The team submits a campaign asset against the approved brief.
MEDIA, MARKETING & AGENCIES / THE OPERATING DAY
Automate the SOPs
behind media & agencies.
Connect the teams, records and handoffs behind media & agencies, with the right people at each decision.
EXAMPLE OPERATION · MEDIA & AGENCIESAll industries
daffyOS Example operation · Media & Agencies / One connected enterpriseAI Search Visibility / Example record
A creative asset is ready for client review
Supporting recordLinked to the original instruction
ATTACHEDDaffyI have linked the record and prepared the next step for Account manager. Approve sending the asset for the agreed client review?
DECISION OWNER / ACCOUNT MANAGER
Approve sending the asset for the agreed client review?The source record, responsible team and proposed next step are linked. This example waits for the decision owner.
Account manager · Approval requiredTARGET OUTCOME
Approve sending the asset for the agreed client review?
Approve sending the asset for the agreed client review? The approval and follow-up stay attached to the original record.
RECORD IN FOCUSExample recordAI Search Visibility SOP / Example
EXECUTION / SIMULATED
- Operating record DaffyEvidence captured
- 2Daffy Account managerAwaiting approval
- 3Account manager Operation recordAction pending
- 4Operation record Follow-upFollow-up waiting
DECISION OWNER / ACCOUNT MANAGER
Approve sending the asset for the agreed client review?The source record, responsible team and proposed next step are linked. This example waits for the decision owner.
Account manager · Approval requiredWORKING NOTES
- No working notes yet.
ONE CONNECTED OPERATING DAY
What needs your attention?
Context follows this operation.
THE WORKSPACES BEHIND THE THREADS
Where your work
comes together.
Each workspace holds its part of the operation. Daffy coordinates the handoffs under the permissions you set.
AI Search VisibilityProject & DeliveryBilling & CollectionsSales PipelineCustomer SuccessMarketing & CampaignsAttendance & ShiftsWorkforce CoreGoals & PerformanceCosting & ProfitabilityDocuments & RecordsClient PortalCustomer Support DeskLead Capture & EnrichmentData CoreCommand CentreDAFFY Chat & Authority
ONE SOP TO START WITH
A creative asset is ready for client review.
A representative scoping example. Integrations, actions and approval rules are agreed for your deployment.
01 / THE TRIGGER
The team submits a campaign asset against the approved brief.
02 / THE HUMAN DECISION
Approve sending the asset for the agreed client review?
03 / THE CONNECTED OUTCOME
The brief, version and approval are linked before any publication decision.
THE PEOPLE BEHIND THE PROCESS
Different teams.
One operating context.
01Creative
02Strategy & Planning
03Account Management
04Performance Media
05Content & SEO
06AI Visibility (GEO)
07Production
08Client Servicing
09Finance & Billing
10New Business
11Talent
12Analytics
THE OPERATING CYCLE
The handoffs that
make the business work.
Use this operating map to decide where a record is created, who takes responsibility and what must be checked before work moves.
- 01 / START THE RECORD
Pitch & scope
Capture the source instruction, evidence and responsible owner.
- 02 / CARRY THE CONTEXT
Brief & planning
Link the brief & planning record to the previous stage and the team responsible for the next handoff.
- 03 / CARRY THE CONTEXT
Creative production
Link the creative production record to the previous stage and the team responsible for the next handoff.
- 04 / CARRY THE CONTEXT
Client approval
Link the client approval record to the previous stage and the team responsible for the next handoff.
- 05 / CARRY THE CONTEXT
Campaign delivery
Link the campaign delivery record to the previous stage and the team responsible for the next handoff.
- 06 / CARRY THE CONTEXT
AI visibility
Link the ai visibility record to the previous stage and the team responsible for the next handoff.
- 07 / CLOSE THE LOOP
Report & renew
Retain the outcome, outstanding exceptions and decision history.
THE WORKSPACE MAP
The same brain.
Your industry’s vocabulary.
A workspace is shaped around the people and records it serves. These are starting points, with connected workflows between them.
AI Search Visibility
AI Visibility (GEO)
What does AI say about this client versus competitors?
Explore workspace Project & DeliveryBriefs & Production
Which briefs are over their scoped hours?
Explore workspace Billing & CollectionsRetainers & Billing
Which retainers are over scope this month?
Explore workspace Sales PipelineNew Business Pipeline
Which pitches need a decision this week?
Explore workspace Customer SuccessClient Health & Retention
Which clients are at risk before renewal?
Explore workspace Marketing & CampaignsCampaign Delivery
Which campaigns are missing their promised outcome?
Explore workspace Attendance & ShiftsTime & Utilisation
Where is unbillable time going?
Explore workspace Workforce CoreTalent & Craft
Who is free and right for this brief?
Explore workspace Goals & PerformanceGrowth & Reviews
Which reviews are incomplete?
Explore workspace Costing & ProfitabilityClient Profitability
Which retainers are unprofitable this quarter?
Explore workspace Documents & RecordsAssets & Rights
Which asset licences expire this quarter?
Explore workspace Client PortalClient Portal
What approvals are pending on the client side?
Explore workspace Customer Support DeskClient Requests
Which ad-hoc requests are out of scope?
Explore workspace Lead Capture & EnrichmentInbound & Lead Capture
Which inbound leads are worth a pitch?
Explore workspace Data CoreData & Insight Core
Which content formats perform best for this sector?
Explore workspace Command CentreAgency Command Centre
Where is the agency giving away work for free?
Explore workspace DAFFY Chat & AuthorityDAFFY Chat & Authority
Which of my clients are over scope?
Explore workspaceAUTHORITY, IN CONTEXT
The right answer.
For the right person.
Agree access and action permissions before connecting operational data. The same question can require a different scope for each role.
“What is due from me this week?”
Own briefs, own time, own deadlines.
“Which of my clients are over scope?”
Their clients, scope, delivery, approvals, health.
“Where is unbillable time going in my team?”
Their line, utilisation, margin, quality.
“Which clients are at risk before renewal?”
Their portfolio, retention, growth, satisfaction.
“Which retainers are unprofitable this quarter?”
Retainers, billing, recovery and profitability.
“Where is the agency giving away work for free?”
Agency performance, pipeline and capability.
START WITH ONE WORKFLOW
One SOP today.
A more connected company tomorrow.
Bring us the process, the people and the exceptions. We’ll map the first proof of value.