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Currently available for select engagements

Hire Automation Expert for Media Agencies
Senior, direct, no layers

An automation expert removes the manual transfer work between your systems: the copy-paste between platforms, the status-chasing, the report assembly, the approval follow-ups.

15+
Years Experience
100+
Projects Delivered
6
Countries Served
$25M+
Revenue Enabled
Media Agencies — Automation Expert

A senior automation expert for media agencies

A media agency’s day is a deadline list that never stops moving: story pitches unanswered, embargoes expiring, coverage that nobody clips, and talent bookings that clash. Journalists, clients, and talent each work to a different clock, and the agency is the only place where those clocks meet.

The first job is to watch how that work actually happens, including the exceptions staff have already worked around. A pitch sent to a journalist starts a timed follow-up sequence tied to the story’s news window, and stops when the journalist replies or declines. An embargoed story is tracked by embargo time and outlet, and an approaching embargo flags the team before the story can be released. A flow built from a tidy description of a messy job breaks on the first exception, so the messy version is the one that gets automated.

This fits a media agencies business doing the same manual tasks every day across more than one system, and it does not fit a task that happens rarely or changes every time. Automation does not pitch a story, judge newsworthiness, or brief a spokesperson. It keeps pitches, embargoes, and coverage traceable so the agency can prove its work. Start with a discovery call: the fit is tested on real work before anything is scoped.

What you get

What this engagement covers for media agencies

  • Story pitch follow-up — A pitch sent to a journalist starts a timed follow-up sequence tied to the story’s news window, and stops when the journalist replies or declines.
  • Embargo tracking — An embargoed story is tracked by embargo time and outlet, and an approaching embargo flags the team before the story can be released.
  • Coverage clipping and filing — Published coverage is clipped and filed against the client, story, and outlet, so a coverage report is built from records rather than searched for at month end.
  • Talent and spokesperson booking — A booking request checks spokesperson availability and briefing status together, and a confirmed booking generates the briefing pack.
  • Client coverage reporting — A reporting period assembles coverage, reach, and outlet details from filed records into one client draft, with missing coverage flagged.
  • Invoice by placement tracking — A placement generates an invoice line against the client agreement, and a placement without an invoice flag shows up before month end.
Working in Media Agencies

Built for how media agencies actually work

The systems media agencies actually run shape what is possible, and any engagement starts from them rather than from a blank page. In practice that means CRM, media databases, coverage monitoring, and booking and invoicing tools. Media work is pitch- and embargo-driven, so flows are built around story, outlet, and embargo records, with a single coverage record per placement.

Connections are made where a system already offers an integration or an export, and a workflow tool bridges the rest. Published coverage is clipped and filed against the client, story, and outlet, so a coverage report is built from records rather than searched for at month end. Every flow runs in the business’s own accounts, with logs the team can inspect, and a documented way to switch it off.

Rollout respects how this work actually runs: Flows are tested on one client or one beat first, and no journalist-facing flow changes during a major launch week.

How it works

From kickoff to delivery

  1. List every repeated job

    Daily and weekly manual tasks are listed with the staff who do them and the mistakes that currently happen. Journalists, clients, and talent each work to a different clock, and the agency is the only place where those clocks meet.

  2. Order them by hours and errors

    Tasks are ranked by time saved and errors removed, starting with story pitch follow-up and embargo tracking, the flows that pay back fastest and prove the approach before bigger work is attempted.

  3. Run old cases through the new flow

    Each flow is built against real cases, including a pitch followed up after its news window, an embargo missed by timezone, coverage filed under the wrong client, and a booking confirmed for an unavailable spokesperson. The manual routine keeps running alongside until the flow handles those cases correctly.

  4. Go live in stages

    Flows go live individually with logs watched closely. Flows are tested on one client or one beat first, and no journalist-facing flow changes during a major launch week. Each one is documented with its off switch before the next begins.

Why Omer

Why hire Omer

  • Observed, not assumed: Flows are designed from watching the work as it happens, exceptions included. A booking request checks spokesperson availability and briefing status together, and a confirmed booking generates the briefing pack.
  • Small failures, not big ones: Each flow is proven on real tasks before the next starts, so a failure affects one routine rather than the whole business. Flows are tested on one client or one beat first, and no journalist-facing flow changes during a major launch week.
  • Your accounts and records: Automations, logs, and documentation belong to the business and run in its own accounts, built on CRM, media databases, coverage monitoring, and booking and invoicing tools.
  • Odd cases route to a person: Every flow has a fallback for missing, duplicated, or wrong data. A reporting period assembles coverage, reach, and outlet details from filed records into one client draft, with missing coverage flagged.
  • Success counted in hours: Time saved is measured against the manual routine it replaced. The return is pitches followed up inside their news window, embargoes respected, and coverage reports built from filed records.
FAQ

Questions, answered

What should media agencies automate first?
Start with the work that repeats daily, follows a pattern, and crosses more than one system. In practice that usually means story pitch follow-up: A pitch sent to a journalist starts a timed follow-up sequence tied to the story’s news window, and stops when the journalist replies or declines.
Will automation feel impersonal to media agencies customers or clients?
Only if it replaces a human conversation with a generic message. These flows handle the copying and chasing behind the scenes, while judgement and difficult conversations stay with staff. A sequence also stops the moment a person replies or books, so nobody receives a fourth identical reminder.
What happens when a flow breaks or meets an odd case?
Every flow logs what it did and alerts a person on failure, with a documented off switch and the manual routine kept written down. The cases that cause most failures here are a pitch followed up after its news window, an embargo missed by timezone, coverage filed under the wrong client, and a booking confirmed for an unavailable spokesperson, and each flow is tested on those before it goes live.
Do we need to replace the software we already use?
Usually not. The engagement starts from CRM, media databases, coverage monitoring, and booking and invoicing tools, connects what can be connected, and adds one workflow tool where a gap remains. Where a system already has the integration needed, that is used instead of adding another tool.
How do you choose what to automate, and what stays manual?
By time saved and errors removed, measured on real tasks, with the fastest-payback flows first. Automation does not pitch a story, judge newsworthiness, or brief a spokesperson. It keeps pitches, embargoes, and coverage traceable so the agency can prove its work. The plan names both sides: what will be automated, and what will deliberately stay manual.
Currently available for select engagements

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