Ops automation for marketing & creative agencies, built in n8n

Kasper Automation connects your CRM, project management, Google Workspace, Slack, and ad platforms so leads, onboarding, and reporting run on clean workflows - not manual copy-paste.

  • Capture every lead automatically and route it to the right owner.
  • Turn 'Closed Won' into instant client onboarding across your tools.
  • Automate reporting and alerts so you stop doing Monday spreadsheet admin.
Diagram showing marketing agency tools including CRM, project management, Slack, and ad platforms connected through n8n workflow automation

Agency operations weren't meant to run on spreadsheets and memory

If you're running a marketing or creative agency, your tools probably don't talk to each other as well as your team does. That creates invisible drag on every project:

  • New leads show up in forms, inboxes, and DMs - and not all of them make it into the CRM.
  • 'Closed Won' doesn't actually kick off anything - someone has to remember the onboarding checklist.
  • Campaign performance lives in scattered sheets and screenshots instead of a clean dashboard.
  • Monday mornings disappear into fixing data and chasing updates instead of moving client work forward.

Kasper Automation helps agencies replace those manual gaps with n8n workflows that quietly keep everything in sync.

n8n workflows tailored to how your agency actually works

We design and implement automation for small-mid agencies using n8n and the tools you already rely on - HubSpot (or your CRM), ClickUp/Asana, Google Workspace, Slack, Typeform, Meta Ads, Google Ads, and more.

Lead capture & routing automation

Capture every lead from your website, Typeform, outbound, and inbound email into your CRM. Automatically enrich, assign the right owner, trigger follow-up tasks, and send Slack alerts so nothing slips through the cracks.

Client onboarding & project setup

When a deal is marked 'Closed Won', n8n spins up your client folder in Google Drive, creates a project and tasks in ClickUp/Asana, opens a Slack channel, and kicks off your onboarding checklist - the same way, every time.

Reporting, alerts & QA

Scheduled workflows pull ad performance from Meta Ads and Google Ads into Sheets or Looker dashboards, send alerts when metrics cross thresholds, and keep your pipeline and internal spreadsheets clean without manual 'admin days'.

Ongoing automation support & improvements

We monitor key workflows, set up error alerts, and help your team extend automation to new parts of the agency as you grow.

Agency Ops Automation Sprint

In 2-4 weeks, we go from messy, manual ops to 1-2 high-impact automations running in n8n - inside your existing tools.

1

Workflow audit & mapping (90 minutes)

We jump on a working session with your founder or ops lead to map how leads, clients, and work move through your agency today. We identify 3-5 high-leverage automation opportunities across lead routing, onboarding, and reporting.

2

Design & build your core n8n workflows

We design and implement 1-2 priority workflows in your own n8n instance and tools - for example, lead capture and routing, or a full client onboarding flow triggered from your CRM.

3

Monitoring, testing & refinement (30 days)

We add basic monitoring, error alerts, and make improvements as your team uses the workflows in real life. You keep everything - the workflows live in your accounts, not ours.

Simple fixed fee

The Automation Sprint is a fixed-fee project, tailored to small-mid agencies. We're currently offering an introductory rate while we refine our systems and templates - pricing will increase as we add more agency playbooks.

Request sprint pricing

High-impact workflows for marketing & creative agencies

A few examples of how we use n8n to automate the unglamorous but critical parts of agency operations.

Lead lifecycle automation

From first touch to CRM, owner assignment, and follow-up tasks.

Trigger

New lead from website form, Typeform, or outbound

What happens

n8n creates/enriches the contact in your CRM, assigns an owner, and creates a follow-up task in your PM tool.

Why it matters

No leads get lost in inboxes or DMs - every opportunity is tracked with a clear next step.

Client onboarding automation

Make “Closed Won” trigger everything your team needs to start work.

Trigger

Deal marked Closed Won in your CRM

What happens

n8n creates a client folder in Drive, spins up a project and tasks in ClickUp/Asana, opens a Slack channel, and can send an onboarding email.

Why it matters

Onboarding is consistent every time, without relying on someone remembering the checklist.

Reporting & alerting automation

Keep an eye on performance without weekly spreadsheet sessions.

Trigger

Scheduled runs (e.g. daily or weekly)

What happens

n8n pulls data from Meta Ads, Google Ads, and your CRM into Sheets or Looker, and sends alerts when metrics cross agreed thresholds.

