DE Contact Review your process

Why agencies automate

Process automation for agencies.

Agencies make money with client work but lose a lot of time in recurring workflows: monthly reporting, client onboarding, timesheets, invoicing and pulling data from ten tools. This exact work can be automated without hurting creative quality. We map the processes that eat the most manual work and take them out of manual handling with RPA plus AI plus integration. The result is more billable time and less friction in operations.

Contact Review your process

What comes in: PDF invoices, E-mail requests, Orders, Forms, Excel sheets, Onboarding. AI + RPA. Where it lands: SAP, CRM, DATEV, Approval.

Stuck on a similar process? Book a slot via our booking calendar, or write to info@prozessautomatisierung.co.

Typical use cases

  • Monthly client reporting is the classic case: data from ad accounts, analytics and the CRM is collected, prepared and poured into a template automatically, so only the interpretation is done by hand.

  • When onboarding new clients, access, folders, contracts and checklists are created automatically.

  • In accounting, timesheet analysis and invoice preparation run without copy-paste.

How we work

  1. We start with a short process assessment, pick the process with the fastest ROI and bring it live as a pilot, including integration and monitoring.

  2. Only once it holds do we expand.

  3. That keeps risk small and value immediately visible.

Agency automation with AI vs. pure RPA (short form)

Pure RPA handles the straight reporting but fails as soon as a client needs a different format or data arrives unstructured. With AI in front, changing layouts and free text are processed too, and integration connects ad accounts, analytics and CRM cleanly. So reporting runs through even for edge cases.

Ready for the first pilot? Book your call via our booking calendar, alternatively 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

Review your process

FAQ

Which agency processes pay off first?
Usually monthly reporting, onboarding and invoice preparation, because they run often, follow clear rules and cost a lot of time. In the assessment we check which process brings the fastest ROI in your agency and start there with a pilot.
Does creative work suffer from automation?
No. We automate the routine around it, not the creative judgment. Your team gains time for concept and client advice, because reporting, data collection and admin run in the background.
Do our tools connect?
Yes, integration is the core. We connect ad accounts, analytics, CRM and accounting so data is not retyped. Where a real API exists, we use it so the automation stays stable even on tool changes.