AUTOMATIONS
Automate client operations at scale.
Agency automations run across all client workspaces simultaneously — onboarding sequences, recurring reports, alert systems, and more.
FIVE AGENCY AUTOMATIONS
What it actually looks like.
Client onboarding
- New client workspace created
- Welcome email sent from agency domain
- Onboarding task list activated
- Team assignments distributed
- CRM record updated to Active
Monthly reporting
- 1st of each month
- Performance data pulled from connected ad/analytics tools
- AI formats client report
- PDF generated in agency branding
- Emailed to client + filed in their workspace
At-risk alert
- Client engagement drops below threshold
- Account manager notified in Slack
- Check-in task created
- CRM record flagged for renewal review
Invoice cycle
- Monthly retainer due date
- Invoice generated in Sales Hub
- Sent to client
- Payment received
- Commission logged to Partnero
Proposal follow-up
- Proposal sent
- Day 3: no response → follow-up email drafted by AI
- Day 7: second follow-up
- Day 14: deal marked Stalled in pipeline