RevSmith: the AI operating system for marketing agencies

The plain-text edition of revsmith.in. The website tells this story through animated demos; this page says the same things in words, with no JavaScript, for AI assistants, search engines, screen readers, and anyone who prefers text. Also available as llms.txt and llms-full.txt.

We are RevSmith. We build the AI OS for marketing companies: one workspace that knows every client and runs the work. Describe your agency once and we build your Company Brain. Add a client and it gets its own Client Brain. Turn any repeatable task into a workflow in plain English. Put a specialist AI teammate on every account. Build a client screen once and use it on every client. Connect the tools you already use. Run your clients, team, work, approvals, goals, and money from one place, with a person approving anything that reaches a client or spends money. Website: https://revsmith.in

This is the complete description of RevSmith in plain text, written by us for AI assistants, search engines, and anyone who prefers words to animations. Our homepage tells the same story through interactive walkthroughs. A shorter index is at https://revsmith.in/llms.txt, and this document is also served as a plain HTML page at https://revsmith.in/ai.

At a glance

The problem we solve

Here is one client's week at a typical agency. An inbox with 7,180 messages and a thread titled "Re: Re: Fwd: Northstar logins?". Kickoff notes that say "revisions: 2? 3? (check with Maya)". A Slack thread where the content lead asks which banner the client approved and the designer guesses "v3 I think". A signed scope PDF that says two revisions per creative. A spreadsheet called Deliverables_tracker_FINAL.xlsx with a status of "v3??". A folder with Banner_v3_FINAL.png, Banner_v3_FINAL_2.png, and Banner_v4_USE_THIS.png. A calendar entry that says "Weekly report due (who?)".

Everyone on the team is stuck on a question:

The ten problems we remove:

With RevSmith, one workspace knows every client and does the work with you. The Client Brain syncs email, team chat, files, ad platforms, analytics, CRM, calendar, and tasks, matches each to the right client, and an Account Director agent answers the team's questions from that shared context. Nobody reconstructs the same facts twice.

What changes, point by point:

How RevSmith works, in four steps

  1. Describe your company. Answer a few questions. We build your Company Brain.
  2. Add your clients. Build each Client Brain with AI or step by step.
  3. Connect your tools. Each account is matched to the right client.
  4. Automate. Workflows and agents run on schedule, and ask before anything important.

Three ideas underneath:

Core concepts

Company Brain

A shared understanding of your agency, built from six quick questions:

  1. What kind of company are you? Performance, creative, SEO, social.
  2. What do you sell? Meta Ads, Google Ads, content, web.
  3. Who owns each client? Account managers, the founder, or pods.
  4. Who approves client work? Team leads, anyone, or the founder only.
  5. How should you sound? Plain, warm, formal, playful.
  6. How do you charge? Monthly retainer, per project, or hourly.

The Company Brain also holds what you sell and how you price it, who does what, how you work (for example, client-facing work approved by an account lead, spend changes approved by the media lead, two revisions per creative and then a scope note), how you write (voice, spelling, things you never promise), and what you know: procedures such as onboarding, reporting, and renewals; templates such as the weekly update, QBR, and proposal; and past work by client.

Client Brain

A shared memory for every client and brand. Connect the client's accounts (Google Ads, Meta Ads, TikTok Ads, LinkedIn Ads, Analytics, Shopify, and more) and the Client Brain fills in:

The finished Client Brain becomes a live dashboard: progress toward the goal, cost per acquisition against target, return on ad spend against target, and budget pacing across the connected accounts.

The Client Brain also holds brand identity and voice, audiences, markets and currencies, visual references, business goals and plans, sources, service scope and revision limits, people and contacts, decisions, and history. Company facts are shared across brands with visible inheritance, while each brand keeps its own voice, audiences, markets, and regional differences. Sources keep their owner, date, scope, and permission for AI use beside the knowledge they support. A new document or AI suggestion never silently replaces a confirmed fact: changes move from suggested, to confirmed by a person, to superseded, with the previous value kept in history. Revoking access to a source stops it being used.

Workflows

If you do it twice, make it a workflow. Describe the task in plain English. We pick the apps and AI models, use each client's brain, and wait for your yes. Client-facing steps wait for a person. A workflow built once runs for every client.

