For marketing agencies
AI Automation for Marketing Agencies
Spend less time assembling reports, onboarding clients and chasing approvals, and more time on strategy and creative work. DartSol automates agency operations around the tools you already use.
Where agency teams lose time
- Every new client means the same onboarding checklist, access requests and folder setup, done by hand.
- Account managers spend days each month copying numbers from ad and analytics platforms into report decks.
- Content moves between briefs, drafts, approvals and publishing in email threads and chat.
- Leads generated for clients sit in forms or inboxes before anyone routes them.
- Project management, CRM and billing tools drift out of sync.
Agency workflows we automate
Client onboarding
Trigger a consistent onboarding sequence from a signed proposal: folders, project boards, intake questionnaires, access-request checklists and internal kickoff tasks.
Automated client reporting
Pull data from the platforms you use (subject to their APIs) into dashboards or report templates, with AI-drafted commentary that an account manager reviews before anything is sent.
Content operations
Move briefs, drafts and approvals through a tracked pipeline. AI can prepare first drafts or variations against your brand guidelines, and a person approves every published piece.
Lead routing for clients
Route form and ad leads to the right client CRM or inbox within the workflow you define, enrich records where permitted, and alert the owner.
Project and CRM sync
Keep project boards, CRM stages and billing milestones aligned so status lives in one place instead of five.
Custom integrations
Use n8n, Make or Zapier where they fit, and custom code where they don't, with monitoring so failed runs get noticed.
How we work
- 1
Pick one workflow
Usually reporting or onboarding: whichever costs the team the most hours.
- 2
Map & design
Document data sources, approvals, edge cases and what 'done' looks like.
- 3
Build & test
Build against test accounts and sample data, including failure cases.
- 4
Launch & monitor
Roll out per client, watch run logs and tune the workflow.
Frequently asked questions
Can automated reports go straight to clients?
They can, but we recommend an account-manager review step, especially for AI-written commentary. The automation assembles the numbers and a draft summary, and a person confirms it before it's sent.
Which marketing platforms can you pull data from?
Any platform with an accessible API or export that your account has permission to use. We confirm availability, rate limits and access requirements for your specific tools before scoping.
Will AI-generated content match our clients' brand voices?
AI drafts can be guided by brand guidelines and examples, but quality varies. That's why every piece goes through human editing and approval before publishing.
Do we need to change our tools?
Usually not. We start by connecting the tools you already use and only recommend changes where an integration isn't possible or reliable.
Do you work with agencies in the United States?
Yes. DartSol LLC is registered in Austin, Texas, and works remotely with agencies across the United States, as well as in Canada and Australia. We agree working hours and communication channels at the start of each engagement.
Discuss Your Project
What happens next
- 1We review your request.
- 2We reply by email with any questions, or suggest a short call.
- 3If it's a good fit, you get a written quote for the agreed scope.
Prefer another way? Email info@dartsol.com or pick a time on Calendly (opens in a new tab).
DartSol LLC is registered in Austin, Texas, and works remotely with businesses across the United States, as well as in Canada and Australia.
Automate the workflow your team dreads most
Book a consultation to walk through your reporting, onboarding or content process, and we'll outline what automating it would take.