9 tools to automate repetitive agency processes

Learn the tools agencies can use to automate and speed up day-to-day repetitive tasks

Learn the tools agencies can use to automate and speed up day-to-day repetitive tasks

As an agency, you rely on repeatable processes to ensure smooth operations and high levels of productivity. Unfortunately, these types of tasks can be tedious and time-consuming. Fortunately, there are several tools that can help you automate your processes and free up your time for more complex tasks. Here are nine tools to automate repetitive agency processes:

1. Craft

Craft’s collection of free templates for agencies allows you to quickly create documents for repeatable tasks, for example, pitch templates, new staff onboarding templates and client dashboard templates

2. Zapier

Zapier allows you to connect various web services and automate processes. It’s easy to use and allows you to set up automated workflows with multiple steps.


IFTTT stands for “If This, Then That” and it allows you to create “recipes” that automate specific tasks. It’s great for automating repetitive processes like data entry and social media posting.

4. Jira

Jira is an enterprise project management app that allows you to create and track tasks. It’s great for managing larger projects and streamlining processes. Although it's especially popular with software engineers, its use has spread to many sectors of work. It's best suited to software agencies or larger organizations.

5. Asana 

Asana is a task management app that’s ideal for managing projects and automating certain processes. It can help you stay organized and streamline communications. Like Jira, Asana is a very powerful tool and tends to be used by larger agencies and companies.

6. Trello

Trello is a task management tool that allows you to easily organize tasks and projects. It’s flexible and can be used for a wide range of automated processes. Trello is lightweight and simple to use which makes it popular with smaller agencies and teams.

7. Slack

Slack is a great tool for team collaboration and communication. It can be used to automate reminders and tasks, as well as streamline conversations. Although there are now many instant messaging tools, Slack remains a leader and is popular in both large and small agencies.

8. Hootsuite

Hootsuite is a popular social media management tool. It allows you to automate social media posting and track mentions, which can help you save time and stay on top of conversations.

9. Buffer

Buffer is a great tool for scheduling social media posts. It allows you to easily schedule and automate posts, freeing up your time for other tasks.

10. MailChimp

MailChimp is an email marketing tool that allows you to easily create and send automated emails. It’s a great way to stay in touch with clients and keep them informed of new products and services. Mailchimp makes it easy to set up autoreplies and automated onboarding emails which streamline your processes.

These are just a few of the many tools available to help you automate your agency processes. Using these tools allows you to free up your time and focus on more important tasks.