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First for agencies

Build agency apps around creative briefs, retainer allowances, deliverable versions and client sign-off.

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What you can build

From agreed brief to client sign-off

Account managers, delivery leads and client reviewers need to see the agreed scope, current asset version and outstanding decision.

  • Creative brief intake
    Deliverable
    Campaign landing page
    Due
    12 December
    Assigned to
    Creative lead

    Creative brief intake.

    Collect a clear creative brief with client goals, deliverables and unanswered questions.

  • Creative review and scope changes
    Review round
    2
    Change
    Add a pricing section
    Decision
    Scope review pending

    Creative review and scope changes.

    Keep creative revisions separate from requests that change the agreed scope.

  • Client portal
    Project
    Winter launch
    Shared item
    Final asset pack
    Client access
    Review only

    Client portal.

    Give clients one place to review work, ask questions and see the next step.

Follow one piece of work from brief to sign-off.

A fictional agency is preparing a launch page for Northstar Coffee. See how the brief, review and next decision can stay connected.

Northstar Coffee · Agency clientClient deliverable

Launch page · Review round 2

Agreed scope
Launch page
Brief
BR-104
Milestone
First design review

Current stage · Account manager

Brief received

The client shares the launch goal, requested deliverables and deadline.

From idea to live

Describe it. Refine it. Publish it.

Start with one workflow, such as creative brief intake. Describe what you need, refine the app and review it before sharing it with your team.

  • Build an app for creative brief intake.

    Client deliverable
    Agreed scope
    Launch page
    Brief
    BR-104

    Describe the app you need.

    Start with one workflow, such as creative brief intake. Describe the record and what your team needs to track.

  • Add a field for deliverable.

    Client deliverable
    Deliverable
    Launch page v2
    Review round
    2

    Refine it around your team.

    Ask for the fields and views people need for the next handoff.

  • Client deliverable
    Sign-off
    Recorded in this example
    Next step
    Final delivery
    Handled by
    Account manager

    Review, then publish.

    Try the workflow in preview and check who needs access. Publish when you’re ready to share it.

Workflows for agencies

Start with one workflow. Each page gives you a relevant example and a starting brief you can adapt.

Make this workflow yours.

Start with one client workflow, such as brief intake or a retainer review. Link scope changes and approvals before expanding across accounts.

Questions about building for agencies

Make the next client handoff clearer.

Start building