AI agents for marketing and creative agencies
Agencies lose margin to reporting, chasing approvals and scope creep. Cogent builds client reports, chases assets and flags work outside scope.
01Where the week goes
We work with marketing agencies, web design studios, creative agencies and consultancies. The details differ from firm to firm, but the same few jobs come up on almost every discovery call:
- Client reporting. Monthly reports from several platforms.
- Approvals and assets. Chasing feedback and files.
- Scope creep. Small extras nobody bills.
- Brief qualification. Enquiries without budget.
None of these need your expertise. They need doing quickly, the same way every time, and that's exactly the kind of work AI agents do well, with your Business Map telling them how your business runs.
Key idea
Margin is lost in the hours nobody logged.
02Agents built for marketing and creative agencies
These are the agents we most often switch on first in this sector. Each one reads your second brain, works around the clock and asks you before anything that matters.
- Trigger
- Month end
- Does
- Pulls data and writes the client report
- Asks you
- Before sending
- Trigger
- Work is waiting on a client
- Does
- Chases feedback and assets
- Asks you
- Before a third chase
- Trigger
- A new request arrives
- Does
- Checks it against the agreed scope and flags extras
- Asks you
- Before telling the client
Your first agent is the one with the highest score on your discovery call, not the one on the top of this list. Most firms add a second and third over the following months.
03Ask your business anything
Because every agent writes to the same memory, you can ask questions in plain English that used to mean an afternoon in spreadsheets and inboxes.
YouWhich clients went over scope this quarter?
CogentThree, about 26 hours unbilled.
YouWhat did we promise Northfield in their proposal?
Cogent8 blog posts, monthly report, 2 landing pages.
04Your Monday briefing
At 7am every Monday you get a short briefing built from your own tools: what came in, what's stuck and what changed.
05Find your peak
On the call we score every repeating job by hours a week × how easy it is to hand off (1 hard, 2 medium, 3 easy). The highest score gets built first. Here's how a typical list might look.
| Job | Hours a week | Ease | Score |
|---|---|---|---|
| Client reporting | 6 | 3 | 18 |
| Chasing approvals | 4 | 3 | 12 |
| Scope tracking | 2 | 2 | 4 |
Example · dummy data. Score = hours a week × ease.
In this example, client reporting is the peak. Run your own numbers with the calculator on our home page, or bring them to the call.
06Where approvals sit
Every agent starts on a short lead. Here's a typical starting point for this sector. Yours is written into your Business Map.
Does alone
- Drafting reports
- Logging requests
Asks first
- Client messages
- Change requests
Never
- Agreeing new fees
Pricing and contract changes stay with you.
07Works with the tools you already use
We connect to what you have rather than asking you to move. Common tools in this sector include HubSpot, Asana, ClickUp, Monday.com, Google Analytics, Meta Ads, Xero and Slack. If a system has no integration, a Portal Operator agent can work it the way a person would.
08Questions
Can AI write client reports?
Yes, from your platforms' data, ready for your review.
Can AI catch scope creep?
It compares new requests with the agreed scope and flags extras.
CogentIntelligence