An AI employee for agencies

Hire an AIemployee forclient work.

Add Scope to Slack, Teams, or email and hand it the recurring client work: reports, audits, decks, and briefs. It works from your connected client accounts and hands back finished work for a quick review.

SlackMicrosoft TeamsMeta AdsGoogle AdsHubSpot
P
Priya10:02 AM
@Scope Harbor & Co. wants their monthly report early. Can you pull it together and flag anything weird?
⏳ 1
Scope
ScopeAPP10:11 AM
Here you go.
  • • Revenue up 14% month over month, mostly from search
  • • Meta CPA spiked on the 18th (a broken landing page, now fixed)
  • • Two budget moves suggested for next month
PDF
PDF · ready to review
ApproveReject
📊 3✅ 2
What changes

What changes when Scope joins the account team

🗂️
Weekly reports

drafted without a dedicated analyst

⚡
Same day

turnaround on ad-hoc client audits

In practice:A typical Monday
The reports are waiting in Slack when your team logs on, so strategists can spend that time talking to clients.
🧩
One channel

instead of switching between every client tool

🚀
Every Monday

a fresh report, on schedule, without the chase

How it works

A short setup.
Then just delegate.

I
Ines 9:14 AM
@Scope this channel is for Harbor. Use their accounts.
Scope
Scope 9:15 AM
Got it. For Harbor I'll use:
  • • Meta Ads · Harbor US
  • • Google Ads · Harbor
  • • HubSpot · Harbor CRM
  • • Drive · Harbor folder

1Plug in client accounts

Sign in to each client's ad, CRM, and storage accounts and give them names your team already uses.

M
Marta 11:04 AM
@Scope reports use our blue template, flag CPA over $40, and they're due by 10.
Scope
Scope 11:05 AM
Noted. Blue template, $40 CPA threshold, 10:00 deadline. I'll post tomorrow's here.

2Share your playbook

Brief Scope like a new hire: your templates, targets, deadlines, and who signs off. It keeps it for every future job.

A
Andre 12:04 PM
@Scope anything waiting on me for Harbor?
Scope
Scope 12:05 PM
Yes. The report is done, and three budget changes need your approval before I apply them.

3Approve and ship

Finished work lands in the thread with a short explanation. Anything client-facing waits for your OK.

Agency workflows

Describe the outcome.
Get the deliverable.

From numbers to narrative to slides, Scope handles the whole chain. Your team steps in at the end to check and send.

Weekly or on request

The weekly client recap, written while you sleep.

Every Thursday night Scope collects spend, conversions, and revenue for each client, writes the story in your house style, and leaves a draft in the account channel.

Deliverable: PDF + thread summary
P
Priya1:48 PM
@Scope Draft the Harbor & Co. weekly recap: paid, revenue, creative, and anything we discussed here.
⏳ 1
Scope
ScopeAPP1:57 PM
Recap drafted. I cross-checked every number, wrote up the week, and listed next steps at the end.
PDF
PDF · ready to review
📊 2✅ 2
Before every call

Walk into every QBR already knowing the answers.

The night before a client meeting, Scope digs through budgets, search queries, conversion tags, and ad creative, then posts what's broken, what's slipping, and what to fix first.

Deliverable: Audit + next steps
L
Leo8:30 AM
@Scope Harbor QBR is tomorrow. Go through the account and tell me what I'll get asked about.
⏳ 1
Scope
ScopeAPP8:41 AM
Here's what's likely to come up:
  • • Two campaigns running hot on budget
  • • One purchase event counted twice
  • • A list of irrelevant search terms to exclude
  • • Six ads that have stopped performing
PDF
PDF · ready to review
ApproveReject
Built once, improved over time

Finally get the spend-vs-plan report nobody had time to build.

Describe the report in a sentence or two. Scope pulls it together from your client data and keeps it updated on a schedule as the team asks for changes.

