AI agents for digital marketing agencies
AI agents alongside HubSpot, Asana, and Harvest. Client reporting, project routing, and utilization tracking run so the team bills more and reports less.
Systems of record this works alongside
Starter workflows
Client reporting assembly
Pull performance across the client's ad, analytics, and CRM platforms, assemble the monthly report to the agency's template, and draft the narrative in the account manager's voice with the wins and the plan called out. Reporting stops eating the last week of every month.
Project intake and routing
Read the inbound client request, create the task in Asana with the scope and the brief, route it to the right team, and confirm timeline to the client, so requests stop getting lost in email threads.
Utilization and margin tracking
Reconcile logged time in Harvest against the retainer scope, flag the accounts running over budget, and surface the scope-creep conversation to the account lead before the account quietly goes unprofitable.
Campaign QA and launch checklist
Run the pre-launch checklist across tracking, creative, and targeting, flag the gaps, and stage the launch for the manager's sign-off, so campaigns go live clean instead of with a broken pixel.
Agencies drown in reporting and lose money to scope creep
A digital agency sells outcomes but spends its month assembling reports and quietly absorbing scope creep that erodes margin on every retainer. The data lives across a dozen ad and analytics platforms, and the profitability lives in a time tracker nobody reconciles until the account is already underwater. Ceven runs the reporting and the utilization tracking against HubSpot, Asana, and Harvest, so the team spends its hours on the work clients pay for. The agency's tools stay the systems of record; Ceven does the assembly and the reconciliation around them.
Reporting that does not consume the last week of the month
Client reporting is the tax every agency pays for retaining clients, and it lands in the same crunch every month across every account. Ceven pulls the performance from each platform, assembles the report to the agency's template, and drafts the narrative in the account manager's voice, so the manager reviews and personalizes instead of building from scratch. Anything the report claims traces back to the platform it came from, so the numbers hold up in the client meeting.
Catching the account that is going underwater
The account that slowly consumes more hours than the retainer covers is the one that kills agency profitability, and it is invisible until someone finally reconciles the time. Ceven reconciles logged time against scope continuously, flags the accounts running over, and surfaces the scope conversation while there is still time to have it. The account lead makes the call on how to handle it; Ceven makes sure the lead sees it coming, with a full audit trail of where the hours went.
Frequently asked
Does the agent talk to clients directly?
It drafts reports and communications in the account manager's voice, and the manager reviews before anything reaches the client. Routine confirmations can go on standing approval, everything else waits for a human.
Does this work with HubSpot and Asana?
Yes, both on the standard adapter, along with QuickBooks Online and Harvest. Ceven reads across the ad and analytics platforms and assembles around the agency's stack.
Can it pull from ad platforms and analytics?
Yes. Ceven connects to the ad, analytics, and CRM platforms the agency runs for its clients and normalizes the data into the agency's reporting template.
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