Why it matters

Your team sees issues early, without manually building reports every Monday.

Data hygiene & pipeline cleanup

Keep your CRM and internal sheets tidy without manual reviews.

Trigger

Scheduled runs (e.g. nightly or weekly)

What happens

n8n applies rules to update fields, close stale deals, standardise naming, and send a summary to Slack/email.

Why it matters

The pipeline stays clean and usable for forecasting, without someone doing manual “CRM clean-up days”.

How it works

1

20-minute Ops Automation Call

We discuss your current tools, bottlenecks, and where manual work is hurting most.

2

Workflow audit & plan

We map your key flows and propose a focused Automation Sprint with 1-2 workflows that will make the biggest difference.

3

Build & test in your stack

We implement, test, and refine n8n workflows directly in your accounts so you fully own the automations.

4

Support & next steps

We monitor, fix edge cases, and outline additional automation opportunities once the first workflows are live.

Results agencies can feel day to day

"No more wondering if we missed a lead - everything lands in HubSpot with an owner and a task."

— Agency owner

"Onboarding a new client used to mean chasing 5 different tools. Now it's all triggered from 'Closed Won'."

— Head of Client Services

"Our Monday 'admin' block is basically gone. The reports are already waiting for us."

— Ops Lead

About Kasper Automation

Kasper Automation is an ops and automation studio focused exclusively on marketing and creative agencies.

We combine agency operations experience with deep n8n expertise to design workflows that match how your team actually works - not how a generic SaaS thinks you should work.

We build in your own n8n instance and tools, add monitoring and error alerts, and leave you with systems your team can understand and extend.

Why n8n?

  • Flexible: Self-hostable or cloud-based, depending on your needs and technical comfort.
  • Comprehensive integrations: Connects CRMs, project tools, ad platforms, and internal systems with hundreds of pre-built nodes.
  • You own it: The workflows and data stay in your environment - no lock-in, no per-workflow fees.
  • Agency-friendly: Perfect for tailored operations automation that adapts to how your specific agency operates.

Frequently asked questions

Do you only work with marketing and creative agencies?

Yes, we focus exclusively on small to mid-sized marketing and creative agencies. This specialization allows us to build workflows that match how agencies actually operate, from lead capture through client delivery. We understand agency-specific tools like HubSpot, ClickUp, Asana, and common ad platforms, and how they need to work together.

Which tools can you connect with n8n?

n8n integrates with hundreds of tools. We commonly work with HubSpot and other CRMs, ClickUp and Asana for project management, Google Workspace (Sheets, Docs, Drive), Slack, Typeform, Meta Ads, Google Ads, email platforms, and many more. If your tool has an API or webhook capability, we can likely connect it. We'll discuss your specific tech stack during the initial call.

Do we need to already use n8n?

No, you don't need to be using n8n already. We can help you get started with n8n as part of the Automation Sprint. We'll set up your n8n instance (cloud or self-hosted, depending on your preference) and build your first workflows. If you're already using n8n, we'll work within your existing setup.

Where do the workflows live once you're done?

The workflows live in your own n8n instance and connect to your own tool accounts. You fully own everything we build. This means no vendor lock-in, no ongoing licensing fees to us, and your team can modify or extend the workflows whenever needed. We provide documentation and basic training so your team understands how they work.

How long does an Automation Sprint take?

A typical Automation Sprint takes 2-4 weeks from kickoff to having your first workflows running live. The exact timeline depends on the complexity of your workflows, how many tools we're connecting, and how quickly we can schedule working sessions with your team. We also include 30 days of monitoring and refinement after launch.

What if we don't have a CRM or proper project management tool yet?

We can still help, though automation works best when you have solid foundations. We often recommend that agencies first implement a CRM (like HubSpot) and project management tool (like ClickUp or Asana) before diving into automation. We can provide guidance on choosing the right tools for your agency size and needs, then build automation on top of them.

Can you support us on an ongoing basis?

Yes, we offer ongoing automation support after the initial Sprint. This includes monitoring your workflows, fixing any issues that arise, making improvements based on how your team uses the automations, and building additional workflows as your agency grows and your needs evolve. We can discuss ongoing support options during your Automation Sprint.

Book a 20-minute Ops Automation Call

Tell us a bit about your agency, your tools, and where operations feel messy. We'll come to the call with 2-3 concrete automation ideas - whether we work together or not.