AI for Agencies: 9 Tools for Automating Your Workflow

Agencies are under pressure to move faster, take on more clients, and deliver better results without burning out their teams. That’s where artificial intelligence makes a difference. It helps cut manual work, speed up output, and make smarter decisions based on real data.

Across the board, we’re seeing a lot of AI agent examples, especially among marketing agencies that want to connect with the right target audience and spend less time automating repetitive tasks by hand. With the right AI adoption, you can work smarter, not just harder.

This article breaks down nine AI-powered tools built to help you rise in 2025 without adding more stress.

Put intelligent AI agents in charge of your marketing analysis and stay ahead of the curve. Start your 14-day free trial!

1. TapClicks: AI-Powered Insights Team

Managing campaigns across dozens of platforms? Then you know how easy it is to drown in numbers and miss what actually matters. That’s where TapClicks steps in.

With our AI agents, you can automate workflows and eliminate delays. These agents work behind the scenes to:

• Spot early marketing trends

• Alert you to opportunities

• Flag issues

• Uncover AI-driven insights

• Keep your marketing strategy sharp

It also improves operational efficiency by giving you instant clarity. That means your team can focus on what they do best and leave the grunt work to AI.

These are what each agent brings to the table:

Executive Insights Agent

The Executive Insights Agent condenses your cross-platform performance into digestible, high-level summaries. You’ll get marketing insights that are ready to present, with context included. It gives you the “why” behind the data.

It’s especially useful when managing multiple clients, as it allows you to deliver clear, concise updates without spending hours prepping. For leadership teams that want impact without fluff, this agent keeps the conversation focused on results and direction.

Campaign Performance Agent

The Campaign Performance Agent pulls in metrics from every platform, such as email, social, search, and ties them together into a narrative that actually means something. It tells you why that happened and what influenced the shift.

You can track marketing performance mid-flight and pivot faster. No more retroactive analysis. If something spikes or slumps, the agent surfaces it early so you’re ready to act, not react.

Top and Bottom Performer Insights Agent

The Top and Bottom Performer agent ranks your assets weekly, highlighting the creatives, channels, or campaigns driving real growth. At the same time, it flags the underperformers and breaks down why they’re struggling.

You’ll spot outliers, redirect spend, and optimize faster, all without the manual breakdowns. TapClicks lets you stay ahead of changes before they become problems.

Trends and Forecast Insights Agent

The Trends and Forecast Insights Agent takes past performance and current signals and turns them into projections. You’ll see what’s working, what’s gaining momentum, and where to allocate next.

It also helps with long-term planning and seasonal pivots. Besides that, it helps you map the future and adjust your strategy proactively, not retroactively.

Budget Insights Agent

The Budget Insights Agent keeps tabs on your pacing and alerts you when you’re drifting off track. Whether you’re underspending in a critical channel or going over budget on a flat performer, this agent calls it out.

It ties spending directly to performance, so every dollar gets reviewed through a results lens. You won’t have to guess where the budget went or its impact.

Do you need an AI agent that fits your exact workflow? Build your own agent with TapClicks!

2. Surfer SEO: AI Content Optimization

Image Source: surferseo.com

Surfer SEO is an AI content creation tool that analyzes what already ranks and gives you a clear blueprint for how to improve your own content. It helps you write smarter, so you won’t need to constantly update blogs that still won’t rank or write content that gets buried on page two.

The platform’s AI technology identifies thousands of keyword ideas, sorts them into topical clusters, and even prioritizes them based on search potential. It works best for content teams, SEO managers, or any content writer managing SEO, deadlines, and clients at once.

Besides that, the built-in content editor keeps your writing aligned with top-performing content, which helps you improve your chances of showing up on search engines. You also get support across your full content strategy, from idea planning to SEO audits.

Some suggestions may feel too inflexible for creative workflows, though. And if you’re looking for deep backlink insights, you’ll need a second tool.

Regardless, Surfer SEO saves hours of manual work and improves content quality for marketing agencies trying to manage target keywords across multiple clients.

Features

Surfer SEO offers features for teams building SEO content, such as:

• Content editor - Provides real-time scoring and keyword suggestions based on over 500 ranking factors.

• Content audit - Analyzes existing pages, identifies SEO gaps, and gives steps for improvement.

• Keyword research - Shows related keywords, long-tail terms, and search volume for planning future posts.

• SERP analyzer - Breaks down what top-ranking pages are doing, from structure to word count and images.

• AI writing assistant (Surfy) - Helps create full-length articles using structured outlines and suggested phrases.

• Content planner - Organizes topics into clusters to build authority and support your long-term strategy.

• Backlink analysis - Gives basic link insights to support on-page optimization.

• Platform integrations - Works smoothly with Google Docs and WordPress, so your team can publish without copy-pasting.

