10 tasks your agency should automate now
A practical guide to identify where your team wastes the most time — and how to recover it with AI agents.
Monthly campaign reporting
Why it matters
Every month, your team spends hours copying data from Analytics, Meta Ads and Google Ads into slides. That's time not spent optimizing campaigns.
What to automate
An agent connects your data sources, generates the report with your branding and sends it to the client automatically.
Initial lead response
Why it matters
Forms, email, WhatsApp, Instagram DMs... leads come from everywhere and nobody responds in under 5 minutes. Every minute without a response is lost conversion.
What to automate
An agent centralizes all channels and responds automatically in under 5 minutes, qualifying the lead before passing it to the team.
Lead classification and scoring in CRM
Why it matters
Without automatic classification, your team treats all leads the same. High-intent ones get lost among generic inquiries.
What to automate
An agent analyzes each lead, assigns a score and tags it in the CRM so your team prioritizes those most likely to convert.
Content drafts
Why it matters
Posts, emails, copies for 5-10 different clients, each with their tone and sector. Your team can't keep up and quality drops.
What to automate
An agent generates drafts adapted to each client's brand voice. Your team just reviews and approves.
Follow-ups on sent proposals
Why it matters
You send the proposal and... silence. Without systematic follow-up, proposals get lost and deals go cold.
What to automate
An agent schedules automatic reminders, detects when the prospect opens the proposal and alerts your team at the right moment.
Recurring billing and payment reminders
Why it matters
Manual invoices, chasing payments, outdated spreadsheets. 5 hours per month chasing money instead of serving clients.
What to automate
An agent generates invoices automatically, sends payment reminders and alerts you of overdue payments. You get paid 10 days earlier on average.
New client onboarding
Why it matters
Requesting access, setting up tools, creating folders, briefings... Each new client is a project in itself taking 2 weeks.
What to automate
An agent automates the entire sequence: sends forms, creates folders, sets up access and generates the initial briefing.
Key metrics monitoring and alerts
Why it matters
If a CPC spikes or a campaign stops converting, your team finds out days later when budget has already been burned.
What to automate
An agent monitors metrics 24/7 and sends alerts via Slack or email when something goes out of range. You react in minutes, not days.
Weekly client summaries
Why it matters
Your clients want to know what's happening with their campaigns, but preparing a weekly update for each one is unfeasible manually.
What to automate
An agent generates automatic weekly summaries with the most relevant KPIs and sends them directly to each client.
CRM and project status updates
Why it matters
The CRM is always outdated because nobody has time to update it. Without reliable data, decisions are made blindly.
What to automate
An agent updates the CRM automatically with every interaction, changes project statuses and keeps information always up to date.
Want to automate these tasks?
Let's talk 15 minutes about your agency. We'll identify together what to automate first.
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