Marketing & creative agencies — Automation for marketing and creative agencies
Account leads rebuild proposals, chase time entries and assemble the same reports every month instead of doing client work. These are the parts software can take over, with your team still deciding scope, fees and what reaches the client. 35 automations fit, each with an example and workflow written for marketing & creative agencies.
What marketing & creative agencies automate
Showing 35 use cases for marketing & creative agencies
- Calls & leadsBuilt for a clientInstant lead responseNew inquiries from your site, Clutch or referrals get a reply right away, with a few scope questions and a call link.Marketing & creative agenciesHow it works
- Calls & leadsBuilt for a clientLead qualification & routingAsks new prospects about service, budget and timeline, filters poor fits, and sends the rest to the right lead.Marketing & creative agenciesHow it works
- Calls & leadsLead nurture sequencesProspects who said "not yet" get short, useful notes for their service, and the series stops when they reply.Marketing & creative agenciesHow it works
- Calls & leadsIn build for a clientWebsite chat assistantA chat on your site answers questions about services, process and case studies, and books discovery calls.Marketing & creative agenciesHow it works
- Calls & leadsPlanned for a clientQuote follow-upSent proposals get follow-ups on a schedule with a call offer, and the lead hears when the client reopens or replies.Marketing & creative agenciesHow it works
- Calls & leadsBuilt for a clientQuote & proposal builderTurns discovery call notes into a draft scope and fee from your packages and rate card, for the account lead to edit.Marketing & creative agenciesHow it works
- Intake & documentsBuilt for a clientDigital intake formsClients send new work through a brief form that asks the right questions for each job type, filed to the project tool.Marketing & creative agenciesHow it works
- Intake & documentsClient onboardingA signed proposal starts the contract, billing setup, project, shared folder, Slack channel and kickoff booking.Marketing & creative agenciesHow it works
- Intake & documentsDocument collectionNew clients get one link for brand files, content and account invites, with reminders until kickoff needs are met.Marketing & creative agenciesHow it works
- Intake & documentsBuilt for a clientDocument generationFills SOWs, change orders and contracts from the CRM and project tool, for the account lead to check and send.Marketing & creative agenciesHow it works
- Customer communicationCustomer status updatesClients hear when work is ready for review, approved or live, and replies go back to the account lead.Marketing & creative agenciesHow it works
- Customer communicationInbox triageThe agency inbox is sorted into new business, client requests, freelancer invoices, media and vendor mail, and routed.Marketing & creative agenciesHow it works
- Customer communicationAI reply draftingDrafts replies to client questions about timelines, report numbers and scope from your project tool and SOW.Marketing & creative agenciesHow it works
- Customer communicationReview requestsClients get a review request for Google or Clutch after a launch, and new reviews are flagged for a reply.Marketing & creative agenciesHow it works
- Customer communicationWin-back campaignsPast project clients get a note based on the work you did together, timed to their planning season or a new service.Marketing & creative agenciesHow it works
- Customer communicationRenewal remindersRetainers, hosting and care plans get renewal notes with the agreement ready to sign, ahead of the end date.Marketing & creative agenciesHow it works
- Customer communicationMeeting notes & follow-upsClient calls become a recap with action items and a draft email, filed to the project for the lead to send.Marketing & creative agenciesHow it works
- Customer communicationSupport ticket triageClient requests are tagged by type and urgency, matched to the retainer and routed, with site-down issues first.Marketing & creative agenciesHow it works
- Billing & paymentsBuilt for a clientInvoicing automationDrafts retainer invoices each month with extra hours and pass-through costs, for the finance lead to review.Marketing & creative agenciesHow it works
- Billing & paymentsPayment remindersOpen client invoices get reminders from billing before and after the due date, so account leads stay out of it.Marketing & creative agenciesHow it works
- Billing & paymentsFailed payment recoveryWhen a monthly retainer charge fails, the client gets a card update link, and the account lead decides about the work.Marketing & creative agenciesHow it works
- Billing & paymentsSupplier invoice processingFreelancer, printer, stock and production vendor invoices are read, matched to the job and drafted as bills to rebill.Marketing & creative agenciesHow it works
- Billing & paymentsExpense receipt routingReceipt photos from the team are matched to card charges and tagged to the client and project, ready to bill.Marketing & creative agenciesHow it works
- Billing & paymentsBank and payment reconciliationClient payments, media reimbursements and card payouts are matched to invoices and ad spend, with gaps flagged.Marketing & creative agenciesHow it works
- Billing & paymentsBooking deposits & no-show feesSigned proposals request the kickoff payment, and the account lead decides on reschedule and kill fees.Marketing & creative agenciesHow it works
- Inventory & operationsBuilt for a clientProduction tracking boardA live board of every job from brief to proof to approved to delivered, with client deadlines and stuck proofs flagged.Marketing & creative agenciesHow it works
- Inventory & operationsBuilt for a clientApproval workflowsFreelancer costs, out-of-scope work and discounts go to the right lead for sign-off, and each decision is logged.Marketing & creative agenciesHow it works
- Inventory & operationsCompliance trackingTracks talent, music and stock usage rights, client insurance requirements and NDAs, with reminders before they lapse.Marketing & creative agenciesHow it works
- Inventory & operationsRecurring task coordinationMonthly reports, ad budget checks and content calendars are created for every account, assigned and chased until done.Marketing & creative agenciesHow it works
- Team & HREmployee onboardingNew hires and freelancers get paperwork, tool access and a first-week plan, with client account access approved first.Marketing & creative agenciesHow it works
- Team & HRTimesheets & payroll prepChases missing time entries, flags hours with no client or project, and sends approved totals to payroll and billing.Marketing & creative agenciesHow it works
- Team & HRStaff schedulingDrafts next week's resource plan from project budgets, deadlines and time off, and flags who's over or under booked.Marketing & creative agenciesHow it works
- Data & reportingBuilt for a clientSystem syncKeeps clients, projects, budgets and invoices in step between your CRM, project tool and accounting.Marketing & creative agenciesHow it works
- Data & reportingAutomated reportingRetainer hours used, project budgets and agency margin arrive every Friday, with clients near their limit flagged.Marketing & creative agenciesHow it works
- Data & reportingData cleanup and alertsFlags projects with no budget, time logged to closed jobs, duplicate CRM contacts and deals with no next step.Marketing & creative agenciesHow it works
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