Automation for Agencies

From manual project management to automated workflows. More focus on creative work, less on administration.

How it works

Step by step through the automation process.

1

New project automatically set up

For every new assignment, a project structure is automatically created: tasks, deadlines, responsibilities and channels are configured instantly.

2

Client communication streamlined

Status updates, feedback rounds and approvals flow through automated notifications. The client is always informed without manual emails.

3

Time tracking and budget monitoring

Hours are automatically tracked and linked to projects. You receive an instant alert when budgets are exceeded.

4

Reports automatically generated

Weekly and monthly reports on project progress, hours and budget are automatically compiled and sent.

5

Invoicing and follow-up

After project completion, invoices are automatically generated based on tracked hours and agreements. Reminders follow automatically.

The difference

Before automation

  • Manually setting up projects and assigning tasks
  • Sending emails for every status update
  • Tracking hours in separate spreadsheets
  • Manually compiling reports
  • Manually creating and sending invoices

After automation with Vynexo

  • Automatic project setup with templates
  • Automated client notifications and approvals
  • Real-time time tracking and budget monitoring
  • Automatic reports and dashboards
  • Automated invoicing and payment reminders

Ready to automate your workflows?

Get in touch today and discover how we can streamline your business processes.

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