5 workflows every agency should automate yesterday
Most agencies are bleeding hours on tasks that should run themselves. Here are the 5 workflows I automate for every client:
1. Lead follow-up sequences
New lead comes in → instant personalized response → follow-up sequence triggered → calendar booking link sent. No more leads going cold because someone forgot to reply.
2. Client onboarding
Contract signed → welcome email → intake form → project setup in your PM tool → Slack channel created → kickoff call scheduled. All in under 60 seconds.
3. Weekly client reports
Pull data from your tools → generate formatted report → send to client → log in CRM. Every Monday at 9am, no manual work.
4. Invoice generation & follow-up
Project milestone hit → invoice generated → sent to client → payment reminders on autopilot → receipt logged.
5. Social media content pipeline
Content brief approved → draft scheduled → review notification → publish → repurpose across platforms → analytics tracked.
The common thread? These are all high-frequency, low-creativity tasks eating 10-15 hours of your week. Automate them and reinvest that time into work that actually grows your revenue.
If you're an agency owner drowning in operations, this is what we do at Something AI.
