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Service Business

Digital Advertising Agency

Full-service ad agency run by agents

A complete digital advertising operation — strategy, creative, media buying, and client management — fully automated with AI agents. US FTC ANPRM (announced 24 Sep 2026): expect stricter advertiser verification and ad review on the platforms an agent-run shop buys from; agent-generated creative must not imitate brands or agencies. Primary: https://www.ftc.gov/news-events/news/press-releases/2026/09/ftc-seeks-public-comment-whether-update-rule-impersonation-government-businesses-address-platforms-role-promoting.

Core Workflows (8)

Each workflow represents a critical business function. Click any workflow to see detailed automation architecture.

01

Client Intake & Onboarding

Led by: Intake Coordinator

Discovery call → project brief → contract → kickoff. Automated via form intake agent that qualifies leads, schedules calls, and generates SOW documents.

Sub-Agents
Qualification AgentScheduling AgentContract Agent
Skills Required
Cal.comDocuSignCRMForm Parsing
Human TouchpointFinal contract approval
02

Strategy & Market Research

Led by: Strategy Lead

Competitor analysis → audience research → positioning → channel strategy. Research agent scrapes data, analysis agent identifies patterns, strategy agent drafts recommendations.

Sub-Agents
Research AgentAnalysis AgentCopy Agent
Skills Required
SimilarWebFacebook Ad LibraryGoogle TrendsPerplexity
Human TouchpointStrategy presentation to client
03

Creative Production

Led by: Creative Director

Concept → copy → visuals → variations → approval. Creative director agent briefs design agent (generates images) and copy agent (writes headlines/body), then routes for client approval.

Sub-Agents
Design AgentCopy AgentVariation Agent
Skills Required
MidjourneyDALL-ECanva APICopy.ai
Human TouchpointClient creative approval
04

Media Buying & Optimization

Led by: Media Buyer

Campaign setup → budget allocation → bid management → performance optimization. Media buyer agent monitors ROAS, pauses underperformers, scales winners, adjusts targeting.

Sub-Agents
Optimization AgentReporting AgentAlert Agent
Skills Required
Facebook Ads APIGoogle Ads APITikTok AdsTrade Desk
Human TouchpointBudget increases over $X threshold
05

Client Reporting

Led by: Account Manager

Data aggregation → insight extraction → report generation → presentation. Analytics agent pulls metrics, writes narrative, generates visual dashboard, schedules review calls.

Sub-Agents
Analytics AgentInsights AgentScheduling Agent
Skills Required
Google AnalyticsSupermetricsLooker StudioLoom API
Human TouchpointQuarterly business reviews
06

Billing & Invoicing

Led by: Finance Manager

Time tracking → invoice generation → payment collection → follow-up. Finance agent tracks billable hours, generates invoices, processes payments, handles collections.

Sub-Agents
Time Tracking AgentInvoice AgentCollections Agent
Skills Required
StripeQuickBooksHarvestPayment Reminders
Human TouchpointDispute resolution
07

Quality Assurance

Led by: Quality Controller

Ad review → brand compliance → performance audit → issue escalation. QA agent checks all creative against brand guidelines, monitors campaign health, flags anomalies.

Sub-Agents
Compliance AgentPerformance AuditorEscalation Agent
Skills Required
Brand Safety ToolsGoogle VisionPerformance Alerts
Human TouchpointEscalated issues only
08

Expect platform advertiser verification and ad review

Led by: Quality Controller

The US FTC (announced 24 Sep 2026; 2–0 vote) is considering amending the Rule on Impersonation of Government and Businesses, a new rule, or non-regulatory steps aimed at social, search, and marketplace platforms whose ad-optimization tools spread impersonation ads. Measures on the table: vetting advertisers, monitoring posted ads, investigating suspected impersonation ads, removing confirmed ones, and disciplining offending advertisers. Operator direction: expect stricter advertiser verification and ad review on those platforms. Agent-generated creative must not imitate brands or agencies. Low-friction self-serve ad buying by agents is the thing likely to tighten. Do not treat this ANPRM as a finished rule.

Sub-Agents
Compliance AgentMedia Buyer
Skills Required
Advertiser verificationAd reviewBrand impersonation checks
Human TouchpointApprove advertiser identity and reject creative that imitates brands or agencies

100 Task Breakdown

Complete executable task list for building this business with AI agents.

