Secure AI Agent · Agency
AI applied to
your agency's operation
A specialist configured to turn briefs into scoped jobs, control approval rounds, reconcile media budgets, and build the client report.
Companies that trust UPX
Capabilities
What the Agency Agent
can do
Main areas of work for the Marketing Agency AI Agent in your operation.
Brief into job
Structures the client request into scope, deliverables, and deadline.
Round control
Records each approval round and flags when the scope has been exceeded.
Media reconciliation
Cross-references platform spend with what was planned and invoiced.
Client report
Consolidates numbers from connected platforms with the source for each figure.
Operation status
Shows where each job stands and what is waiting on the client.
Asset organization
Keeps creatives, versions, and approvals findable per campaign.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Scope structuring
- Turns the brief into a job with deliverables and deadline.
- Budget reconciliation
- Cross-references planned, actual, and invoiced spend.
- Report consolidation
- Gathers platform numbers with the source for each figure.
How it worksFrom the brief to the report,
From the brief to the report,
with review at every step
Connect your platforms, define what the agent can do, and let the organizing happen within your agency's limits.
- Connect platforms and job management
- The agent works where the agency already operates.Connect the media platforms, the job management tool, and the team channels so the Secure AI Agent has access only to what it needs to follow the campaigns.
- Ask for the work
- Talk to the agent in natural language.Request a brief structured into a job, the budget reconciliation, or the monthly report through the available channels. The agent understands the context, applies the configured skills, and follows the agency's rules.
- The agent organizes. The agency approves.
- From job to delivery, with control.The agent structures, reconciles, and consolidates within the defined permissions. Approving creatives, releasing budget, and sending the report stay with account management.
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Integrations
Connected to the platforms your agency already uses
The Marketing Agency AI Agent can query your campaigns and run tasks in the systems your team already uses.
Google Ads 
Asana Canva
Flow
What goes in,
what the agent does, and what comes out
From the raw brief to a consolidated report, following your agency's rules and permissions.
Inputs
- Client briefDOC
- Media spendCSV
- Campaign planPDF
Processing
Secure AI Agent
Processing the task
- Read
- Structure
- Reconcilerunning
- Consolidate
Skill appliedRules verified
Output
Completed
Report prepared
- Job structured with scope
- Budget reconciled per client
- Figures with identified sources
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your agency's rules.
- 1
Query
Reads campaigns and jobs and answers with the reference.
- 2
Prepare
Structures the scope and reconciles the budget.
- 3
Request review
Waits for validation from account management.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action, according to each agency's policy. Approving creatives, releasing media budget, and sending reports to the client always stay under human approval.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security and compliance
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: with compatible providers and configurations, processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the Agency Agent
What agencies usually ask before putting an agent to support the operation.
Does the agent approve creatives or release budget?
Not by default. It records the rounds, flags when scope has been exceeded, and organizes the material. Approving creatives and releasing media budget stay with account management and leadership.Are the report numbers reliable?
The agent consolidates data from the connected platforms and identifies the source of each figure. It does not estimate or fill gaps: when a figure is unavailable, that is explicit in the report.Does it create the campaign assets?
The focus is the operation: scope, rounds, budget, and reporting. The agent can prepare first drafts of copy and organize references, but creation and approval stay with the team.How does it control scope creep?
When structuring the job, the agent records the number of planned rounds. When the client exceeds it, the agent flags it so account management can decide on a change order or renegotiation.Is client data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.Can we audit what the agent did?
Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on the platforms involved. The starting point is connecting the media accounts and job management, then expanding the scope as results come in.
Secure AI Agent
Bring a Secure AI Agent to your agency
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.