AI Workflows for Agencies
Start Smart — No Tech Headaches
Why AI? Why Now?
Why AI? Why Now?
Agencies face tight deadlines.
Agencies face tight deadlines.
Clients expect more. AI helps you do both — faster.
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.
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.
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
Common AI Challenges
Too generic? Use better prompts. Team pushback? Involve them early. Too many tools? Start with one.
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
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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