• User collaboration - Let multiple team members work on the same content with saved progress and version control.

Pricing

Surfer SEO’s Essential Plan costs $99 per month and includes AI writing, page audits, and keyword suggestions. The Scale Plan, priced at $219 per month, offers more article credits, deeper insights, and tools like Topical Maps and CSV exports.

3. Vue.ai: Visual AI for eCommerce and Creative Agencies

Image Source: vue.ai

For agencies supporting e-commerce clients, Vue.ai makes product data smarter. It brings visual automation and personalization into one system, using AI solutions that react to how people browse, shop, and scroll.

Vue.ai not only manages inventory but also learns from it. It includes customer behavior analysis that tracks what products people linger on, which ones convert, and what combinations lead to stronger carts.

The tech also captures consumer behavior across touchpoints, which helps improve how products appear in search and recommendation feeds. That lets you be accurate in targeting, get more customer engagement, and achieve better results across multiple channels.

Although when your agency focuses on service businesses or lean content models, Vue.ai may be overbuilt. But for e-commerce work, it hits the mark.

Features

Vue.ai is built for agencies that work with product-heavy clients. These features reflect that focus:

• Customer behavior analysis – Tracks what shoppers explore and buy to inform future campaigns.

• Audience segmentation – Breaks down customer groups based on demographics, interests, and intent.

• Hyper connectors – Let you bring in outside data without needing to code integrations.

• Pre-set pipelines – Automates pipeline setup for product and behavior data.

• AI-led data transformation – Cleans and organizes large datasets so they’re ready for modeling.

• Model library – Includes pre-built and customizable models for e-commerce behavior.

• Workflow builder – Low-code interface to design, deploy, and manage predictive workflows.

• Data exploration – Tools to dig into trends, patterns, and quality metrics.

• Application layer – Deploy AI models quickly through apps, SDKs, and APIs built for business teams.

Pricing

Vue.ai doesn’t publish standard pricing.

4. AnswerRocket: Search-Powered AI Tool

Image Source: answerrocket.com

AnswerRocket is a search engine for your agency’s data. Just type in your question, and the tool delivers instant answers, trends, and visual reports.

Since it has a conversational interface, it makes it easy to explore questions like “Why did this campaign underperform last week?” or “Which product category grew fastest last quarter?”

Other than that, it identifies marketing campaign performance drivers and points out risks.

For teams handling high-volume client reporting, AnswerRocket simplifies what used to be a time sink. You can share actionable insights with your clients in minutes, instead of days.

The platform also supports advanced predictive analytics, which helps you stay ahead of slowdowns or spot winning campaigns early.

Features

AnswerRocket offers modern features that help give you valuable insights:

• Natural language querying – Ask business questions in plain English and receive instant results.

• AI-powered insights – Uses AI to scan your data and uncover trends, risks, and opportunities.

• Streamlined data setup – Handles tagging, data prep, and synonyms to save setup time.

• Advanced analytics – Includes diagnostic, statistical, prescriptive, and predictive analytics.

• Integration – Connects with databases, cloud tools, and unstructured data sources.

• Security and compliance – Offers enterprise-grade security, including role-based access.

• Flexible outputs – Adjust how reports look, sound, and display based on your audience.

Pricing

AnswerRocket’s pricing isn't publicly listed.

5. Lately: AI for Social Media Content Repurposing

Image Source: lately.ai

Lately transforms how you approach social publishing altogether. For agencies with lots of long-form assets like blog posts, podcasts, or webinars, this platform breaks that content into dozens of ready-to-go snippets.

You can implement AI without needing to change your entire process. Upload content, and Lately scans it for tone, structure, and style. Then it creates social media posts from your existing content, picking out the lines most likely to get clicks, likes, and shares.

For small teams or growing agencies, Lately saves time and lets you maintain sharp, consistent messaging without manually writing each caption or struggling to keep up with weekly posts.

Users with little content to repurpose may not see the same benefit, though. And while the AI is helpful, some posts may still need light edits before they go live.

Features

Lately includes tools to simplify repurposing and managing your social media content:

• Automated content generation – Uses AI to generate posts from written, video, or audio content.

• Long-form repurposing – Turns blogs, transcripts, and webinars into multiple shorter posts.

• Video clip generator – Automatically cuts video content into shareable, caption-ready clips.

• Keyword optimization – Suggests keyword placements to boost reach and ranking.

• AI writing model – Learns from your past content and voice to keep the tone consistent.

• Messaging guides – Applies pre-set voice rules to stay on-brand across all platforms.

• Audience pre-testing – Score draft posts based on how likely they are to engage your audience.

• Publishing workflow – Combines planning, approval, and scheduling into one timeline.

