AI workflows for marketing agencies.

Agencies that plan and run marketing, advertising and campaigns for client businesses.

Who does this work

  • Agency owner
  • Account director
  • Creative director

6 workflow templates ready to adapt, and 31 workflows identified.

Updated

Request this workflowBook a fit call
Examples of the workflows identified
  1. Audit the campaigns running against the plan
  2. Register the evidence behind marketing claims
  3. Reply to a client challenging a missed commitment
  4. Report campaign results against goals
  5. Review a form or checkout flow for drop-off

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Audit the campaigns running against the planAn agency inheriting a client's account from the client or another agency, checked against the client's plan.Workflow templateRegister the evidence behind marketing claimsAn agency checks a client's campaign claims against client-supplied evidence before production or media.Workflow templateReply to a client challenging a missed commitmentWritten for an agency account director answering a client.Workflow templateReport campaign results against goalsAn agency reports to a client in the agency's format from platform exports, with discussion points for the client call.Workflow templateReview a form or checkout flow for drop-offAn agency reviews a client's inquiry form, field by field, with what each field feeds downstream.Workflow templateReview the evidence from a batch of ad creativeWritten for an agency preparing the next creative round for a client.Workflow template
Adapt an approved piece into other formatsAn agency repurposes a client-approved article or interview.Illustrative · not built yet
Check the ad against its landing pageRun by an agency on a client's live campaign page, ending in testable copy or layout options for the client.Illustrative · not built yet
Check the launch or campaign asset package is readyAn agency handing approved client creative to the delivery team, with formats per channel.Illustrative · not built yet
Compare supplier quotes on the same basisProduction bids for a shoot or animation, compared on usage rights and revision rounds.Illustrative · not built yet
Consolidate review comments into one resolution listCreative feedback on agency assets arriving by email, presentation notes and marked-up files.Illustrative · not built yet
Find work only one person can cover and plan cross-trainingA new channel or recurring client task depends on one agency specialist.Illustrative · not built yet
Show all 31 workflows
Hand over an account or piece of work to a new ownerAn agency client account changing hands between account leads.Illustrative · not built yet
Plan a campaign's audience, channels and budgetAn agency proposing the channel and budget plan to a client, with asset requirements and client decision points.Illustrative · not built yet
Plan team capacity against upcoming workClient deadlines compete for the same strategists, designers and producers, with freelance options.Illustrative · not built yet
Plan the content from the questions buyers askStarts from an audit of a client's existing content library for missing and underdeveloped topics.Illustrative · not built yet
Prepare a brief before a key customer or partner conversationA new-business call for an agency, drawing on relevant agency work and probing budget and scope.Illustrative · not built yet
Prepare a client invoice from approved work and its backupAgency billing mixes retainers, approved time, media and production charges and milestones.Illustrative · not built yet
Prepare a start pack for someone joining a project in progressA freelancer joins a campaign in production and needs the brief, version locations and review route.Illustrative · not built yet
Prepare overdue invoice follow-upsClients often dispute agency invoices over approvals or media pass-through amounts.Illustrative · not built yet
Prepare the periodic client business reviewLinks delivered agency work and verified campaign results to client goals before a renewal or planning talk.Illustrative · not built yet
Prepare the project scope baselineStarts from a thin client creative brief and adds proposed tasks, dependencies and client approval milestones.Illustrative · not built yet
Prioritize search topics from keyword dataAn agency works from a client's keyword export for a campaign or site section.Illustrative · not built yet
Profile a competitor from public pagesCompares several competitors' promises side by side for a client positioning workshop.Illustrative · not built yet
Reconcile two reported values of the same metricAn agency answering a client whose analytics disagree with the ad platform, ending in a query list for the client's measurement owner.Illustrative · not built yet
Review a document or publication for accessibilityAgency campaign materials checked before handing them to the client.Illustrative · not built yet
Review a scope change and its impactThe change is an added channel, deliverable or creative revision round after scope approval.Illustrative · not built yet
Review the margin on a client engagementAgency margin includes pass-through media and production costs alongside estimated staff time.Illustrative · not built yet
Review the weekly sales pipelineAgency new business: booked work is separated from proposals and early interest to decide where pitch time goes.Illustrative · not built yet
Synthesize customer research into buyer languageAn agency strategy team works from a client's interviews, surveys and sales-call notes.Illustrative · not built yet
Turn a buyer's request into a proposal or quoteWritten in the agency's format with deliverables and fee lines for a prospective client.Illustrative · not built yet

Workflow templates

Inherited campaign auditWhen an agency takes over an account or prepares a campaign health review, the media or analytics lead gets an inventory of what is running against the client's plan: mismatched offers, disagreeing destination pages, missing measurement evidence, and an owner for each follow-up.Workflow templateCampaign claim evidence registerAn account lead gets a register that pairs each draft campaign claim with the evidence the client supplied, its source date, proposed qualified wording and the approvals still missing. Unsupported or stale claims are blocked; only approved wording is released.Workflow templateMissed milestone client replyWhen a client challenges a delay, a deliverable or an earlier commitment, the account director gets a draft reply and an internal action note that keep confirmed facts apart from proposed recovery steps and the decisions still needed. Nothing is sent.Workflow templateClient campaign performance reportAt the weekly or monthly reporting cutoff, the analyst gets a client report in the agency's format from the exports supplied: source figures, a drafted narrative, anomalies and discussion points. Gaps stay gaps, and every explanation is labelled a hypothesis.Workflow templateLead form field reviewWhen a client questions a long inquiry form or abandoned submissions, the conversion lead gets a field-by-field review: what each field is used for downstream, where people leave, and proposed labels, error messages and test questions. The lead and the client's data owner decide every change.Workflow templateCreative test evidence reviewWhen a batch of ad creative is ready for review, the creative strategist and media lead get an evidence table by creative, angle, format and hook, with tentative learning and next-test options. No winner or loser is named, and thin evidence is held back.Workflow template

Request this workflow

Tell us the work you need and the team that does it, and we build the workflow with you from your own procedures.

Request this workflowStart your plan

Where to go next

All of marketing and advertisingEvery area of the industry, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other kinds of business in this industry