The all-in-one workspace for marketing agencies — projects, clients and workflows

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AI that handles the admin so your team can focus on campaigns

Routine automatically transcribes client calls, summarizes briefs and extracts action items, converting them into tasks that can be planned, delegated and tracked. Search across your entire campaign history (calls, notes, client feedback) instantly. Stop switching between tools — let AI handle the overhead so your marketers stay focused on performance.

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A CRM and project tracker built for marketing teams

Every marketing agency has a unique way of managing clients, retainers and campaign workflows. Through custom types, views and canvases, Routine lets you tailor your whole workspace for pitching, execution, client reporting and campaign performance tracking. No more juggling between your CRM and your project management tool — everything in one place.

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Connects all the tools your agency already uses

Routine integrates with Google Calendar, Outlook, Slack, Gmail and hundreds more tools into a single workspace. From the first client brief to post-campaign reviews, every strategy note, internal feedback, deadline and client update stays connected — no more scattered information across Notion, Trello or Asana.

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