Use case · Agency operations
Client dashboards, a creative production line and competitor research run in one workspace, and each client sees only their own data.
An illustrative agency operations use case for Agent Serve, the AI workspace where teams build, deploy, and manage AI agents: client reporting dashboards, a creative production line, competitor research and per-client connections and access.
At a glance
The problem it removes
Each Monday someone exports every ad platform for every client and pastes it into a deck. Creative drafts and competitor notes live in personal folders, and client data sits side by side with no clear line between brands.
Step by step
Row-level policies on the client column decide who sees which brand.
Drafts for each client land in the Library with their prompt and model.
The weekly commentary goes to the client only after the account manager says yes.
How it fits together
Scheduled workflows read Google Ads, Instagram and Shopify into one table with a client column.
One client dashboard serves every brand, filtered by the client column.
A reporting Relay explains what changed each week and waits for the account manager.
Strategists research competitors and designers draft creative in Chat.
Row-level policies, permission groups and Relay allowlists keep each client’s data separate.
How it runs
Agent Serve gathers each client’s numbers and drafts the commentary, and the account manager decides what the client receives.
A scheduled workflow reads Google Ads, Instagram insights and Shopify orders for each client into the performance table.
Row-level policies on the client column limit every panel, export and report to one brand.
The reporting Relay reads the client’s numbers and explains the three biggest changes.
The email to the client waits for approval, with recipients limited to an allowlist of client domains.
What to measure
Example figures for an agency serving fifteen client brands on paid media and creative.
−70%
Report prep per client
Numbers gathered by workflows, not exports.
1
Dashboard for every client
Row-level access, not a copy per brand.
−50%
Time to first creative drafts
Drafts generated from the client’s product photos.
100%
Client emails approved
Every report has an account manager’s yes.
Illustrative example. Figures show how the workflow is measured; they are not customer results.
In depth
Agent Serve gives an agency the client dashboards, the Relays, their connections and Chat in one workspace.
The Agent Serve client dashboard reads one performance table and filters to one brand through row-level access.
Give each Agent Serve Relay only the client accounts and Tool connections on its allowlist, such as one client’s Meta ads connection.
An Agent Serve workflow reads Semrush or Ahrefs reports and scrapes competitor pages with Firecrawl, then saves the findings to a table.
Strategists ask Agent Serve Chat about a client’s numbers, and designers generate creative drafts that save to the Library.
Examples
Three agency teams running client work on Agent Serve, each with a person approving what reaches the client.
An Agent Serve workflow gathers each client’s ad and store numbers, and a Relay drafts the note the account manager approves.
An Agent Serve workflow drafts ad variants from each client’s product photos and waits for that client’s brand reviewer.
An Agent Serve workflow reads search and ads reports for a prospect’s competitors and drafts a brief for the strategist.
Examples show what teams can build in Agent Serve. They describe patterns, not named customer deployments.
Before and after
| Work | Before | With Agent Serve |
|---|---|---|
| Client reports | BeforeExports from each platform pasted into a deck every week. | With Agent ServeA scheduled report from one dashboard, filtered per client. |
| Client data | BeforeEvery brand in the same spreadsheet tabs. | With Agent ServeRow-level policies keep each client to their own rows. |
| Creative drafts | BeforeFiles from separate AI tools in personal folders. | With Agent ServeDrafts saved to the Library with prompt, model and cost. |
| Competitor research | BeforeDone once for the pitch and never updated. | With Agent ServeA workflow refreshes the findings table each week. |
Governance
Agent Serve scopes what each person and each Relay can see, and every client email waits for a named account manager.
Security and governanceAn Agent Serve Relay can use only the integrations and Tool connections on its allowlist, so one client’s accounts stay with that client’s Relay.
An Agent Serve Relay’s recipient policy can be limited to an allowlist of client domains.
Row-level policies narrow what each person sees in tables, dashboards, exports and scheduled reports.
Relays never send email or book meetings without an approval, under any autonomy setting. An approval covers the exact payload the reviewer saw and expires if nobody decides.
Admin, write and read roles per workspace, plus permission groups that limit which models, blocks and integrations a team can use.
Proposals, approvals, declines and executed actions are written to the workspace audit log, which admins can export.
Sign in through your identity provider with SAML 2.0 or OIDC, and provision people with SCIM.
Further reading
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.
Performance agencies · 6 min readAgencies 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.
Creative & content agencies · 5 min readCompetitor 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.
Brand & growth strategy · 6 min readQuestions
Not to receive reports. Agent Serve scheduled reports go to external email addresses as a PDF, PNG or link. A client contact who signs in as a read-only member sees only their own rows.
Google Ads, Instagram and Shopify connect as Agent Serve integrations. Meta ads connect through Meta’s official ads server under Tool connections, and each Relay uses only the connections on its allowlist.
No. An Agent Serve Relay never sends email without approval of the exact message, and its recipients can be limited to client domains.
No. The figures are illustrative examples of what an agency might measure with Agent Serve, not customer results.
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