AI workflows for small creative and marketing agencies.
Small creative and marketing agencies leak time to a small set of expensive repetitive processes: client intake that takes three emails, weekly project recaps written from scratch, retainer status updates in eight different formats, and the same handful of emails written over and over with small variations. Each one is small. Together they swallow billable hours. We sit with your studio, cost the patterns, and replace the ones worth replacing with AI workflows that hold your tone. The strategy, the pitch decks, the creative judgement stays with your team. The recurring admin stops costing you billable hours.
What we'd typically build for agencies.
- Templated client intake that captures the brief before the first meeting
- Weekly project digest pulled from your project tool and shared with clients on schedule
- Status-update flows for each retainer client (in your studio's tone of voice)
- Auto-drafted recap emails after every internal sync and client call
- Onboarding sequences for new clients that don't need a project manager to babysit
- Quiet checks for missing deliverables, late approvals, and slipping deadlines
Where your team's time goes back.
- Less admin in everyone's week, more time for the work clients actually pay for
- Faster, more consistent client onboarding
- Tighter retainer reporting without a project manager writing it from scratch each Monday
- Higher utilisation across the team without anyone working longer hours
Typical engagement: small creative or marketing agency
We'd typically build templated client intake and a weekly project digest that pulls from the tools the team already uses, so the team can spend that time on the pitch decks and the strategy work that wins the next account.
Questions agencies ask before they book.
We use Notion / ClickUp / Asana / Monday. Does that work?
Yes. We work with the project tool you already use. If your team already trusts a tool, we layer the automations on top of it rather than replacing it.
Will the AI write client emails in our voice?
It will draft them in your voice once we've tuned it on a small sample of your team's real writing. Drafts go to a human for sign-off before they leave the studio. We don't ship anything client-facing on full auto.
We've got 8 retainer clients and they all want different reports. Is this useful?
That's exactly where this earns its money. Eight different report formats is eight hours a week of someone copy-pasting. We build the eight templates once, and the AI handles the rest each Monday morning.
What about confidentiality across clients?
Each automation runs scoped to one client's data. Nothing crosses accounts. We're explicit about this in the audit before we build.
Want this for your agencies firm?
Book a 30-minute call. We'll walk through how your work actually moves, share rough numbers, and give you our honest read on the time and money automation can give you back.
Book a 30-minute call