Agency workflow 04 / 05
From approval to payment confirmation
Make owner-funded marketing easier to explain, invoice and reconcile without handing financial authority to AI.
Development partnership concept · scoped and tested with an agency · human approval before consequential action
From first signal to a reviewed outcome.
PLAYBOOK / EVIDENCE / PEOPLEThe 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.
Step 01
Authorise
Record exactly what the owner approved, including amount and scope.
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.
Alma coordinates the handoff. These role concepts prepare work for agency staff; they do not hold professional credentials or independent authority.
01 / Start with the record
A real trigger. Known inputs.
An owner approves a marketing plan and its quoted cost in the agency's authorised process.
Inputs an agency would provide
- 01Approved marketing schedule, supplier quotes and owner instructions
- 02Agency fee rules, tax treatment and invoice template
- 03Payment provider status or accounting feed, when permissioned
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.
Illustrative reconciliation
INV-DEMO-104
- Owner-approved scope
- Campaign A • photography $420 • portal feature $180
- Invoice draft
- INV-DEMO-104 • total $600 • awaiting finance review
- Payment status sample
- $600 received against INV-DEMO-104 (sample feed)
Synthetic amounts and events. No invoice, payment, bank transfer or owner message is created here.
03 / Keep authority visible
The approval is part of the design.
Owner approval is captured before invoicing. Finance staff check tax, amount, account and matching evidence before issue or confirmation. No bank action is automatic.
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.
Agency CRM for owner approval and campaign scope
Accounting/invoicing software with authorised access
Payment status feed or provider webhook where available; no direct bank control assumed
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 ↗Continue exploring