AI-Agents for Advertising and Marketing
Agents help advertising and marketing firms keep client campaigns moving while making more room for creative work.
Collect prospective clients for agency outreach campaigns.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
7 toolsVerify campaign quote concessions against the client's written terms.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
10 toolsReport new client videos' search positions alongside competing videos.
Know where your new videos appear in search, which videos compete, and how results have changed since your last check.
8 toolsShape campaign discovery notes into proposals with approved costs.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsEmail policy owners about flagged card spending on campaigns.
Your policy owner gets a clear email for settled card purchases with policy violations. They can review the charge details.
24 toolsQueue companies with new initiatives worth agency outreach.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
16 toolsPrepare campaign record views for client handoffs as CSVs.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.
13 toolsPrepare client campaign approval tasks with the launch creative attached.
Your marketing reviewer gets a campaign approval task with the proposed launch date and creative file together, ready for a decision.
12 toolsSend approved client prospects a first email shaped by their buying signal.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
8 toolsSend client-approved gift invitations to creators and track responses.
Your influencer gifting notes reflect each creator's content. Your campaign list shows who accepted, declined, or still owes you a reply.
10 toolsShape stakeholder video requests into briefs with story beats and approvals.
Your communications team gets a timed video brief from complete email requests, while requesters get the plan or clear questions.
7 toolsInvite interested prospects to discuss the agency work they asked about.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
12 tools
