Creative & Agency Automation

Creative & agency automation: keep the craft, lose the chasing.

Your team was hired to create. Why are they chasing approvals?

Briefs arrive half-complete, feedback scatters across email and chat, and status updates eat into producers' days. We automate the project admin around the work, so your creatives keep the creative decisions and clients can see where things stand.

  • Works with your project tools
  • Creative calls stay with people

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

Sound familiar?

Where does project admin crowd out the work?

Pick the one that sounds most like your studio.

What it leads to
  • Work starts on assumptions and gets redone
  • Account managers re-ask the same questions
  • Deadlines slip before the project has begun
Where to startBriefs and intake
What it leads to
  • Revision rounds multiply
  • The wrong version is sent or published
  • No record of who approved what, or when
Where to startApprovals and revisions
What it leads to
  • Project tools fall out of date
  • Overruns are spotted too late to fix
  • Billable time goes unrecorded
Where to startTimesheets and status
What it leads to
  • Reporting takes senior time away from clients
  • Invoices go out late, and cash follows
  • Out-of-scope work isn't flagged or billed
Where to startClient reports and billing

None of this is creative work. All of it takes creative people's time.

The transformation

Same creative process. Less admin around it.

A brief-to-approval example, from a client's request to an approved deliverable. The creative work stays with your team; the logging, chasing and updating move to the workflow.

Before: manual

  1. Brief arrives by email or on a call
  2. Account manager chases missing details
  3. Tasks set up by hand in the project tool
  4. Feedback gathered from emails and calls
  5. Status updated when someone remembers

After: connected workflow

  1. Brief captured through one intake form
  2. Missing details requested before work starts
  3. Project, tasks and deadlines created
  4. Client and creative lead approve the deliverableYour team
  5. Approval logged, status and billing updated

The creative work stays human. The paperwork around it doesn't have to.

Where to start

Start with the admin your producers dread.

Four common starting points for studios. What each one connects to depends on your project tools and the agreed scope.

Briefs and intake

From scattered requests to a complete brief, a project set up and the right team assigned.

  1. TriggerClient submits a brief
  2. AutomatedChecked, project and tasks created
  3. Human checkpointCreative lead confirms the scope
  4. OutcomeKick-off pack ready for the team

Approvals and revisions

From a draft ready for review to tracked feedback, counted revision rounds and a recorded sign-off.

  1. TriggerDraft marked ready for review
  2. AutomatedSent to client, comments gathered
  3. Human checkpointClient signs off the final version
  4. OutcomeApproval logged, next step queued

Timesheets and status

From chased timesheets and status meetings to reminders and a project tool that stays current.

  1. TriggerEnd of the week arrives
  2. AutomatedReminders sent, hours collected
  3. Human checkpointProducer reviews any overruns
  4. OutcomeStatus and budget view updated

Client reports and billing

From month-end exports to a drafted client report, and completed milestones passed to finance.

  1. TriggerMonth end or milestone reached
  2. AutomatedData pulled, report drafted
  3. Human checkpointAccount manager checks and edits
  4. OutcomeReport sent, invoice request raised
Estimate the opportunity

Admin hours. Not billable ones.

Set the sliders to match your studio. The default example: 300 admin tasks a month at 20 minutes each is 100 hours of manual work.

Manual work today100hours a month

300 tasks × 20 min ÷ 60 = 100 hours

Time you could recover60 hrsa month
Capacity valueRM 1,500a month
AnnualisedRM 18,000a year
Discuss this workflow Try the full ROI calculator →
Automation with oversight

Admin runs in the background. Creative decisions stay yours.

Each workflow is set up around your approval steps and client accounts, with clear alerts when something doesn't go through.

Sign-off before release
Deliverables, scheduled posts and invoices wait for the sign-off you set before they move on.
Client work kept separate
Each client's files, reports and access stay within their own workspace. Data handling and AI providers are confirmed per project.
Changes you can trace
Versions, comments, approvals and failed steps are logged, so producers can see what happened and when.
A practical first step

We start with one admin loop worth closing.

  1. 01

    Map one project's journey

    From brief to invoice: the tools involved, who approves what and where work waits today.

  2. 02

    Estimate the opportunity

    Admin volume, time per task, tool access and what we'll measure, such as days from draft to sign-off.

  3. 03

    Scope a pilot

    One workflow, such as intake or client approvals, with clear deliverables and a private quote.

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

Start the free conversation
FAQ

Creative and agency automation questions.

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

What can creative and agency automation do for my studio?

It takes project admin off your team: capturing complete briefs, routing drafts for feedback and approval, chasing timesheets, keeping project status current, drafting client reports and passing finished milestones to finance. Optional drafting support can help with first outlines, reviewed by your creatives before use.

Can it manage client feedback and approvals?

Yes. Drafts go to the right reviewer, comments are gathered in one place, revision rounds are tracked and sign-off is recorded with a name and date, so feedback doesn't get lost in email threads.

Can it turn a brief into a first draft automatically?

It can turn a brief into a structured outline, copy options or reference directions as a starting point. Your creatives refine it and make the creative calls, and drafts reach a client only after a person has reviewed them.

Do we need to replace our project management tools?

Usually not. We work with the project, file and finance tools you already use, such as Asana, ClickUp, Notion or Google Drive, where their APIs allow it. If a tool can't support a step, we tell you during discovery.

Where should we start?

Usually with client approvals or brief intake, because both are repetitive, easy to measure and keep people in control. We agree what to measure first, such as days from draft to sign-off or time spent per client report.

What happens if a step fails?

If a sync, reminder or report run fails, it is retried, logged and flagged to the producer or account lead. Unclear work, such as a brief missing key details, goes back to a person to resolve instead of moving forward.

How do we know whether it is worth it?

We estimate the admin time your team spends today on intake, chasing, reporting and billing hand-offs, then set it against the build and running costs. You can try your own numbers in the calculator above first.

How long does it take to set up?

It depends on the tools involved, the number of client accounts and your approval structure. One workflow, such as approvals for a single team, is a common first phase, and the timeline is confirmed in the initial plan.

Next step

Tell us where projects get stuck.

Walk us through one project from brief to invoice. We'll point out the admin that can run in the background and suggest a first workflow to try. No obligation.