AI agents for forward thinking agencies

Deliver more for clients. Protect your margins.

Agents for client briefs, campaigns and reporting. Built around your agency, with our AI team and platform behind you.

Plan your first agent

Agency Concierge

Example workflow

One call. The next steps, ready.

Follow Agency Concierge as it prepares the work.

Client check-in ended“Refresh the creative. Launch Friday.”

10:42

Turned commitments into tasks
Creative refresh prepared for Alex, due Thursday.
Asana
Client follow-ups drafted
Client updates and actions, written in your voice
Slack Gmail
Remembered what matters
Client intelligence: same budget, new creative priorities.

Prepared for your review. Nothing sent yet.

Illustrative workflow. Tailored to your agency and connected tools.

OpenAI

Anthropic

Gemini

Meta Llama

Mistral

DeepSeek

Moonshot AI

Z.ai

Example agents

Agents for the work behind every account.

From briefs to content plans and campaign reviews, build agents for the work your team repeats every week.

Discover your first agent

Client Brief CoordinatorTurns client requests into creative briefs and workplans, flagging gaps before production.

Input

A client request arrives

A supplied campaign brief or request, brand context and your briefing and delivery templates.

Agent

Check and shape the brief

Check the request for objectives, deliverables and missing information
Structure the creative brief, workplan and decision points

Example connections

WorkspaceRequests, briefs and templates
AsanaDelivery workplans

Output

A brief and workplan

Creative brief and proposed tasks with owners
Open scope questions and decisions for your account team

Example workflow, tailored to your tools, criteria and approvals.

In practice A client launch request becomes a draft creative brief, workplan and list of scope questions.

You stay in control Your team resolves gaps and confirms scope, owners and dates before work starts.

Campaign Asset ReviewerChecks assets against the brief, brand and channel requirements, then lists fixes.

Input

Assets and agreed criteria

Supplied campaign assets, the stated brief, brand criteria and channel requirements.

Agent

Check the supplied assets

Compare assets with the agreed brief and criteria
Log exceptions, missing evidence and checks needing a person

Example connections

WorkspaceCampaign assets and brand guidance
Google SheetsCriteria and exception log

Output

An asset fix list

Findings linked to the relevant asset and criterion
Corrections and unresolved checks for review

Example workflow, tailored to your tools, criteria and approvals.

In practice Your delivery team gets an asset-by-asset fix list before the next client review.

You stay in control Your team defines the criteria and signs off the assets before anything is published.

Client Review CoordinatorTurns account updates and campaign results into client review packs and next steps.

Input

Updates and results arrive

Project status, account updates, open actions and supplied campaign results for the review period.

Agent

Prepare the client review

Summarise progress, supplied findings and exceptions
Track decisions, owners and outstanding actions

Example connections

AsanaProject progress and actions
Google SheetsSupplied campaign metrics
SlackTeam updates and context

Output

A review-ready pack

Draft status summary with findings and blockers
Action log, open questions and proposed owners

Example workflow, tailored to your tools, criteria and approvals.

In practice An account manager prepares the monthly review from team updates, results and outstanding decisions.

You stay in control Your account manager checks the findings and approves the pack before it is shared with the client.

Content PlannerTurns brand briefs into social concepts, draft scripts and channel plans.

Input

Brand brief and activities

Approved brand guidance, recurring client activities, content goals and channel requirements.

Agent

Plan the content routes

Develop channel-specific social concepts and scripts
Organise production prompts, formats and review points

Example connections

WorkspaceBrand briefs and content inputs
AsanaContent production tasks

Output

Content routes to review

Channel-specific concepts and draft scripts
Production plan and creative prompts

Example workflow, tailored to your tools, criteria and approvals.

In practice Your social team turns monthly client priorities into content routes and production prompts.

You stay in control Your strategists and creatives select the routes, check brand fit and approve content before publishing.

Trend Response StrategistTurns supplied trends into campaign briefs, with evidence and brand risks.

Input

Signals and brand context

Supplied cultural or trend signals, source evidence, campaign goals and brand boundaries.

Agent

Assess the opportunity

Check relevance and evidence for each supplied signal
Suggest formats while flagging brand, timing and context risks

Example connections

WorkspaceSupplied signals and brand guidance
SlackTeam review and timing

Output

A reactive campaign brief

Evidence-linked idea and possible channel formats
Risks, gaps and next actions for the creative team

Example workflow, tailored to your tools, criteria and approvals.

In practice Your social team gets a reactive brief with the source, timing and brand risks attached.

You stay in control Your team validates the signal and approves any reactive content before it reaches a channel.

Creative Test PlannerReviews ad variants and sets out what to test, by channel.

Input

Ad variants and goals

Supplied creative variants, campaign goals, audiences and channel requirements.