Business Setup

20 tasks
  • 1Register LLC/Corporation
    One-offBusiness Setup Agent

    File business registration with state

    Tools: LegalZoom, Stripe Atlas, State PortalHuman: Owner signature on formation docs
  • 2Obtain EIN from IRS
    One-offBusiness Setup Agent

    Apply for Employer Identification Number

    Tools: IRS.gov, Online EIN applicationHuman: None
  • 3Open business bank account
    One-offBusiness Setup Agent

    Set up dedicated business banking

    Tools: Mercury, Brex, Chase, Wells FargoHuman: Identity verification
  • 4Set up accounting system
    One-offFinance Agent

    Configure bookkeeping and accounting

    Tools: QuickBooks, Xero, BenchHuman: Initial setup review
  • 5Register domain name
    One-offBusiness Setup Agent

    Purchase primary business domain

    Tools: Namecheap, Cloudflare, Google DomainsHuman: Domain selection approval
  • 6Set up business email
    One-offBusiness Setup Agent

    Configure professional email

    Tools: Google Workspace, Microsoft 365, ZohoHuman: User access setup
  • 7Create brand identity
    One-offCreative Agent

    Design logo, colors, brand assets

    Tools: Midjourney, Canva, Figma, LookaHuman: Brand approval
  • 8Build company website
    One-offWeb Dev Agent

    Create company portfolio site

    Tools: Next.js, Vercel, Webflow, FramerHuman: Final review
  • 9Set up password manager
    One-offSecurity Agent

    Configure team password vault

    Tools: 1Password, Bitwarden, DashlaneHuman: Master password setup
  • 10Subscribe to project management
    One-offOperations Agent

    Set up project tracking system

    Tools: Airtable, Notion, Asana, ClickUpHuman: Workspace setup
  • 11Subscribe to CRM
    One-offOperations Agent

    Configure client relationship management

    Tools: HubSpot, Pipedrive, Salesforce, CopperHuman: Pipeline customization
  • 12Set up communication tools
    One-offOperations Agent

    Configure team chat and meetings

    Tools: Slack, Discord, Microsoft TeamsHuman: Channel setup
  • 13Create contract templates
    One-offLegal Agent

    Draft standard service agreements

    Tools: DocuSign, PandaDoc, IroncladHuman: Legal review
  • 14Set up payment processing
    One-offFinance Agent

    Configure invoicing and payments

    Tools: Stripe, PayPal, ChargebeeHuman: Verification
  • 15Configure tax settings
    One-offFinance Agent

    Set up tax collection and reporting

    Tools: QuickBooks, Avalara, TaxJarHuman: CPA review
  • 16Purchase business insurance
    One-offBusiness Setup Agent

    Get professional liability coverage

    Tools: Hiscox, Next Insurance, CoverWalletHuman: Policy selection
  • 17Set up legal compliance docs
    One-offLegal Agent

    Create privacy policy, terms of service

    Tools: Termly, iubenda, LegalZoomHuman: Legal review
  • 18Create brand guidelines document
    One-offCreative Agent

    Document brand standards

    Tools: Notion, Google Docs, FigmaHuman: Final approval
  • 19Set up file storage
    One-offOperations Agent

    Configure cloud storage

    Tools: Google Drive, Dropbox, BoxHuman: Folder structure approval
  • 20Configure calendar/booking system
    One-offOperations Agent

    Set up scheduling

    Tools: Cal.com, Calendly, SavvyCalHuman: Calendar integration

Operational Infrastructure

20 tasks
  • 21Connect Facebook Business Manager
    One-offMedia Agent

    Set up Meta business account

    Tools: Facebook Business Manager, Meta Business SuiteHuman: Business verification
  • 22Connect Google Ads account
    One-offMedia Agent

    Set up Google advertising

    Tools: Google Ads, Google Ads APIHuman: Billing setup
  • 23Set up TikTok Ads account
    One-offMedia Agent

    Configure TikTok advertising

    Tools: TikTok Ads Manager, TikTok Business CenterHuman: Verification
  • 24Configure ad tracking pixels
    One-offTech Agent

    Install tracking on website

    Tools: Meta Pixel, Google Tag Manager, TikTok PixelHuman: Code verification
  • 25Build client intake form
    One-offIntake Agent

