AI for marketing agencies
6 workflows. Proposals, kickoffs, client assets, feedback and monthly reports. Client work without the coordination overhead.
$149/month per workspace · Unlimited people · AI usage billed by your provider
All marketing agencies workflows.
6 workflows
- Start here Start the project when a proposal is signed A signed proposal becomes a project with tasks, an owner and kickoff times to choose from. Operations · When something happens Works with HubSpot, Salesforce, Google Calendar, Microsoft 365, Linear, Asana.
- Start here Collect client assets before kickoff Every new project gets a checklist of what the client owes, who owns each item and a reminder until it arrives. Operations · When something happens Works with Linear, Asana, Gmail, Microsoft 365, Box.
- Start here Prepare monthly client reports Pull the month's numbers from each platform, check they line up and draft the commentary for the strategist to review. Customer success · On a schedule Works with Amplitude, Mixpanel, Windsor.ai, Supermetrics, Airtable, Microsoft 365.
- Report which lead source won the job Each month, see which ads and referrals turned into paid jobs, and which jobs have no known source. Marketing · On a schedule Works with HubSpot, Salesforce, Amplitude, Mixpanel, Airtable, Microsoft 365, Windsor.ai, Supermetrics.
- Assemble a proposal from approved parts A first-draft proposal built from your approved modules, with the customer's details filled in. Sales · When you ask Works with Notion, Confluence, HubSpot, Salesforce, Box.
- Sort out clashing client feedback Collect every comment on a design version, show where stakeholders disagree and get the lead approver to decide. Customer support · When you ask Works with Gmail, Microsoft 365, Box.
Where AI helps a marketing agency.
Agencies spend their margin on reporting and coordination. Maito prepares monthly client reports from analytics and ad platforms, reports which lead source won the job, assembles a proposal from approved parts, and starts the project when a proposal is signed. It also collects client assets before kickoff and sorts out clashing client feedback.
Strategy and the client relationship stay with your team. Maito prepares the numbers, and a person decides what they mean and what to tell the client. It doesn't send a proposal or a report without approval, and your account lead handles pricing and the hard conversations.
Start with the monthly client report. Connect your analytics and ad platforms, then ask @Maito in Slack for last month's report for one client and compare it with yours. Once the format is right, set it up as a Loop that drafts every client's report on the first of the month and posts them for review.
Questions.
Yes. Use one workspace per client when their work must stay apart.
It drafts them. An account lead sends them.
Minutes for the workspace: create it, connect your AI provider and connect Slack. Each workflow then takes one request to your agent, plus signing in to any tool it needs.
No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work.
$149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately.