We help agencies eliminate repetitive tasks in client onboarding, reporting, content delivery, billing, and communication — so your team can focus on creative work and growth.
👉 If that sounds familiar — automation is your unfair advantage. Lte's talk.
Here are some ready-to-deploy workflows examples we build for creative, digital, and marketing agencies to help you scale without hiring more.
“Agencies that automate gain an unfair advantage — faster onboarding, smoother delivery, and more profit with the same team size.”
Helping businesses scale with automation
Trigger an entire onboarding sequence from one form or signature — docs, folders, calls, and tasks included.
Automatically pull performance data from tools like Meta, GA4, or Google Ads and send reports to clients every month.
Create customized proposals, scopes of work, or contracts from templates — ready to send within minutes, not hours.
Build a live internal control panel showing project statuses, client onboarding stages, overdue tasks, or capacity tracking — without manual updates.
Generate recurring project tasks, to-dos, or QA items across platforms like ClickUp, Notion, or Asana.
Create structured feedback forms or auto-assign review steps to your team when clients submit comments.
Connect time tracking tools like Toggl or Harvest to automate invoice creation and reminders.
Auto-respond to new inquiries, add leads to your CRM, and trigger nurturing flows or booking links.
Send final files to clients automatically once the last task is marked “done” — from Google Drive, Notion, or Dropbox.
Build an internal ops dashboard that stores SOPs, templates, and project tracking in one place — auto-updated by your workflows.
Workflows and task triggers keep projects on track without chasing team members.
AgencyOps Survey 2024
Monthly performance updates go out automatically — no data pulling required.
Autivo Case Studies
Agencies who automate reduce overhead and increase delivery speed — boosting margin per client.
PwC
Prestige Wrap & Customs
Nowadays, it's hard to find a company that works with integrity, actively seeks solutions, and proactively engages in the project. That’s Autivo – I say this sincerely and from the heart.
Platinium Invest
The cooperation was perfect from start to finish. Everything was meticulously planned, and all promised project stages were completed on time. The automation meets all my expectations.
R&D Promotion
Our sales reps were spending too much time on proposals. With automation, our offers are now customized and sent in under 4 minutes - giving us more time to focus on closing deals.
Platinium Cars
Compiling spreadsheets for our sales reports used to take hours. Now everything updates in real time - no copy-pasting, no mistakes, just instant insights.
Business Consultant
I’ve helped dozens of businesses optimize their operations, and automation is always a game-changer. Every time I recommend Autivo, the results speak for themselves - higher efficiency and massive time savings. If you’re serious about scaling, automation isn’t optional - it’s a necessity.
Schedule a free discovery call and find out what areas of your company can be automated to save your time, boost productivity and reduce errors. The first step is a brief (around 30 min) discovery call with a specialist.
No. Everything is set up for you — no coding, no complex tools, no confusion. You’ll get simple workflows that just work, and we’ll guide you through every step.
It depends on the complexity, but most automations go live within 14-21 days. You’ll start seeing time savings and results almost immediately.
Only in a good way. Faster replies, cleaner reports, smoother onboarding and so on — without the manual lag.
Yes — we integrate with ClickUp, Slack, Notion, Airtable, Meta Ads, GA4, HubSpot, and 2,000+ more. If it has an API, we can likely connect it.
Yes. We offer both ready-made workflows and fully custom solutions tailored to your processes — whether it's invoice handling, document approvals, reporting, or data syncing.
That’s where we come in. We help you map out and improve your workflows before automating — no need to be “perfect” first.
Agencies typically save 20–40+ hours/month, onboard clients 5x faster, and deliver projects with fewer delays and errors.
Most automation projects fall in the range of $2,500 to $10,000, depending on complexity, number of workflows, and integrations. We’ll give you a clear quote after your free discovery call — no hidden fees, no surprises.