Industry / Marketing & creative agencies

Agentic operations for marketing & creative agencies

Agency operations are death by a thousand small things — pitches, traffic, time tracking, status decks, asset hand-offs, client reports. The work isn't hard; it's relentless. Agents that handle the operational steady state are how senior creative time stops getting eaten by status updates.

Systems I integrate with:CRMProject management softwareTime trackingDMS

Agent catalog

7 agents I build for marketing & creative agencies

Every one of these is shippable in 30–60 days, tied into the systems your team already runs on. Pick the one that hurts the most — we start there.

Pitch & Proposal Drafting Agent

01

RFP / brief → tailored pitch draft pulled from past wins.

Reads the RFP or new business brief, pulls relevant past pitches and case studies, drafts a tailored proposal with scope, timeline, team, and pricing. AD edits instead of writes.

DMSCRM

Project Traffic Agent

02

Daily load-balance across the team.

Looks at every active project, deliverable due dates, and team capacity. Flags overloaded creatives, under-loaded ones, and projects at risk. Traffic manager works from a clean signal instead of a stale spreadsheet.

Project management softwareTime tracking

Client Status Report Agent

03

Weekly client reports drafted from project activity.

Pulls progress on each deliverable, time spent vs. budget, blockers, and next-up items. Drafts a client-facing weekly status report. AD reviews and ships in 5 minutes instead of an hour.

Project management softwareEmail & calendar

Time Capture Agent

04

Reconstructs the day into draft time entries.

Pulls calendar events, doc activity, and tool usage per person per day. Drafts time entries against the right project. Creatives approve in 2 minutes instead of fighting with timesheet entry on Friday afternoon.

Time trackingProject management software

Asset Hand-Off Agent

05

Packages and delivers final assets with all the right files.

At project closeout, gathers every deliverable, exports to the right formats and dimensions, drops into the client's brand folder, and sends a hand-off email with a delivery summary.

DMSEmail & calendar

Content Calendar Agent

06

Drafts a month of content from the client's brand voice and goals.

Given the client's content goals and brand voice, drafts a month of content (social posts, blog topics, email subjects) for strategist review. Saves the blank-page hours that nobody wants to do.

Project management software

Campaign Performance Brief

07

Pulls campaign data into a client-ready summary.

Aggregates campaign metrics across channels, drafts a plain-language performance summary with what worked, what didn't, and what to test next. Strategist edits insight, doesn't pull data.

Project management softwareEmail & calendar

Next step

Want one of these built for you?

A 30-minute discovery call maps your operations and identifies the agents that would pay back fastest. No pitch.