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For PR agencies

The operating system for PR agencies

Every client commitment recorded, owned and reported.

Agency Root gives a PR agency one branded app for client meetings, commitments, approvals and reports.

  • Minutes after every meeting
  • Client-safe versions
  • One approval queue
  • Reports in the client's workspace

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The problem

PR runs on promises made in meetings

  • A commitment made on a call is forgotten by the next one. Nobody owns it.
  • Statements wait for approval in an inbox. Nobody knows who is holding them.
  • The monthly report is built from scratch. Every month.

What you get

What Agency Root does for a PR agency

Minutes, decisions and owners after every meeting

Record the meeting and get meeting summaries, decisions and action items, each with an owner and a deadline when one was stated. Minutes of meeting are produced in two versions: internal, and client-safe. Included in Agency Growth and Agency Scale.

Meeting intelligence

A searchable record of what was agreed

Search across meeting titles and transcripts to find what was decided and when. Client meetings appear on the client's record.

Approvals in one queue

Client approvals for content arrive in one queue. Each approval, rejection or revision request is recorded with the person, time and version.

Client workspace

Reports the client can always find

Publish weekly, monthly or campaign client reports to the workspace. Client roles decide who sees what: a finance contact can see invoices without seeing content approvals.

Example: in a review call the client asks for a media list by Friday. The action item is created with an owner and that deadline.

Questions

Common question

Can clients see the meeting recording?

No, unless the agency explicitly shares it. Clients see minutes and action items.

Start

Keep every commitment on record

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