• Social analytics – Tracks post performance and engagement across all connected accounts.

• Collaboration tools – Support integration with Hootsuite, Slack, and Salesforce for smoother teamwork.

Pricing

Lately’s Growth Plan is priced at $239 per month and includes a full publishing calendar, AI-powered scheduling, voice editing tools, and integrations like RSS feeds. You also get access to 25 connected social channels and five user seats. 

Enterprise-level pricing is not listed publicly.

6. ChatGPT: AI Assistant for Creative and Strategic Tasks

Image Source: chatgpt.com

ChatGPT helps reduce the time-consuming work of writing, brainstorming, coding, or summarizing data. You can use it for client deliverables, emails, SEO planning, or even creating first drafts for blog posts or Google ads.

Behind the scenes, ChatGPT runs on a form of generative AI, which means it can write entirely new content based on your prompts. The more specific you are, the better the output. Marketers often rely on it to rewrite headlines, outline strategy docs, or summarize campaign results.

You can also use it to come up with new ideas for you or draft variations for landing page copy and emails. For your busy team, this can save hours that used to get eaten up by repetitive writing. It even uses a predictive model to suggest the next logical sentence, so the response feels more natural.

Just remember to fact-check the answers since ChatGPT can miss context, give off-topic answers, or sound generic if the prompt lacks detail.

Features

ChatGPT offers features that support a wide range of writing, productivity tasks, and marketing efforts:

• Natural language processing – Understands human conversation and provides context-aware responses.

• Context memory – Remembers previous parts of a chat to stay relevant in longer sessions.

• Multilingual support – Reads and writes in multiple languages for global campaigns.

• Creative text generation – Writes articles, captions, and ad copy with a natural flow and tone.

• Summarization – Condenses long reports or documents into short, digestible summaries.

• Research assistance – Helps gather basic information on a topic or format it clearly.

• Task automation – Assists with generating emails, outlines, and routine communications.

• Web browsing – Searches the internet in real-time for up-to-date responses.

• Image and file input – Analyzes files or visuals to provide context, feedback, or summaries.

Pricing

ChatGPT offers a free plan with basic capabilities. The Plus plan costs $20 per month and includes faster response times and access to GPT-4.

The Pro plan, created for high-volume users, runs $200 per month. For small teams, the Team plan is priced at $30 per month per user and includes shared chat history, admin tools, and collaboration features.

7. Amazon Personalize: AI-Powered Product Recommendations

Image Source: aws.amazon.com

Amazon Personalize is for developers who want to customize every part of the user journey, from search results to content feeds, without needing to build machine learning infrastructure from scratch.

You start by feeding it your customer interaction data. That could include clicks, purchases, or session behaviors. Then, Amazon Personalize trains models using your data and returns real-time or batch recommendations via API.

Since it uses machine learning models that adjust continuously as users interact with your platform, the personalization stays fresh and aligns with your brand voice.

To implement it effectively, you’ll need some tech chops, and the learning curve can feel steep. It also assumes you’re working inside AWS.

Still, the platform does especially well when you’re targeting different user segments and want product or content recommendations that adapt quickly. It further supports contextual data like time of day, device type, or location.

Features

Amazon Personalize delivers advanced personalization features that grow with your business:

• User personalization – Recommends products or content based on individual preferences and interactions.

• Personalized ranking – Reorders lists in real-time to match each user’s interest.

• Similar item recommendations – Suggests items related to a user’s recent activity to increase engagement.

• Contextual recommendations – Takes into account time, location, or device type to boost relevance.

• Real-time recommendations – Delivers updated suggestions as users browse your site.

• Batch recommendations – Pre-generates recommendations for use in campaigns or email marketing.

• New item suggestions – Recommends recently added products even with minimal engagement data.

• User segmentation – Groups users based on behavior for better targeting.

• Domain-optimized recommenders – Offers pre-built models for e-commerce, media, and more.

• Automated model training – Manages model building and performance tuning behind the scenes.

Pricing

Amazon Personalize offers a two-month free trial, which includes up to 20 GB of data processing and 100 training hours.

After that, pricing breaks down by usage: $0.05 per GB for data ingestion, $0.002 per 1,000 interactions for training, and $0.15 per 1,000 recommendations.

8. Monday.com: AI for Workflow Automation and Project Management

Image Source: monday.com

Monday.com transforms how you manage work across multiple clients, teams, and departments. It uses AI to handle project management, reduce manual effort, and speed up decision-making.

You can get started with it quickly. Start by picking a template, customizing your board, and assigning work with timelines, dependencies, and automations. For fast-moving teams, the real-time updates and dashboard widgets offer visibility across projects.

