AI automation for marketing & creative agencies
Reduce manual work with AI where it actually costs you: missed calls, slow follow-up, admin and paperwork. I find the biggest leaks in your agency business, build the automations and AI agents that fix them, and train your team to run them.
Where time and money usually leak
- Client reporting that takes hours every month
- Status update emails and meetings
- Inconsistent client onboarding
- Senior people redoing junior work
Dashboards plus a plain-English monthly narrative per client.
Every client onboarded the same way, with visible progress.
First drafts that follow your process before review.
Inbound leads researched and scored before the first call.
Tools that fit marketing & creative agencies
We work inside the software you already use, or help you choose. Listings are informational; no affiliation.
HubSpot ↗
CRM with marketing, sales and service hubs, workflows and built-in AI features.
ProjectsClickUp ↗
Project and task management with docs, automations and AI features.
CommunicationSlack ↗
Team messaging with channels, workflows and app integrations; a common place for AI alerts and approvals.
Data & knowledgeNotion ↗
Docs, wikis and databases in one workspace, with AI search and writing features.
AutomationZapier ↗
No-code automation that connects thousands of apps (forms, CRMs, email, SMS) with triggers and actions, including AI steps.
AutomationMake ↗
Visual workflow builder for multi-step automations between apps; a flexible Zapier alternative.
AI assistantClaude ↗
AI assistant from Anthropic, strong at long documents, contracts and careful writing.
AI assistantChatGPT ↗
General-purpose AI assistant from OpenAI for drafting emails, replies, ads, SOPs and job descriptions.
Meeting notesOtter.ai ↗
AI meeting and call transcription with automatic summaries and action items.
SchedulingCalendly ↗
Online scheduling links that sync with your calendar and remove back-and-forth booking.
Related blueprints
Ops KPI Dashboard with Weekly Written Brief
A live view of your core operating numbers plus a short weekly brief in plain English: what changed, what looks risky, and three suggested actions.
Reference buildStaged Client Onboarding Checklist
A step-by-step onboarding flow where finishing one stage unlocks the next, each step has one owner, and both your team and the client can see progress.
Reference buildSOP-Driven Task Drafts
A task board that shows the written procedure beside each task and drafts a first pass using both, so your team starts from a draft that follows your own process.
Find the three agency workflows worth automating first.
A free 20-minute call. No pitch deck. We look at where your team's hours go and whether AI is actually the right fix.