Summary
The client’s marketing work is spread across tools, so delivery and follow-up depend on repetitive manual work.
The solution became a connected workspace for AI agents, campaign workflows, and approvals.
The software is made to reduce manual work and rework across the client’s marketing delivery.
Client story
The client is a digital marketing agency from Greece. It manages multiple client accounts and campaigns.
Information is shared across briefs and conversations. It also moves between project tools, marketing platforms, and analytics.
This separation costs the team time when it turns client information into tasks, campaign work, and reports. Follow-up and delivery also depend on keeping operational status visible across different tools.
The request was simple: connect Claude or other AI agents to the agency’s existing tools, centralize delivery and campaign monitoring, standardize reusable workflows, and keep human approval before client-facing actions.
The solution was shaped around four connected areas: intake and task creation, content and campaign work, client delivery tracking, and SEO review and reporting. Modules, templates, and approval rules were organized so the agency could manage its own standards.
The client asked for
- Connect AI agents to existing tools through APIs, connectors, webhooks, or automation platforms.
- Centralize dashboards, trackers, reports, alerts, digests, and monitoring.
- Standardize reusable workflows, templates, agents, SOPs, and handoff materials.
- Require human approval before publishing, sending, deploying, or client-facing actions.
Why ready-made software did not fit
Ready-made options in this category are described as consulting services, enterprise AI products, engineering units, and AI-native software. The project combined the client’s required workflow structure and approval process with connections to its existing tools.
Project overview
The solution was designed around a central intake screen for conversations, briefs, and client notes. Claude or another AI agent turns this information into workflow steps and ClickUp tasks, with an approval control before creation.
To handle content and campaign work, a dedicated workspace was provided for briefs, brand voice guidelines, and editorial calendars. It supports content generation, campaign workflows, social scheduling, and email and SMS campaigns.
The client delivery dashboard brings client lists, project status, and owners into one view. Deadlines, reviewer alerts, daily digests, and client requests remain available for delivery monitoring.
SEO work was shaped as a separate review and reporting area. It combines SEO articles, meta tags, and keyword data with Google Analytics data and Google Search Console data.
Quality scores, verification status, and report exports complete the review.
Special attention was paid to human review and reusable operating rules. Approval, quality scoring, and verification can sit before publishing or sending.
They can also precede other client-facing actions.
Documentation and training help the client team manage the system.
Key features delivered
- AI workflow and task intake
- Connections to Claude and other AI agents
- Marketing content generation
- Campaign workflow automation
- Social media scheduling
- Email and SMS campaigns
- Client delivery dashboards
- Human approval queues
- SEO content quality scoring
- Analytics and SEO reporting