Deliverable: Recurring report
N
Nadia3:05 PM
@Scope Can you put together a report showing every client's spend vs. plan, with problems at the top?
⏳ 1
Scope
ScopeAPP3:29 PM
Done. First version is posted in #accounts and I'll refresh it every Monday. Any budget change it suggests stays pending until an account lead approves it.
PDF
Posted weekly to #accounts
ApproveReject
Ahead of every review

Review decks, assembled from this morning's numbers.

Ask for the deck and Scope fills your template with fresh charts, a clear narrative, open risks, and the decisions you need from the client.

Deliverable: Slide deck
O
Owen11:50 AM
@Scope I need the Harbor growth review for 3 PM, our usual template.
⏳ 1
Scope
ScopeAPP12:02 PM
Deck's ready. I also added a slide answering the two questions their CMO raised in last week's email.
PPTX
PPTX · ready to review
👀 2✅ 1
Every creative sprint

Every creative sprint starts with a sharper brief.

Scope studies what actually converted, compares it to what didn't, and writes a brief your designers can shoot from: angles, scripts, references, and test plan included.

Deliverable: Creative brief
R
Ren4:10 PM
@Scope What should we make next for Harbor? Base it on what worked last month.
⏳ 1
Scope
ScopeAPP4:18 PM
Brief attached.
  • • UGC-style demos beat studio shots 2:1
  • • Three new angles to test
  • • Scripts and shot list included
  • • Test plan with one variable per cell
PDF
PDF · ready to review
For every new lead

Pitch like you've worked with them for years.

Give Scope a company name. It comes back with their channels, messaging, recent moves, and the gaps your agency is best placed to fill, plus a pitch outline.

Deliverable: Research + outline
S
Sam5:00 PM
@Scope We're pitching Fernhill Outdoors on Thursday. What should we know?
⏳ 1
Scope
ScopeAPP5:16 PM
Dossier ready. They lean heavily on paid search and have almost no retention email. That's your opening. Pitch outline is on the last page.
PDF
PDF · ready to review
📎 1✅ 2
Your agency stack

One teammate across
every client tool.

Scope works inside the apps you already pay for, within the access you grant, and brings the results back to the channel.

HubSpotGoogle AdsMeta AdsStripeSlackMicrosoft Teams
🔑 No API keys to manage
How it compares

Most AI helps one person.
Scope helps the agency.

Here's how Scope compares with the other ways agencies try to get work off their plate.

Chat assistants

Great for one person's questions, but nothing is shared or remembered across the team.

Everyone briefs the same Scope, and it remembers each client.

Zap-style automations

Break the moment a client's setup is slightly different.

Adapts to each account instead of following a rigid recipe.

Developer copilots

Help engineers write code; don't touch ad accounts or client decks.

Uses code as a means to an end, the end being your deliverable.

Self-hosted agents

Need an engineer to set up, secure, and keep running.

Nothing to host. Install it and start delegating.

One-model products

Tie you to a single provider's strengths and weaknesses.

Uses whichever model suits the task, and changes as models improve.

Agency-grade controls

Your models, your rules,
your sign-off.

Everything an agency needs to trust an AI teammate with client work.

Swap models per job

Use a fast model for quick checks and a stronger one for strategy, and set defaults for the team.

Shared across every role

Strategists, buyers, designers, and account leads all work with one Scope that knows the context.

Each client clearly labeled

Name every connected account after its client so nothing ever gets crossed.

Approval where it matters

Choose which actions run freely, which need a click, and which are off-limits.

What agencies ask before hiring Scope

Yes. Connect as many accounts as you manage and name each one after its client. If it's unclear which one you mean, Scope asks.

Just tell it, in the channel, like you'd brief a new strategist. It remembers templates, targets, and preferences for next time.

Each client's accounts are named separately, and Scope only touches the ones a task calls for, within the access of the person asking.

You decide which actions need a human click. Most agencies keep anything client-facing on approval.

Hire an AI employee. Scale every account.

Pick the client task everyone dreads. Let Scope take it from here.