Industries · Marketing & Growth

Marketing & Advertising Agency Automation

Agencies win on strategy and creative, then lose the week to reporting. Once you are running campaigns across several ad platforms, pulling numbers into decks by hand, chasing approvals and onboarding every new client from scratch, the manual work quietly crowds out the work clients actually pay for. We build the automation that handles reporting, campaign data, onboarding, approvals and platform integrations, so your team spends its time on the account, not the spreadsheet.

agency.live
38Campaigns live
4.6xBlended ROAS
214Reports sent
Days, not weeksFrom first call to a live system.
More accountsSame team, no reporting crunch.
You own itNo lock-in, no dependency.
01

Problems we solve

Where agency time quietly disappears

The work clients pay for is strategy and creative. These are the tasks that eat the hours in between.

Client reporting eats days

Pulling figures from every ad platform, formatting them into branded decks and writing the same commentary for each account swallows days at every month-end. Automated reporting builds the deck from live data so your team reviews it instead of assembling it.

Campaigns spread across too many tools

Meta, Google, TikTok, LinkedIn, the CRM and three spreadsheets. When the numbers live in separate places, no one trusts a single figure and everyone rechecks. We pull it into one source of truth.

Manual client onboarding

Contracts, access requests, tracking setup and kickoff docs done by hand for every new account slow the start of the work.

Creative approvals stall

Assets stuck in email threads and chat, with no clear status, delay launches and frustrate clients.

No single view of performance

Leadership cannot see how every account is tracking without asking each team to compile it.

Numbers copied by hand

Every figure re-keyed from a platform into a report or dashboard is a chance to introduce an error, and a client who spots one stops trusting all of them. Automated pipelines move the data for you.

02

What we build

One connected system for the whole agency

Bespoke modules, wired into the ad platforms and tools you already run. Take the whole platform or the one piece that is hurting most.

Automated client reporting

Branded, always-current dashboards and decks built from live campaign data, so every client sees performance without your team rebuilding a report each month.

Campaign data pipelines

Spend, impressions, conversions and revenue pulled from every ad platform into one clean, reconciled source of truth your whole team can rely on.

Onboarding automation

Contracts, platform access, tracking setup and kickoff documents handled end to end, so a new client is live in a day instead of a fortnight.

Approval workflows

Creative and copy routed for review with clear status, versioning and sign-off, so nothing gets lost in a thread and launches stay on schedule.

Content & comms automation

Recurring client updates, scheduled posts and internal alerts triggered from the data, so routine communication runs itself.

Ad platform & GA integrations

Meta, Google Ads, TikTok, LinkedIn and Google Analytics joined up to your CRM and BI tools, and kept in sync automatically.

03

Challenges we solve

What changes once it is running

Win back the reporting week

The days lost to pulling numbers and building decks come back. Reports build themselves from live data, and your team reviews and adds the thinking clients actually want.

Take on more accounts

When onboarding, reporting and data run on workflows, adding clients stops meaning adding overhead, so the agency grows without a proportional jump in headcount.

Trust one set of numbers

A single reconciled source of truth means the figure in the client deck matches the dashboard and the CRM, so no one re-checks and no client catches an error.

04

Our process

From first call to live system, in days

1

Discovery call

We map your accounts, your stack and where the hours are going. No charge, no obligation.

2

Strategy & proposal

A clear build plan in plain language, a realistic timeline and one fixed, project-based quote.

3

Build & integrate

We build with AI and wire it into your ad platforms and tools. Real progress in days, not status reports in weeks.

4

Support & scale

It goes live, we keep it running, and we extend it as the agency grows. You own everything we build.

05

Proof

What our clients say

"They built the whole platform and admin system for our community, and it went live faster than anything we thought possible. We run the entire operation from one place now."
FounderMembership Community Business (NDA)
"The AI trade analysis and admin CRM they shipped changed how the whole product works. Fast, sharp, and genuinely ours, and our users have now logged over 1 million trades on it."
FounderTrading SaaS Business (NDA)
"They built our accounting CRM exactly around how our team works and delivered it far faster than we expected, with the level of design detail we are particular about. Our whole finance team now runs on one source of truth, with instant reporting that has saved thousands of hours."
CEOAccounting & Finance Business (NDA)

Questions & answers

Agency automation, answered

Still unsure? The free audit answers the rest.

Can you connect to the ad platforms and tools we already use?

Yes. We integrate with Meta, Google Ads, TikTok, LinkedIn, Google Analytics and the CRM, project and BI tools you already run, so you keep your existing setup and gain the automation and reporting layer on top of it.

Can the reporting match our branding and each client's format?

Yes. Reports and dashboards are built to your template and can vary by client, so every account gets the layout, metrics and commentary structure it expects, generated automatically from live data rather than rebuilt by hand.

How does onboarding automation work for a new client?

We map your current onboarding steps, from contracts and platform access to tracking setup and kickoff documents, and turn them into a workflow that runs in the right order with the right approvals, so a new account is live in a day instead of a fortnight.

What does a typical agency automation project include?

Usually automated client reporting, campaign data pipelines, onboarding automation, approval workflows and ad-platform integrations. We scope it on the discovery call, and you can take the whole system or a single module.

How long does it take to get automation live?

Most builds go live in days rather than weeks or months. Building with AI removes most of the coordination overhead, so a small, focused team ships what used to take a much larger one.

Give your team the reporting week back.

Book a free audit and we will map exactly where your agency is losing time to manual work, then hand you the plan to fix it.

Book a free audit