# AI for Marketing Agencies: 6 Workflows Source: https://maito.app/workflows/industry/marketing-agencies 6 AI workflows for marketing agencies, like prepare monthly client reports, start the project when a proposal is signed, collect client assets before kickoff. Each shows the steps, an example and how to set it up. 6 workflows. Proposals, kickoffs, client assets, feedback and monthly reports. Client work without the coordination overhead. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Findustry%2Fmarketing-agencies)[Book a demo](mailto:support@maito.app?subject=Maito%20demo) $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.](https://maito.app/workflows/start-the-project-when-a-proposal-is-signed) - [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.](https://maito.app/workflows/collect-client-assets-before-kickoff) - [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.](https://maito.app/workflows/prepare-monthly-client-reports) - [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.](https://maito.app/workflows/report-which-lead-source-won-the-job) - [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.](https://maito.app/workflows/assemble-a-proposal-from-approved-parts) - [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.](https://maito.app/workflows/sort-out-clashing-client-feedback) [See how agencies use Maito](https://maito.app/use-cases/agencies) ## 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. ### Can we keep clients separate? Yes. Use one workspace per client when their work must stay apart. ### Does it send reports to clients? It drafts them. An account lead sends them. ### How long does it take to set up? 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. ### Do we need a developer? No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work. ### What does it cost? $149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately. ## Put your AI teammate to work. Set it up in minutes. Start with one workflow, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Findustry%2Fmarketing-agencies)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)