📣

Agency AI Stack

Organize agency SEO, content, creative, and reporting workflows around clear owners, review steps, and client outcomes.

Standardize client reporting

Create repeatable content and research workflows

Make deliverables easier to review

Clarify which services benefit from automation

🔧 The Stack

Tools Included in This Stack

Semrush

SEO & Competitive Intelligence

Keyword research, site auditing, and competitor analysis for evidence-led planning.

See official siteTry Free

Jasper AI

AI Copywriting

Enterprise-grade AI copy for ads, landing pages, emails, and blog posts at scale.

From $39/moLearn More

HubSpot

CRM & Client Management

Manage client relationships, proposals, and pipelines with AI-powered CRM.

Free to startLearn More

Make (Integromat)

Workflow Automation

Connect all your agency tools and automate client reporting, onboarding, and delivery.

Free / From $9/moLearn More

Moz Pro

SEO Reporting

Domain Authority tracking and backlink analytics for client SEO reporting.

From $99/moTry Free

Verified tool options

More tools that fit this stack

Explore these options when a specific workflow, team owner, and success measure call for them.

ChatGPT

productivity

ChatGPT for a Agency workflow

Use ChatGPT where strategy, writing, analysis, research, and coding supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot ChatGPT with a clear review point.

Claude

productivity

Claude for a Agency workflow

Use Claude where long-form work, analysis, writing, and coding supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Claude with a clear review point.

Gemini

productivity

Gemini for a Agency workflow

Use Gemini where google workspace, research, and multimodal tasks supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Gemini with a clear review point.

Grok

productivity

Grok for a Agency workflow

Use Grok where current research, coding, and trend analysis supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Grok with a clear review point.

Perplexity

productivity

Perplexity for a Agency workflow

Use Perplexity where research, discovery, and competitive briefs supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Perplexity with a clear review point.

Manus

automation

Manus for a Agency workflow

Use Manus where research, execution, and workflow automation supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Manus with a clear review point.

Granola

productivity

Granola for a Agency workflow

Use Granola where meeting notes, decisions, and action items supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Granola with a clear review point.

Wispr Flow

productivity

Wispr Flow for a Agency workflow

Use Wispr Flow where voice drafting, notes, and follow-ups supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Wispr Flow with a clear review point.

NotebookLM

productivity

NotebookLM for a Agency workflow

Use NotebookLM where document-based questions and knowledge synthesis supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot NotebookLM with a clear review point.

n8n

automation

n8n for a Agency workflow

Use n8n where advanced automations, agents, and self-hosted workflows supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot n8n with a clear review point.

Make

automation

Make for a Agency workflow

Use Make where no-code workflows and app integrations supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Make with a clear review point.

Gumloop

automation

Gumloop for a Agency workflow

Use Gumloop where ai workflows and repetitive research tasks supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Gumloop with a clear review point.

Lindy

automation

Client and pipeline follow-up assistant

Create a repeatable assistant workflow for agency prospects, client updates, and internal coordination without replacing account-owner judgment.

First move

Map one post-discovery workflow, then have the account lead review the drafted follow-up and next task before sending.

Relevance AI

automation

Relevance AI for a Agency workflow

Use Relevance AI where specialized ai workers and internal operations supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Relevance AI with a clear review point.

Gamma

content

Gamma for a Agency workflow

Use Gamma where proposals, reports, and presentations supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Gamma with a clear review point.

Canva AI

content

Canva AI for a Agency workflow

Use Canva AI where social graphics, campaigns, and brand templates supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Canva AI with a clear review point.

Midjourney

content

Midjourney for a Agency workflow

Use Midjourney where concept images, art direction, and visuals supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Midjourney with a clear review point.

Runway

content

Runway for a Agency workflow

Use Runway where video generation and creative production supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Runway with a clear review point.

HeyGen

content

HeyGen for a Agency workflow

Use HeyGen where spokesperson, sales, and localized video supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot HeyGen with a clear review point.

