The problem
Campaign leads land in a form and nobody moves them.
Automation
Form-to-CRM integration with an alert to the owner.
Operational result
Leads logged and assigned instantly.
Marketing agencies
Less time building reports, more time on campaigns.
An agency manages many accounts with different tools. Gathering results, requesting materials from clients and following up leads eats unbilled hours.
Concrete examples
The problem
The monthly report for each client is built by hand.
Automation
Consolidation of data from several sources into a per-client panel.
Operational result
Reports ready for review and commentary.
The problem
Clients are slow to send materials.
Automation
Automatic reminders listing what is missing.
Operational result
Fewer deliveries stuck for lack of inputs.
The problem
Briefs arrive messy.
Automation
An agent organizes the brief and proposes a task list for approval.
Operational result
Tasks created with context.
Important: Data availability depends on each ad platform’s APIs and permissions; it is confirmed case by case.
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Typical processes
- Lead capture and assignment
- Per-client reports
- Tracking materials and approvals
- Brief organization
Information it handles
- Lead data
- Metrics exported from each account’s platforms
- Task and approval status
Sample rules
- Each client’s data is kept separate
- Reports are reviewed before being sent
What needs human approval
- Strategy and report conclusions
- Sending reports to the client
- Content approval
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