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How I Am Building AI Into Marketing Agency Work

· Patrick McKenna

My approach to AI marketing workflows starts with real agency tasks, connected information, approval and cost control. Here is what I am building towards.

How I Am Building AI Into Marketing Agency Work

The AI marketing workflows I am most interested in begin with work we already need to complete. A meeting creates commitments. A website review identifies changes. An advertising analysis produces information that someone has to turn into a usable creative brief.

Those handovers are where I see a practical opportunity. I want the systems we build to carry useful context into the next action, so the team spends less time reconstructing what was agreed and more time moving the work forward.

Start with the task after the meeting

In one client discussion, I described the workflow I wanted after a recorded call. The meeting would become a list of commitments, the work would appear where we actually manage our day, and outstanding information would receive a follow-up.

That was a description of the system I was building towards. The important detail was that it should work within our existing activity, including email and the calendar. I did not want another place we had to remember to open just to discover what had been agreed elsewhere.

The context matters as much as the task. If a client asks for a quiz, the system should recognise that the quiz may also need a follow-up sequence and a connection to the rest of the marketing plan.

Build a process around the specialist work

For technical SEO, I described a sequence that begins with crawling a website, diagnosing issues and reviewing the changes needed. The next opportunity is to help implement appropriate fixes through a connected workflow.

Breaking the work into those stages gives me a better way to think about automation. Identifying an issue and making a change are different responsibilities. I want to understand what information each stage needs and what should happen before the process moves on.

I have also been exploring how specialist agents could share context. A marketing request may have a development cost, and that cost may need approval before any build starts. The workflow needs to carry that decision as well as the instruction to create something.

Keep judgment in the analysis

One advertising review reminded me why connecting data is only part of the job. I had a large amount of creative and performance information, but the AI's first attempts to turn it into an actionable document were not useful enough.

I had to inspect the data myself and ask more specific questions. A meaningful distinction emerged around educational ads: the useful examples were often teaching something about a particular product. A broad label such as educational content missed that detail.

That distinction changes the brief. It affects what the team films, which product is shown and where the ad links. An analysis can sound plausible while still failing to give the creative team the instruction it needs.

Make approval and recovery part of the plan

When discussing connected website work, I have insisted on approval and backups. I want to be able to review a proposed change and recover from a mistake. Those requirements belong in the process while it is being built.

Development requests also need a commercial decision. In the meeting, I explained that an additional application could create a separate cost, depending on its complexity. An agent being capable of starting the build would not remove the need to agree that cost.

No approval process makes errors impossible. The practical standard is to test the workflow, check that recovery works and keep access appropriate to the task. Treat a demonstration as evidence of one capability, rather than proof that the whole operation is ready to run unattended.

Judge the workflow by completed useful work

I also want to understand the cost of running the work in practice. Early experiments can use an expensive model or an intensive setting that does not make sense for a recurring task. That needs to be measured before the workflow becomes routine.

My starting point is one repeated job with a clear result and a place for review. Build it, use it and see where it still needs help. The value comes when the team receives something accurate and usable at the point they need it.

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