AI-Agents for Handoffs in Advertising and Marketing working with monday.com

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Extract Data for Review

Gather campaign data into a review sheet and flag gaps.

Your morning extract arrives in a shared table, with missing values marked and a chat message pointing to records that need review.

Works with18 tools
Draft Business Proposal

Shape campaign requests into proposals with approved services and fees.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools
Export Lead Lists

Prepare a ranked prospect list for agency new business outreach.

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools
Send Outreach Emails

Send prepared agency prospect emails and record who responds.

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.

Works with12 tools
Cut Interview Clips

Turn client interviews into captioned clips for campaign review.

Get captioned interview clips ready for review from the timecodes your editor marks in the project sheet.

Works with9 tools
Log Lead Ad Submissions

Log leads from client ad campaigns for follow-up review.

Get Facebook Lead Ads submissions into Google Sheets with cleaner contact details and a status your team can use to review leads.

Works with19 tools
Refresh Sales Lead Sheet

Refresh agency prospect lists as client decision-makers change.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools
Create UTM Tracking Links

Build tagged links for every client campaign placement.

Your launch links land in a shared sheet, ready for each placement, with clear notes on URLs or tags that need fixing.

Works with7 tools
Upload Qualified Leads

Screen campaign contacts before adding them to an agency's prospect list.

Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.

Works with9 tools
Build Social Lead Lists

Add verified company profiles to agency prospect lists.

Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.

Works with7 tools
Create Tracking Links

Build tracked landing page links for client campaigns.

Get campaign tracking links ready to copy from your spreadsheet, with your chosen tags added and the landing pages' other URL details preserved.

Works with7 tools
Attach Marked PDF

Put client PDF markups and fixes on the right campaign task.

Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.

Works with14 tools
Published by Creative Review Essentials
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