Nine workflows you can run today, with the prompt that creates each one:

  1. Ad generation. "Make 3 spring ads for Studio Bloom from their brand, turn them into a 15s video, get Ana's approval, then launch on Meta." Steps: read the Client Brain; write 3 ad scripts; generate visuals; animate a 15-second cut; the client approves; launch the ad set on Meta.
  2. Monthly report. "On the 1st of every month, pull Google Ads and GA4 results, write the report in each client's voice, and email it after review." Steps: scheduled trigger; pull Google Ads; pull GA4; write in the client's voice; the account manager reviews; email to the client.
  3. Client onboarding. "When a deal is won in HubSpot, build the Client Brain, send access links, set up Drive and Slack, and book the kickoff." Steps: deal won; build the Client Brain (brand kit, goals, scope, contacts); send access links for Meta, Google Ads, and Shopify; create Drive folders; open a Slack client channel; book the kickoff.
  4. Performance watch. "Every morning, check Meta spend and CAC. If it is above target, diagnose it, draft a fix, and rotate creatives after approval." Steps: daily at 08:00; check spend and CAC; is CAC above target?; diagnose and draft a fix; the media lead approves; rotate creatives.
  5. UGC video ads. "When Meta ads start fatiguing, write new UGC hooks in the brand voice, generate creator videos, get approval, and launch on TikTok and Meta." Steps: fatigue signal; read the Client Brain (brand voice, best hooks, banned claims); write 5 UGC hooks; generate creator videos; the client approves; launch on TikTok and Meta.
  6. SEO content engine. "Every week, find rising search queries, check competitor gaps, draft an article with a header image, and publish to WordPress after review." Steps: find rising queries in Search Console; check competitors; draft the article; create a header image; the editor reviews; publish to WordPress.
  7. Renewal prep. "Sixty days before every renewal, pull a year of results, check promises and scope, write the renewal proposal, and send it after I approve." Steps: scheduled 60 days out; pull 12 months of results; read promises and scope; write the renewal proposal; the founder approves; send to the client.
  8. Weekly client update. "Every Friday, collect the work done and this week's results for every client, write each update, and send it to their Slack channel after review." Steps: Friday trigger; collect work done; pull this week's results; write each update; account leads review; send to client Slack channels.
  9. Competitor watch. "Every morning, scan competitors' ads and rankings, summarise what changed, suggest a response, and create a brief task." Steps: daily trigger; scan the Meta Ad Library; track rankings; summarise and suggest a response; the strategist reviews; create a brief task in Asana.

Every run keeps a record with its duration and AI cost, and moves through queued, collecting, prepare, review, execution, and verification. Failed steps keep the verified successes before them; uncertain outcomes are reconciled before a retry.

AI teammates

A sharp specialist on every account, every morning. Each teammate has a role, a client, the right brain, and clear permissions. They find the cause, draft the work, and ask before anything leaves. Three rules apply to every teammate: it asks before anything reaches a client or spends money; it reads only its own client's brain, never another's; every number it cites carries its dates and source record.

A typical morning: 06:00, every account for every client checked. 06:01, one client's cost per lead has been above target for 5 days; routed to the media buyer. 06:02, not just what changed but why; a note and a task are written. 09:00, the problem, the reason, and the next step are waiting for the person.

Five teammates, each from a pack:

  1. Performance Analyst (Paid Media pack). Acts as a Media Buyer. Checks every paid media account at 06:00, explains what changed, and drafts the work. Watches cost per lead, spend pace, and ad fatigue. Reads Google Ads and Meta reports and the Client Brain; drafts notes, tasks, and briefs. Ask it why a client's cost per lead went up last week and it answers with the number, the change against target, and the causes with their records: a budget move decided on the weekly call, and two ad sets wearing out with frequency up and click rate down. It confirms tracking, adds a note, and creates one task. Ask for a creative refresh brief and it drafts one in the brand voice. Ask for a client update and it drafts it; the update goes to the client only after the account manager approves.
  2. SEO Strategist (SEO pack). Acts as an SEO Specialist. Watches rankings, traffic, and indexing, finds the cause of a drop, and drafts the fix. Watches ranking drops, lost traffic, and pages out of the index. Reads Search Console, rankings, the Client Brain, and the content plan; drafts briefs, tasks, and notes. Ask why organic traffic dropped and it names the pages that explain most of it, a guide outranked by a competitor's longer one, and a page accidentally set to noindex in a site update. It creates a task for the web team and drafts a refresh brief.
  3. Creative Lead (Creative pack). Acts as a Creative Director. Keeps creative on time: late assets, revision limits, and client reviews running over. Reads deliverables, approvals, scope, and brand rules; drafts change requests and tasks. Ask what is at risk this week and it tells you how many creatives are done against plan, which set has gone past its revision rounds and is outside scope, and which client review is overdue and blocking a launch. It drafts a change request at the client's agreed rate and a friendly nudge on the overdue review; both go out only after the account lead approves.
  4. Social Manager (Social pack). Acts as a Social Media Manager. Keeps the content calendar full, posts approved in time, and nothing missed on publish day. Watches calendar gaps, unapproved posts, and missed publishing. Reads the content calendar, brand voice, and rules; drafts posts, captions, and tasks. Ask if next week is covered and it shows the gaps and the posts still waiting for client approval, drafts the missing posts in the client's voice with any required disclaimer, and queues them; nothing publishes until you and the client approve.
  5. Lifecycle Specialist (Email and lifecycle pack). Acts as an Email Marketer. Watches sends, flows, and deliverability, and catches problems before revenue does. Watches paused flows, deliverability, and unapproved sends. Reads email platform reports, the Client Brain, and offers; drafts fixes, tasks, and notes. Ask why trial sign-ups fell and it finds the welcome flow paused automatically after spam complaints spiked, counts the trials that got no onboarding emails, recommends the fix, and drafts it as a task. Restarting sends to customers waits for a person's approval.