Agent

Structure the creative test

Compare messages, formats and variations against the goal
Identify hypotheses, risks and missing variants

Example connections

WorkspaceAd variants and campaign goals
Google SheetsCreative test matrix

Output

A test matrix to review

Proposed variants and hypotheses by channel
Risks, gaps and review notes

Example workflow, tailored to your tools, criteria and approvals.

In practice Creative and media teams review a test proposal with a hypothesis for each ad variant.

You stay in control Your media team approves the test design and creative before making campaign or budget changes.

Campaign Performance AnalystReviews paid, social and funnel results to prioritise optimisation actions.

Input

Campaign and funnel results

Supplied channel results, funnel metrics, reporting periods, goals and agreed metric definitions.

Agent

Reconcile and review

Align comparable results and flag mismatched definitions or gaps
Prioritise exceptions and questions for the next optimisation cycle

Example connections

Google SheetsSupplied campaign and funnel metrics
AsanaOptimisation review actions

Output

A performance review digest

Draft findings with evidence and performance exceptions
Prioritised next actions and unresolved data questions

Example workflow, tailored to your tools, criteria and approvals.

In practice Your performance team brings campaign exceptions and proposed actions to the next client review.

You stay in control Your team validates the data, decides what to recommend and approves any changes. Missing evidence stays visible.

Affiliate Opportunity ResearcherTurns client goals and partner research into prioritised recruitment briefs.

Input

Programme context

The client’s affiliate programme, target audiences, recruitment criteria and supplied partner research.

Agent

Prioritise opportunities

Compare potential partners with the programme criteria
Explain fit, evidence gaps and recruitment priorities

Example connections

WorkspaceProgramme context and research
HubSpotProspective partner records

Output

Partner recruitment briefs

Prioritised opportunities with supporting context
Recruitment angles and questions to resolve

Example workflow, tailored to your tools, criteria and approvals.

In practice Your affiliate team gets a shortlist with a reason to approach each partner.

You stay in control Your team approves the shortlist and any outreach. Unverified partner information is flagged for review.

Partner Performance AnalystChecks partner records against agreed criteria and flags what needs attention.

Input

Partner records and criteria

Supplied partner performance records, reporting periods and agreed review criteria.

Agent

Review the records

Check records against supplied thresholds and criteria
Separate performance exceptions from missing or inconsistent data

Example connections

Google SheetsPartner records and review criteria
AsanaException follow-up

Output

Partner exceptions to review

Partner-level findings with evidence and criteria
Suggested follow-ups and unresolved data gaps

Example workflow, tailored to your tools, criteria and approvals.

In practice Your partnerships team gets the exceptions to investigate before the next client review.

You stay in control Your team validates exceptions and approves follow-up. Partner terms and communications remain under your control.

Three ways to grow your agency with AI

Clients want more from every retainer. Make that work for your agency.

Protect delivery margins

Reduce the admin behind briefs, asset reviews and reports, freeing your team for strategy and client relationships.

More capacity from your existing team.

Build recurring services

Offer content planning, campaign analysis or partner research as a managed service. We build and run the agents behind it.

A route to revenue beyond billable hours.

Put AI in clients’ hands

Give clients an assistant for campaign results or brand guidance, with the access and approvals you define.

Your expertise between account reviews.

Your agency expertise. Our AI team and platform.

Turn your agency’s methods into repeatable workflows across accounts and teams.

Built around your methods

Your briefs, brand guidance and review criteria shape each agent. Your team sets the standard.

Model

OpenAI

Tools

Slack

SheetsAPI

Your playbooksBrand context

Tailored to each client

Reuse proven workflows with each client’s brand, goals and tools. Keep their data and access separate.

client: northwindlive

client: greenfieldlive

client: brightlooplive

Client workspacesAccess rules

Run with confidence

Track outputs and costs. Test improvements before rolling them out across client accounts.

Draft2.47s

Tools0.89s

Result0.28s

Run historyCost trackingQuality checks

How RocketSaaS puts agents to work

RocketSaaS uses agents for content, client delivery and reporting. Managed agents for its clients are next.

Phase

What happened

Status

Prove it internally

Discovery calls routed into an insight repository and content roadmap.

Live

Extend into client delivery

Kick-off and strategy calls routed into campaign management.

Live

Client-facing reporting

Paid channel data produces standardised client reports.

Live

Run marketing agents for clients

Exploring managed agents as an additional service for clients.

Every callanalysed, up from about five a month

Client by clientagents connected to each client’s tools and information

Human approvalfollow-up emails drafted for a named person to approve before sending

“Rightbrain is the glue for agency operations.”

