Share the context
At onboarding, share your brand documents, visual style, tone of voice, audience, offers and examples of good work. We organize them into the agent’s working context.
Keep your agency’s own marketing moving.
Client deadlines keep pushing your own marketing back. Give your AI specialist the business and brand context upfront. It prepares the recurring work; your team guides and approves.
Set up and maintained by Octocrew. Priorities and approvals stay with your team.
Illustrative Slack demo · choose a task
# social
Today
Turn our approved article into LinkedIn posts for next week. Keep client names out.
Three drafts are ready: a checklist, a common mistake and an expert take. Each links back to the article. Client names removed.
Draft 1 · Practical checklist
Before adding another marketing channel, check three things: a clear audience, a useful offer and someone to review the work.
Demo only · no messages are sent
01 / Before the work begins
An agent that starts with your business context.
Before the first task, we give your specialist a working understanding of your business: what you sell, who you serve, how your brand speaks and what success looks like. That context carries into the ongoing work.
Connect your tools
We connect the tools your role needs through supported APIs: ad accounts, analytics, email or CMS. Together, we set access, budget limits and approval rules.
Review, refine, repeat
The agent prepares the work; you approve or leave corrections. Your feedback refines its working instructions and brand context for the next tasks. Update the context as your business changes.
02 / The recurring work
What keeps getting postponed?
Once your agent has the context, it can take on the recurring work in its role. You review the output and guide what happens next.
01
Client work ships. Your own articles and cases stay in drafts.
SEO & ContentYour agent handles
Turns your knowledge base and approved client material into a regular content pipeline.
Ready for your approval
Article drafts, case outlines and page updates grounded in your expertise.
# seo-contentDemo
Turn our approved expertise into an article brief.
The brief is ready, with sources and a suggested internal link.
02
Your team delivers every week. Your social channels go quiet.
Social MediaYour agent handles
Repurposes your articles, expertise and approved stories into consistent social content.
Ready for your approval
Channel-ready posts and a publishing calendar for your agency.
# socialDemo
Adapt our approved article into next week’s posts.
Three drafts and a proposed calendar are ready. Publishing is waiting for your review.
03
The newsletter gets postponed every time a client deadline lands.
Email MarketingYour agent handles
Builds recurring newsletters from your latest insights, services and approved content.
Ready for your approval
Newsletter previews with links, audience and send timing checked.
# emailDemo
Prepare our monthly newsletter for review.
The email draft is ready. Links and audience exclusions are checked.
04
Your offer evolves. Your own website stays months behind.
Website ManagerYour agent handles
Updates agreed pages in your connected CMS as positioning, services and case material evolve.
Ready for your approval
Service and case page previews with a record of checked changes.
# websiteDemo
Update our services page with the approved copy.
The page preview is ready. Mobile layout and the destination link are checked.
05
Client campaigns get the attention. Your own ads wait.
Ads ManagerYour agent handles
Reviews your agency’s connected ad accounts and prepares the next campaign improvements within your goals and limits.
Ready for your approval
Campaign reviews, ad drafts and proposed adjustments for approval.
# paid-mediaDemo
Review our agency campaign. Keep the budget unchanged.
The campaign review and two ad copy options are ready. I used your brand context and previous feedback.
03 / See the handoff
One article. A social calendar you can approve.
Illustrative example, not a client result. The first workflow is agreed around your tools and review process.
- 01 / Source
One approved article
Use the agency’s existing article about a client problem. Keep client names and claims within the permissions you have.
- 02 / Draft
Three distinct angles
A practical checklist, one misconception and a short expert take. Review each post’s copy, source link and proposed date.
- 03 / Review
Your voice. Your sign-off.
Your operator checks facts, tone and client permissions. Corrections return to the draft before publishing.
- 04 / Publish & learn
An agreed schedule
Publish in the agreed channels. Review the results to decide what the next batch should change.
This Social Media example starts with an existing article. Writing the article or an email campaign is a separate role scope.
04 / Client work
What has already been put to work.
Marketing agency · 18 people
Their own marketing, off the team’s plate.
The published case describes the agency’s own content, social, ads, email and reporting running with part-time oversight. People keep positioning, brand decisions and final sign-off.
This is evidence of an operating setup for own marketing. The case’s time-saving figure is an estimate; its method and measurement period are not published. It does not establish a multi-client delivery offer.
Read the agency caseThese cases describe individual crew implementations. Today’s five standard roles have their own agreed scope; historical crew configurations are not a standard bundle.
A separate conversation
Need help with client delivery?
Describe one client workflow, who operates it and who approves the output. We confirm access, context separation, the number of environments, support responsibility and commercial scope before proposing a setup.
Multi-client access, white label and reseller arrangements are not automatically included in a standard subscription. A fractional CMO can direct the work; the delivery model still needs to be agreed.
Discuss a client workflowBefore you choose your first role.
Do we need all five roles?
Start with one useful task and its specialist. Add another role when there is a clear need, a working operator and an agreed scope.
What do you need to get started?
Your business context, brand documents, visual style, tone of voice and the tools your role needs. During onboarding, we connect supported APIs and agree permissions, priorities and who approves the work.
Who approves publishing and budget changes?
Your team owns priorities and approvals. Any automatic action needs explicit permission and agreed limits; it is not the default for every workflow.
Can we use an agent for client work?
We assess the specific environment, operator, client permissions and approval path first. Multi-client, white-label and partner arrangements need an explicitly agreed scope.
What is included in the subscription?
Standard implementation, onboarding and maintenance are included. Third-party platforms, media spend and model usage are separate. See current pricing for the role you choose.
Discuss your agency’s marketing backlog
We'll clarify the role, operator, tools, permissions, and first scenarios. If a standard role fits, we price it clearly; if not, we'll say so.
octocrew.ai
Octocrew · 2026