Marketing & creative agencies

AI automation for marketing agencies

Scale agency delivery without multiplying the admin.

We automate client onboarding, approval routing, reporting, lead tracking and repeated delivery steps across the tools your agency already uses.

No upfront consultation fee. Free discovery and a free tailored proposal.

ScheduleMonthly, on your date
Monthly client reportExample run
  1. Data pulledMeta, Google Ads and Analytics
  2. Checks runMissing days and tracking gaps flagged
  3. Summary draftedHighlights in the client's report format
  4. Account manager reviewApproved before the client sees it
Where this helps

More clients, same team, more admin.

Agency margins are lost in the repeated steps around delivery: setting up clients, chasing approvals and rebuilding the same reports.

See what changes for each team ↓
01

Account managers rebuilding reports

Each month the same screenshots, exports and decks are pulled together by hand for each client.

02

Ops leads onboarding clients by hand

Intake, access requests, folders and kickoff tasks are set up manually, so each new client adds admin.

03

Creative leads chasing approvals

Drafts and revisions bounce between inboxes, and launches wait on someone to sign off.

04

Media buyers checking campaigns manually

Spend and cost per lead are reviewed when someone has time, so issues drift between check-ins.

Workflows we automate

Agency operations, not unreviewed mass content.

The top recurring workflows for agencies, connected to the ad platforms, CRM and project tools you already run. Pick a team to see what changes day to day.

  • Data pulled from every channelMeta, Google Ads, Google Analytics and HubSpot results pulled into one branded dashboard per client.
  • Highlights drafted in your formatA scheduled summary is drafted in each client's format, ready for your team to check and send.
  • Nothing goes out uncheckedAn account manager approves each report. If data is missing, it waits rather than sending gaps.
Explore dashboard development
TriggerMonthly reporting schedule runsAd and analytics data pulled
ActionClient dashboard refreshedIn the client's branded format
AIHighlights draftedWhat changed and why it matters
Your teamAccount manager approvesHeld if any data is missing
ActionReport sent to the clientCopy filed for your team
  • Spend and CPL checked on scheduleSpend, cost per lead and performance checked across connected accounts, not only when someone has time.
  • Anomalies flagged to your teamOverspend, rising cost per lead or a stalled campaign is flagged in Slack, so issues do not drift between check-ins.
  • Budget changes stay with youAlerts inform your media buyers. Budgets and bids are changed by a person, not by the system.
Explore data & analytics automation
TriggerScheduled campaign check runsAcross connected ad accounts
AIAnomalies spottedSpend or cost per lead off track
ActionAlert sent to the buyerWith the figures and the account
Your teamMedia buyer decidesBudget changes stay with you
ActionCheck loggedDecision noted per client
  • First drafts for your writersOn-brief drafts of posts, captions and ad variations, for your writers to edit. Not unreviewed mass content.
  • Drafts routed to the right reviewerEach draft goes to the reviewer for that client, sign-off is chased and revisions are logged.
  • Approved before it is publishedNothing is published or sent to a client until a person on your team approves it.
Explore creative & agency automation
TriggerA draft is marked readyBy the designer or writer
ActionRouted to the right reviewerThe reviewer for that client
AIFeedback summarisedInto one revision list
Your teamClient lead approvesThe final version only
ActionApproved asset handed overTo the right channel, revisions logged
  • Set up from your templateIntake form, folders, kickoff tasks and access checklist created when a client signs.
  • Briefs and access checked for gapsClient replies are checked for missing access or brief details, and the gaps are chased.
  • Reporting set up at the startData sources connected and the first report scheduled once the account lead confirms set-up.
Explore workflow automation
TriggerA new client signsDeal marked won in your CRM
ActionFolders and tasks createdFrom your onboarding template
AIReplies checked for gapsMissing access or brief details
Your teamAccount lead confirms set-upBefore delivery starts
ActionFirst report scheduledClient data sources connected
  • Leads captured in the CRMLeads from forms and ad platforms land in HubSpot or your CRM with the campaign they came from.
  • Routed and followed upEach lead goes to the right person by your rules, with follow-up reminders until it is handled.
  • Client results easier to traceEach lead keeps its source, so the results you report to clients are easier to trace.
Explore sales & marketing automation
TriggerA lead comes in from an adLead form on Meta or Google
ActionCaptured in the CRMWith the campaign it came from
AIEnquiry read and sortedBy the details the lead gave
Your teamThe owner follows upAssigned by your routing rules
ActionReminder if it goes quietLogged against the lead
Scope and cost

Tailored scope, private quote.