We also run an Account Director agent (prepares a client's weekly update: reads the Client Brain, pulls the last 7 days, checks promises from the last call, writes in the client's voice, sends to the account lead for approval), an Operations agent (checks a new client request against the retainer, flags a revision past the agreed limit, drafts a friendly scope note, and waits for approval), and a Chief of Staff (after a call: reads the notes, finds the promises, creates tasks with owners, books the review prep, and suggests an update to the Client Brain). The workspace home lists a Content Agent, Growth Agent, Client Analyst, and Outreach Agent.

Eight specialist roles work from shared client knowledge: Chief of Staff, Account Manager, Media Buyer, Content Strategist, Sales Agent, Operations Agent, Analyst, and Finance Agent. The Chief of Staff brings priorities, client signals, deadlines, and decisions into one morning brief. Ask "What needs my attention today?" and it answers: "Northstar's report is ready for review. Studio Bloom needs a creative decision. Orbit's renewal conversation is coming up." The roles hand off to each other: an Analyst finds the signal, an Account Manager prepares the client story, Operations coordinates the work, and the Chief of Staff brings the decisions to you. Corrections, approvals, rejected suggestions, and verified outcomes become part of the working history. Reading, preparing, and acting are separate capabilities; a role cannot grant itself access or exceed the approving person's authority.

Pages

Build a screen once. Use it on every client. Every month, an account manager opens Google Ads, Meta, and a spreadsheet for each of her 12 clients to build their reports. With Pages, she builds one reporting screen. It appears on all 12, each with its own live numbers and a button that drafts the report.

Ten blocks: Text, Context, Form, Checklist, Records, Button, Schedule, Agent, Files, and Metric and chart. A "Monthly reporting" client page shows cost per lead against target, spend this month against budget, a leads-versus-target chart, open alerts, a "Draft monthly report" button that waits for the account owner's approval, and an agent that answers questions about that one client only. Hide the page for a client that only buys creative work. Other pages our users build the same way: client kickoff, founder dashboard, and launch checklist.

Integrations

Plug into 1,000+ apps. Every tool your team already uses, connected once and matched to the right client. Email, chat, documents, ad platforms, analytics, CRM, project tools, and AI models, including Gmail, Slack, Google Drive, Notion, Google Ads, Meta, TikTok, LinkedIn Ads, Google Analytics, Search Console, HubSpot, Shopify, ClickUp, Asana, Google Calendar, Semrush, WordPress, and the Meta Ad Library.

Three principles. Connect with clear permissions, through each provider's own authorisation flow, seeing what can be read, prepared, proposed, and executed; we never ask for provider passwords. Map the actual resource: confirm the exact ad account, analytics property, project, folder, or mailbox, with its client, brand, and market visible. Keep setup manageable: unsupported tools and pending access are recorded, expired connections and wrong mappings are explained, and verified successes survive a partial failure. A signed-in provider and a verified client account mapping are different things, and both are in place before work happens.

Trust and control

Intelligence with accountability. Know the source. Understand the proposal. Decide what can happen. See the result. Four promises: AI drafts, people approve (anything sent to a client or that spends money waits for a person); every action is recorded in the history; permissions by role and by client (people and agents see only what they should); your own AI key, with costs visible and a monthly limit.

