Overview
How Agency Workflow works in Workspace
Workspace supports agency-style delivery by connecting the client relationship to projects, assigned work, content calendars, suggestions, approvals, quotations, and invoices.
Workflow · Workspace by Aells
Coordinate clients, projects, content, approvals, tasks, and billing
Run service and creative delivery with connected client records, content planning, project work, approvals, invoices, and portals.
Capabilities
A practical structure for the work
Client context
Keep project, commercial, and content activity linked to the client.
Content planning
Schedule platform, publish date, assignee, content type, and brief.
Team delivery
Assign projects and tasks to approved company members.
Client interaction
Use the portal for relevant approvals, feedback, quotations, projects, and invoices.
Workflow
From setup to accountable action
- 1Create the client and agreed commercial record.
- 2Plan projects, tasks, and content delivery.
- 3Collect relevant client input and complete billing.
Questions
Clear answers before setup
Can clients suggest content?
The client content experience can associate suggestions with that client and company workflow.
Can agencies manage quotations and invoices too?
Yes. Quotations, client projects, invoices, and payments are part of the connected workflow.