AI-Agents for Request Intake in Advertising and Marketing working with monday.com
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
29 toolsLog 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.
19 toolsMove verified brand contacts into agency outreach and flag repeats.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
11 toolsBuild 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.
7 toolsScreen prospective agency clients before adding them to outreach.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
8 toolsBuild 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.
7 toolsFile client campaign links without duplicate or mismatched tags.
Your launch sheet shows which campaign links made it into the register and which need a fix before your team uses them.
7 toolsTurn campaign feedback into a revision task with the current draft.
Your creator gets the reviewer's requested changes and current draft together, so they can start the next revision without chasing files.
12 toolsTurn emailed campaign feedback into linked revision subtasks.
Your campaign team gets a revision subtask from reviewer email, linked to the asset task and carrying the requested edits.
14 toolsTurn approved campaign concepts into video briefs for producers.
Your producer gets a video production brief with a timed sequence and the decisions still needed to plan the shoot.
26 toolsWelcome new campaign clients with their brief and shared project folder.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsSend new agency clients their campaign scope and kickoff steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 tools
