Marketing & creative agencies
Automation formarketing and creative agencies
Less reporting, note-taking and chasing: more time for strategy and creative work.
- Customer messages & requests
- Documents & admin
- Scheduling & operations
- Custom business tools
In short
Iselia Projects automates the repetitive work of marketing and creative agencies: client reporting, meeting notes and follow-ups, content variations, approval tracking, timesheets and monitoring. Connected to the tools you already use (HubSpot, Google Ads, Meta, Looker Studio, Asana, Notion…), these automations give account managers and creative teams hours back every week.
- Who it’s for
- Marketing agencies, creative and communications agencies, social media, PPC and SEO agencies, content studios
- 7tasks quantified
- 16industry tools supported
- 5steps in the end-to-end example
Day to day
Where your team loses time.
Useful but repetitive tasks that pile up around the real work. They are usually the first ones that can be automated.
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Monday-morning reporting
Pulling numbers from Google Ads, Meta, LinkedIn and GA4, formatting them and writing commentary for every client: hours of account management every week or month.
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Meeting notes that never get sent
After every client call someone has to write up notes, create tasks and assign them; when nobody has time, decisions get lost in threads.
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Resize, rewrite, repeat
The same message adapted for every channel, format and ad variant: production time that clients rarely value.
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Approvals that drag on
Chasing sign-off on artwork, a content calendar or a media budget, and tracking who approved what: delays pile up and eat into margins.
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Profitability you only see too late
Timesheets are filled in late or not at all; at month-end you discover a client is consuming far more hours than it pays for.
Task by task
Where your hours are hiding.
Each row applies the same formula: weekly volume × manual time × automatable share. Volumes match the example “15 people, 20 retainer clients”.
| Task | Volume / wk | Time per unit | Automatable | Saved / wk |
|---|---|---|---|---|
| Custom business tools Produce client reports Automatic data collection (Google Ads, Meta, LinkedIn, GA4, CRM), formatting in your template and a first commentary on trends, reviewed by the account manager. | 10 reports / week | 45 min | 70 % | 5.3 h |
| Scheduling & operations Write meeting notes and create tasks Structured notes from your jottings or a recording (with participants' consent), decisions and tasks pushed into your project management tool. | 12 meetings / week | 20 min | 60 % | 2.4 h |
| Documents & admin Adapt content by channel and format Ad copy and post variants tailored to each platform from an approved message and the client’s tone of voice; reviewed by the team. | 40 variations / week | 10 min | 50 % | 3.3 h |
| Customer messages & requests Track and chase client approvals Sends items for approval, follows up automatically, keeps a record of who approved what and when, and alerts the account manager when something is stuck. | 25 approvals / week | 5 min | 70 % | 1.5 h |
| Custom business tools Track time against sold budget Timesheet reminders, entries pre-filled from calendars and the project tool, alerts when a client goes over the budget sold. | 15 team members / week | 10 min | 60 % | 1.5 h |
| Custom business tools Monitor brand and competitors Mentions, reviews, competitor posts and industry news gathered and summarised in a weekly note per client. | 5 monitoring notes / week | 30 min | 60 % | 1.5 h |
| Documents & admin Prepare pitches and proposals Proposal skeleton pre-filled from the brief, your case material and rate cards; the strategy is still written by the team. | 2 proposals / week | 120 min | 40 % | 1.6 h |
| Estimated total · ≈ 801 h a year | 17.0 h | |||
By type of automation
The estimated hours are spread across these automations, each explained on its own page.
- 1.5 h / week Customer messages & requests Track and chase client approvals Explore
- 4.9 h / week Documents & admin Adapt content by channel and format Prepare pitches and proposals Explore
- 2.4 h / week Scheduling & operations Write meeting notes and create tasks Explore
- 8.3 h / week Custom business tools Produce client reports Track time against sold budget Monitor brand and competitors Explore
End-to-end example
Example: the monthly report that (almost) sends itself
A typical scenario to show how it fits together: each step triggers on its own, your team approves what needs approving and can take over at any time.
Human in the loop: approvals, escalations and a log of every action.
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Collection
On the first day of the month, data from every ad account, GA4 and the CRM is pulled automatically.
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Formatting
Figures are dropped into the client’s report template (Looker Studio, Google Slides or PDF), compared with the previous period and targets.
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First commentary
A summary of the main changes is drafted, flagging anomalies such as exhausted budgets, conversion drops or broken tracking.
