Automation & AI for Marketing & Digital Agencies
Run onboarding, approvals and client reporting on autopilot, so your team spends its time on the work clients pay for.
Built for agencies juggling many clients at once.
Agencies win on creativity and results, but a lot of time disappears into operations: onboarding new clients, chasing approvals, organising briefs and pulling together performance reports from a dozen platforms.
We automate these internal workflows and build client-facing tools, such as portals and live reports, that make your agency look more organised while freeing your team to focus on delivery.
Our services for marketing & digital agencies
Custom CRM & Lead Management
Organise prospects and client pipelines.
Learn more 02Business Workflow Automation
Automate client onboarding, approvals and task assignments.
Learn more 03AI Document & Data Processing
Organise briefs, proposals and client files.
Learn more 04AI Reporting & Business Intelligence
Generate campaign and client performance reports.
Learn more 05Custom AI Software & Internal Tools
Client portals and project management dashboards.
Learn more Not sure where to start?Let’s map the right automation for your business.
Book a free consultation. We’ll review your current tools and workflows, then show you where automation and AI will save the most time.
Schedule a Free ConsultationAutomations we build for marketing & digital agencies
Practical, high-impact workflows we can set up quickly and grow over time.
- Client onboarding checklists and access requests
- Content approval workflows with reminders
- Brief intake forms that create projects automatically
- Automated monthly client reports
- Time and budget tracking alerts
- Lead and proposal pipeline for new business
Cut admin and grow without adding headcount
New clients are set up in hours instead of days.
Clear routing and reminders keep projects moving.
Client reports are generated and sent automatically.
Portals give clients one place for files and status.
From first call to a system that runs itself
Free workflow audit
We map how work moves today, where time is lost and which steps are worth automating first.
Design & plan
You get a clear plan: what we will build, which tools it connects to and the outcome it should deliver.
Build & test
We build in short iterations, test with your real data and keep you involved at every step.
Launch & support
We train your team, monitor the system and keep improving it after it goes live.
We also work with
Let’s find the biggest time savings in your marketing & digital business.
A free workflow audit shows exactly where automation and AI will pay off first.
We’re happy to answer any questions you may have and help you determine which of our services best fit your needs.
Email Us at: contact@swiftlyops.comYour benefits:
- Client-oriented
- Results-driven
- Independent
- Problem-solving
- Competent
- Transparent
What happens next?
We schedule a call at your convenience
We do a discovery and consulting meeting
We prepare a proposal