Kickoff
Goals, owners, inputs, and the first review date return as a usable operating recap.
AI for marketing agencies
AI for agencies with more client work than client-service hours.
Workforce AI helps a marketing agency turn client calls, email threads, approvals, and promised next steps into organized work. It drafts the recap, prepares the follow-up, and keeps the handoff visible. Your team still owns the strategy, creative judgment, publishing, and budget.
Creative direction, campaign claims, publishing, ad spend, and client promises stay with your team.
The client-work trailWork trail
The status call ends. The work already knows where to go.
Meeting
Client feedback gets written up
CapturedApproved changes, open questions, and the next review date come out of the Zoom call.
Draft
The recap sounds like the account lead
ReadyA clean client email waits for review, minus the internal debate and accidental promises.
Task
Each handoff has one owner
AssignedCopy, design, media, and client approvals stop sharing the same vague “we.”
Choose your agency question
Running the agency and reselling Workforce are different opportunities.
Use it on your own client work, fix one approval-heavy workflow, or add AI employees to the services you sell.
01AI for marketing agenciesSee the operating workflow.
Kickoffs, client calls, recaps, approvals, tasks, and follow-up, with the account lead keeping the final word.
Best for agency operations02Agency follow-up softwareFix the gap after feedback and proposals.Keep assets, approvals, open questions, and the next client touch from hiding in separate threads.
Best for client service03Reseller programBring AI employees to your clients.A separate path for agencies that want a recurring revenue line, not just a faster internal workflow.
Best for new revenueThe operating pattern
Agency work moves through four kinds of conversation.
The useful part is preserving what changed, what was approved, who owns it, and what the client should hear next.
Production
Internal questions stay separate from the concise update the client actually needs.
Approval
The exact asset, requested change, reviewer, and due date remain attached to one visible trail.
Follow-up
The next client touch starts from the real project context instead of “just checking in.”
Inside the product
The loose ends stay visible to the team.
The preview shows the task pattern, not a customer account. In your workspace it runs on the tools you connect and the review rules you set.
dashboard.hireworkforce.ai
EmployeesMeetingsTasksChatImage GeneratorIntegrationsSettings
Tasks
3,250 credits+ New task
Pending Approvals
SofiaEmail
Send revised quote to a client
Drafted from the meeting with the 10% discount. Schedules send for 9:00 AM.
ApproveRejectEdit
MarcusCalendar
Book Friday follow-up
30 minutes, invites the attendees, adds the agenda from the recap.
ApproveRejectEdit
History
A responsible first workflow
Automate the handoff. Keep the taste.
Start with a repeatable communication loop where the source and reviewer are obvious.
Good first candidates
The source is the recorded conversation, and the account lead reviews it.
The asset, decision, owner, and due date are explicit.
The next message can address the actual question or objection.
Keep these with a person
Taste and judgment are the thing the client hired.
Live campaigns and budgets deserve explicit controls.
The account owner confirms what the agency can commit to.
Straight answers
The questions buyers actually ask, answered straight.
Last reviewed July 10, 2026.
What can Workforce AI do for a marketing agency?
It writes up client Zoom calls, drafts recaps and follow-up for account-lead approval, keeps project context together, and turns explicit commitments into tasks with owners and dates.
Does it replace project-management software?
No. Your project system stays authoritative. Workforce AI handles the meeting, inbox, drafting, context, and follow-up work around it.
Can it chase client approvals?
It can prepare a specific reminder from the real asset and thread and keep the approval task visible. The account lead reviews what the client receives.
Can it run campaigns?
This page does not promise unreviewed publishing, media buying, or budget changes. Those actions require a supported integration, explicit permissions, and agency controls.
Where should an agency start?
Start with client-call recaps and approval follow-up. The team repeats both every week, and the payoff shows up before the next status call.
Start with the work, not the buzzword
Map one workflow your team repeats every week.
Nine questions, about two minutes. No login and no card.
