What you are probably dealing with
A spreadsheet per project
Client details, production schedule, asset versions and billing each get their own sheet. Run five projects and that is twenty sheets, with nobody sure which one was last updated.
Progress only surfaces in meetings
Which stage the copy reached, who is revising the assets, whether client feedback arrived — synced verbally at the weekly. Something stalls for three days and the weekly is where you find out.
Assets named however people feel
final, final2, actually-final. Files spread across cloud storage and personal machines, and when the client asks which version is live, nobody will commit to an answer.
Wrap reports rebuilt every time
Impressions, engagement, attendance and satisfaction all sit on different platforms. Close-out means a day or two of manual assembly, in a slightly different format each time.
Before and after
Before
- 1A fresh set of spreadsheets per project
- 2Progress synced verbally at the weekly meeting
- 3Asset versions named and stored ad hoc
- 4Client feedback scattered across email and chat
- 5Wrap reports assembled by hand over one to two days
With AI GO
- 1Projects cloned from a template with fixed fields
- 2Progress visible live — a stall shows the same day
- 3Assets and versions consolidated and traceable
- 4Client feedback enters the system against specific items
- 5Wrap reports generated from fields already captured
Modules involved
Project and campaign management is the core; client relationships and document versioning can be added as the team grows.
活動與行銷管理
活動與行銷一站式管理:活動報名與報到、預算與收支損益、抽獎小工具、內容提案簽核與製作工作項、社群貼文排程與發布。
Productivity專案進度管理助手
把 LINE、GitHub 的零散訊號自動內化成專案進度。訊號進來自動歸戶到專案、化成進度時間軸,人隨時可調整;總覽永遠答得出「現在有幾件事等處理、每個專案走到哪」。
Productivity自動發信 CRM
Gmail OAuth 整合的 CRM 自動發信系統。包含商機/客戶管理、群發信件、信件範本、發送紀錄追蹤與 Webhook 串接等完整功能。
CRM文管中心
企業文件管理中心。涵蓋公文收發、合約管理、法務審查、受控文件版本控管與知識庫,支援自動編號、簽核狀態機與合約到期提醒。
OperationsAIGO 通用管理中樞
可跨產業複用的管理功能母版,涵蓋公司導入、發布閘門、簽核、例外、行動追蹤、資料品質、AI 影子覆核、稽核證據與維運健康。
OperationsPlatform capabilities
Every project visible at once
Stage, owner and blocker for each project on one board. No waiting for the weekly, and no going project by project asking.
Built around your production flow
Every agency has its own gates — first draft, internal review, client review, publish. No need to adopt a packaged tool’s stage names.
Asset versions leave a trail
Which version the client approved, who changed what and when, all in the system. Filenames stop being the source of truth.
Close-out is not a rebuild
Campaign and project data enters the system as work happens, so the wrap report is produced rather than transcribed back from each platform.
Labour cost you can recover
For an eight-person media team running five concurrent projects at an average loaded rate of NT$380/hour:
Assembling wrap reports
About 8 hours per project
- Hours / month
- 40 hrs
- Hourly rate
- NT$ 380
- Recovered / month
- NT$ 15,200
Progress syncing and status meetings
- Hours / month
- 32 hrs
- Hourly rate
- NT$ 420
- Recovered / month
- NT$ 13,440
Asset version management and searching
- Hours / month
- 22 hrs
- Hourly rate
- NT$ 350
- Recovered / month
- NT$ 7,700
Collating and routing client feedback
- Hours / month
- 18 hrs
- Hourly rate
- NT$ 380
- Recovered / month
- NT$ 6,840
| Work replaced | Hours / month | Hourly rate | Recovered / month |
|---|---|---|---|
| Assembling wrap reportsAbout 8 hours per project | 40 hrs | NT$ 380 | NT$ 15,200 |
| Progress syncing and status meetings | 32 hrs | NT$ 420 | NT$ 13,440 |
| Asset version management and searching | 22 hrs | NT$ 350 | NT$ 7,700 |
| Collating and routing client feedback | 18 hrs | NT$ 380 | NT$ 6,840 |
| Total | NT$ 43,180 | ||
These figures assume a typical staffing profile. Real numbers depend on your team size and process — we rerun the model with your own data during a consult.
FAQ
We already use Notion or Trello. Do we switch?
Can clients see progress themselves?
Our asset files are large. Can the system hold them?
How long does adoption take?
Further reading
AI 報價單自動化:讓業務告別手動填表,報價速度快 10 倍
台灣中小企業業務每天花 2~3 小時手動填寫報價單,AI 報價單自動化可將這個流程縮短到 5 分鐘內完成。本文說明實作方式、常見工具比較與真實案例。
流程自動化企業流程自動化完全指南:AI 如何幫你省下 50% 的行政時間
從請假審核、報表匯整到客戶跟進,AI 流程自動化能幫企業節省大量重複性工作。本文整理 6 大常見自動化場景與實作建議。
流程自動化AI 客服導入完全指南:讓機器人接單、人工處理例外
許多企業客服團隊每天重複回答同樣問題。AI 客服能接手 80% 的標準問題,讓人工專注高價值互動。本文教你如何選擇、設置與評估 AI 客服系統。
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