Agency Workspaces and Agentic Automation for Your Marketing Team.
Client onboarding, content calendars, multi-channel campaigns and monthly asset reporting, configured in ClickUp and extended with agents that work across your ad, social and analytics tools.
ClickUp Configuration
What We Set Up in ClickUp for Digital Marketing Agencies
Examples of the structure we build. Every workspace is shaped around your own process, tools and compliance needs.
Client Onboarding
A repeatable start for every new account.
- Onboarding templates with kickoff checklists
- Intake forms for brand and access details
- Account folders per client
- Handoffs from sales to delivery
Content Calendars
Planned content across clients and channels in one view.
- Calendar views by client and channel
- Status flows from brief to published
- Client approval steps with due dates
- Docs for briefs and style notes
Multi-Channel Campaigns
Campaign work organized so nothing is launched half-ready.
- Campaign lists with channel and budget fields
- Launch checklists per platform
- Task dependencies between creative and ads
- Workload views across the team
Monthly Reporting
Client reporting that does not eat the last week of the month.
- Recurring report tasks per client
- Deliverable counts by month
- Time tracking against retainers
- Dashboards for utilization and deadlines
Agentic Automation
Where Agentic Automation Fits in Digital Marketing Agencies
Agents handle the judgment calls and repetitive follow-up. Rules keep the predictable steps predictable, and people stay in control of anything that matters.
Client Onboarding Runs
When a new client is signed, an agent creates the account structure and onboarding tasks and chases missing access details. An account manager approves anything sent to the client.
Report Drafting
An agent gathers the month's completed deliverables and channel figures into a draft client report with commentary. The account lead reviews and edits before it goes out.
Approval Chasing
An agent spots content waiting on client approval past its due date and drafts polite reminders. A person approves each message before it is sent.
Retainer Watching
An agent compares tracked hours to each retainer and flags accounts trending over or under. The account manager decides how to respond.
FAQ
Frequently Asked Questions
Can we give clients access without exposing internal work?
Yes. ClickUp lets you share specific lists, views or approvals with guests while keeping internal tasks, rates and notes private. We set up the structure and the permissions with you.
Will agents send messages to our clients?
Not on their own unless you decide so. Agents draft the message, and a person approves before anything goes to a client, with a log of what was sent.
Can this connect to our ad platforms and analytics?
Agents connect through the interfaces your platforms offer, so they are not limited to what a single tool includes. We review the tools you use and tell you what connects well. We also recommend sharing ad and analytics access through each platform's own permission settings, never by pasting passwords into tasks.
Related Industries
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