Automation by industry / Marketing agencies

AI automation for marketing agencies

AI can build monthly client reports from your ad and analytics accounts with a written summary, turn messy client requests into complete briefs, follow up new business leads and chase approvals. Your team still sets strategy and checks every report before it goes out.

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Sound familiar?

Where the time goes

Agencies sell creative and strategic thinking, but a big part of the month goes on reporting. Someone exports data from ad platforms and analytics, pastes it into slides and writes the same kind of commentary for every client.

Client requests come in through email, Slack and calls, often without the details the team needs. Approvals sit in inboxes, and new business enquiries wait while everyone is busy with delivery.

What we automate

4 automations for marketing agencies

01Reporting
Monthly client reports
The problem: Building reports by hand takes days at the start of every month and pulls account managers away from client work.
What we build: Data is pulled from ad, analytics and social accounts into your report template, with a first-draft summary of what changed and why. An account manager edits and approves it before it is sent.
ExampleSay you have fifteen retainer clients. On the first working day of the month, each has a draft report waiting, and the team spends its time on the commentary rather than copying numbers.
02Operations
Brief intake
The problem: Requests arrive by email and chat without deadlines, sizes or goals, and the back-and-forth wastes time on both sides.
What we build: Requests from any channel are turned into a structured brief. Missing details are asked for straight away, and the complete brief lands in your project tool for the team to pick up.
ExampleSay a client sends 'can we get some posts for the sale?'. They get a short reply asking for dates, channels and the offer, and a full brief appears in Asana once they answer.
03Sales
New business follow-up
The problem: Leads from the website and referrals go cold because everyone is busy delivering for existing clients.
What we build: New enquiries get a quick, tailored reply with a link to book a call, and a sequence of follow-ups until they book or say no. Your team takes over once a call is booked.
ExampleSay a brand fills in your contact form on Friday afternoon. They get a reply that refers to their sector and a booking link, and a follow-up on Tuesday if they have not booked.
04Operations
Approval chasing
The problem: Work sits waiting for client sign-off, and deadlines slip while account managers send reminder emails.
What we build: When work is ready for review, the client gets a link and gentle reminders until they approve or comment. Feedback is added back to the task so the team sees it in one place.
ExampleSay a set of ad designs has waited two days for approval. The client gets a short nudge, and their comments land on the task when they reply.

Works with tools like

Google AnalyticsMeta and Google AdsLooker Studio or slidesAsana, Trello or ClickUpSlackHubSpot or a CRM

FAQ

Questions marketing agencies ask us

Will AI-written report summaries sound generic?

The draft is based on each client's actual numbers and your previous reports, and an account manager edits it before it goes out. It saves the copying, not the thinking.

Does it work with the platforms we report on?

Most ad, analytics and social platforms can be connected. We check your exact list during the free audit.

Can we keep our own report design?

Yes. The automation fills your existing template rather than replacing it.

What does it cost?

You get a fixed quote after a free 30-minute audit, once we know which workflow is worth automating first.