AI Workflows for Agencies Start Smart — No Tech Headaches

Why AI? Why Now?

Why AI? Why Now?

Agencies face tight deadlines.

Clients expect more. AI helps you do both — faster.

Agencies using AI save up to 30% of production time.

What Is an AI Workflow?

Using AI tools for daily tasks: Writing, design, meetings, reports. AI helps — your team shines.

Step 1: Map Your Workflow

Look at how your team works now. Find slow, repetitive steps. These are AI opportunities.

Step 2: Pick AI-Friendly Tasks

Step 2: Pick AI-Friendly Tasks

Start with high-effort, low-creativity tasks. Examples: Writing drafts, editing, summarizing.

Step 3: Pilot One Process

Choose 1 task. Add AI. Example: Use AI to speed up blog creation. Track time saved.

Step 4: Use the Right Tools

Don’t overwhelm your team. Start with easy, free tools: ChatGPT, Canva, Otter.ai, Notion AI.

Step 5: Train Simply

Run 30-min tool sessions. Give sample prompts. Create a “tips & wins” chat channel.

Step 6: Scale What Works

Once one AI task works… Expand slowly to others. Example: client emails or proposals.

Common AI Challenges

Too generic? Use better prompts. Team pushback? Involve them early. Too many tools? Start with one.

Writers: ChatGPT, Grammarly Designers: Canva AI, Firefly Managers: Fireflies, Notion AI Ops: Zapier + Otter.ai

AI Tools by Role

It boosts their best work. Start small. Grow fast. Work smart.

AI won’t replace your team.

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