Workflow Automation for Media Companies
Keep your media company organized, connect your entire SaaS stack into one unified system, and free up your staff from tedious busy work.
Common workflows for Media Companies:
Automated Sales Processes
Streamline your sales with automation to help maximize efficiency as you scale. Automation allows for faster and more accurate client sourcing and efficient and flexible marketing and sales operations.
- Improved Scalability: Easily handle more clients and projects without additional operational resources.
- Deeper Client Relationships: More efficiently manage client interactions leading to both greater customer and employee satisfaction.
- Enhanced Data Management: Easily track and analyze data about sales efforts, and use this data to make more informed decisions.


Manage Large Amounts of Work
Never be overwhelmed by workloads with the development of management systems that can manage many projects, deliverables, and proposals. Complex projects, including integrations with 3rd parties, clients, agencies, and publishers, become easily manageable overnight.
- On-Time Delivery: Never miss a deadline with custom timelines, calendars and to-do lists.
- Within Budget: Ensure all projects remain within budget by remaining within improved management of resources such as equipment, personnel, and 3rd parties.
- Unique Visibility: Understand where every project is in your pipeline at all times, and what still remains to be done.
Integrate With Finance
Automate your billing workflows regardless of project size and complexity. Ensure timely invoicing and payments by activating billing workflows when specific project conditions are met.
- Increased Accuracy: Reduce the risk of human error, mistakes, and discrepancies
- Improved Clarity: Have a superior, holistic view of exactly where your finances are at.
- Instant Contracts: Create contracts, invoices, and other financial documents in seconds.


Project Portals
Save thousands of hours per year by offering a portal that provides up-to-date project information and data. Allow clients to stay informed with an email and SMS notification system.
- Enhanced Transparency: Ensure all stakeholders have access to the necessary facts, information, and updates.
- Improved Client Satisfaction: Give a one-of-a-kind experience few other media companies offer.
- Always Up-To-Date: Ensure all data is the latest and most accurate available.
The Ultimate Solution for Unifying Your Company operations
Connect all of your teams together to operate as one streamlined, functional unit. Gain a birds-eye-view of your organization so you understand your entire business.
Revolutionize Your Business
Connect all of your company's departments, from marketing to sales, operations to production, finance, and more. Ensure all teams are using relevant, up-to-date information without tedious and time-wasting back and forth.
Stay Coordinated and Aligned
Keep your teams in perfect sync as clients move through your funnel. Automatically pass data, such as tasks and assets, to the appropriate department as clients advance along your workflow.
All Your Data in One Place
Provide unique, real-time dashboards to each team, along with one central, unified dashboard where you can view the true status of your entire business. Reduce reporting overheads and provide real-time data to clients and talent.
Book a Consultation to hop on a quick call with one of our in-house workflow experts
What Our Clients Are Saying,
and why they love working with us!

Glenn Tucker
Left Lane Capital

Bobak Emamian
Debut Capital

Blake Oswalt
Toba Capital

Chris Walton
Eton Venture Services
Not sure how workflow automation can help?
Are you interested in discovering how automation can transform your business overnight? Then look no further, this eBook is packed with ideas, best practices, case studies and tips and tricks to spark your imagination and optimize your workflows.
Learn the A-Zs of automation, and how you can leverage it in your business!
Work with certified experts in over 100+ no-code tools
By using these tools we move 10x faster than development teams, and once we hand the project off to you, you can easily make changes as your company grows without needing to hire expensive engineering talent.