Register the brief
Associate the request with the client, brand, campaign and contractual scope.
- Receives
- Client request and campaign context
- Produces
- Scoped production package
Agencies
Coordinate client requests, campaign production and reporting across accounts with shared standards and clear boundaries.
Let’s connect
Client operations with clear account boundaries
Coordinate briefs, assets and campaign results while keeping client access, approvals and data separate.
Coordinate approval
Route internal and client review against the exact asset version and agreed launch date.
- Receives
- Creative and audience package
- Produces
- Recorded client and internal decisions
Report and reconcile
Connect channel results to the client’s campaign taxonomy and retain source access boundaries.
- Receives
- Client channel and work data
- Produces
- Client specific operational reporting
Step 1 of 3
Inspect the data contract.
Select a field to examine its owner, permitted changes and conflict handling. Clear ownership keeps updates consistent across systems.
| Field or object | Accountable owner | Mapping and control |
|---|---|---|
| Account operations | Required on work and reporting records. | |
| Creative owner | Separates internal review from client approval. | |
| Platform administrator | Documents which client and purpose a credential serves. |
Resolve the important decisions.
Shared process, separate data
Standard templates can be reused while credentials, reporting filters and client permissions remain distinct.
Client taxonomy
Agree how an agency campaign key maps to each client’s naming and reporting conventions.
Validate before handover.
Select the scenarios to discuss with your implementation team.
0 of 3 selected
Test an example workflowPlatform documentation
Built around how you operate.
Agencies manage repeated processes across clients whose tools, approval models and reporting needs differ. UniLink helps identify which parts should be standardized and which need client specific configuration.
The scope can bring structure to intake, campaign production, asset review and reporting. Account separation, permissions and source ownership are considered throughout so a shared operating model does not create inappropriate data access.
What we help you build.
Client intake standards
Collect complete briefs and distinguish requested dates from agreed delivery commitments.
Campaign production workflows
Coordinate tasks, dependencies and review rounds across account and delivery teams.
Client data boundaries
Define workspace access, integration credentials and reporting separation by client.
Reporting operations
Standardize recurring data preparation and report definitions while preserving client context.
How the work comes together.
Scope the request
Capture the client requirement and confirm ownership, deliverables and dependencies.
Coordinate delivery
Track production and review with a visible record of changes and approvals.
Report with context
Connect delivered work to agreed measures and a repeatable client review process.
The engineering detail.
Read the contracts, controls and failure behavior behind a maintainable implementation.
A few practical questions.
Can one workflow support several clients?
A common template can support client specific rules, provided the data model and access boundaries are explicit.
Can client tools remain separate?
Yes. Integrations can exchange the necessary information while preserving each platform’s purpose and access model.
Make the next connection.
What could work better, together?
Tell us where your operations are today. We’ll help you see what comes next.