Less time on handovers.
More time on client work.
Connect enquiry capture, onboarding, campaign tasks and reporting across the tools your agency already uses.
Discuss your workflow →How we can help marketing agencies
These are examples of workflows we can assess and build. We confirm the scope, available integrations and responsibilities before implementation.
Lead and proposal handovers
Capture enquiry details, assign an owner and create proposal follow up tasks.
Client onboarding
Create project spaces, folders and checklists once an engagement is approved.
Asset collection
Track briefs, access requests and creative files so missing items are visible.
Approval workflows
Notify reviewers when work is ready and record agreed approval stages.
Reporting preparation
Collect supported platform data into a draft report for a specialist to review.
Budget and task alerts
Flag recorded budget thresholds, overdue tasks or integration errors for attention.
An example workflow
- A client approves a proposal
- A project and onboarding checklist are created
- The team receives asset and access requests
- Reporting inputs are collected for human review
The exact triggers, messages and review steps are agreed around your team and systems.
Built with the right boundaries
Campaign publication, spend changes and performance interpretation can remain subject to explicit approval. Data access and platform API limits are checked during scoping.
From opportunity to a working setup
Understand the work
We review the current process, time consuming steps and the systems your team uses. Together we choose a manageable starting point.
Build and test
We map triggers, actions and exceptions, connect supported tools and test realistic scenarios before launch.
Hand over clearly
We document ownership, error notifications and operating instructions. Ongoing support can be scoped where needed.
Questions about marketing agencies automation
Can you connect our existing systems?
We check the tools involved, supported connectors, API access and permissions during scoping. Where a connection is not available, we explain the limitation before confirming the project.
Which workflow should we start with?
A useful starting point is often lead and proposal handovers. We compare it with the other manual tasks in your business and prioritise a process with clear inputs, an owner and a measurable outcome.
How are pricing and timelines agreed?
We provide a scoped proposal after reviewing the workflow and dependencies. Required third party subscriptions, usage charges and ongoing support are clarified separately.
Start with one workflow.
Tell us where manual work slows your marketing agencies team down.