    Create lead capture system

    Tools: Typeform, JotForm, Airtable FormsHuman: Form review
  • 26Create proposal templates
    One-offSales Agent

    Build reusable proposals

    Tools: PandaDoc, Proposify, QwilrHuman: Template approval
  • 27Set up automated email sequences
    One-offAutomation Agent

    Configure nurture campaigns

    Tools: HubSpot, ActiveCampaign, MailchimpHuman: Copy approval
  • 28Build reporting dashboard template
    One-offAnalytics Agent

    Create client report templates

    Tools: Looker Studio, Supermetrics, Google Data StudioHuman: Metrics approval
  • 29Create creative asset library
    One-offCreative Agent

    Organize brand assets

    Tools: Airtable, Bynder, BrandfolderHuman: Organization approval
  • 30Set up media buying workflows
    One-offMedia Agent

    Create campaign setup SOPs

    Tools: Airtable, Notion, MondayHuman: Process review
  • 31Configure budget tracking systems
    One-offFinance Agent

    Set up spend monitoring

    Tools: Google Sheets, Airtable, Funnel.ioHuman: Threshold approval
  • 32Build campaign naming conventions
    One-offOperations Agent

    Create naming standards

    Tools: Notion, Google DocsHuman: Standards approval
  • 33Set up A/B testing frameworks
    One-offAnalytics Agent

    Configure test methodology

    Tools: Google Optimize, Optimizely, VWOHuman: Methodology review
  • 34Create audience segmentation strategy
    One-offStrategy Agent

    Define target segments

    Tools: Meta Audience Insights, Google Analytics, SparkToroHuman: Strategy approval
  • 35Build keyword research templates
    One-offSEO Agent

    Create research SOPs

    Tools: SEMrush, Ahrefs, Google Keyword PlannerHuman: Template review
  • 36Set up competitor monitoring
    WeeklyResearch Agent

    Track competitor activity

    Tools: SimilarWeb, SpyFu, Facebook Ad LibraryHuman: Monthly review
  • 37Configure performance alerts
    One-offAnalytics Agent

    Set up anomaly detection

    Tools: Google Ads, Supermetrics, Slack alertsHuman: Threshold approval
  • 38Create escalation procedures
    One-offOperations Agent

    Define issue escalation

    Tools: Notion, SlackHuman: Procedure review
  • 39Build quality checklists
    One-offQA Agent

    Create review checklists

    Tools: Notion, Google Docs, Process StreetHuman: Standards approval
  • 40Set up client communication protocols
    One-offAccount Agent

    Define communication standards

    Tools: Slack, Notion, LoomHuman: Guideline approval

Client Acquisition

20 tasks
  • 41Build lead generation landing page
    One-offWeb Dev Agent

    Create conversion-focused landing page

    Tools: Next.js, Unbounce, WebflowHuman: Design approval
  • 42Create cold outreach templates
    One-offSales Agent

    Build email sequences

    Tools: Lavender, Apollo, SalesloftHuman: Copy approval
  • 43Set up LinkedIn automation
    One-offAutomation Agent

    Configure LinkedIn outreach

    Tools: Dripify, LinkedIn Sales Navigator, ExpandiHuman: Message review
  • 44Build referral program
    One-offMarketing Agent

    Create referral system

    Tools: ReferralCandy, Friendbuy, GlowHuman: Terms approval
  • 45Create case study library
    One-offContent Agent

    Build proof documents

    Tools: Notion, Canva, FigmaHuman: Client approval
  • 46Set up webinar funnel
    One-offMarketing Agent

    Create webinar system

    Tools: WebinarJam, Zoom, DemioHuman: Content review
  • 47Build content marketing engine
    OngoingContent Agent

    Create content system

    Tools: Contentful, WordPress, GhostHuman: Monthly review
  • 48Configure SEO for agency site
    One-offSEO Agent

    Optimize for search

    Tools: Ahrefs, SEMrush, SurferSEOHuman: Strategy approval
  • 49Set up paid acquisition campaigns
    OngoingMedia Agent

    Run ads for lead gen

    Tools: Google Ads, Meta Ads, LinkedIn AdsHuman: Weekly review
  • 50Create partnership outreach list
    One-offBD Agent

