your clients from Claude or ChatGPT
The MCP server gives access to all your brands: writing, calendar and proposals, without opening MyDataNest.
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Give your clients a frictionless workflow
Start your 7-day free trial and send your first approval today.