Marketing + creative agencies · workflow automation
Client onboarding and recurring reporting, rebuilt as software you own.
Agencies lose margin in two places clients never see: onboarding every new account by hand and rebuilding the same reports every month. Both are mostly structure - intake, brand rules, drafts, checks, scheduling, performance. AI does the first drafts; a human signs off on regulated claims. By our read, most of this is rules, not billable-looking busywork.
The deterministic teardown
71%
of client onboarding + recurring reporting runs on deterministic rules
5/7 steps at $0 runtime · 1 use AI
Deterministic steps run as rules / templates / lookups - no model call, near-zero cost. This teardown is our estimate, not measured client data.
Common questions
AI only produces a first draft inside your brand and structure rules - your team refines and approves everything before it ships, and regulated claims get explicit human sign-off. The goal is to remove the blank page, not the craft.
Yes. The reporting step pulls from the sources each account actually uses and formats to your template, so the monthly rebuild becomes a review. We scope the connectors and report layouts to your stack during the diagnostic.
Other industries
See it on your own workflow
