Agencies
Automation Built For Agencies
Creative and marketing agencies spend too much time on client reporting and project admin. Automate the busywork.
Top 5 Repetitive Tasks We Automate
1
Client Reporting
4-6 hrs/weekAuto-generate weekly client performance reports
2
Project Updates
2-3 hrs/weekSend status updates when milestones are hit
3
Time Tracking
2-4 hrs/weekSync time entries across tools automatically
4
Invoice Generation
1-2 hrs/weekCreate invoices from approved timesheets
5
Lead Nurturing
2-3 hrs/weekFollow up with inbound leads automatically
15+
Hours saved per week
+30%
Client satisfaction
99%
Billing accuracy
20%
Team capacity gained
Example Workflows
See how your tools connect — fully automated, end to end.
1
Week End → Client Report
From
Analytics
To
Email
2
Milestone → Client Update
From
Asana
To
Slack + Email
3
Time Approved → Invoice
From
Harvest
To
QuickBooks
Start With a Pilot
Test one agencies workflow in 5 days. See results before committing.
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