BusinessAutomationforCreative&MarketingAgencies

Automate client reporting, project intake, and approval workflows across every account you run

Agencies sell expertise and then spend a startling share of it on operations: the monthly report assembled from screenshots and exports, the new-project brief that exists in four versions, the approval that stalls because the reminder was never sent. We automate that layer so it runs the same way on every account. Client reporting is the usual first win: the numbers your clients care about are pulled from the sources your team already uses into your existing report format — same template, same branding — assembled automatically instead of screenshotted the night before the call. Project intake gets a spine: one form per service line that creates the brief, the folder structure, and the task list, so work starts organised instead of being reconstructed from an email thread. Approval and feedback flows chase themselves, with reminders to clients that go out in your agency's voice and escalate to the account manager only when they need to. Deliverables and revisions are tracked per client in one view, and invoice preparation draws on tracked time instead of recollection. We have built for creative agencies before — our Creative Visions case study is one — and this service applies the same product discipline to the agency back office: fewer moving parts, every workflow owned, and operations that scale with account count instead of headcount.