← All agency workflows

Agency workflow 05 / 05

From campaign brief to reporting

Coordinate creative, approvals, scheduling and results around one campaign record.

Development partnership concept · scoped and tested with an agency · human approval before consequential action

05

From first signal to a reviewed outcome.

PLAYBOOK / EVIDENCE / PEOPLE

The end-to-end flow

A clear path from work to decision.

Every stage can be tailored to your agency’s systems, policy and approval roles. The illustration shows a proposed experience.

Illustrated workflow · synthetic example
TEMRIK / AGENCY05—05
Agency recordAlma + Sales AgentHuman approval

Step 01

Plan

Turn the brief into a channel calendar and content checklist.

Source → draft → human decision● Human authority

Select any step to inspect it. This is an interface illustration of a workflow TEMRIK could develop and test with an agency; it is not a live integration or Gemini-generated media.

Illustrative software roles

Alma coordinates the handoff. These role concepts prepare work for agency staff; they do not hold professional credentials or independent authority.

Sales AgentCustomer Service

01 / Start with the record

A real trigger. Known inputs.

An agent opens a campaign brief after the property, audience, spend and channels have been agreed internally.

Inputs an agency would provide

  • 01Approved listing pack and licensed media
  • 02Audience, channel, budget and campaign dates
  • 03Brand policy, owner approval and channel reporting data

02 / See the output

Something your team can review.

A useful output is specific enough to check and revise. This sample shows the shape of a deliverable, including the uncertainty the team should resolve.

All names, figures, events and examples on this page are synthetic.

EXAMPLE OUTPUT / SYNTHETIC◈

Illustrative campaign board

CAMPAIGN BOARD / SYNTHETICDraft schedule

Campaign A

Week 1
Email to opted-in buyers • draft ready for agent review
Week 2
Social carousel • licensed image selection pending
Approved spend example
$180 portal feature • owner approval recorded in sample brief
Sample report
1,240 impressions • 27 clicks • 3 enquiries (synthetic figures)

Synthetic schedule and metrics. Scheduling and publishing require channel access, permissions and human approval.

03 / Keep authority visible

The approval is part of the design.

An authorised person approves copy, imagery, audience, channel spend and schedule. Report owners check data windows and interpretation before sharing results.

✓

Human approval gate

Prepare → inspect → approve → release

The agency defines who may approve and what evidence they need. A draft is never proof that an external action occurred.

04 / Connect the right tools

Integrations to validate together.

These are requirements for a proposed solution, not a list of live agency connections. Availability depends on provider APIs, access, permissions, contracts, configuration and acceptance testing.

01

Agency CRM/listing and approved asset store

02

Email, social and portal tools where supported and permissioned

03

Channel analytics or exported reports; metrics depend on each provider's data access

Develop with TEMRIK

Build one workflow around your agency.

Map your current process, estimate the repetitive administration effort, agree the safeguards, and test a small pilot against real work. Keep your team focused on relationships and decisions while software takes on carefully bounded preparation.

Discuss a development partnership ↗