Orbits

Orbits

Orbits by Hey Orbits helps agencies transform client data, screenshots, and exports into polished reports, shareable links, and reusable reporting workflows for efficient client communication.

AI reportingclient communicationdata visualizationworkflow automationagency tools
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What is Orbits?

Orbits is a reporting and workflow platform built for agencies to turn scattered client data, screenshots, and exports into polished reports and shareable links. It acts as a central "agency memory" that preserves decisions, search history, and project context, so teams don't lose the story behind the work. Users import PDFs, CSVs, screenshots, notes, and client context, then organize deliverables like snapshots, secure links, and approvals inside structured projects. The tool is designed to close the gap between trying AI and actually changing delivery speed.

Application scenarios

  • Client reporting

    Transform messy files and data exports into clean, organized reports that tell a coherent story.

  • Project handoffs

    Preserve decisions and search history so new team members or clients can pick up context without starting over.

  • Agency growth

    Invite teammates into scoped client workspaces and expand retainers without rebuilding context from scratch.

  • Approval tracking

    Keep snapshots, secure shared links, and approvals inside the project structure for clear accountability.

  • Scheduled updates

    Set recurring report delivery so clients receive consistent, timely updates without manual effort.

  • Team collaboration

    Control team access and keep work organized across multiple client projects in one place.

Core Features

  • Import loose client data

    Add PDFs, CSVs, screenshots, notes, and client context so every project retains the story behind the work.

  • Build agency memory

    Automatically preserve decisions and enable search across project history.

  • Share snapshots

    Send polished report snapshots directly from the platform.

  • Schedule updates

    Set automated delivery of reports and updates to clients on a recurring basis.

  • Track approvals

    Monitor and manage client approvals within the project structure.

  • Invite teammates

    Bring team members into scoped client workspaces with controlled access.

  • Control team access

    Define permissions per workspace to keep sensitive client data secure.

  • Expand retainers

    Scale work without rebuilding context from scratch, supporting agency growth.

Target users

  • Digital marketing agencies that need to turn client data, screenshots, and exports into professional reports.
  • Agency operations teams looking to reduce time spent on manual reporting and file organization.
  • Client-facing account managers who need to share polished deliverables, track approvals, and maintain project history.
  • Growing agencies that want to scale client work without losing institutional knowledge.

How to use Orbits?

Start by importing your client data—PDFs, CSVs, screenshots, notes, and any client context. Orbits automatically organizes these into a project structure that preserves decisions and search history. From there, you can share snapshots, schedule updates, track approvals, and invite teammates into scoped workspaces. The platform is designed to be the operating loop after the first draft, so you can focus on delivery rather than file management. Visit https://heyorbits.com to sign up.

Effect review

Orbits directly addresses a common agency pain point: disconnected AI tooling that saves time in one place but scatters it across others. The platform's focus on preserving "agency memory" means teams can stop re-explaining context and start delivering faster. The reported 13 hours saved per week and 3.2x average ROI (cited from ActiveCampaign and SEO.com) are strong signals that the workflow approach resonates with digital marketers. While the feature set is clearly aimed at agencies, the lack of specific pricing or free trial details on the site means potential users will need to contact the company directly to evaluate cost. Overall, Orbits feels like a practical solution for agencies that want their AI-generated work to actually improve client communication, not just generate more files.

Frequently Asked Questions

What is Orbits?
Orbits is a tool by Hey Orbits that helps agencies turn client data, screenshots, and exports into polished reports, shareable links, and reusable workflows for efficient client communication.
How does Orbits improve client reporting?
It automates the creation of professional reports and shareable links from raw data, saving time and ensuring consistency across client communications.
Can I reuse reporting workflows in Orbits?
Yes, Orbits allows you to create reusable reporting workflows, enabling you to standardize and quickly generate reports for multiple clients.
What types of data can Orbits handle?
Orbits can process client data, screenshots, and exports from various sources to create polished reports.
Is Orbits suitable for agencies of all sizes?
Yes, Orbits is designed for agencies of any size looking to streamline client reporting and improve communication efficiency.

Orbits - AI Tool Detail

Orbits by Hey Orbits helps agencies transform client data, screenshots, and exports into polished reports, shareable links, and reusable reporting workflows for efficient client communication.

Category：Document processing

Visit Link：https://heyorbits.com/

Tags：AI reporting、client communication、data visualization、workflow automation、agency tools