Guides › Design studios, marketing and creative agencies

How creative and marketing agencies can use AI

Agencies already experiment with AI for creative work. The bigger time savings are often in the business side: proposals, reporting and inbox management.

Want this tailored to your business? Our free score takes about 10 minutes and names your top 3 opportunities. Get your free AI score →

1. Draft proposals and documents from a template

Draft proposals from a strong template and your discovery notes.

How to start:

  1. Gather 2-3 of your best past documents as examples.
  2. Make a template with standard sections.
  3. Write bullet points for the new document and ask AI for a first draft.

A prompt to try:

"Using this structure: [template], write a first draft proposal from these notes: [notes]. plain language."

Watch out: Check every fact, figure and promise.

2. Summarise numbers into a weekly snapshot

Turn campaign data into a readable monthly client summary.

How to start:

  1. Choose 5 numbers that matter (sales, jobs, debtors, hours, enquiries).
  2. Set up one spreadsheet that collects them.
  3. Each week, ask AI to summarise changes and flag anything odd.

A prompt to try:

"Here is this week's data (no personal details): [paste]. Summarise in 5 bullet points what changed vs last week."

Watch out: AI can misread numbers. Check totals against your accounting system.

3. Automatic meeting notes and actions

Capture meeting notes and actions automatically, with consent.

How to start:

  1. Choose a note-taker tool.
  2. Ask permission to record.
  3. Review the summary.

A prompt to try:

"Summarise this transcript into decisions and actions with owners."

Watch out: Always get consent before recording.

4. Triage the inbox and draft routine replies

Triage the inbox and draft routine client replies.

How to start:

  1. List your 5 most common email types and paste a good past reply for each into a document.
  2. Turn on the AI assistant in your email (Gemini in Gmail or Copilot in Outlook), or use a business AI chat plan.
  3. Create labels/folders and simple filters for each email type.

A prompt to try:

"Here is an email from a customer: [paste, with names and addresses removed]. Draft a friendly, short reply in plain English using the style of these examples: [paste]. Do not promise dates or prices."

Watch out: Remove customer personal details before pasting into tools that may keep or train on data.

A word of caution

Be clear with clients about where AI is used in deliverables, and check the licensing terms of AI-generated assets.

Your first step this week

Turn your best past proposal into a reusable template.

See where AI could fit in your creative and marketing agencies business

Answer 18 questions about your tasks and tools. Get a free readiness score and your top 3 opportunities instantly.

Get my free AI score → Hours calculator

Last reviewed 15 October 2026. General guidance, not professional or legal advice. Tool features and prices change; check before you buy.