Marketing & Creative Agencies
AI and automation for agencies whose own ops are the cobbler's shoes
Automate client reporting, onboarding, brief intake, and approvals — so the team's hours go into work you can bill.
Agencies sell process to clients while running on heroics internally: reporting week eats senior time, onboarding is a different scramble every time, and briefs arrive as email threads. We build the operational layer behind the agency — automated reporting from the ad and analytics platforms, structured intake, clean handoffs — so utilisation goes up without anyone working later.
Reporting week
Days of senior time every month exporting platform data into slides the client skims for thirty seconds.
Onboarding chaos
Every new client kickoff reinvented: access requests, folder setups, and intro docs assembled by memory.
Briefs as email archaeology
Scope, assets, and deadlines buried across threads — surfacing as rework when the deliverable misses.
What we typically build
Automation and AI that earns its place for marketing agencies
Automated client reporting
Live dashboards and scheduled summaries pulled from ad platforms and analytics, with AI-drafted commentary for human polish.
Client onboarding runbooks
Signed proposal triggers access requests, folder scaffolding, kickoff scheduling, and the welcome pack — identically every time.
Structured brief intake
Briefs captured complete at the source, with assets and approvals attached, then routed into your PM tool.
Approval and feedback loops
Versioned review links with automatic chasing — ending the 'did the client ever reply?' thread.
How we'd engage
Most marketing agencies start with a tech operations audit to map the workflows worth fixing, then move into implementation. These services are the usual fit:
FAQ
Common questions from marketing agencies
- Can AI write our client reports?
- It can draft them. We automate the data assembly completely and use AI for first-pass commentary, which an account lead edits. The hours saved are real — what stays human is judgement about what the numbers mean for the client's strategy.
- We use ClickUp/Monday/Asana — does that matter?
- Not much. All mainstream PM tools automate well. The bigger question is process: we usually fix the intake and handoff design first, then encode it in whichever tool the team already lives in.
- Can you also train our team to use AI on client work?
- Yes — that's the other half of agency engagements. Practical sessions on research, drafting, versioning, and quality control with AI, including where it shouldn't be used and what to disclose to clients.
See what automation would return for your business
Book a tech operations audit. We'll map your workflows, spot the duplicated tools and manual chases, and give you a practical fix list — whether or not you build it with us.
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