    Build partner database

    Tools: Apollo, LinkedIn Sales Nav, AirtableHuman: List review
  • 51Build RFP response templates
    One-offSales Agent

    Create RFP templates

    Tools: PandaDoc, Google Docs, NotionHuman: Template approval
  • 52Set up sales pipeline tracking
    OngoingSales Agent

    Configure deal tracking

    Tools: HubSpot, Pipedrive, SalesforceHuman: Stage review
  • 53Create pricing calculator
    One-offSales Agent

    Build pricing tool

    Tools: Typeform, Calconic, Google SheetsHuman: Pricing approval
  • 54Build scope definition process
    One-offOperations Agent

    Define scope boundaries

    Tools: Notion, Google DocsHuman: Process approval
  • 55Set up contract negotiation workflows
    One-offLegal Agent

    Create negotiation SOPs

    Tools: Ironclad, ContractWorks, PandaDocHuman: Legal review
  • 56Create onboarding checklist
    One-offAccount Agent

    Build client onboarding

    Tools: Notion, Process Street, MondayHuman: Checklist review
  • 57Build kickoff meeting template
    One-offAccount Agent

    Create kickoff structure

    Tools: Notion, Google Docs, LoomHuman: Template approval
  • 58Set up client success metrics
    One-offAnalytics Agent

    Define KPIs

    Tools: Google Sheets, Airtable, GeckoboardHuman: Metrics approval
  • 59Create retention strategy
    One-offAccount Agent

    Build retention playbook

    Tools: HubSpot, ChurnZero, NotionHuman: Strategy approval
  • 60Build upsell/cross-sell playbook
    One-offSales Agent

    Create expansion playbook

    Tools: Salesforce, HubSpot, NotionHuman: Playbook review

Campaign Management

25 tasks
  • 61Conduct client discovery call
    Per clientAccount Agent

    Understand client needs

    Tools: Zoom, Cal.com, NotionHuman: Lead the call
  • 62Research competitor campaigns
    Per campaignResearch Agent

    Analyze competitor ads

    Tools: Facebook Ad Library, SpyFu, SEMrushHuman: Review findings
  • 63Analyze target audience data
    Per campaignAnalytics Agent

    Study audience insights

    Tools: Meta Audience Insights, Google Analytics, SparkToroHuman: Strategy alignment
  • 64Develop campaign strategy
    Per campaignStrategy Agent

    Create strategic plan

    Tools: Notion, Google Slides, MiroHuman: Strategy approval
  • 65Create media plan
    Per campaignMedia Agent

    Allocate budget across channels

    Tools: Excel, Google Sheets, AirtableHuman: Budget approval
  • 66Build creative briefs
    Per campaignCreative Agent

    Document creative requirements

    Tools: Notion, Google Docs, FigmaHuman: Brief approval
  • 67Generate ad creative variations
    Per campaignDesign Agent

    Create ad visuals

    Tools: Midjourney, Canva, Figma, PhotoshopHuman: Creative review
  • 68Write ad copy variants
    Per campaignCopy Agent

    Create ad copy

    Tools: Copy.ai, Jasper, Google DocsHuman: Copy approval
  • 69Set up campaign structure
    Per campaignMedia Agent

    Build campaign in platform

    Tools: Meta Ads Manager, Google Ads, TikTok AdsHuman: Structure review
  • 70Configure targeting parameters
    Per campaignMedia Agent

    Set audience targeting

    Tools: Meta Ads, Google Ads, LinkedIn AdsHuman: Targeting approval
  • 71Set budget and bids
    Per campaignMedia Agent

    Configure budget allocation

    Tools: Meta Ads, Google Ads, Bid management toolsHuman: Budget confirmation
  • 72Launch test campaigns
    Per campaignMedia Agent

    Start initial campaigns

    Tools: Ad platformsHuman: Launch approval
  • 73Monitor initial performance
    DailyAnalytics Agent

    Track early metrics

    Tools: Supermetrics, Google Sheets, Ad platform analyticsHuman: Daily check-ins
  • 74Optimize underperforming ads
    OngoingMedia Agent

    Adjust poor performers

    Tools: Ad platforms, Optimization rulesHuman: Weekly review
  • 75Scale winning campaigns
    OngoingMedia Agent

