AI automation for marketing & creative agencies
A creative team needs to know what the client approved, what was merely suggested and who owns the next decision. We can turn an authorised transcript into a draft brief with passages the account manager can check.
A launch date is suggested during a campaign call
Illustrative example using fictional details.
Client’s words
“Let’s do three short videos for existing customers. Friday might work for launch, but finance needs to sign off first.”
What the team can check
- Confirmed in the call
- Three short videos · Audience: existing customers
- Still open
- Launch date and finance approval
Draft brief for review
Prepare three short videos for existing customers. Account manager to confirm the launch date after finance sign-off. Keep Friday as a proposed date in the questions list.
How the workflow runs
- Find decisions in context. Extract audience, deliverables, owners and deadlines. Link each proposed item to the relevant passage or timestamp so the account manager can hear qualifying words.
- Compare with the agreed scope. Flag requests outside the current statement of work, including ideas introduced by the agency itself. Keep options separate from confirmed deliverables.
- Approve and hand over. The account manager corrects the brief, clarifies open questions with the client and approves which tasks enter the project board.
What we need from you
Supply a blank brief, your approval roles and a fictional transcript. Agree which meetings may be processed and which client documents the workflow may use for scope checks.
Pilot one repeatable meeting
Start with campaign kick-offs. Compare drafts with briefs the team actually approved and count ideas incorrectly recorded as commitments. Track how often the creative team has to ask for missing details.
Frequently asked questions
How are suggestions kept separate from agreed deliverables?
The draft can separate confirmed decisions from ideas and quote the meeting passage behind each item. The account manager checks that distinction before sharing the brief.
Can it flag a deadline that was never agreed?
Yes. A date mentioned as a possibility can go under open questions, ready for the account manager to confirm with the client.
Could it create tasks in our project board?
If the board supports an approved connection, it can prepare task drafts. Agree which fields and approvals are required before assigning work.
What if the client changes direction by email afterwards?
Prepare a proposed revision with the email as its source and identify the affected deliverables. The account manager confirms scope, budget and deadlines before updating the brief.
What does your team chase after a kick-off?
Tell us which brief fields are often missing and who is responsible for confirming them with the client.