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White labelled AI briefing agent for
a creative marketing agency.
White labelled AI briefing agent
for a creative marketing agency.
The challenge
A mid-sized creative agency relied on a dedicated traffic manager to manually handle briefing, task creation, assignment, and internal coordination — spending 10–20 hours per week inside ClickUp just moving information around. When the traffic manager left the business, leadership saw it as an opportunity to rebuild the process with AI and automation at the core, turning a manual, error-prone workflow into a streamlined digital pipeline.
The challenge
A mid-sized creative agency relied on a dedicated traffic manager to manually handle briefing, task creation, assignment, and internal coordination — spending 10–20 hours per week inside ClickUp just moving information around. When the traffic manager left the business, leadership saw it as an opportunity to rebuild the process with AI and automation at the core, turning a manual, error-prone workflow into a streamlined digital pipeline.
The challenge
A mid-sized creative agency relied on a dedicated traffic manager to manually handle briefing, task creation, assignment, and internal coordination — spending 10–20 hours per week inside ClickUp just moving information around. When the traffic manager left the business, leadership saw it as an opportunity to rebuild the process with AI and automation at the core, turning a manual, error-prone workflow into a streamlined digital pipeline.
The goals
Handle multiple intake forms. Automatically create tasks with correct naming and data. Assign to the right team member based on BU logic. Route to the correct team queue. Notify relevant leads and keep everything moving.
The goals
Handle multiple intake forms. Automatically create tasks with correct naming and data. Assign to the right team member based on BU logic. Route to the correct team queue. Notify relevant leads and keep everything moving.
The goals
Handle multiple intake forms. Automatically create tasks with correct naming and data. Assign to the right team member based on BU logic. Route to the correct team queue. Notify relevant leads and keep everything moving.
Our solution
We built a fully automated Briefing Bot inside ClickUp, powered by native automation, AI logic, and Make.com integration. This triggered task creation from dynamic forms, handled field mapping including Client, Campaign, and deadline. The Agent then handled role-based auto-assignment and task routing, generating ClickUp task summaries to keep teams updated.
Our solution
We built a fully automated Briefing Bot inside ClickUp, powered by native automation, AI logic, and Make.com integration. This triggered task creation from dynamic forms, handled field mapping including Client, Campaign, and deadline. The Agent then handled role-based auto-assignment and task routing, generating ClickUp task summaries to keep teams updated.
Our solution
We built a fully automated Briefing Bot inside ClickUp, powered by native automation, AI logic, and Make.com integration. This triggered task creation from dynamic forms, handled field mapping including Client, Campaign, and deadline. The Agent then handled role-based auto-assignment and task routing, generating ClickUp task summaries to keep teams updated.
Deliverables
9 ClickUp automations, within a custom build
9 ClickUp automations
Within a custom build.
9 ClickUp automations, within a custom build
1 AI agent for naming & summary generation
1 AI agent
For naming and summary generation.
1 AI agent for naming & summary generation
Full field-to-task pipeline with conditional routing
Field-to-task pipeline
With conditional routing.
Full field-to-task pipeline with conditional routing
Client-ready workspace structure and logic mapping
Client-ready workspace
With structure and logic mapping.
Client-ready workspace structure and logic mapping
Task template, custom fields, and status automation
Custom automations
For task templates and status updates.
Task template, custom fields, and status automation
Final rollout + documentation + workspace transfer
Final rollout
With documentation and workspace training.
Final rollout + documentation + workspace transfer
Outcome
15-30 hrs/week saved
And no new hires
The new ops lead now manages two roles due to automation reducing workload.
And no new hires
The new ops lead now manages two roles due to automation reducing workload.
And no new hires
The new ops lead now manages two roles due to automation reducing workload.
IMPROVED STANDARDISATION
And reduced bottlenecks
Automated naming improved organisation and automated assignment improved workflows.
And reduced bottlenecks
Automated naming improved organisation and automated assignment improved workflows.
And reduced bottlenecks
Automated naming improved organisation and automated assignment improved workflows.
INSTANT ADOPTION
Team use within days
Team adoption was steep with only a small learning phase. The agent is now used daily.
Team use within days
Team adoption was steep with only a small learning phase. The agent is now used daily.
Team use within days
Team adoption was steep with only a small learning phase. The agent is now used daily.
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