Agency creative operations

Run client creative from brief to approval, publishing and export.

SurfStats Studio gives agencies one connected workflow for client setup, reusable brand rules, campaign production, AI images and video, review, approval, publishing and handoff.

Start agency workspace Ask Surfstats how View plans
Best for: Agencies, freelancers, social media teams, creative studios and client-service teams.
Clients
Separate context and files
Brand
Reusable client rules
Produce
Images, video, ads & audio
Approve
Review before delivery
Publish
Calendar & live URLs
Export
Client-ready handoff
Agency management does not need generation credits.
Client records, team setup, review, approval, publishing management and export are workspace actions. Credits are used when you ask AI providers to generate text, images, voice or video.
See credit guide
Agency workflow preview

See how client work moves through SurfStats.

The agency workflow connects client context, team roles, brand rules, production, approval, publishing and export instead of leaving each stage in a separate tool.

Start agency workspace View pricing
Client
Clients
Guided view
Contacts Files Campaigns Preview
Clients
Keep contacts, files, notes, linked campaigns and client-facing preview links together.
Brand
Brand Kit
Guided view
Voice Visuals Audience Rules
Brand Kit
Reuse each client's voice, audience, visual direction, language and CTA rules.
Approve
Approval Portal
Guided view
Review Changes Approved Log
Approval Portal
Request review, record changes and keep approval state attached to the campaign.
Deliver
Publishing & Export
Guided view
Packs Calendar Publish Export
Publishing & Export
Prepare platform packs, record live URLs and download client-ready handoff material.
Short product tour

Run a client campaign from one workspace

Create the client, attach the brand, produce assets, collect approval, publish and export without losing the campaign context.

1
Create client
Capture the company, contact, audience, language, platform and reusable files.
2
Apply Brand Kit
Use the client's saved voice, visual rules and CTA guidance for the campaign.
3
Produce & approve
Create the assets, review the campaign and request client approval.
4
Publish & export
Schedule or publish the approved work and download the final campaign pack.
Agency workspace

The tools an agency needs around the creative generation.

The value is not only generating an image or video. Surfstats keeps the client, brand, campaign, assets, approval and delivery connected around that generation.

Open agency workspace

Clients

Contacts, files, notes, linked campaigns, approval state and client preview links.

Open clients

Team & Roles

Invite team members and assign workspace responsibilities without sharing one login.

Manage team

Brand Kit

Save client voice, audience, visual direction, language, proof requirements and CTA guidance.

Open Brand Kit

Campaign Library

Keep campaign briefs, assets, status, client association and production history together.

Open campaigns

Assets Library

Reuse generated images, videos, audio, scripts and campaign assets instead of recreating them.

Open assets

Approval Portal

Request review, capture changes and record approval before anything is published.

Open approvals

Publishing Hub

Track publishing work, platforms, live URLs and the final status of approved content.

Open publishing

Campaign Export

Download client-ready and operations handoff packs when a campaign is ready.

Open export
Team permissions

Give people the role they actually need.

Agency roles are workspace-specific, so one person can own one workspace and be a Creator, Publisher or Reviewer in another.

Open Team & Roles
Owner
Owns the workspace, billing and team structure; can transfer ownership.
Administrator
Runs the workspace day to day and manages normal team members.
Creator
Creates and edits campaign assets without controlling workspace administration.
Publisher
Handles campaign delivery, publishing, calendars, packs and approved exports.
Reviewer / Client
Reviews and approves work without normal creation access.
Client workflow

Eight steps from a new client to delivered work.

Every step maps to an existing Surfstats workflow.

1

Set up the workspace

Invite your team and assign Owner, Administrator, Creator, Publisher or Reviewer responsibilities.
2

Add the client

Create a client workspace with contacts, industry, default platform, language, files and internal notes.
3

Capture the brand

Build the Brand Kit with positioning, voice, audience, visual direction, proof rules and CTA guidance.
4

Create the campaign

Start a campaign for the client, define the offer and platform, and attach the correct brand and client context.
5

Produce assets

Generate the required ads, images, videos, scripts, voiceovers, thumbnails or social content with visible credit estimates.
6

Review & approve

Use Campaign Review and Approval Portal to collect feedback, request changes and record approval.
7

Publish

Prepare Social & Ad Packs, schedule work in the Content Calendar and record live publishing URLs in Publishing Hub.
8

Export & repeat

Download client-ready or operations packs, keep reusable assets, then clone or repeat the workflow for the next campaign.
Agency examples

Use Surfstats for recurring client work, not only one-off generations.

These examples start in the correct part of the agency workflow.

Monthly social retainer

Variable — generation only
Client need

A restaurant needs weekly Facebook, Instagram and short-video content.

Surfstats workflow

Client workspace, Brand Kit, monthly campaign, images, ads, short videos, approvals and scheduled posts.

Start this workflow

Product launch client

Variable — generation only
Client need

An ecommerce client provides one product, offer and launch date.

Surfstats workflow

Product ads, campaign variants, visuals, short videos, social packs, review and export.

Start this workflow

Professional-services campaign

Variable — generation only
Client need

A law firm or consulting client needs a branded educational campaign.

Surfstats workflow

Brand-safe scripts, presenter/explainer content, approval workflow, captions and publishing plan.

Start this workflow

Real-estate content pack

Variable — generation only
Client need

An agency needs listing visuals, property video, social ads and client approval.

Surfstats workflow

Image/video assets, ad copy, review link, calendar plan and client-ready campaign pack.

Start this workflow

Campaign handoff

0 credits unless new assets are generated
Client need

A campaign is approved and must be delivered to the client and publisher.

Surfstats workflow

Approval log, Social & Ad Packs, publishing checklist and downloadable export pack.

Start this workflow

Multi-client production

0 credits for management; AI work varies
Client need

A small agency handles several brands with different voices and approval requirements.

Surfstats workflow

Separate client records, reusable brand rules, linked campaigns, review history and team handoff.

Start this workflow
FAQ

Agency questions.

Yes. Client workspaces keep contacts, notes, files, linked campaigns, approval state and preview links associated with the correct client.

Yes. SurfStats supports workspace Owner, Administrator, Creator, Publisher and Reviewer roles, with role-aware access to creation, approval, publishing and team management.

Yes. Use client-facing preview links and Approval Portal to collect approval or requested changes without giving a client normal creator access.

Client records, team management, review, approval, scheduling and export management do not normally consume generation credits. AI text, image, voice and video creation uses credits, with estimates shown before generation.

Yes. Save the client's Brand Kit and reusable assets, then apply them to new campaigns rather than rebuilding the brand context each time.

Yes. Campaign Export and Social & Ad Packs provide client-facing and operations-oriented handoff material, while Publishing Hub records what went live.
Recommended first setup
  1. Create or rename your workspace.
  2. Invite your internal team and assign roles.
  3. Add your first client.
  4. Save that client's Brand Kit.
  5. Create the first linked campaign.
Start agency setup Ask Surfstats for a workflow
Ready for the first client

Set up the agency workspace once, then reuse the workflow for every campaign.

Start with your team and first client. Surfstats keeps the brand, campaign, assets, approval and delivery connected from there.

Create agency workspace View pricing