Automation Showcase: Brief and campaign-asset collection
The problem
Before an agency can start a campaign, someone has to chase the client for the basics: goals, target audience, budget, deadlines, brand assets, ad account access. Clients often answer vaguely, "audience: everyone" is a common one, and those gaps only surface once work is already underway.
Following up with a client who's gone quiet, and knowing when to stop nudging and step in personally, has been a manual judgment call every time.
Before and after
Manually chasing the client for goals, audience, budget, deadlines, brand assets, and ad account access
Vague answers like "audience: everyone" only surface once work is already underway
Manual follow-up, with no clear line for when to step in personally
One form collects everything at once, and answers are checked automatically
Vague answers get caught and followed up in a short, targeted conversation
Reminders go out on their own, and a person steps in only when it's actually needed
The solution
Now the whole thing runs on its own, from the moment a new campaign is set up to the moment the agency team gets a clean summary and can start work.
How it works, step by step
Campaign created
Agency staff sets up a new campaign and picks exactly what's needed from this client.
Client gets the form
An email with a link to a simple form goes out, asking for exactly the requested information.
Answers get checked
The system reads what came back and flags anything too vague or generic to actually act on.
Gaps get a focused follow-up
If something's unclear, the client is guided into a short conversation about just that gap, not the whole form again.
Reminders, on their own
If the client goes quiet, reminder emails go out automatically, no one has to remember to send them.
A person steps in, not another nag
After a few reminders with no response, the system stops nudging the client and alerts someone at the agency instead.
Team gets a ready-to-work summary
Once everything needed is in, a clean summary goes straight to the agency team so the campaign can start.
See it in action
Sound familiar?
If any of this sounds like your company — we'd love to meet. We'll map your processes and tell you straight what can be done and whether it makes sense.
Process digitization
Effective task monitoring
Personalized automations
Flexible architecture
Frequently asked questions
No. We connect with what you already have — Gmail, HubSpot, Pipedrive, Calendly, Notion, ClickUp, Fakturownia and many more. No migration, no new licences.
Want a similar result in your company?
Let's start with a conversation. Book a free call — 30 minutes. Tell us what work looks like in your company. We'll tell you if and where automation makes sense — and what you can realistically gain.
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