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Best for

Best AI workflow tools for agencies

3–25 person service agencies running content, design, growth, or recruiting work for clients.

What makes this hard

  • →Client handoffs leak time across email, Slack, and project tools
  • →Reporting eats Friday afternoons
  • →Every new hire breaks an internal process before they fix it

Our shortlist

01

Make

make.com

Free plan

from £9/mo

Exact pricing

Visual scenario builder with sharper branching, lower per-operation cost, and growing AI tooling.

Mid-volume operators who want visual branching, not just step chainsTeams comfortable with iterators, aggregators, and routers
Last verified:
Score 4.67/5
02

Airtable

airtable.com

Free plan

from £18/mo

Exact pricing

Spreadsheet-database hybrid with native automations, interfaces, and AI-aware fields.

Ops teams that need a real database, not a listTeams running structured pipelines (content, recruiting, project tracking)
Last verified:
Score 4.06/5
03

Fathom

fathom.video

Free plan

from £19/mo

Exact pricing

Free-tier-friendly AI meeting recorder with strong CRM auto-sync and clean follow-up summaries.

Sales teams under 25 repsTeams that want AI follow-ups without changing their meeting habits
Last verified:
Score 4.66/5
04

Lindy

lindy.ai

Free plan

from £49/mo

Exact pricing

Persistent AI agents that handle inbox, scheduling, and multi-step ops on your behalf.

Founder-style "do this on my behalf" delegationInbox triage and scheduling-heavy operators
Last verified:
Score 4.08/5

Recommended stack template

AI ops stack for a 5-person agency →

A small agency lives or dies on operator throughput. This shape removes manual handoffs across client work, sales, and meeting follow-up while keeping the monthly bill below £500 and avoiding tools that need a dedicated administrator.

FAQ

Do agencies need both Make and Zapier?

Almost never. Pick one as the default and use the other only for connectors the first does not maintain.

How fast does this stack pay back?

Most agencies recover the £380/mo cost within four weeks of switching from a manual handoff model.