
Emeka O.
Marketing Agency Automation Specialist
Six years on inbound teams. Wires Claude into your inbox so every lead gets a fast, qualified reply and lands in the CRM before you read it.
- Claude
- n8n
- HubSpot
- Slack
For digital and creative agencies. Live in HubSpot and Asana from week one.
Maria GomezContent Writer, Delegated AIWrites Delegated AI's guides on automation and delegation.
A marketing agency automation specialist builds the workflows that pull monthly reports from Google Ads, Meta Ads and GA4, send approval reminders when deliverables go stale, move new clients through onboarding, and track scope against the signed SOW. They work inside HubSpot, Asana, Looker Studio and the tools your account team already runs.
Last updated
Your account team spent four hours last week pulling numbers from Google Ads, Meta and GA4 for one client report. The draft went to the client on Tuesday. It is now Friday. Nobody has approved it. Three other deliverables are waiting on the same client, and onboarding for the new retainer starts Monday without a completed access checklist.
A delayed approval pushes your publish date and makes your agency look slow. A missed reporting deadline costs you a retainer.
Reports pull from Google Ads, Meta and GA4 automatically and land in the client's inbox on the same day each month.
Every deliverable triggers a timed reminder sequence until the client approves or flags a change.
Brand questionnaire, access requests and SOW all go out in a single sequence the moment a retainer is signed.
One specialist, one flat price, and every workflow they build belongs to you.
A dedicated specialist working your business hours, including end-of-month reporting crunch and campaign launch weeks when every client needs something at once.
No setup fee. No contract. Stop whenever you want.
Never scoped, never billed per project. The backlog just keeps moving.
Everything is built in your own tools. Cancel and it all keeps running.
A short Friday note on what was automated this week and the hours it saves you.
Academy-trained, background-checked, least-access credentials.
| Delegated AI specialist | Freelance consultant | Automation agency | Doing it in-house | |
|---|---|---|---|---|
| What you pay | One flat monthly rate for 20 hours a week | $75 to $150 an hour | A project fee, then a retainer | A coordinator salary plus benefits |
| Knows agency workflows | Placed from agency and client-ops backgrounds | Depends entirely who you get | Sometimes, on the senior accounts | You do |
| First workflow live | Week one | After scoping and a signed statement of work | After discovery and onboarding | Between other fires, eventually |
| Works in your agency stack | HubSpot, Asana, Looker Studio, Slack, whatever you run | If they have used it before | Often only their supported stack | Yes |
| Changes mid-retainer | Included, a new build every week | Billed by the hour | Quoted as a new project | Postponed until it is quiet |
| If you stop | Every workflow keeps running in your accounts | You inherit whatever is documented | Access can end with the contract | Nothing changes |
The consultant and agency columns describe how those engagements are usually structured, not any one firm. Your own quote is confirmed on the intro call.
Your specialist comes AI-trained and fully fluent in:
Wednesday 9:08 AM
Friday 2:33 PM
Tuesday 11:02 AM
Monthly reporting used to take my AM half a day per client. Now the report pulls itself from Google Ads and Meta, drops into the template, and goes to the client automatically on the first. We got that back in the first week.
Rachel P.Director, digital marketing agencyVerified clientContent approvals were a mess of Slack pings and forgotten emails. Now every deliverable has a reminder sequence that runs until we get a response. Approval cycles tightened up noticeably in the first two weeks.
Dan K.Founder, boutique SEO and content agencyVerified clientMonth-to-month, cancel whenever you want. If your specialist is not the right fit, we replace them free. And every workflow lives in your own accounts, so it stays yours either way.

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Every specialist is matched by hand to your stack, your tools and your timezone, which caps how many businesses we can start properly. When this month is full, the next start date is the following month.
One flat fee.
Your dedicated AI Automation Specialist for Marketing Agencies, 20 hours a week.
Month-to-month. No setup fee. Cancel anytime and keep every workflow.
Thirty minutes. Bring your messiest week. You leave with the three workflows worth automating first, sequenced and yours to keep. If we're a fit, your specialist starts within a week.
Monthly client reporting, content approval follow-up sequences, new client onboarding, scope-change tracking, time and deliverable logging, and CRM hygiene. The intro call maps which workflow is eating the most account-manager hours right now.
Yes. Both have APIs and native integrations the specialist connects to Zapier, Make or n8n. ClickUp, Monday.com and Notion are also supported. Your specialist builds around the tools your team already runs rather than asking you to switch.
Yes, and it is usually the first build. A month-end trigger pulls data from Google Ads, Meta Ads and GA4, populates a Looker Studio or Google Sheets template, and sends the finished report to the client on a set date. No account manager in the loop unless the numbers need commentary.
When a deliverable is sent to a client, a timed sequence fires: a Slack message at 48 hours, an email follow-up at 96 hours, and an internal flag after seven days. Each step logs to your project tool. Approvals and revision requests close the sequence automatically.
Yes. A signed contract triggers the onboarding sequence: brand questionnaire, an access request list for Google Ads, GA4, Meta Business Manager and Search Console, and a kickoff calendar invite. Each item tracks completion and sends a follow-up if the client goes quiet.
The specialist sets up a log that captures every client request as it arrives, tags it against the signed SOW, and flags anything that falls outside scope before it becomes invisible work. Account managers get a weekly digest of in-scope versus out-of-scope volume per client.
The specialist is placed within 48 hours and builds the first workflow in week one. Most teams start with reporting or approval follow-up because those have the clearest ROI and the fewest dependencies.
No. You describe the outcome you want, approve the workflow before it goes live, and get a plain-English summary of how it works. The specialist handles all the tool configuration, API connections and testing.
Every workflow lives in your accounts, not ours. If you stop, everything keeps running exactly as built. You own the Zapier flows, the Make scenarios and the HubSpot sequences.
Thirty minutes on your messiest week. The three workflows worth automating first are yours to keep either way.