Agents help advertising and marketing firms keep client campaigns moving while making more room for creative work.
Record revised campaign quote differences on the approved deal.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
Swap old campaign scopes out of draft client quotes.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
Place client campaign goals beside artwork awaiting approval.
Your artwork reviewers see campaign goals beside the asset. They can open the full brief before making a decision.
Create campaign music from approved briefs for review.
Your finished MP3 lands on the production request, ready for review, with its playback length noted beside the brief.
Turn approved client ad copy into carousel cards ready for review.
You get numbered image cards for LinkedIn carousel ads, plus a sequence preview and review folder link on your campaign brief.
Draft client blog articles from approved topics for review.
Your next blog post draft is ready to review in your document editor, with a title, meta description, and useful links when they fit.
Draft client campaign captions from approved offers for review.
Get a caption for your planned social media post, with the offer and call to action ready to review in your task queue.
Export approved campaign tracker views for agency partners.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
Combine pitch proposals and supporting PDFs for account teams.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
Reopen approval when signed-off campaign artwork changes.
Your creative lead sees what changed in a revised proof, with a fresh approval task before production handoff.
Brief launch teams on campaign reviews due or blocked today.
Your launch team gets a fresh briefing every workday. The shared document points to reviews due today, overdue, or blocked.
Reopen client campaign copy reviews when approved text changes.
Keep revised copy from moving forward on an old approval, with a fresh review ready for your marketing operations coordinator.