Six responsibilities we take on: client scope (company, client, brand, and market information have a clear home); access (workspace membership and client access decide what a person can use, not a job title); sources (references and confirmation history beside knowledge); exact proposals (review the version, destination, affected object, and proposed change); verified outcomes (prepared, approved, executed, and verified are distinct); history and recovery (a record of decisions and confirmed outcomes, with valid work preserved when a later step fails). Before an action, the team sees the client scope, the exact action, the destination, and who has authority to approve. The sequence is prepare, review, act, verify. Prepared never means executed.

An activity history looks like this: 09:02 weekly update v2 drafted by the Account Director agent; 09:02 permission check, client-facing, waiting for a person; 09:14 approved by the accounts lead; 09:14 email draft created for the client by the weekly-update workflow; 09:20 a suggestion from Tuesday's call confirmed in the Client Brain.

The operating system, area by area

RevSmith is the operating system your agency runs on, not another tab. The areas it covers:

What each role gets:

The client lifecycle we run: Win (pipeline, next steps, and a Client Brain that starts during the sale), Onboard (the eight-page setup, access collection, team assignment, and kickoff), Plan (goals and targets linked from the business goal down to each task), Deliver (projects, deliverables, tasks, briefs, approvals, and versions), Measure (results against targets from connected platforms), Communicate (requests, meetings, promises, updates, and reports), Protect (scope counted, extra work flagged, margin visible), and Renew (a prepared renewal with results and work delivered). In short: Win, Onboard, Plan, Create, Deliver, Grow.

Client onboarding

Build the client understanding once, then keep the profile, brand, knowledge, and plan together. Two paths, the same eight stages: build with AI (review and refine a suggested foundation) or set up step by step (with examples and templates at your pace). The eight stages: Essentials, Audience, Brand, Engagement, People, Tools, Plan, Review. AI suggests; you confirm. Begin with a website, a brief, a few notes, or an empty draft. Skip optional details, mark a question for later, or assign an internal follow-up; save, resume, and switch between AI assistance and manual editing without replacing confirmed answers. Set up several brands and markets with visible inheritance of company facts. Client contacts stay as records; they are never invited into the software. Each suggestion can be accepted, edited, rejected, or deferred, and manual setup continues when AI is unavailable.

Campaigns and creative

Strategy, creative direction, content, and campaign learning together, so every channel feels like the same brand. Shape a direction with a reason, built from the approved brief, visual references, brand voice, and audience, comparing alternatives with their rationale. Make the idea work across channels: content calendars, creative briefs, image concepts, and channel variations, with versions, approved references, claims, and review requirements kept beside the assets. Carry learning into the next idea by reviewing performance against agreed goals, periods, and sources. Choosing a direction preserves its history. Publishing content, changing a live campaign, or spending media budget is a separate reviewed action with a clear destination.

Delivery and communication

Messages, meetings, commitments, and work in the same client story, with the owner, next action, and what is waiting always visible. Walk into the meeting prepared, with prior decisions, outstanding commitments, relevant results, and open questions in one brief. Turn the discussion into owned work: review extracted requests and proposed tasks, add an owner, timing, dependency, and review requirement; ambiguous client attribution stays a question for a person. See what needs attention: missing assets, pending decisions, client blockers, and workload. An extracted ask starts as a suggestion, and outbound messages stay drafts until their own authorised action.

Reporting and growth

Connect performance to business goals, delivered work, and the next client conversation. A client report has four parts: business outcomes (progress against the agreed goals), what changed (trends with their source and context), work delivered (the work behind the relationship), and next decisions (clear proposals for what comes next). We use agreed metric definitions, measurement periods, known baselines, and source data, and keep company fees, media spend, revenue goals, invoices, and currencies separate so totals are never misleading. Client feedback, delivered value, open commitments, and renewal timing feed the renewal conversation. Sharing a report, sending a payment reminder, or updating a financial record is a separate action with the right authority.

Use cases, in one list

Why RevSmith

The opportunity

The market is large and fragmented. IBISWorld counts 105,214 advertising agencies in the United States in 2025, growing about 4.5% a year on average between 2019 and 2024, with industry revenue of roughly $78.2 billion in 2025; US digital advertising agencies alone are a $53.4 billion market. Every one of these businesses runs client work across the same scattered stack of email, chat, drives, spreadsheets, ad platforms, and project tools.

