15 / Solutions / Agencies

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.

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Manual, spikyAutomated, flat

01 /

Where it hurts

✕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

02 /

What changes

✓Leads land in the CRM with an owner assigned the moment they submit
✓Status changes reach the team automatically, wherever they work
✓Recurring updates go out on schedule without a rebuild

03 /

Recipes built for agencies

Push 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.

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.

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.

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.

See the full recipe library or browse our services.

Industries we do this for

Professional Services — Run a lean team like a big one

Ready to automate for agencies?

Book a consultation and we'll map the highest-ROI automation for your team, before you commit.

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We typically respond within 24 hours