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Pack · Marketing agency

Paid-ads agency pack

A paid-ads agency is often paid as a share of the client’s ad spend, and watches the account constantly.

Use this templateBrowse the library

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Workflows
3
Steps
18
Client fills in
9
Starts
From Pipedrive or a form, within seconds, or at a set time

UsesBeta

The workflows in this pack

Built for marketing agencies.

  1. 01

    Won-deal kickoff for marketing agencies

    When a deal is won, open the kickoff task, tell the team, and hand the owner the welcome to send, the same minute.

    1. Starts whenA deal is won
    2. App stepKick off the deal
    3. App stepTell the team
    4. NotifyTell the owner

  2. 02

    Meeting follow-up for marketing agencies

    Turn the notes from a client meeting, pasted into a form, into a recap the client receives and the actions as a task.

    1. Starts whenA form is sent
    2. AgentWrite the recap
    3. EmailSend the recap
    4. App stepActions from the meeting with the lead

  3. 03

    Overdue invoice chase for marketing agencies

    Remind customers of unpaid invoices one, seven and fourteen days after they fall due, firmer each time, and hand the twenty-one-day ones to the owner.

    1. Starts whenOn a schedule
    2. Airtable: Find recordsInvoices 1 day overdue
    3. For eachEach one
    4. EmailA reminder
    5. Airtable: Find recordsInvoices 7 days overdue
    6. For eachEach one
    7. EmailOverdue
    8. Airtable: Find recordsInvoices 14 days overdue
    9. For eachEach one
    10. EmailSecond notice
    11. Airtable: Find recordsInvoices 21 days overdue
    12. For eachEach one
    13. NotifyTell the owner

What each client fills in

Task list ID
The ClickUp list new-client tasks go into.
First steps
What the kickoff task says to do: the call, the access to collect, the first deliverable.
Team channel
The Slack channel that hears about it.
Owner’s email
Gets the summaries and the cases a person must handle.
Welcome message
The welcome the client gets, kept to send by hand while the deal record has no contact email.
AI model
The model the client’s key can use.
Business name
How messages sign off.
Airtable base ID
The base that holds the records this sweeps.
Airtable table
The table it reads each day.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

  • In the client’s ClickUp: avatar → Settings → Apps → API Token → Generate.

  • In the client’s Slack: api.slack.com/apps → Create New App → OAuth & Permissions → add the chat:write scope (and channels:history, plus groups:history for a private channel, for the message trigger) → Install to Workspace → copy the Bot User OAuth Token. Invite the app to the channel.

  • platform.claude.com → Settings → API keys → Create key, in the workspace that bills this client.

  • Airtable

    airtable.com/create/tokens → Create token → scopes data.records:write and data.records:read (lookups and the triggers) → add the client’s base → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Pipedrive, for “A deal is won”
  2. Connect the client’s ClickUp, for “Kick off the deal”
  3. Connect the client’s Slack, for “Tell the team”
  4. Connect the client’s Resend (email), for “Tell the owner”
  5. Fill in Task list ID (The ClickUp list new-client tasks go into)
  6. Fill in First steps (What the kickoff task says to do: the call, the access to collect, the first deliverable)
  7. Fill in Team channel (The Slack channel that hears about it)
  8. Fill in Owner’s email (Gets the summaries and the cases a person must handle)
  9. Fill in Welcome message (The welcome the client gets, kept to send by hand while the deal record has no contact email)
  10. Pick the client’s form that starts it
  11. Connect the client’s Anthropic, for “Write the recap”
  12. Connect the client’s Resend (email), for “Send the recap”
  13. Connect the client’s ClickUp, for “Actions from the meeting with the lead”
  14. Fill in AI model (The model the client’s key can use)
  15. Fill in Business name (How messages sign off)
  16. Fill in Task list ID (The ClickUp list the actions go into)
  17. Connect the client’s Airtable, for “Invoices 1 day overdue”, “Invoices 7 days overdue”, “Invoices 14 days overdue” and “Invoices 21 days overdue”
  18. Connect the client’s Resend (email), for “A reminder”, “Overdue”, “Second notice” and “Tell the owner”
  19. Fill in Airtable base ID (The base that holds the records this sweeps)
  20. Fill in Airtable table (The table it reads each day)

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