Where the manual work sits in agencies
Process automation for marketing agencies.
Agencies sell time but lose a lot of it to reporting, approvals and internal back and forth. Campaign data is clicked together from several ad platforms, reports built by hand, client onboarding runs on checklists in people's heads and mail threads. These processes are recurring enough for automation and at the same time too unstructured for pure RPA. We work as an implementing consultancy and bring the process with the fastest ROI live first, connected to CRM, ad platforms and your project tool.
What comes in: PDF invoices, E-mail requests, Orders, Forms, Excel sheets, Onboarding. AI + RPA. Where it lands: SAP, CRM, DATEV, Approval.
Want to run the numbers on your own case? Book a slot via our booking calendar, alternatively info@prozessautomatisierung.co.
Concrete use case: reporting
The classic case is client reporting. Instead of pulling numbers from Meta, Google and LinkedIn by hand, the automation fetches the data, an AI writes a first comment on anomalies and the report lands ready in the project tool. When onboarding new clients, folders, access and tasks are created automatically. A human checks and sends instead of assembling every report. Billable time flows back into client work.
How we work
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We start with a process assessment, measure how much time reporting and onboarding bind today and estimate the ROI.
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Then we bring a clearly scoped pilot live, connected to your tools and with monitoring.
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Only once it holds do we expand.
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No big-bang, but a start that runs without your own IT.
Classic RPA vs. process automation with AI
| Criterion | Classic RPA | With AI |
|---|---|---|
| Data sources | rigid exports | multiple platforms connected |
| Commentary | none | AI suggestion |
| Tools | ad hoc | CRM and project tool connected |
| Maintenance | high on UI change | more robust |
Pure RPA clicks through interfaces and breaks as soon as an ad platform changes its dashboard. With AI and clean interfaces, data is fetched reliably and first comments are even generated. The CRM and project-tool connection keeps client data in sync. So reporting stays stable rather than being clicked together anew each month.
Review your processWant to see the ROI on your case? Book via our booking calendar, or write to info@prozessautomatisierung.co.
Book a strategy call
Straight into the calendar
Book your strategy call via the calendar: Book a strategy call. Alternatively, reach us by email at info@prozessautomatisierung.co.
Or send an email to info@prozessautomatisierung.co