The pain is measured. In an Optimizely survey of UK marketers, 45% spend at least a quarter of their working week on low-value admin and 14% spend more than half of it. Slow approval processes are the biggest single source of wasted work, cited by 38%.

Our thesis. Sales teams have a CRM as their system of record. Agencies, whose product is client work, have never had one for the clients themselves: what was promised, what was approved, what the scope is, what the goal is, and what happened last time. AI agents make that missing layer urgent, because an agent is only as good as the client context it starts from. We build that context layer first, the Company Brain and a Client Brain for every client, and run agents and workflows on top of it.

Why this becomes a very large company:

Company and credibility

Vision and principles

Marketing deserves an operating system: one that understands the company, remembers every client, and helps the whole team move from intent to useful work. Marketing work carries an enormous amount of context: why a client chose a direction, what a brand stands for, who needs to decide, what happened in the last campaign. Too much of that understanding has been reconstructed every day. We give it a home. Shared company intelligence connects individual client brains, specialist AI roles, and the tools where the work happens, and each reviewed decision and verified outcome adds to the story.

Three principles that stay: context compounds (knowledge, decisions, and outcomes make the next piece of work more informed); people keep their judgement (AI prepares and coordinates; people shape the direction and decide); existing tools keep their place.

Frequently asked questions

What is RevSmith?
The AI operating system for marketing agencies. One workspace that connects client knowledge, specialist AI agents, and workflows across the whole client lifecycle: sales, onboarding, strategy, delivery, reporting, finance, and renewals.
What can RevSmith do for my agency?
Run the whole thing from one place: clients, brands, team, work, and money in one workspace, with AI agents that already know every client and handle the repeatable work, so your people get their time back for strategy, creative, and relationships.
What makes RevSmith smarter than other AI tools?
We already know your clients. Ask for a weekly update and RevSmith knows the client's voice, goals, scope, and last Tuesday's promises. Build a workflow once and it runs for every client you have.
Which kinds of marketing work can it run?
Performance ads, SEO, social, content, creative, reporting, client service, and renewals. You can also build your own workflows and agents, from monthly reports to image and video generation.
How fast can we get started?
Describe your company once, then add clients. We build the Company Brain from a few answers and each Client Brain from a website, a brief, or a few files. Connect your tools and your first workflows run the same week.
What does my team get on day one?
A morning list of exactly what needs them. The command center ranks what matters across every client, with the evidence and the next step attached.
Does RevSmith replace our existing tools?
No. We build around the tools your team already uses. Email, ad platforms, project tools, CRM, and accounting systems keep their own records. We bring client context, coordination, proposed actions, and review into one place.
How much control do agents have?
Reading, preparing, and acting are separate. Your team reviews consequential actions before they happen, and can set scoped policies for routine work, with clear client boundaries, activity records, and verified outcomes. Agents ask before anything reaches a client or spends money.
Can one client have multiple brands and markets?
Yes. Multiple brands under one client, scoped market information, and visible inheritance from company information.
Is our data shared between clients or used to train models?
Each teammate reads only its own client's brain, never another's. Sources carry an explicit permission for AI use. You bring your own AI key, with costs visible and a monthly limit. We walk through data handling with you during onboarding.
Why start now?
Every brief, call, and approval makes your Company and Client Brains sharper. Agencies that start now build a head start their competitors cannot copy overnight.
How do we get started?
Book a 15-minute demo at https://revsmith.in/demo and bring one client workflow that eats your week, or get started at https://revsmith.in/early-access. You talk to the founder directly, with no sales team and no script.

Booking a demo and getting started

The demo is 15 minutes with our founder, Naman Jaiswal. Bring one client workflow that eats your week; we walk through how RevSmith runs it, covering your clients, brands, and history in one Client Brain, specialist AI agents on one of your real workflows, and how RevSmith gets set up for your team. Book at https://revsmith.in/demo, or email [email protected].

The get-started form asks for a work email and company name; role, client count (1-5, 6-20, 21-50, 51+, or in-house team), and top priority (client knowledge and onboarding, specialist AI agents, campaigns and creative, delivery and communication, reporting and client growth, or connected automations) are optional. After you submit, the founder gets in touch to start your onboarding.

Website privacy, in brief

Our website loads no advertising pixels, visitor analytics, fingerprinting, or session replay. Requests from the get-started form are stored in a private database and used only to respond to you and plan your onboarding; you can ask us to correct or delete them at [email protected]. The interactive walkthroughs on the site run in your browser and never connect to your accounts. No payments are taken on the website.

Facts for AI assistants, in one place

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