Of course, Monday.com comes with a few trade-offs: every added seat increases cost. Some features, like advanced automations or time tracking, also only unlock on higher-tier plans. And with so many features, first-time users may feel overwhelmed by the sheer number of options.

Features

Monday.com has features that’ll help you stay ahead:

• Visual boards – Use Kanban, Gantt, calendar, or table views to manage your workflow visually.

• Dashboards – Combine data from multiple boards for a bird’s-eye view of team progress.

• Automations – Trigger alerts, status changes, or task assignments based on conditions.

• Time tracking – Log time spent on each task and generate exportable timesheets.

• Resource management – Allocate work based on team capacity to prevent burnout.

• Integrations – Sync with Slack, Dropbox, Zoom, Google Drive, and more to simplify daily operations.

• Monday AI – Let AI build workflows, draft content, or flag inefficiencies in your processes.

• Workdocs – Collaborate in real time on open-ended documents with team comments and edits.

• CRM features – Track deals, manage pipelines, and forecast revenue from within your workspace.

Pricing

Monday.com offers a free plan for up to two users. The Basic plan starts at $12 per seat per month, while the Standard plan is $14 per seat per month and includes more advanced views and integrations.

For growing teams that need time tracking, automations, and deeper analytics, the Pro plan runs $24 per seat per month.

9. Drift: Conversational AI to Qualify Leads and Book Meetings

Image Source: drift.my.site.com

Drift brings real-time conversations to the center of your sales strategy. By replacing static forms with chat, you qualify leads faster, book meetings instantly, and build stronger relationships right from the first visit.

The platform leverages conversational AI, a proprietary Drift technology, to automate interactions without losing the human touch.

Unlike traditional CRMs, Drift connects with your site visitors based on behavior, not just form fills. Your sales reps can see who’s browsing, what pages they’ve visited, and start chats when it matters most.

There’s a possibility, though, that you’ll experience a steep learning curve, especially when scaling bots or integrating deeply across systems. It also sits on the higher end of the price spectrum. Businesses with tight budgets may find the value offset by its cost.

However, for companies looking to stay ahead with proactive outreach and smarter routing, it delivers a fast, responsive, and modern buyer experience.

Features

Drift goes far beyond basic chat. It gives you:

• Live chat – Connect instantly with visitors using real-time messaging tailored to their behavior.

• Driftbot – Automate lead qualification, FAQs, and meeting bookings without missing context.

• Targeted messaging – Show specific messages based on visitor traits or behavior, like location or visit history.

• Conversation routing – Automatically direct chats to the right rep or department to reduce lag and confusion.

• Proactive chat – Start conversations based on actions (e.g., time spent on pricing page or product demo).

• Reporting and analytics – Monitor team performance, conversation outcomes, and chat-to-close metrics.

• Custom playbooks – Design chatbot flows for specific use cases such as demos, support, or upsell.

• Email automation – Send follow-ups and campaigns based on how leads interact with Drift.

• Real-time visitor tracking – See who’s on your site right now, what they’re doing, and when to engage.

• Team inbox – Central hub for your sales team to manage and assign incoming conversations.

Pricing

Drift’s pricing varies by company size, features needed, and use case.

Modernize Your Agency Stack With Built-In AI Marketing Tools With TapClicks

TapClicks gives you built-in AI agents that read your data in real time, identify marketing trends, and surface what matters.

You’ll spend less time chasing metrics and more time driving strategy. The result: better reporting, clearer answers, and more confidence in every client meeting.

With TapClicks AI agents, you can:

• Spot campaign issues before they become problems

• Present insights to clients without manual slides

• Track budget pacing in real time

• Identify top and underperforming campaigns

• Predict what’s next with forward-looking insights

• Streamline performance reviews across multiple clients

• Create custom alerts without needing developers

Get ahead with TapClicks AI. Schedule your demo and see it in action!

FAQs About AI for Agencies

What is agency AI?

Agency AI refers to the use of AI systems and Robotic Process Automation by marketing, creative, or operational agencies to streamline workflows, identify trends, and deliver personalized experiences at scale using vast datasets and predictive insights.

Can federal agencies use AI?

Yes, federal agencies can use AI under specific compliance and ethical guidelines. Many already deploy innovative tools for data analysis, fraud detection, and operational efficiency to explore AI’s potential and serve new markets more effectively.

How do creative agencies use AI?

Creative agencies use AI to generate content, optimize campaign performance, automate design tasks, and deliver personalized experiences based on user behavior and engagement data.

Do recruitment agencies use AI-powered tools?

Yes, recruitment agencies use AI-powered tools to screen candidates, match resumes to job descriptions, and predict hiring outcomes using large datasets and predictive insights.

What is an AI agency model?

An AI agency model integrates machine learning and automation to increase efficiency, reduce manual labor, and provide AI-driven solutions to clients.