AI for Agencies
More clients shouldn't mean more busywork. Scale delivery without scaling headcount.
AI agency tools with pre-built agent templates that automate the operational overhead eating your margins. Client reporting, campaign alerts, content briefs, proposals, and onboarding sequences that run on schedule without manual intervention.
- 10 agent templates built specifically for digital agency operations
- Connects to Gmail, Google Sheets, and Calendar — works with your existing tools
- Human approval on every client-facing action — you stay in control
- No code, no configuration files, no API keys
- Test and choose the best AI model for your work with Model Testing
The real cost of manual work in agencies.
Your team spends hours on tasks that follow predictable patterns — compiling reports, drafting briefs, writing proposals, tracking retainers. Every hour spent on agency automation that could be handled by AI tools for agencies is an hour billed at cost instead of profit.
How the platform works for agencies.
Run tests comparing GPT, Claude, Gemini, and open-source models on your actual agency tasks — content briefs, client emails, performance analysis, proposals. Measure quality, cost, and speed.
Learn more →Turn your test results into an intelligent router with one click. It automatically dispatches each task to the winning model based on your weighted preferences for quality, cost, and speed.
Learn more →IIMAGINE classifies your data around your objectives and priorities using our SCOPED framework (Status, Challenges, Objectives, Priorities, Enablers, Deadlines). The AI advice you get is grounded in what actually matters to your agency — not generic suggestions.
Learn more →Create agents from templates or from scratch. Give them access to Gmail, Sheets, and Calendar. Assign tasks on a kanban board the same way you assign work to humans. Every client-facing action requires your approval.
Learn more →Set access rules once — they apply to every person, every agent, every model. Client A's data cannot leak to Client B's reports. Contractor access is scoped to assigned accounts only. Boundaries that apply equally to humans and AI.
Learn more →Run open-source AI models on your own machine when the conversation cannot leave your desk. Competitive pitches, client strategy documents, pricing discussions — processed locally with zero data transmission.
Learn more →10 agent templates for agencies.
Pre-built, ready to install. Connect your accounts, replace sample data with yours, and run. Or create custom agents from scratch.
Best practices for AI in agencies.
Common pitfalls to avoid
- Using the public interface of ChatGPT or Gemini for client data — your data is used for training, which may violate NDAs and client contracts
- Sending AI-generated client communications without review — always approve before sending
- Relying on a single AI model without testing it against your actual work — quality varies significantly by task type
- Skipping data governance setup — client data crossing account boundaries is a contract violation waiting to happen
- Producing AI-generated deliverables without human quality review — clients pay for expertise, not raw AI output
Recommended approaches
- Start with one agent (client reporting is the easiest win) and expand as your team builds confidence
- Run Model Testing on a sample of your real content briefs and client emails before committing to any AI provider
- Use the human approval system for all client-facing actions — build trust with your team gradually
- Keep agent instructions focused — one agent per workflow performs better than one agent trying to do everything
- Review agent output for the first few weeks, then adjust instructions to improve quality over time
Frequently asked questions.
Yes. Unlike the public interfaces of ChatGPT or Gemini, data processed through IIMAGINE is not used for AI model training. You can also run sensitive conversations through Local AI (on your own machine) for zero data transmission. Data governance rules ensure one client's data never touches another client's agents.
No. Agent templates come pre-configured with instructions, tools, and sample data. Setup is: connect your Google account, replace sample data with your real client data, create a task, and click run. No code, no API keys, no configuration files.
Free plan to start with credits included. Paid plans from $29/month with additional credits. You see the exact cost of each agent run before it executes. A typical client report generation costs less than $0.02 in AI credits.
No. These agents handle repetitive operational tasks — compiling reports, drafting briefs, sending onboarding emails, tracking retainers. They free your team to spend more time on strategy, creative work, and client relationships that require human judgment.
Yes. After installing a template, swap Google tools for their Microsoft equivalents — Outlook for Gmail, Outlook Calendar for Google Calendar, Excel for Google Sheets. The agent instructions adapt to whichever tools are connected.
You can create custom agents from scratch with the agent builder. Define instructions in plain English, connect tools, and assign tasks. Or modify any installed template to match your exact workflow.
When an agent needs to send an email or take a client-facing action, it pauses and waits for your approval. You see exactly what it wants to send, to whom, and can approve or reject. The agent only proceeds after you explicitly allow it.
Yes. Agents live in your workspace and are accessible to team members based on the roles and permissions you set. Multiple people can review and approve agent actions. Account managers see only their clients' agents.
Stop billing your team for report compilation.
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