Client onboarding
- Trigger
- A contract is signed
- Outcome
- The intake form, asset request, project and Slack channel are created automatically
- HubSpot
- ClickUp/Asana
- Slack
- Google Drive
MARKETING & CREATIVE AGENCIES
Spend your hours on client work, not client admin.
We automate onboarding, reporting, approvals and handoffs across your project tools, CRM and inbox, so account managers stop chasing and start delivering.
- TriggerContract signed
- ActionIntake form and asset request sent
- UpdateProject and Slack channel created
- Human reviewAccount manager reviews
- ActionKickoff scheduled
THE PROBLEM
Where the time goes
Onboarding takes weeks of email
Access, assets and kickoff details trickle in.
Reporting eats a day every month
Someone copies numbers into slides.
Approvals stall in inboxes
Work waits on a client reply nobody is chasing.
Time and invoices drift
Project tools, timesheets and billing never quite match.
WORKFLOWS
Workflows we build for marketing and creative agencies
Each one starts from a clear trigger and ends in a visible outcome, on the tools you already use.
Automated client reporting
- Trigger
- The reporting date arrives
- Outcome
- Data is pulled into Looker Studio and the report is queued for account-manager review
- Looker Studio
- Google Sheets
Content approval workflows
- Trigger
- A draft is ready for review
- Outcome
- The client gets one approval link; reminders and status updates happen automatically
- ClickUp/Asana
- Google Drive
Lead intake & routing
- Trigger
- A new enquiry arrives from the site or a referral
- Outcome
- The lead is qualified, logged in HubSpot and routed to the right owner
- HubSpot
- Slack
Project & time sync
- Trigger
- A task is completed or time is logged
- Outcome
- Project status and hours stay in sync between tools
- ClickUp/Asana
- Google Sheets
Invoicing reminders
- Trigger
- An invoice is due or overdue
- Outcome
- Reminders go out on schedule and the account manager is alerted
- HubSpot
- Your invoicing tool
INTEGRATIONS
Works with your agency stack
Project management
- ClickUp
- Asana
CRM
- HubSpot
Reporting
- Looker Studio
Communication
- Slack
Files
- Google Drive
Using something else? If it has an API or webhooks, we can usually connect it.
HOW WE WORK
Audit. Build. Run.
One workflow at a time, with a fixed quote before any work starts.
- 01
Audit
A free 30-minute workflow review. We map one handoff, find where it stalls, and send a written plan with a fixed quote within 48 hours.
- 02
Build
We build one production workflow on your existing tools, test it against real edge cases, and document how it works.
- 03
Run
We monitor it, fix what breaks, and make small improvements as your process changes.
- Your tools stay
No platform migration; we connect what you already use.
- You own everything
Accounts, workflows and documentation stay in your name.
- Humans make the decisions
Candidate and client decisions stay with your team.
- Failure alerts
If a step fails, the right person hears about it.
COMMON QUESTIONS
Questions about automation for marketing agencies
Will this replace our project management tool?
No. We connect the tools you already use.
Can client reports be fully automatic?
Data collection and formatting can be. We recommend an account manager reviews each report before it goes out.
Can clients approve work without logging into our tools?
Yes. Approvals can run through a simple link or email reply.
Which tools can you connect?
Most agency tools have APIs. We confirm your specific stack in the review.
RELATED INDUSTRIES
Explore similar workflows
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