AI by industry · Marketing agencies
AI for marketing agency admin, reports and approvals
AI trims marketing agency admin by drafting monthly reports from client data, turning meeting notes into creative briefs and task lists, building content calendars and chasing client approvals. A strategist reviews everything, especially the commentary on what the numbers mean. The time saved goes to thinking, not to formatting.
Talk through your agency with the person who builds it
A free 30-minute call. You leave knowing which part of your marketing agency to hand to AI first, what we would build, and roughly how long it takes.
Reporting without the copy-paste
Pull figures from the ad platforms and analytics into a standard report, with a first draft of what changed and why. The account lead edits the interpretation, which is what the client values.
Briefs and tasks from conversations
After a kickoff call, notes become a creative brief with goal, audience, tone and deadlines, and tasks go to the right people. Fewer details are lost between the call and the work.
Always check the brief against what the client actually said.
Approval chasing
Work stalls waiting for sign-off. A polite reminder with the link, the deadline and what happens if it slips can go out automatically, with a human taking over for anything sensitive.
Picture this
Examples of what it can look like. Illustrations, not clients.
On the first of the month, each client has a draft report with the key numbers, the changes since last month and three suggested next steps.
A kickoff call for a product launch ends. A brief and a task list are ready for the team before lunch.
A post has been waiting for approval for four days. The client gets a reminder that the scheduled date is Friday.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“intended for voluntary use and to improve the ability to incorporate trustworthiness considerations into the design, development, use, and evaluation of AI products, services, and systems.”
Sources
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your agency with the person who builds it
A free 30-minute call. You leave knowing which part of your marketing agency to hand to AI first, what we would build, and roughly how long it takes.
Questions
Is it okay to send AI-drafted reports?
Yes if a person checks the numbers and the commentary. Never send figures you have not verified.
What about client confidentiality?
Use tools where the data stays in your accounts, and check your client contracts for rules about third-party tools.
More jobs AI can take on
What Westward builds for this
Cut admin and paperwork: the same job in similar businesses