Process Automation for Marketing & Advertising Agencies
Stop doing things the slow way in marketing agencies
Challenges facing marketing agencies businesses
Agency professionals spend an average of 16 hours per month per client on reporting tasks alone, with most of that time spent gathering data rather than analyzing it.
Client reporting takes hours every month, pulling data from Google Analytics, social platforms, and ad accounts
Scope creep is constant because project boundaries are poorly documented and not tracked systematically
Creative production bottlenecks delay campaigns because asset requests pile up without prioritization
Time tracking is inconsistent, making it impossible to know which clients are actually profitable
Onboarding new clients takes weeks because the setup process differs every time
How process automation applies to marketing agencies
Specific applications tailored to the way your industry works.
Monthly client report generation pulling from Google Analytics, ad platforms, and social media APIs
New client onboarding checklist with automated task assignment across team members
Social media post scheduling across platforms with approval workflows
Time tracking reminders and weekly utilization summaries for all team members
Invoice generation based on retainer amounts or tracked hours with expense pass-throughs
What we bring to the table
Process Automation Capabilities
- Report generation
- Data entry automation
- Workflow orchestration
- Email automation
- System integration