Use chat and the command view to decide which clients need attention first.
Use Case · Agencies
Run every client account from one command centre.
Triage, reporting, and optimisation follow-through live in one loop, so the team stays aligned.
Multi-account triageClient-ready briefsLess context switching
AccountPriorityStatusAlertsROAS
Northwind Coffee£6.2k / 14dHighQueue ready13.7x
Oakwell Kitchens£8.9k / 14dCriticalAlert open22.4x
Harbour Dental£4.1k / 14dReviewBrief drafted04.1x
Open briefOakwell Kitchens needs attention first
A spend spike and lead-quality drift are happening together. The cleanup queue is ready and a client-safe summary has already been drafted.
- Explain in chat
- Open queued fix
- Send client note
Why the chat-first workflow fits agency work
Agency teams rarely need another passive dashboard. They need faster triage, clearer client communication, and visible follow-through across accounts.
Turn analysis into a brief the client can understand without a long rewrite.
Keep queue items, artifacts, and tasks visible when multiple people touch the same account.
Share the account picture without rebuilding it by hand
Agencies win when they can explain what changed and what they are doing next. The brief card and saved artifacts make that faster.
- Short client-ready summaries
- Evidence still available behind the brief
- Faster weekly and ad hoc updates
Agency summaryClient notesAction queue
Adszy summary · reporting
Two accounts need urgent attention today. One has a real spend-quality issue. Another is stable overall but hiding a PMax mix problem that should be reviewed before the client call.
Today's brief
3 things you'd want to know.
- Oakwell Kitchens has a real spend-quality issue and needs attention first.
- Northwind Coffee can be handled with a low-risk search cleanup.
- Harbour Dental is stable, but you should keep the saved brief ready for tomorrow’s call.
Keep the team working from the same artifacts
Saved answers, in-flight tasks, and account memory keep work from fragmenting when strategists, account managers, and juniors all need the same context.
- Artifacts instead of Slack archaeology
- Tasks that show who owns the next step
- Memory for client rules and lead-quality nuance
Saved artifacts
LibraryClient briefUpdated 14m ago
Oakwell Kitchens · spend spike explainerShareable summary plus evidence and next action.
MemoryPinned
Northwind Coffee brand protection noteDo not treat branded volume growth as waste during launch windows.
TaskOwner: Tom
Assign Harbour Dental follow-upRecheck CPA after call tracking fix lands.
Start the day by asking which client needs you first.
Adszy can triage the portfolio, surface the accounts that matter, and turn the analysis into action and client communication without the usual context switching.
Portfolio triageClient-ready briefsShared queue and task flow
Triage, brief, act, and recheck in one system
Adszy fits the actual rhythm of agency work instead of forcing the team into disconnected screens.
- Morning triage
- Client note
- Queued action
- Post-change recheck
Operator loop
Find the priority account
Draft the explanation…
Apply the fix
Recheck and report
Chat and the command centre highlight the accounts that genuinely need attention.
TriageTurn the diagnosis into a short client-safe summary.
BriefReview the recommended action and apply the safe win.
QueueMonitor the result and keep the client communication updated.
Follow-throughBuilt to reduce account-manager thrash, not add another dashboard ritual.