Who this is for: Agency owners and account managers.

The Bot team

One Bot per theme, not per task. Each has its own accounts (see own accounts).

Client Reporting Bot — Owns weekly client reports from analytics, ad and project data, per client template.

Account Hygiene Bot — Owns CRM and project hygiene across clients; flags stalls and scope creep signals.

Intake Bot — Owns new-request intake from Slack Connect and email into the project tool, with a clarifying draft.

Routines

Friday — client reports drafted per template
Daily — project stalls and unbilled hours flags
On intake — file, classify, draft clarification
Monthly — retainer utilisation summary

What's behind approval

Anything sent to a client. Reports and clarifications are drafts until an AM taps.

What the win looks like

Reports on Friday morning instead of Friday night, and scope creep visible before the invoice argument.

What we won't build here

Bots in client Slack Connect channels without the client's knowledge. Disclose, or route through a human.

Setup and cost

Use the free workflow check to choose one task from this playbook. For lead, inbox or quote preparation, the free starter kit provides role templates and test instructions. Plan and usage costs remain separate: see which plan you need.