The key to business success used to be simple: create the best product or service and bring it to market faster than your competitors.  Today, quality products and customer service are still essential — but that’s not enough to maximize your profitability. Do automated processes play a role in your business?

Thanks to the ubiquitous nature of social media and the shift to almost exclusively digital marketing, digital agencies are now able to efficiently and effectively automate a lot of the processes that used to be handled manually. Automation saves time and money, reduces stress — and allows you to focus your resources on being the best in your category.

Why Should You Consider Automation?

The reasons a digital marketing agency might choose to automate its processes reach far beyond saving time (though that is a big factor to consider). The proper use of automation tools can help your business run more efficiently so you can grow and scale without sacrificing quality or visibility.

Here are some of the biggest benefits of automation.


When your processes are automated, you eliminate human error. You won’t have to worry about problems caused by more than one team member managing the same task. The automated system takes care of it, so it’s done exactly the same way every time. This is especially helpful when managing detailed processes like bookkeeping and invoicing for various marketing clients.


If you have a task that’s repeated often, automation can help create consistency in completing it.

And even if the task at hand is one that happens less frequently, automation triggers a reliable reaction that saves you the effort of double checking your records for a response mechanism.

Quicker Response Time

Automated responses don’t have a lag time. If your digital marketing agency manages clients’ social media platforms, manual monitoring means a customer may go unanswered for hours — or even days. Without an automated system in place, everyone who posts on your page can get an immediate response, even if it’s just a quick note saying, “We’ll get back to you soon.” (Best practices dictate that you should let them know the response they received was automated.)

Easy Management of Multiple Accounts

When you automate your marketing clients’ contracts through one platform, anyone on your team can access all of the data easily. This will cut down on key-man dependencies, save your business time, and improve communication and efficiency across channels.

Cost Savings

The more you can automate, the less time your employees will waste on tactical tasks. And, more importantly, the less time you spend on those menial automated tasks, the more time you can spend on activities that are in your wheelhouse, like strategizing, building customer relationships, and finding new ways to help your marketing clients succeed.

What Can Your Agency Automate?

Today, pretty much anything can be automated. But that doesn’t mean that everything should be automated. “Set it and forget it” can be tempting to put in use everywhere, but “forgetting it” without human moderation can have consequences.

Ask yourself this question when you’re deciding whether to automate: Does the task require intuition? If the answer is yes, it’s best to leave it to the humans.

Here are a few things you can automate without hesitation.

AdWords Campaign Creation

Google AdWords is a great place to begin your automation. Depending on your comfort level, you can begin by automating when your AdWords are visible (or display the “Call Now” button only during certain days/hours).

You can also automate your bidding or budgeting practices. As you begin to feel more comfortable, you can automate scripts (with some Java knowledge) or APIs.

Social Media

Instead of manually posting to client social media platforms several times each day, try automating social media messages using a site like Meet Edgar or Buffer to post automatically on your behalf.

You’ll still need a live person to respond to personal posts, but an automation system can help with the bulk of your social media interactions.

Email Campaigns

Set up automatic emails that trigger when someone takes an action on your site, such as filling out a form to sign up for a newsletter or reaching out for information.

Bonus points if you design automated email workflows that shepherd prospects through your sales funnel.


Why create reports manually when you can automate report creation? Google Analytics can help create basic automated reports — but if you need complex dashboards or a more robust solution, TangoCode can help you create a custom solution for scalable, automated client reporting.

Integrated Billing

The best marketing automation tools will include ways to manage invoices and billing directly from the platform. This can save valuable time that you would otherwise spend toggling back and forth between client data and an invoicing software.

What Can You Automate?

Are you currently automating parts of your business? If not, what’s stopping you?

If you’re ready to discover how your agency can use technology to unlock efficiency and profitability like never before, consider TangoCode’s two-day Digital Operations and Technology Alignment. Contact us for more details!

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