The Agency Owner AI Workflow
Building evidenceAutomate the agency delivery lifecycle — performance reporting, campaign brief processing, client approval cycles, and SLA tracking — so account managers coordinate and advise rather than reformat spreadsheets.
n8n pulls performance data from Google Analytics, Meta Ads Manager, and LinkedIn Campaign Manager for all clients overnight and populates reporting templates into Drive folders. When a campaign brief arrives, Gumloop's AI canvas processes it through a multi-step workflow — extracting positioning, running competitive research, pulling performance benchmarks — and assembles a first-draft strategy document. Make routes client deliverables through approval cycles with SLA timers. Bardeen handles ad-hoc competitive intelligence research. Relay.app surfaces SLA breach escalations with pre-drafted escalation emails.
Yes. n8n and Make both support custom-formatted outputs including HTML email templates, styled Google Slides, and branded PDF generation. White-label formatting is configured once per client template and applied automatically to each reporting run.
For agencies building their first automation, Make's visual canvas and 1,500+ pre-built integrations make it the easier entry point. Gumloop is better once you're ready to add multi-step AI reasoning inside workflows. The two tools complement each other.
Bardeen handles structured, repeatable research tasks — pulling specific data fields from competitor websites, extracting job postings, monitoring pricing changes. It's not a replacement for a researcher synthesizing strategy from ambiguous signals, but for systematic competitive monitoring at scale it's significantly faster and more consistent.