Marketing Agency Automation Solutions

Custom Google Workspace Automation for Marketing Agencies

High-growth agencies thrive on creative output, but they often drown in the administrative friction of managing it. When your strategy is limited by the speed of manual data entry, your agency isn't scaling—it's just working harder.

That's where we come in. Mereth builds custom Google Workspace automation specifically designed for Agency Partners and Marketing Ops Leads who've outgrown manual spreadsheets and expensive, rigid middleware.

Why Marketing Ops Leads Choose Automation

The Cost of Manual Processes

Consider what your team spends time on every week:

• Pulling real-time metrics from Meta, Google Ads, and TikTok APIs into Sheets
• Building multi-channel ROAS reports from scratch for every client
• Chasing clients for creative assets and campaign approvals
• Tracking billable time and project utilization rates manually
• Cleaning and normalizing campaign data across fragmented channels

Each of these tasks might only take a few minutes. But multiply those minutes across your entire portfolio, month, and fiscal year - and you're looking at hundreds of hours of manual work that could be automated.

What's Possible with Automation

Our agency partners have automated:

• Client Reporting: API-driven dashboards with scheduled Slide deck generation
• Campaign Tracking: Unified ROAS and CPA views across all ad platforms
• Client Onboarding: Automated Drive provisioning, access requests, and intake
• Asset Management: Version control and automated client approval loops
• Time Tracking: Real-time utilization dashboards and automated billing summaries

Common Agency Workflows We Automate

1. Multi-Channel API Orchestration

Stop manually exporting CSVs. We build custom API connectors between Google Sheets and your ad platforms (Meta, Google, LinkedIn, TikTok) to pull performance data hourly.

Example: When campaign spend reaches 90% of the daily budget, automation instantly:

• Updates your master ROAS dashboard
• Sends an urgent Slack alert to the Account Lead
• Generates a "Budget Forecast" summary for the client
• Logs the anomaly in your internal performance tracker

2. Document & Creative Automation

Generate branded campaign reports and creative briefs from templates, with data automatically populated from your master Sheets or CRM.

Example: Your team updates a status in Sheets, and automation:

• Generates a pixel-perfect Google Slide deck from your template
• Injects live charts and performance commentary automatically
• Converts to PDF and files it in the client's Shared Drive
• Drafts a Gmail delivery note for the Account Manager to review

3. Client Lifecycle Workflows

Automate routine onboarding emails, nudges, and asset requests while maintaining the high-touch feel of a boutique agency.

Example: The moment a contract is signed, automation:

• Provisions a standardized folder hierarchy in Google Drive
• Sends a personalized welcome sequence with asset intake forms
• Invites the client team to a specific Google Calendar kickoff
• Assigns setup tasks to your Creative and Ops teams in real-time

4. Ops Analytics & Profitability

Get real-time visibility into your agency's margins without manual "Friday Scrambles."

Example: Every Friday, automation:

• Compiles billable hours vs. project budgets from multiple sources
• Generates formatted utilization reports for leadership
• Emails summaries highlighting "Over-Serviced" accounts
• Identifies resource gaps for the upcoming week

Real Results from Agency Partners

"Before automation, our team spent 15 hours a week on manual reporting. Now those API connectors handle the data, and we've redirected that time to optimizing ROAS for our clients. The ROI was clear within the first month."

Our marketing agency partners typically see:

• 12+ hours saved per week through automated performance workflows
• 95% reduction in reporting errors with direct API data ingestion
• 50% faster client onboarding from signed contract to campaign launch
• 3x more billable capacity for high-value strategic consulting

How It Works: Our Agency Automation Process

1. Discovery Call (30 minutes)

We learn about your agency's tech stack, pain points, and reporting bottlenecks. No sales pitch - just a conversation about what's slowing your Account Managers down.

2. Workflow Analysis

We map your current data flows and identify the highest-impact automation opportunities. You'll get a clear roadmap showing exactly what we'll build and the billable capacity you can expect to reclaim.

3. Custom Development

Our team builds your automation using Google Apps Script - the same platform that powers Google Workspace itself. No third-party tools like Zapier, no ongoing "per-task" fees, no logic limits.

4. Testing & Training

We test thoroughly with your live campaign data (in a safe environment), then provide hands-on training so your team knows exactly how to leverage their new automated dashboards.

5. Launch & Support

We deploy your automation and provide ongoing support. As ad platform APIs evolve, we're here to adjust and expand your system proactively.

Why Custom Automation Beats Generic Tools

You've probably looked at Zapier, Make, or Supermetrics. They're fine for basic syncs, but fall short for professional agencies because:

• Generic templates don't handle complex multi-channel logic - Your workflows are your edge
• Per-task/Per-source pricing scales badly - High-volume accounts get expensive fast
• Limited Google Workspace integration - Surface-level bridges miss advanced Sheets/Slides features
• No dedicated support - You're on your own when an API update breaks your Zaps
• Security silos - Your client data lives on third-party servers instead of your own Google tenant

Our custom automation is:

• Purpose-built for your exact agency processes - Not one-size-fits-all templates
• Unlimited automation runs - No per-task fees or monthly "Success Taxes"
• Native Google integration - Built with Apps Script for deepest possible integration
• White-glove support - We maintain and update as your agency scales
• Future-proof - Built on Google's platform, not a third-party middleman

Specific Agency Automation Solutions

We've built automation for dozens of marketing agencies. Here are some of the most common solutions:

Client Reporting

Learn more about client-reporting automation →

Campaign Tracking

Learn more about campaign-tracking automation →

Client Onboarding

Learn more about client-onboarding automation →

Asset Management

Learn more about asset-management automation →

Time Tracking

Learn more about time-tracking automation →

Frequently Asked Questions

See the FAQ section below for answers to common questions about agency automation.

Get Started with Agency Automation

Ready to reclaim 12+ billable hours per week? Let's talk about your specific workflows and how automation can transform your agency's operations.

What happens next:

1. Schedule a 30-minute discovery call - We learn about your processes and pain points
2. Get a custom automation roadmap - See exactly what we'd build and the time savings
3. Watch automation scale your agency - Launch in 2-4 weeks and start saving time immediately

No commitment required for the discovery call. Let's explore what's possible together.