    Increase spend on winners

    Tools: Ad platforms, Budget rulesHuman: Scale approval
  • 76A/B test creative elements
    OngoingAnalytics Agent

    Test creative variations

    Tools: Google Optimize, Ad platform A/B testingHuman: Test approval
  • 77Adjust audience targeting
    OngoingMedia Agent

    Refine targeting

    Tools: Ad platforms, Audience insightsHuman: Strategy review
  • 78Update budget allocation
    WeeklyFinance Agent

    Reallocate budgets

    Tools: Excel, Airtable, Funnel.ioHuman: Weekly budget review
  • 79Create weekly performance reports
    WeeklyReporting Agent

    Generate client reports

    Tools: Looker Studio, Supermetrics, Google SlidesHuman: Report review
  • 80Present results to clients
    WeeklyAccount Agent

    Client call

    Tools: Zoom, Google Slides, LoomHuman: Lead presentation
  • 81Revise strategy based on data
    MonthlyStrategy Agent

    Update strategy

    Tools: Notion, Google SlidesHuman: Strategy approval
  • 82Build retargeting sequences
    Per campaignMedia Agent

    Set up retargeting

    Tools: Meta Ads, Google AdsHuman: Audience approval
  • 83Create lookalike audiences
    Per campaignMedia Agent

    Build similar audiences

    Tools: Meta Ads, Google AdsHuman: Seed audience approval
  • 84Test new ad formats
    MonthlyCreative Agent

    Experiment with formats

    Tools: Ad platforms, Creative toolsHuman: Test approval
  • 85Document learnings and insights
    OngoingKnowledge Agent

    Build knowledge base

    Tools: Notion, Confluence, SlabHuman: Monthly review

Business Management

15 tasks
  • 86Generate monthly invoices
    MonthlyFinance Agent

    Create client invoices

    Tools: Stripe, QuickBooks, FreshBooksHuman: Final review
  • 87Track accounts receivable
    WeeklyFinance Agent

    Monitor payments

    Tools: QuickBooks, Stripe, AirtableHuman: Weekly review
  • 88Process vendor payments
    MonthlyFinance Agent

    Pay contractors/vendors

    Tools: Bill.com, Stripe, WiseHuman: Approval for large payments
  • 89Reconcile monthly books
    MonthlyFinance Agent

    Close monthly books

    Tools: QuickBooks, Xero, BenchHuman: CPA review
  • 90Calculate key metrics
    MonthlyAnalytics Agent

    Compute ROAS, CAC, LTV

    Tools: Google Sheets, Airtable, DataboxHuman: Metrics review
  • 91Conduct quarterly business review
    QuarterlyStrategy Agent

    Strategic review

    Tools: Notion, Google SlidesHuman: Lead review
  • 92Update financial forecasts
    QuarterlyFinance Agent

    Revise projections

    Tools: Excel, Causal, PryHuman: Forecast approval
  • 93Review client profitability
    QuarterlyAccount Agent

    Analyze client margins

    Tools: Google Sheets, AirtableHuman: Strategy discussion
  • 94Identify expansion opportunities
    QuarterlyBD Agent

    Find growth areas

    Tools: HubSpot, LinkedIn, ApolloHuman: Pipeline review
  • 95Manage team/agent performance
    MonthlyOperations Agent

    Review agent metrics

    Tools: Notion, Airtable, 15FiveHuman: Feedback sessions
  • 96Update SOPs based on learnings
    OngoingKnowledge Agent

    Refine processes

    Tools: Notion, Process Street, ScribeHuman: SOP approval
  • 97Conduct client satisfaction surveys
    QuarterlyAccount Agent

    Measure NPS/CSAT

    Tools: Typeform, Delighted, SurveyMonkeyHuman: Results review
  • 98Build testimonial collection system
    One-offMarketing Agent

    Gather social proof

    Tools: VideoAsk, Typeform, Testimonial.toHuman: Client approval
  • 99Plan quarterly growth initiatives
    QuarterlyStrategy Agent

    Set growth goals

    Tools: Notion, Google Slides, MiroHuman: Plan approval
  • 100Archive completed campaign data
    Per campaignOperations Agent

    Store campaign history

    Tools: Google Drive, Airtable, DropboxHuman: Archive confirmation

Sources (1)