Scale retainers, media production, and creative ops with one connected system.
For agencies
Flowtly replaces scattered decks and spreadsheets for account, creative, and finance. Track entitlements, approvals, assets, and billing in one system so every campaign stays on plan.
Campaign ops
Creative, accounts, and operations share one control center for scope, capacity, and reporting.
Faster approvals for campaigns and deliverables
Lift in clarity around billable utilization
Hours saved consolidating performance reports
Flowtly playbooks for your industry
Problem
Freelancers join via chat, get tool access ad hoc, and no one tracks NDA status or offboarding—risking leaks and compliance gaps.
Solution
Onboard contractors in Flowtly with NDAs, asset checklists, and time-boxed access tasks. Offboarding workflows revoke credentials, collect files, and log history so legal and ops stay covered.
Contractor playbook
Access & history
Access log
Who got what, whenRevocations
Time-boxed & confirmedNDA & DPA signed
History kept foreverAsset checklist
History kept foreverAccess revoke date
History kept foreverProblem
Producer gut-feel drives resourcing because work type, channel mix, and seniority aren’t tied to a central plan.
Solution
Use Flowtly workloads to model briefs by channel and role. Capacity auto-updates from time tracking and bookings, so you see which squad or skill hits limits before saying yes to changes.
Capacity radar
Squads by channel
Forecast
Channel + role demand auto-updatedDecisions
Sell, swap, or staff before overburnNew brief · Video ads
+18hCampaign extension
+12hHoliday freeze
-8hProblem
Spend, creative throughput, and client approvals live in different systems, so pacing calls rely on screenshots and stale spreadsheets.
Solution
Flowtly pairs media KPIs with delivery status and budgets. Dashboards show pacing against scope, required approvals, and billing triggers so AMs act before underspend or overburn hits invoices.
Pacing cockpit
KPIs + delivery
Channel pacing vs. target
Syncs every 15 minPaid social
Target 70%Search
Target 75%Video
Target 65%Problem
Retainer entitlements live in decks, while producers track tasks elsewhere and finance reconciles hours at month end—so no one spots over-delivery until margin slips.
Solution
Flowtly codifies retainers with deliverable limits, rate cards, and change rules. As producers log work, burn, allocations, and invoices update automatically so AMs, finance, and clients see the same numbers.
Retainer guardrails
Entitlements & burn
Change requests
Auto-updates burn & invoicesAlerts
Thresholds per retainerScope change approved
+12h · Paid socialNew deliverable
Landing page refreshBilling rule update
Rate card v2
Agency Growth Stack
Flowtly connects pipelines, briefs, production boards, and invoicing so client teams stay aligned.
FAQ
How Flowtly handles retainers, scopes, and creative toolchains.
Connect ad platforms or BI dashboards via API. KPIs appear next to scope and budgets so account teams discuss results with the right context.
Yes—once you capture current work. Flowtly rolls time tracking and bookings into channel- and role-based capacity so you see when squads hit limits before overpromising.
Yes. Run retainers with entitlements next to fixed-fee or production projects. The same approvals, time tracking, and billing rules keep AMs and finance aligned.
Contractor NDAs, credentials, and access tasks live in one checklist. You get a full history of who signed, which tools they received, and when access was revoked.
Model retainers alongside production scopes, allocate hours or budget by channel, and monitor burn per client with live warnings.
Use lightweight timers, checklists, or Slack commands. Flowtly attaches files and approvals automatically so producers never chase status.
Flowtly bonus
You have been exploring - drop your work email and we will send a €500 credit code you can use on your next Flowtly purchase.