AI automation for agencies
Give account teams time for the work clients value.
Prepare useful reports, first responses and approval queues while preserving the source context behind every client-facing claim.
- A starting point
- Marketing performance reporting
- Your team owns
- Approvals and exceptions
- We look after
- Setup and monthly care
FOR AGENCIES
Choose the handoff that needs help.
Marketing performance reporting
Prepare a consistent view of marketing activity and agreed business measures using the correct sources, aligned dates and visible data gaps.
Lead response drafts
Prepare a useful first reply from the prospect's request and your approved service information, ready for the person responsible for the lead.
Approval queue agent
Prepare consequential agent actions as reviewable proposals, bind approval to the exact change and retain a record of execution.
Executive briefing agent
Prepare a focused operating brief from approved business records, showing the current period, unresolved exceptions and decisions that need attention.
ONE USEFUL FIRST STEP
Start with a process you know.
Use one account's recurring reporting cycle as the pilot. Bring the source list, the previous report and the review steps so we can identify what can be prepared consistently.
Gather approved source data for the intended account and reporting window.
Prepare the report or response with dates, source links and unresolved gaps.
Route the exact client-facing draft or proposed action to its reviewer.
Record the decision and hand the agreed next actions to the account team.
Why this fits your team
Marketing, creative and client-service teams
Agency operations often lose time between the work and the explanation: gathering figures, checking which property they came from, drafting an update and waiting for approval. A clean report is useful only when its period, definitions and missing inputs are clear.
We connect these repeatable preparation steps to your existing account process. Delivery history stays separate from observed performance, and the right person reviews a client-facing conclusion before it leaves the team.
AN EXAMPLE
Picture the handoff.
An account manager needs a monthly update. The workflow aligns comparison periods, summarizes completed work separately from observed metrics and flags an unavailable source. The manager reviews the interpretation before sharing it.
Illustrative scenario. Tools and rules are confirmed during scoping.
Your people make the call.
Account leads own recommendations, performance claims and client delivery. The workflow prepares the evidence and the draft; missing data is a review item rather than a reason to fill in a plausible number.
A few measures that matter.
Agree on a starting point. Review what changes.
- Time to a review-ready account report
- Reports with complete source and period context
- Client-facing drafts returned for substantive edits
LET’S MAKE WORK FLOW
Bring us the busywork.
We’ll help you choose a useful first automation.