How Ad Agencies Can Use Automation to Work Faster and Impress Clients

Running an ad agency is exciting, but also demanding. Every day comes with dozens of small tasks—briefs, approvals, follow-ups, updates, and client questions—that quietly consume hours.
While creativity fuels your work, the real challenge is keeping communication clear and organized.

This is where automation becomes a powerful advantage. It helps your team focus on ideas, not repeated tasks. Let’s break down how ad agencies can benefit from smarter workflows.

Better Client Onboarding

A structured start for every new client

Automation gives your agency a simple and consistent onboarding process:

• A welcome flow

• Brand questions

• Asset uploads

• Campaign goals

• Access details

Everything lands in one place, so your team begins with a complete picture.

Stronger Campaign Brief Collection

Full briefs without repeated back-and-forth

Instead of missing details or incomplete briefs, automation collects:

• Budget

• Audience

• Creative references

• Platform choices

• Deliverables

This helps designers, copywriters, and strategists start with clean direction.

Smoother Creative Approvals

Quicker approvals without chasing clients

Approval delays slow down everything. Automation supports your flow by:

• Sending creatives for review

• Collecting comments

• Logging approval time

• Updating the task status automatically

Your team stays aligned without manual reminders.

Automated Campaign Updates

Clients receive updates before asking

Automation can share useful updates like:

• “Creative ready for review”

• “Scheduled for launch tomorrow”

• “Next deliverable coming up”

It keeps clients in the loop and reduces unnecessary messages.

Lead Management for Performance Agencies

For agencies handling paid campaigns

If you run ads, automation helps you:

• Capture leads instantly

• Organize them by campaign

• Distribute to teams

• Send follow-up messages

• Share live tracking links with clients

It builds transparency, which clients appreciate.

Better Team Coordination

Tasks move smoothly within the agency

Automation helps manage internal work by:

• Assigning tasks

• Setting priorities

• Adding deadlines

• Sending reminders

• Sharing updates

Your team avoids confusion and stays focused.

All Communication in One Place

No scattered chats or missed messages

Agencies communicate across many channels—WhatsApp, Instagram, email, and more.
Automation brings everything together so:

• No file gets misplaced

• No message gets lost

• Every approval stays recorded

It improves productivity and reduces stress.

Improved Client Transparency and Trust

Clients appreciate knowing what’s happening without asking repeatedly. Automation helps you create a clear, transparent experience. Every step—briefs, approvals, updates, campaign notes, or lead performance—gets recorded and organized. Clients can see progress at any time, which reduces confusion and builds stronger trust. When clients feel informed, they stay calmer, give better feedback, and respect your process more. It creates a healthier working relationship for both sides.

ihakimi Features for Ad Agencies

• Multi-Channel Inbox

All client messages collected in one dashboard for better clarity.

• Automated Workflows

Onboarding, brief collection, approvals, and updates run on auto-pilot.

• Auto Replies

Clients get instant answers to common queries.

• Team Coordination Tools

Assign tasks, add deadlines, and send reminders with ease.

• Lead Management

Capture, organize, distribute, and track leads effectively.

• Payment Reminders

Automatic reminders help you collect payments on time.

• Integrations

Connect tools you already use for a smoother flow.

Wrapping It Up

Agencies work best when communication is clear, approvals are quick, and teams stay organized. Automation supports all these areas without interfering with creativity.
By introducing a structured onboarding system, faster approval cycles, better updates, and cleaner internal coordination, your agency works faster and delivers more confidently.

Your team gets more time to create.
Your clients get a smoother experience.
Your workload finally feels lighter.

Ready to See This in Action?

If you want to experience how onboarding, approvals, client updates, and team coordination operate inside Ihakimi, check out the demo.

Tap the “Check Demo” button to explore it.