AI for agency account teams
Ultramarine Work drafts RFP responses and SOWs, keeps the retainer and estimate trackers current, and turns platform exports and coverage clips into the decks you send the client.
Oct-coverage-report.pptxExampleAsk it for
“Turn the Tolbert Financial RFP into a compliance matrix mapping every required form, fee sheet, case study and named team member to an owner and a page number.”
RFP-compliance-matrix.xlsx“Draft the Ridgeline Outdoors spring campaign SOW from Tuesday’s scoping notes: deliverables, assumptions, exclusions, two rounds of amends, change control.”
SOW-ridgeline-spring.docx“Reconcile the Cordwell retainer for September, showing hours used against the contracted allowance, burn against the calendar and every request outside the SOW.”
September-retainer-rec.xlsx“Compile October’s Dunhaven Foods coverage report with share of voice vs Fenwick Farms and Hazelwood Organics, sentiment trend, message pull-through, no AVEs.”
Oct-coverage-report.pptx“Recap the Q3 paid social campaign from the platform exports: ROAS as reported by channel, the sales two channels both claim, and the geo holdout beside it.”
Q3-campaign-recap.pptx“Build November’s Maplewood Grocer deck from last month’s deck and the platform CSVs, with pacing, channel results, commentary and notes where numbers don’t tie.”
Maplewood-November-deck.pptx
How it works
- 1
Open the client folder
Point it at the MSA, the SOW, the estimates, the media flowchart, timesheet exports, the platform CSVs for Meta, Google Ads and GA4, the monitoring clips and last month’s deck, all filed the way the account already keeps them.
- 2
Name the deliverable
Ask for the October deck, the coverage report, the retainer reconciliation or the first SOW. It builds in Excel, Word and PowerPoint, cites the file behind every number, and notes what it could not tie instead of guessing.
- 3
Check it before the client does
Every figure traces to the export or timesheet it came from, and every claim to the file it cites. Any explanation nothing supports comes out. It never sends, posts or approves anything, so what the client sees is decided by you.
Inside the Agency Account Management mode
Proposals and RFP responses
Turns an RFP into a compliance matrix, splits the questions across strategy, media and finance, and pulls the right case studies from the pitch folder.
Statement of work
Writes the SOW with named deliverables, a fixed number of concepts and amends, exclusions and change control, so the next quick tweak has a line to check.
Project budget and cost forecast
Keeps the estimate-to-actual tracker current: hours and fees by role, commitments, the forecast at completion, and the overage you bill or absorb at month end.
Social listening and PR measurement
Builds coverage reports from clips and monitoring exports, with competitor share of voice, sentiment and message pull-through. AVEs are nowhere in the output.
Marketing mix and attribution
Recaps paid campaigns without adding up platform conversions, flags sales two channels both claim, and sets each channel’s ROAS beside the geo holdout result.
- Office skills
- Excel, Word, PowerPoint, PDF
- Tools
- Read, edit and write files, Search files, Run code, Search and read the web, View images
- Connectors
- SharePoint, Google Drive, Gmail, and additional custom connectors
- House style
- Your fonts, layouts and rules, on every file
Who it’s for
Account staff at advertising, media, digital and PR agencies, from account coordinator to group account director.
Questions
Do we need client consent before using AI on their account?
Check the contract first, because many advertisers now require it. The ANA’s media buying template asks agencies to disclose AI use and get the advertiser’s consent before AI goes into their services, and its 2025 AI rider also requires disclosing AI-assisted work and keeping human oversight. The decision to run AI on client material belongs to your client lead and compliance team, not to the software.
If two clients compete, can it mix their work?
No, not if you keep one folder per client. It writes only inside the project’s folder, so a competing brand’s exports live somewhere else. When a request needs it, it can read files elsewhere on your computer, and you can restrict that in settings. It cites the file behind each claim, so a stray source shows up in review.
Will it invent numbers or causes in a client report?
Every number has to come from a file it cites, and when it cannot find or reconcile something, it says so rather than filling the gap. It can still be wrong, and a wrong ROAS or a cause the data never showed is how accounts are lost. That is why you check each figure against the platform export and cut any explanation nothing supports.
Does it calculate AVE or earned media value?
No, and it leaves AVEs out on purpose. The PR skill reports share of voice, sentiment, themes, message pull-through and outcomes, the measures AMEC’s Barcelona Principles put in place of AVEs. If a client insists on one anyway, you and they can agree to supply it manually, but the report will not default to it.
Where does our client material go when the app runs?
Ultramarine Work changes files only in the project’s folder. When a request needs it, it can read files elsewhere on your computer, never passwords, keys or app data, and you can turn that off in settings. The model runs on Paper Instruments’ servers, so the content it works on is sent there to be processed. Paper Instruments is SOC 2 Type II, and our security and compliance details are on our compliance page.