Start with a free discovery consultation. We prepare a tailored initial plan and proposal with a private quote before any build starts. These are the factors that shape it.

Agency tools we often connect
HubSpotMetaGoogle AdsGoogle AnalyticsInstagramTikTokMailchimpNotionFigmaWordPressGoogle SheetsSlackn8n

Clients and channels

How many active clients, and how many ad, social and analytics accounts each one has.

Platform access

How client accounts are shared with your agency, and what each platform's API allows.

Report format

One standard template, or branded reports that differ by client and service.

Approval steps

Who reviews drafts, reports and creative for each client, and how sign-off is recorded.

Project and CRM tools

The project management, CRM and file tools the workflows need to update.

Data handling and hosting

How client data is kept separate, which AI providers are approved, and where the system runs.

Control and data

Your team approves what clients see.

We agree these with you before anything goes live.

Approval before anything client-facing

Reports, drafts, creative and budget changes wait for a person on your team. We recommend human approval before anything is published or sent to a client.

Client data kept separate

Each client's accounts and data stay separate, using the access the client grants. Data handling, AI providers and hosting are confirmed per project.

When data is missing

Broken connections and tracking gaps are flagged before a report goes out, and the report waits for a person rather than sending incomplete numbers.

FAQ

Agency automation questions.

Straight answers about scope, data, ownership and support. Can’t find yours? Ask us directly below.

What can AI automation do for my marketing agency?

It handles the repetitive work that eats your team's billable hours: onboarding new clients, moving creative through approvals, building client reports, monitoring campaigns and preparing first-draft content for review. Your team keeps strategy, creative judgement and client sign-off.

Does it work with Meta, Google Ads and HubSpot?

Usually, yes. We connect to Meta, Google Ads, Google Analytics, HubSpot and other platforms where their APIs and your client access permissions allow it, so the automation can read campaign, lead and analytics data and take the actions you approve.

Can it help us produce content faster?

Yes. An AI content assistant can draft posts, captions, ad variations and email copy on-brief for each client, so your writers edit and refine instead of starting from a blank page. Your team reviews and approves everything before it goes to a client or is published.

Can it automate client reporting?

Yes. We build dashboards that pull results from the connected channels and prepare a branded summary on a schedule for your team to check and send, so clients see current performance and your team spends less time rebuilding decks each month.

Can it monitor campaigns for us daily?

Yes. The system checks spend, CPL and performance across connected accounts on a frequent schedule and flags anomalies to your team, so less drifts unnoticed between check-ins.

Can it speed up creative approvals and revisions?

Yes. We automate the routing of drafts to reviewers, chase sign-off, log revisions and hand approved assets to the right channel, so creative moves through your pipeline with less manual back-and-forth.

Will it help us onboard new clients faster?

Yes. New-client onboarding, including intake, an access checklist, folder structure, kickoff tasks and reporting set-up, can be templated and automated, so each new account starts with less manual busywork.

Do we stay in control of what it publishes and sends?

Yes. You set what runs automatically and what waits for approval, and we recommend human approval before anything is published or sent to a client. The system works from each client's brand guidelines and your accounts, with workflow actions logged where the systems allow. We confirm data handling for each project, including which AI providers are used, their no-training terms where available, and where the system is hosted (your infrastructure or a managed server).

How long does it take to set up?

It depends on scope, access and approvals. A focused build such as a client reporting dashboard or an approval workflow is quicker to set up than a full agency setup across content, campaigns, approvals, onboarding and reporting, which is usually delivered in phases. We set out the proposed phases and timeline in your proposal.

How much does it cost?

Cost depends on the number of clients, channels and integrations you need. We discuss your process in a free discovery consultation, then provide a tailored scope and private quote in your proposal. We don't list one-size-fits-all project prices.

Will it publish content for our clients automatically?

We don't recommend that. The system prepares drafts and routes them for approval, and publishing happens after a person on your team approves. Scheduling already-approved posts can be automated.

Which agency workflow should we automate first?

Usually the one that repeats most often and follows the clearest steps, such as client reporting or onboarding. We look at your delivery process in the free discovery and recommend a starting point in your initial plan.

Next step

Let's map this workflow for your business.

The right solution depends on how your team works today, the software you use and where people need to stay in control. Start with a free discovery. We'll prepare a tailored initial plan and proposal, then quote implementation after we understand your requirements.