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Review
The account manager reviews, adds recommendations and approves in minutes instead of starting from scratch.
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Send and follow up
The report goes to the client, a review call is proposed and agreed actions are created in the project tool.
Calculator
What about your business?
The example’s tasks and volumes are pre-filled. Replace them with your own and the result updates instantly.
Average fully loaded cost of one hour of work for the team involved (€35/h by default).
Your estimate
Marketing & creative agencies
Hours back per week
17 h / week
- Hours back per year
- 801 h / year
- Equivalent staff cost per year
- €28,034 / year
- tasks included
- 7 / 7
Split by type of automation
- Documents & admin 4.9 h
- Scheduling & operations 2.4 h
- Custom business tools 8.3 h
Indicative estimate, based on the assumptions above. No guaranteed results.
Example: a 15-person agency with 20 retainer clients
Illustrative scenario, not a client case: a 15-person agency (account managers, creatives, paid media specialists) serving around 20 retainer clients. Using the conservative assumptions above — 10 reports, 12 meetings, 40 content variations, 25 approvals, 15 timesheets, 5 monitoring notes and 2 proposals a week — the indicative estimate is about 17 hours back per week, or roughly 800 hours a year (47 working weeks). Actual figures depend on your tools and processes.
- Example size
- 15 people, 20 retainer clients
- per week
- 17.0 h
- per year (47 weeks)
- 801 h
- of staff time at €35/h
- €28,034
Integrations
Plugged into your tools.
We connect automations to the software you already use, through APIs, webhooks or exports. No forced migration.
Common tools in this industry that we can connect to: these are not client references. Don’t see yours? We check compatibility during the assessment.
- HubSpot
- Google Ads
- Meta Business Suite
- LinkedIn Campaign Manager
- Google Analytics 4
- Looker Studio
- Semrush
- Mailchimp
- Hootsuite
- Asana
- monday.com
- Notion
- Slack
- Harvest
- Canva
- Figma
Why automate a marketing or creative agency
Agency margins are made or lost on time. Yet a large share of the hours serves neither strategy nor creative work: exporting numbers, formatting reports, writing up meetings, chasing approvals, filling in timesheets. That time is rarely billable and it grows with every new client. Automating it means serving more clients without burning out the team, or spending more time on the clients you already have.
What automates well
- Reporting: pulling ad platform and analytics data, formatting, anomaly detection and a first commentary to review.
- Coordination: meeting notes, tasks created in the project tool, approval reminders, delay alerts.
- Repetitive production: copy adapted by channel and format, post adaptations, ad variants for testing.
- Management: pre-filled timesheets, budget tracking per client, overrun alerts.
- Monitoring: mentions, reviews and competitor activity summarised in a weekly note.
What stays with the agency
Strategic recommendations, the creative idea, art direction, the client relationship and final decisions. AI is a way to save time on everything around the work, not a substitute for your team’s judgement.
Points of attention
- Data protection: client campaign and CRM data is personal data as soon as it relates to individuals. Agencies often act as a processor for their clients, so automations follow the data processing agreements in place, limit access and log every action.
- Ownership and transparency of content: generated content is reviewed and approved by the team. Depending on how you use AI, transparency rules such as those in the EU AI Act for certain AI-generated content (notably realistic images or video) may apply.
- Separation between clients: each client has its own access and data; nothing flows from one account to another.
- Measurement: each automation is tracked in hours saved, so you can check it really improves profitability per client.
Scaling without adding headcount
As an agency grows, admin grows in step: every new retainer brings more reports, more meetings and more approvals. Automation breaks that link. The same account team can handle more clients, or spend the recovered hours on strategy workshops, testing and creative exploration — the work clients notice and renew for.
Where to start
Client reporting is usually the best first project: it recurs weekly or monthly, it is easy to measure and it frees up account managers. Meeting notes and approval chasing come next. Adjust the calculator assumptions to your agency for your own indicative estimate, then book a free assessment so we can check it together.
FAQ
Your questions, answered.
What professionals in this industry ask us most often before getting started.
How much does agency automation cost?
Does it work with HubSpot, Asana, monday.com or Notion?
Is our clients' data kept confidential?
Does generated content go out without review?
How soon will we see time saved?
Won’t automation make our creative work generic?
Free assessment · 30 minutes
Your 17.0 estimated hours, checked in 30 minutes.
We review your tasks, your real volumes and your tools, then quantify what you can actually get back. You leave with a clear roadmap, whether or not you work with us.
Reply within one business day · No commitment