Templates

Marketing Agency Client Communications Agent

Automates client communication workflows for marketing agencies.

Professional Services

What This Agent Does

Automates client communication workflows for marketing agencies.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: campaign update, social media, content approval, client revision OR from: client@marketingagency.com, @client.com

THEN DOES

Search knowledge base for project details and timelines. For campaign update requests, forward to accountmanager@marketingagency.com with project status attached. For content approval, forward to creative@marketingagency.com with content draft and client feedback. For client revisions, reply with acknowledgment and forward to revisions@marketingagency.com. Add 'client-communication' label and set reminder if action required within 24 hours.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.