Client reporting agent
Pulls numbers from your ad and analytics tools and drafts a plain-English monthly report for review.
Industries / Marketing agencies
AI agents for marketing agencies
Marketing agencies: answer faster, follow up every time.
Your team is great at strategy, but too much of the week goes to reports, research, status updates and chasing approvals.
The problem
What slows you down today
- Monthly client reports eat days of senior time.
- New business leads get slow, generic replies.
- Content research and first drafts pile up.
- Onboarding a new client means the same 30 emails every time.
What we would build
Agents for marketing agencies
Pick one to start, or combine them into an AI Team. Each one is set up for your tools and your rules.
Prospecting and follow-up
Researches target accounts, drafts personal outreach and follows up until a call is booked.
Content research and drafts
Gathers news and ideas for each client and drafts posts and briefs for your writers.
Onboarding coordinator
Sends the welcome pack, collects logins and assets, and keeps the checklist moving.
Sample workflow
How one agent handles it
A simple example. The real version is set up around your hours, tools and rules.
Trigger
It's the 1st of the month.
Agent
Pulls last month's numbers from ads and analytics.
Action
Drafts a report with wins, misses and next steps.
Handoff
Account lead edits and sends. Agent files it.
Examples from the industry
What others are already doing
These are examples from the industry: public customer stories published by other companies. They are not our work and we are not affiliated with these vendors. Figures are as stated by each source; follow the link to read the details.
Vendor customer story by Zapier
How NisonCo scales PR and SEO with AI and Zapier Agents
Read the story on Zapier (opens in a new tab) ↗Vendor customer story by Zapier
How Slate generated 2,000+ leads with Zapier Agents
The source title states 2,000+ leads generated.
Read the story on Zapier (opens in a new tab) ↗Vendor customer story by Zapier
How a Toronto agency runs SEO and AEO delivery with Zapier MCP
Read the story on Zapier (opens in a new tab) ↗See what an agent could do for your agencies business.
Book a free 20-minute automation audit. We look at how your business runs today and point out 3 tasks an agent could handle. No obligation.