For marketing agencies
Every client, reported and answered on time
Client reporting, campaign checks and status updates across every account — with everything a client sees held for a person first.
Nothing with a client’s name on it goes out before someone at the agency approves it.
Where the week actually goes
An agency multiplies the same routine by its client list: the report each account expects, the campaign checks each morning, the status update that proves the retainer. One client’s worth of admin is fine; twelve of it is a job. Awish runs the per-client routine from one description of it.
Reports assemble on each account’s schedule, anomalies surface to the right owner, and accounts stay separate because each connection is granted on its own and can be withdrawn. Every report and every check is on the record, which is what makes the retainer demonstrable.
The week today
An agency multiplies the same routine by its client list: the report each account expects, the campaign checks each morning, the status update that proves the retainer. One client’s worth of admin is fine; twelve of it is a second job.
With Awish
Awish runs the per-client routine from one description of it. Reports assemble on each account’s schedule, anomalies surface to the right owner, and nothing with a client’s name on it goes out before someone at the agency has read it.
The workflows, end to end
Three workflows, end to end — each with its trigger, the apps it touches, and the step where a person approves.
- 01
Weekly client reporting
“Every Friday, collect each client’s numbers, write their summary, and hold the email for my approval before it goes out.”
Google SheetsGmailSlackApprove before sending
- 02
Open a new client the same way every time
“When a contract is signed, create the workspace, the folders and the kickoff tasks, and ask me before the welcome email goes out.”
NotionGoogle DriveSlackApprove the welcome
- 03
Get the timesheets in before invoicing
“Every Friday, check who has not logged their hours, message them, and send me the list of what is still missing.”
Google SheetsSlackGmailApprove the reminders
The tools this runs across
The apps these workflows connect. Each one is granted on its own, before anything runs, and can be withdrawn.
- Google Sheets
- Gmail
- Slack
- Notion
- Google Drive
- Metaads
- Active campaign
- ActiveTrail
- Adrapid
- Ahrefs
- Amcards
- Ayrshare
- Beaconstac
- Beamer
- Benchmark email
- Bigmailer
What stays under your control
Client-facing means approved
Reports, updates and replies carrying a client’s name hold for a person at the agency by default.
Accounts stay separate
Each client’s connections are granted on their own and revoked on their own — one account’s workflow cannot read another’s data.
The retainer is demonstrable
Every run records what was checked and delivered per client, which is the paper trail a renewal conversation wants.
Common questions
Can it send reports straight to clients?
It drafts them; a person sends them. Every client-facing message waits for approval, and a declined draft never leaves the agency.
How does it handle many clients at once?
One described routine runs per account with that account’s connections and schedule. Adding a client is granting their apps, not rebuilding the workflow.
Will clients know it is automated?
Clients see the work your team approved, in your voice. What changes is who assembles it, not who signs it off.
What can each workflow access?
Only the apps granted for that client, one at a time — revocable when the engagement ends.
Start with the report you owe every month
Describe it for one client, in one sentence. You will see the plan, and the approval points, before anything connects.
Free plan · No credit card required