At Azality, we don’t just build automation for clients — we use it ourselves. Running a digital agency involves tons of repetitive, time-consuming tasks. Here’s how we’ve automated our own admin work to stay lean and focused.
1. Client Onboarding We use forms + bots to automatically collect project details, send agreements, and trigger welcome emails.
2. Proposal Generation Templated proposal workflows pull in client info and generate drafts in minutes — not hours.
3. Time Tracking & Invoicing Timesheet tools + Zapier flows help us generate invoices and send them on time every month.
4. Email Triage & Task Assignment We use intelligent bots to scan inbound emails, auto-tag by priority, and route tasks to the right team members in ClickUp.
5. Weekly Reports AI tools generate internal summaries every Friday: project updates, open tasks, flagged issues. Keeps everyone aligned without manual check-ins.
Curious how we built all this?
Let’s map out your agency’s automation blueprint — free discovery call included.