Automation for agencies
Agencies win by being fast, organized, and repeatable. AutomationsRecipe helps you turn your delivery process into reusable automation recipes — and produces client-ready documentation you can hand off.
What you'll get from each recipe
Every recipe is a complete, copy-friendly blueprint you can hand to yourself, your team, or a freelancer.
- Visual workflow mapTriggers, actions, AI steps, and decisions laid out as a clear diagram.
- Step-by-step setup guidePlain-language instructions for Make.com, n8n, or Zapier.
- Copy-ready AI promptsTuned prompts you can paste straight into the AI step.
- Tools & connections listExactly which apps, accounts, and triggers you need to wire up.
- Testing checklistPre-launch checks so the workflow doesn't break in production.
- Exportable PDFSave it as documentation or hand it to a client or teammate.
What agencies can automate
- Client onboarding and intake
- Proposal follow-up sequences
- Automated client reporting
- Content approval workflows
- Task creation in your PM tool
- Testimonial collection
- Lead magnet delivery
- Invoice and payment reminders
Best automation workflows
Client onboarding
Welcome email, intake form, shared folder, and kickoff scheduling in one flow.
Automated reporting
Pull stats from ad platforms and analytics into a weekly client report.
Content approval
Send drafts, collect approvals, and notify the team when ready to publish.
Task creation
Turn new sales into ClickUp/Asana/Notion tasks for the right team.
Testimonial collection
Ask delighted clients for a review at the right moment.
Recommended tools and platforms
Recipes work with the tools you already use.
Popular templates for this use case
View all templates →More templates are coming soon. You can generate a custom workflow for this use case now.
How AutomationsRecipe helps
- Describe a client process once and get a clear recipe.
- Reuse the recipe across every client.
- Export polished PDFs for client documentation.
- Improve any step with the AI assistant.
Example workflow recipe
New client → Onboarding kit → Kickoff
Why this matters
When delivery is automated and documented, agencies scale without burning out. Recipes also become a competitive advantage in pitches and SOPs.
Frequently asked questions
Generate your own automation recipe
Describe the workflow you want for your business. AutomationsRecipe will create a step-by-step recipe with setup guidance and AI prompts.
Helpful guides for this use case
Short, beginner-friendly guides to plan and ship your first automations.