ElevenLabs

content

ElevenLabs for a Agency workflow

Use ElevenLabs where narration, voice agents, and audio content supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot ElevenLabs with a clear review point.

Descript

content

Descript for a Agency workflow

Use Descript where podcasts, video edits, and repurposing supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Descript with a clear review point.

Lovable

coding

Lovable for a Agency workflow

Use Lovable where mvps, internal tools, and web apps supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Lovable with a clear review point.

Cursor

coding

Cursor for a Agency workflow

Use Cursor where codebase work, multi-file editing, and debugging supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Cursor with a clear review point.

Claude Code

coding

Claude Code for a Agency workflow

Use Claude Code where codebase changes and engineering workflows supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Claude Code with a clear review point.

Codex

coding

Codex for a Agency workflow

Use Codex where writing, reviewing, testing, and refactoring code supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Codex with a clear review point.

Replit

coding

Replit for a Agency workflow

Use Replit where rapid app creation, testing, and deployment supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Replit with a clear review point.

v0

coding

v0 for a Agency workflow

Use v0 where interfaces, prototypes, and web application ideas supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot v0 with a clear review point.

Clay

ai sales

Clay for a Agency workflow

Use Clay where lead research, enrichment, and outbound supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Clay with a clear review point.

Gong

ai sales

Gong for a Agency workflow

Use Gong where sales-call analysis and coaching supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Gong with a clear review point.

HubSpot AI

ai sales

HubSpot AI for a Agency workflow

Use HubSpot AI where crm, campaign work, sales, and service supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot HubSpot AI with a clear review point.

Semrush

seo

Semrush for a Agency workflow

Use Semrush where seo research, competitors, and content planning supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Semrush with a clear review point.

Surfer SEO

seo

Surfer SEO for a Agency workflow

Use Surfer SEO where seo content planning and optimization supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Surfer SEO with a clear review point.

Notion AI

productivity

Notion AI for a Agency workflow

Use Notion AI where notes, sops, projects, and knowledge supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Notion AI with a clear review point.

Airtable AI

automation

Airtable AI for a Agency workflow

Use Airtable AI where operational databases and intelligent workflows supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Airtable AI with a clear review point.

Fyxer

productivity

Fyxer for a Agency workflow

Use Fyxer where inbox triage, drafted replies, and meeting notes supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Fyxer with a clear review point.

Apollo

ai sales

Apollo for a Agency workflow

Use Apollo where prospect database, sequences, and outbound supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Apollo with a clear review point.

Fireflies

productivity

Fireflies for a Agency workflow

Use Fireflies where recording meetings and action items supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Fireflies with a clear review point.

Otter

productivity

Otter for a Agency workflow

Use Otter where live transcription, summaries, and insights supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Otter with a clear review point.

Synthesia

content

Synthesia for a Agency workflow

Use Synthesia where training, enablement, and explainer videos supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Synthesia with a clear review point.

Leonardo AI

content

Leonardo AI for a Agency workflow

Use Leonardo AI where marketing images and visual concepts supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Leonardo AI with a clear review point.

CapCut AI

content

CapCut AI for a Agency workflow

Use CapCut AI where social editing, captions, and fast cuts supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot CapCut AI with a clear review point.

Jasper

marketing

Jasper for a Agency workflow

Use Jasper where on-brand campaigns, content, and marketing teams supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Jasper with a clear review point.

Copy.ai

marketing

Copy.ai for a Agency workflow

Use Copy.ai where sales and marketing content workflows supports a defined agency priority.

First move

Choose one agency workflow, assign an owner, and pilot Copy.ai with a clear review point.

⚡ Automation Workflows

Workflows You Can Implement Today

Automated weekly SEO reports delivered to clients

AI content brief generation from keyword research

Client onboarding automation with CRM integration

Ad copy A/B testing with AI-generated variants

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