AI-Agents for Client Services in Advertising and Marketing
Agents help advertising and marketing firms keep client campaigns moving while making more room for creative work.
Turn client project requests into scoped proposal drafts.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsPrompt owners of client work and list assignments awaiting replies.
Get a morning list of assignments awaiting completion replies. Owners who haven't replied get a due date reminder before the deadline.
9 toolsSend prepared client emails and show which contacts still need follow-up.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
12 toolsRank client-related replies and pending service follow-ups.
Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.
14 toolsDeliver shareable site audits for client review.
Get prioritized SEO fixes in your spreadsheet, with page findings and a report link you can share with clients.
7 toolsShow where a supplier quote changes commitments made to the client.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
12 toolsRecord reviewer requests on the card used for campaign delivery.
Requests for changes land on your campaign cards, so creators can see reviewer feedback beside the draft.
9 toolsTurn client requirements into scoped proposals with approved costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsTurn labeled client emails into shared tasks without duplicate entries.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
12 toolsRecap selected client threads with decisions and requested next steps.
Get the decisions and next steps from a long email thread in your private work chat, without rereading the whole conversation.
8 toolsSend approved replies from absent contacts and route urgent client requests.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsShare signed client terms and file links with the account team.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
10 tools
