Acquire clients
Capture a clear brief and turn it into an actionable campaign plan.
Workflow library ยท Marketing
AI workflows for marketing agencies
AI-assisted workflows for briefs, campaign production, and client-facing reporting. Marketing agencies that turn briefs into campaigns, repurpose approved content, and report results to clients.
Who this is for
Agency workflows with an accountable owner
Marketing agencies that turn briefs into campaigns, repurpose approved content, and report results to clients.
Typical buyer: Agency owners, account leads, and campaign managers
Best workflow to start with
Client report draft and review
Start with client reporting if your team repeats the same reporting process monthly.
Explore the recommended workflowAgency task map
Find the work that repeats
Start from the operating area where delay, review, or handoff quality matters most.
Deliver work
Repurpose approved campaign assets without losing brand rules.
Report results
Separate observed metrics from generated narrative in client reports.
Operate the agency
Keep approvals, source periods, and channel rules explicit.
Marketing agencies
Choose a workflow to map next
MarketingMarketing agencies
Client report draft and review
Turn campaign data and notes into a client-ready report draft with anomalies and unanswered questions highlighted.
Account manager 3 steps $0-$75/mo
Explore workflow 
MarketingMarketing agencies
Campaign content repurposing
Turn an approved campaign asset into channel-ready drafts while keeping the message, claims, and brand voice traceable.
Content lead 3 steps $0-$60/mo
Explore workflow 
MarketingMarketing agencies
Client brief to campaign plan
Turn an approved client brief into a reviewable campaign plan with clear assumptions, channel choices, and next actions.
Account manager 3 steps $0-$50/mo
Explore workflow Common data and review rules
Keep ownership visible
- Preserve source periods and links for every reported metric.
- Separate observed metrics from AI-generated interpretation.
- An account lead approves claims before a client-facing report is sent.
AI readiness checklist
Before you automate
- Campaign metrics have a named source and reporting period.
- Brand rules and prohibited claims are documented.
- A reviewer can approve or reject the draft before delivery.
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