Marketing agency automation that keeps requests, approvals and scope in order
For agencies where delivery depends on account managers pushing tasks by hand in ClickUp, Asana or Monday. We automate request intake, scope checks, creative approvals and the handoffs between strategy, creative and media.
- Client asks turned into tasks with an owner and due date
- Out-of-scope work flagged against the SOW
- Creative approvals chased until someone signs off
Where delivery stalls
Requests arrive in six places
Email, Slack Connect, ClickUp comments, a text to the owner. Someone rebuilds the queue by hand every morning.
Approvals wait on the client
Creative sits in review for a week while the launch date stays put, and media buyers end up rushing the build.
Retainers quietly overrun
The SOW covers four blog posts and one landing page. By month three the client is getting six posts and two pages, and nobody priced the extra.
What our marketing agency automation runs
Built on the major model APIs and the open APIs of your PM and chat tools. It sorts, checks and nudges. Account leads make the calls clients notice.
Request intake
Asks from email, Slack and forms are read, matched to the client and created as tasks with type, priority and a draft brief.
Scope check against the SOW
Each request is compared with retainer deliverables and hours used so far, and overages go to the account lead with a draft change order.
Creative approval chasing
Drafts out for client review get reminders on your cadence, and approved versions are marked final with who approved and when.
Endorsement and claim flags
Copy with testimonials, influencer posts or results claims is flagged for review against the FTC Endorsement Guides before it goes to the client.
Hours and budget alerts
Time logged in Harvest, ClickUp or your time tool is compared to the retainer, with a warning to the lead at thresholds you choose.
Team handoffs
When strategy closes a brief, creative gets the task with files attached. When creative is approved, media gets the build ticket.
Built on the tools your team already lives in
ClickUp, Asana and Monday
Tasks, custom fields and statuses written through each tool's open API, using the structure you already have.
Slack and Slack Connect
Client requests read from shared channels the app is added to, and internal nudges sent where your team works.
HubSpot
Retainer terms and renewal dates on the deal record feed the scope checks.
Gmail and Outlook
Client emails parsed into requests without anyone forwarding them.
Monthly client reports
Reporting runs on the same delivery data.
New client setup
Onboarding feeds the first tasks straight into the project.
Rules that protect client relationships
Nobody tells a client no automatically
Scope flags go to the account lead. How to handle an extra request is a relationship call, not a script's.
Disclosure questions reach a person
Client content with testimonials or paid partnerships needs clear disclosure under the FTC Endorsement Guides. We flag it; your lead or the client's counsel decides.
Client email checked for CAN-SPAM basics
When a workflow prepares a client's newsletter or promo, it checks for a working unsubscribe link and a physical postal address before the send goes to approval.
Each client's work stays in its lane
Requests, files and drafts stay tied to their client and workspace, logged and maintained in accounts your agency owns.
“He got me 9 sales in my first 7 days of launching our campaign, which exceeded my expectations!”
Common questions
What is marketing agency automation?
Software that handles the coordination inside an agency: turning client asks into tasks, checking them against scope, chasing approvals and passing work between teams, with leads making the client-facing calls.
Will it change how our ClickUp or Asana is set up?
Not much. It writes into your existing spaces, statuses and custom fields. We may add a field or two, such as request type or in-scope flag.
How does the scope check know what a client bought?
From the SOW deliverables you record per retainer, stored on the HubSpot deal or in a project field. It counts this month's delivered and requested work against that list.
Can it read requests from Slack Connect channels?
Yes, through Slack's API in channels where the app has been added. Your workspace admin approves the app first.
Does it approve ad copy for compliance?
No. It flags testimonials, endorsements and results claims for a person to review against the FTC Endorsement Guides and platform ad policies. It gives no legal opinions.
What if a client emails the agency owner directly?
A forwarding rule or shared inbox catches it, and the request is routed to the account team like any other, with the owner copied.
Find where work stalls in your agency
Take the 2-minute AI audit to see which part of delivery to automate first.
- Trace three projects end to end
We follow a campaign from first request to launch and mark every wait and handoff along the way.
- Write routing rules with your leads
Who owns which request type, what counts as urgent, and which deliverables each retainer includes.
- Route one pod's requests
One team's client work runs through it, with the account lead confirming every task and every scope flag.
- Add pods, update rules monthly
Other teams join, and each month we adjust rules as retainers, services and people change.