For Agencies

AI automation for agencies

Build client reports, chase approvals, onboard new accounts, and keep every project channel current — handled by an AI worker that drafts the work and waits for your sign-off before anything reaches a client.

Try it free How approvals work

Agency margin lives in the hours you don't bill for — the status updates, the weekly client reports, the 'just checking in' emails, the scramble to onboard a new account. It's the work that keeps clients happy and never shows up on an invoice.

A taskden worker takes that overhead off your team's plate. It pulls the numbers, drafts the client report, updates the project channel, and chases the missing approval — then holds everything for your review before a single thing goes to a client. Your account managers stop assembling reports and start using the time they get back.

Where the time goes

The work a worker takes off your plate

Client reporting devours billable hours

Every account needs a weekly or monthly update, and assembling each one by hand is hours your team can't bill. A worker pulls the metrics, drafts the report in your template, and hands it back ready to review.

Status updates fall behind

Clients churn when they feel out of the loop, but nobody has time to post updates to every project channel. A worker keeps each channel current and drafts the 'here's where we are' note before the client has to ask.

Approvals stall the whole pipeline

A deliverable sits because the client hasn't signed off and nobody followed up. A worker chases the approval politely, on schedule, and flags what's actually blocked.

Onboarding a new account is a checklist nobody loves

Kickoff means a dozen small setup tasks across your tools. A worker runs the checklist — create the CRM record, set up the channel, draft the welcome email — and leaves the sends for you.

How it works

Real workflows, handed off and done

Each one drafts and proposes — nothing sends until you approve it. See how approvals work →

Assemble the weekly client report

You ask

“Every Friday, build the weekly report for each active client from our metrics sheet and draft the email to send Monday.”

1
Run on a schedule — every Friday afternoon, automatically.
2
Pull each client's numbers from your metrics sheet in Google Sheets.
3
Draft a per-client report in your template, with the week's movement called out in plain language.
4
Draft the send-ready email to each client contact for Monday morning.
5
Hold the batch for your account lead to review and approve.

Result: Built reports for 8 active clients, drafted each client email, and queued them for Monday — all waiting on one review.

Keep every project channel updated

You ask

“Post a Friday status update to each client's Slack channel summarizing what shipped this week and what's next.”

1
Read the week's activity across your project tools and notes.
2
Summarize, per client, what shipped and what's planned for next week.
3
Draft a clear status post for each client's Slack channel.
4
Flag any project that's blocked or off-track so a human can weigh in.
5
Post each update once you approve it.

Result: Drafted Friday status updates for 6 client channels, flagged 1 blocked project, and posted after your approval.

Onboard a new client account

You ask

“We just signed Northwind. Run our onboarding: create the CRM record, set up the channel, and draft the welcome email.”

1
Create the company and contact records in HubSpot from the signed details.
2
Set up the client's project channel in Slack and invite the team.
3
Draft a warm welcome email introducing the team and the next steps.
4
Assemble the kickoff checklist so nothing gets missed.
5
Leave the welcome email for you to approve and send.

Result: Created the HubSpot records, set up the Slack channel, and drafted the welcome email for Northwind — ready for your sign-off.

Built on the apps you already run

The tools this worker connects

One worker chains these together in a single task — reading from one, drafting in another, updating a third — so the handoff is clean end to end.

Browse all 2,700+ integrations →

Questions

Can it build client reports in our format?

Yes. Describe your report template once and the worker pulls the numbers from your metrics sheet or CRM and drafts each client's report in that format. You review and approve before anything goes out.

Will a client ever receive something we didn't approve?

No. Every client-facing message — report, status update, email — pauses for your approval before it sends. The worker drafts and assembles; a human signs off. Every step is logged.

Does it connect to the tools we already run on?

Yes. Slack, Google Sheets, Gmail, HubSpot, and 2,700+ more through Pipedream Connect. One worker can pull metrics from a sheet, update a CRM record, and post to a channel in a single task.

Can we run different reports for different clients?

Yes. Each client can have its own template, cadence, and metrics. Reference the client by name and the worker uses the right setup — the way you'd brief an account manager.

How is this different from Zapier?

A Zap fires one fixed step on a trigger. A worker reasons through a whole task — pull the data, write the summary, draft the email, flag what's off — and adapts to what it finds, then waits for your approval before anything client-facing goes out.

Hand off the work you keep redoing

Start free and give a worker its first real task. It drafts and proposes; you approve before anything sends.

Start free

No credit card required.

Try taskden for AgenciesStart free