Joe Mclaughlin · Account Director at Rocket SaaS

Read full story

Prove the value on one client account

Choose one recurring task, agree success measures and prove its value before expanding.

First

Choose the right workflow

Map the time, volume and handovers behind a recurring task.

Then

Test it with your account team

Test on real briefs, calls or reports. Your account team checks the quality.

Before rollout

Check the business case

Compare preparation time, review effort, quality and costs with your current process.

Ongoing

Roll out what works

Extend to more accounts, train your team and agree who owns ongoing improvements.

No AI team to hire No infrastructure to run Measure value before scaling

Move from AI pilots to everyday delivery

Bring an idea or a stalled pilot. We’ll help you get it into daily use.

We deliver

Let us take care of it

We scope, build and run your agents. Your team defines the workflow and reviews the work.

AI delivery capacity without a team to hire.

We work together

Get your pilot into delivery

We help your AI lead connect tools, test quality and prepare the pilot for daily use.

Build the skills to take ownership.

Your team builds

Equip your in-house team

Build, test and run agents across client accounts, with our platform and engineering support.

Focus your engineers on agency workflows.

Find the right approach

A platform built for ongoing client delivery

Check quality, track costs and improve agents across client accounts.

Illustrative platform examples

The right model for the job

Choose and compare models for briefs, creative reviews and campaign analysis.

OpenAI frontier

Anthropic frontier

Gemini frontier

Llama open

Mistral open

Test changes before rollout

Check new versions against past briefs and campaign results.

OpenAI

accuracy91%

duration3.42s

cost/run38cr

output "owner": null "action": "Draft brief"

Anthropic

accuracy97%

duration2.71s

cost/run45cr

output "owner": "Account team" "action": "Draft brief"

Specialists for every task

Give each agent a clear job and the client context and tools it needs.

agency-concierge

live performance-analyst

live content-planner

live brief-coordinator

live asset-reviewer

live

Work starts when it is needed

Trigger work from calls, briefs or schedules, with approvals where needed.

Client call ends event agency-concierge agent Approval required review

Post to Slack action

Want to explore the technology? Visit our platform documentation.

Works with your agency’s tools

Connect calls, briefs and campaign data across the tools your agency already uses.

Fathom

Asana

Slack

HubSpot

Google Sheets

Notion

Gmail

Workspace

Microsoft Teams

Airtable

Salesforce

Snowflake

We’ll agree the connections, client access and approval rules each workflow needs.

Stay in control of every client’s work

Control each agent’s client data, actions and approvals.

Client and team access

Keep access scoped to the client, account team and task.

Never trained on your data

Prompts, files and outputs stay out of model training, whether it's your data or your clients'.

Encrypted in transit and at rest

Standard encryption on every run and stored artifact.

Tamper-evident audit log

Every run traceable to the exact prompt and model, exportable and handover-ready.

Your team has final sign-off

Set review points for client-facing work, campaign changes and external messages.

SSO, SAML, no lock-in

Your identity provider; export data and definitions anytime.

SOC 2 Type IIIn progress GDPR aligned EU data residency

Talk to us about security

Ideas for your agency’s next step

Agency stories and workflows to build on.

Agency strategy

Find the first workflow worth changing.

Bring a recurring task or stalled pilot. We’ll plan a first project with clear measures of success.

Let’s chat

Deliver more for clients. Protect your margins.

One call. The next steps, ready.

Agents for the work behind every account.

A client request arrives

Check and shape the brief

A brief and workplan

Assets and agreed criteria

Check the supplied assets

An asset fix list

Updates and results arrive

Prepare the client review

A review-ready pack

Brand brief and activities

Plan the content routes

Content routes to review

Signals and brand context

Assess the opportunity

A reactive campaign brief

Ad variants and goals

Structure the creative test

A test matrix to review

Campaign and funnel results

Reconcile and review

A performance review digest

Programme context

Prioritise opportunities

Partner recruitment briefs

Partner records and criteria

Review the records

Partner exceptions to review

Three ways to grow your agency with AI

Protect delivery margins

Build recurring services

Put AI in clients’ hands

Your agency expertise. Our AI team and platform.

Built around your methods

Tailored to each client

Run with confidence

How RocketSaaS puts agents to work

Prove the value on one client account

Choose the right workflow

Test it with your account team

Check the business case

Roll out what works

Move from AI pilots to everyday delivery

Let us take care of it

Get your pilot into delivery

Equip your in-house team

A platform built for ongoing client delivery

The right model for the job

Test changes before rollout

Specialists for every task

Work starts when it is needed

Works with your agency’s tools

Stay in control of every client’s work

Ideas for your agency’s next step

How agencies are rebuilding around AI

Make more of every client conversation

Connect research to your next campaign

Find the first workflow worth changing.