AI & automation for Agencies.
Agencies run on the same handful of repeatable tasks per client - intake, reporting, status updates - multiplied by every account on the roster. We automate the repeatable parts so the team's time goes to the work that's actually billable.
Where it hurts
3 pains- New leads and form submissions re-entered into the CRM by hand
- Status updates chased across Slack, Notion, and email for every client
- The same weekly report rebuilt account by account
What changes
3 outcomes- Land leads in the CRMLeads land in the CRM with an owner assigned the moment they submit
- Push status changesStatus changes reach the team automatically, wherever they work
- Send recurring updatesRecurring updates go out on schedule without a rebuild
Recipes built for agencies
4 recipesPush form submissions into HubSpot with owner assignment
Form leads land in an inbox or a spreadsheet first, then get manually created in HubSpot and handed to a rep, often a day later.
Form submitted → Contact and deal created in HubSpot → Owner assigned by territory or workload rule → Owner notified
Generate a daily standup digest in Slack from Notion
Standups spend the first ten minutes catching everyone up on what changed in the project tracker overnight.
Scheduled trigger fires each morning → Notion changes since the last run summarised → Digest posted to the team's Slack channel
Turn Slack messages into Airtable tasks
Action items get raised in Slack threads and then forgotten, because turning a message into a tracked task is a manual copy-paste step nobody does consistently.
Message flagged for follow-up in Slack → Task details pulled from the message and thread → Task created in Airtable with the source thread linked
Enrich HubSpot contacts on create
New contacts arrive with just a name and email, and reps spend time looking up the company and role before a call is worth making.
New contact created in HubSpot → Public company and role details researched → Contact record updated with the enriched fields
See the full recipe library or browse our services.
Industries we do this for
1 sectorsContinues · Book a consultation
Ready to automate for agencies?
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