Email copy from one checkbox
Tick a box on a Trello card and on-brand email copy lands in a Google Doc, reviewed and approved in Slack, for any of 30 client brands.
- Trello
- Zapier
- Claude
- Google Docs
- Slack
For email and retention marketing agencies
AI email copywriting and Klaviyo automation for agencies
When an agency manages dozens of brands, the work that eats the week is the same every time: writing on-brand copy, planning next month’s campaigns and moving drafts through review. We build AI automations that do the first draft and the planning inside the tools your team already uses, like Trello, Slack, Google Docs and Klaviyo, so your writers and strategists spend their time on the parts that need them.
What usually goes wrong
Copy is the bottleneck
Thirty brands, several campaigns each, every month. Writers start each email from a blank page, and the queue backs up before every send date.
Brand rules live in people’s heads
Tone, banned words and product details sit in one writer’s memory or an old doc. When that person is busy or leaves, the copy drifts.
Monthly planning takes hours per client
Someone reads the last few months of Klaviyo results and past campaigns for every brand, then builds the calendar card by card.
Reviews get lost in messages
Drafts and comments bounce between docs, DMs and email, and nobody is sure which version was approved.
What we build
Copy drafts from a Trello card
Tick “Create copy” on a campaign card and Claude writes the email using that brand’s rules. The draft lands in a Google Doc linked to the card.
Brand rules per client
Each brand’s voice, do’s and don’ts are written down once and used on every draft, so the copy stays consistent no matter who triggers it.
Review loop in Slack
The draft is posted to Slack for review. Approve it and the card moves to the next column; request changes and it goes back for another pass.
Monthly campaign calendar from Klaviyo data
Once a month, the system reads each client’s last 90 days of Klaviyo results and Trello history, Claude plans the month and one Trello card is created per campaign.
AI proposals for winning new clients
For agencies and freelancers who find work on Upwork, a tool that scans new jobs, scores each one against your profile and drafts a tailored proposal for you to review.
How a job moves through the system
- 1
At the start of the month, the calendar run reads a client’s last 90 days of Klaviyo results and their Trello history.
- 2
Claude plans the month, and one Trello card per campaign appears on the client’s board.
- 3
The account manager opens a card and ticks “Create copy”.
- 4
Claude writes the email with that brand’s rules, and the draft lands in a Google Doc linked to the card.
- 5
The draft is posted in Slack. The reviewer asks for one change, and the revised version comes back for approval.
- 6
Once approved, the card moves to the next column and the team builds the send in Klaviyo.
Related case studies
Email marketing agencies: questions, answered
It writes from the rules you set for each brand, and every draft goes through your team’s review in Slack before the card moves on. Your writers stay in control of what gets sent.
For the agency we built this for, the AI costs about 3 cents per campaign, around $13 a month across 30 client brands. The cost of building it depends on scope, and you get a defined estimate first.
For that same agency, the monthly planning run replaced more than 10 hours of manual work a month across its 30 clients.
We start with the tools you already use. Our builds for this agency run on Trello, Slack, Google Docs and Klaviyo. If your team works in ClickUp, we design the flow around ClickUp instead.
In the builds we’ve done, the system reads Klaviyo results, plans campaigns and drafts copy. Your team still builds and schedules the sends, so nothing goes out without a person seeing it.
Show us where your agency’s week goes
Walk us through how a campaign goes from idea to send today. We’ll point out what AI can draft or plan, and give you a defined estimate before we build.