Workflow automation for marketing agencies
We help agencies reduce manual work across onboarding, operations and internal handoffs, using the tools they already rely on
What we do
Discover how our automation solutions can enhance efficiency, drive growth, and streamline operations for your business.
⚙️ Operations automation
We automate repetititive processes and reduce human errors.
The goal is simple: fewer manual steps and errors, and predictable execution across teams.
🎯Lead generation and conversion
We automate how leads are captured, enriched and routed across your CRM and internal tools
This ensures the right leads reach the right people, with clean data and clear next steps.
🤖 AI agents as part of your team
In some workflows, we use AI-based steps to classify inputs, summarize information or reduce manual review
These AI components always operate within clearly defined rules and approvals, as part of a larger, reliable workflow.
Why us?
We know automation. But more importantly, we know business.
We identify the areas where automation can have the greatest impact on your profitability, scalability, and efficiency.
Where others see flows, we see high-value strategic systems.
What we can automate for marketing agencies
01
Lead intake and nurturing. Customer onboarding.
Outreach campaigns with high personalization
Inbound lead qualification and nurturing
Contract generation and e-signature
Proposal and deliverable generation
Client setup (Folders, tasks, access, onboarding assets)
Payments and invoicing
Communications and alerts
Tools: Airtable, Clickup, Google Workspace, HighLevel, DocuSign, Typeform, Linkedin, Instantly…
02
Operations and project management
Integration of core tools
Automated task creation and assignment
Internal notifications and handoffs
Booking, events and calendar automation
Tools: ClickUp, Notion, Pipedrive, Hubspot, Monday, Gmail…
03
Marketing and content
Content operational workflow automation
Asset generation and organization
Script drafting
Social media creativity generation workflows
Social media posting and scheduling from your CRM
Campaign reporting made easy
Tools: Gemini, Meta for Developers, Google Drive, Airtable, Clickup…
04
Ecommerce
Order and fulfillment workflows
Inventory management
Tools: Shopify, Amazon Seller Central, WooCommerce, Odoo…
05
Documentation and file generation
Contract and PDF generation from forms and CRMs
Client presentations based on meeting transcripts
Invoice generation and delivery
Tools: Pandadoc, Jotform, Google Sheets, Holded…
06
Bespoke workflows
Have a specific operational challenge? We design custom workflows tailored to your tools and processes.
Our products
Custom automation
For STARTERS
Tailored workflows to solve specific bottlenecks in marketing, sales, operations, and much more.
Do you need inspiration?
Check out examples of automations we can create for you in the previous sections.
Automation Partner
For Success Seekers
For B2B companies looking for a strategic automation partner.
We integrate as an extension of your team. We analyze your processes, prioritize high-impact opportunities, and build systems that run frictionlessly.
- Complete diagnostics and automation roadmap
- Unlimited automations with maintenance included
- Monthly strategic meeting to detect and prioritize opportunities
- Execution-focused meetings (optional)
- Private Slack channel, active support
- No need of contracts or commitments
Ready to scale and automate your business? Let’s Talk.
We will help you identify, prioritize, and automate your business with real impact.