Blog · Agencies
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How agencies run creative production, client reporting, social monitoring and competitor research for many brands from one AI workspace.
How marketing agencies use Agent Serve for creative production, client reporting dashboards, social monitoring and competitor research across brands. Published by Valnora & Elric, makers of Agent Serve, the AI workspace where teams build, deploy, and manage AI agents.
Agencies articles
- AgenciesDashboard
Client reporting dashboards that agencies stop rebuilding every Monday
Most agency reports are copied out of four ad platforms into a slide deck every week. Here is one dashboard per client, filled by workflows, sent on a schedule, with commentary an account manager approves.
· 6 min read
- AgenciesMulti-workflow
A creative production line for agencies that serve many brands
Agencies juggling a dozen brands end up with a dozen logins to separate AI tools and no idea what each client cost. Here is one production line: brief in, reviewed creative out, spend tracked per client.
· 5 min read
- AgenciesRelay
A weekly competitor brief from public ads, pages and search data
Competitor research is the job everyone agrees matters and nobody has time for on a Thursday. This playbook sets up a workflow that checks public sources every week and a Relay that sends a short brief on what changed and why it matters.
· 6 min read
- AgenciesRelay
Monitoring Instagram comments and DMs for every brand you manage
A social team managing several brands cannot read every comment in every app. These field notes cover pulling comments and DMs into a table, flagging complaints, and replying only after a person approves.
· 5 min read
- AgenciesMixed
An SEO content pipeline from keyword gap to ranking, per client
Most agency SEO work stalls between the keyword spreadsheet and the published page. This setup keeps one table from gap to ranking, with an editor approving every draft and a dashboard that shows output and positions together.
· 6 min read
- AgenciesDashboard
Margin per client from hours and retainers, with an over-servicing alert
Most agencies find out a retainer lost money at the quarterly review. This dashboard joins hours and invoices every day, shows margin per client, and alerts the account lead while there is still time to talk to the client.
· 5 min read
- AgenciesWorkflow
Pitch prep in an afternoon with a sourced research brief
A new-business pitch lands on Tuesday and is due Friday. Here is a workflow that gathers the public picture of a prospect brand into one sourced brief, so the strategist spends the afternoon on the idea instead of the tabs.
· 6 min read
- AgenciesRelay
A weekly creative test readout grouped by hook and format
Most creative test reports list ads by name and spend. These field notes cover a Relay that reads results by hook and format instead, flags tired ads, and proposes the next round, with any budget change waiting for a person.
· 6 min read
- AgenciesMulti-workflow
Onboarding a new agency client in the first five days
The first week with a new client sets the tone for the account, and most of it is chasing logins and brand files. This playbook turns week one into five days of repeatable steps, ending with a first report the client can open.
· 6 min read