Automations for agencies
Document request chaser for agencies
Here is what the document chaser does for agencies. Asks for the documents you need, reminds people politely and files what comes in. It's built for one familiar headache: new client onboarding means the same twenty emails every time.
What this fixes for agencies
- New client onboarding means the same twenty emails every time.
- Inbound leads wait while everyone is heads-down on delivery.
- Proposals are copied from the last one and edited by hand.
What it looks like in practice
Imagine a six-person marketing agency on monthly retainers. You need four documents from a client. They get one message with the list and an upload link. Two arrive the same day. The reminder three days later brings in the rest, all named and filed in your shared drive.
How it works for agencies
Here is how the document chaser runs day to day for agencies.
- You choose what's needed from a client.
- They get a clear list with an upload link.
- Reminders go out until everything is in.
- Uploads are named and filed in your shared drive.
- You see what's still missing.
Tools it connects to
You keep working in Gmail. The document chaser sits alongside, built with n8n, Google Drive and Typeform.
Questions from agencies
Does the document chaser work with Gmail?
It depends on your Gmail plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
What happens if something breaks?
The document chaser sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
What will my clients see?
They'll see one clear list and one link to upload everything. I write the wording with you so it sounds like your agency business, and you approve it before launch.
Want this for your agency business?
Tell me how your agency business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built