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A full day of hands-on practice for marketing, creative and PR agency teams. The examples, exercises and prompts use agency work such as brief responses, client reports and pitch material, so your team practises on tasks it already does.
- Format
- In person
- Length
- 09:00 to 17:00
- For
- Agencies
- Where
- Your premises or a UK venue
- Price
- Quoted for your team
Differentiators
Built around agency work
We prepare the material for this workshop for agency teams. The use cases, examples and prompts come from agency work, and a questionnaire before the day shapes them to your team. The four points below explain how.
Demonstrations and hands-on tasks use agency material: brief responses, client reports, creative research, proposal copy, content calendars, pitch decks and campaign summaries. Where your team brings its own tasks, the exercises use those.
The opening session covers which kinds of client material can go into which tools, how to set up projects or workspaces to keep client work separate, and what to check in a tool's data settings before using it for client work.
Before the day, each attendee answers a short questionnaire about the deliverables and internal tasks that fill their week. We use the answers to choose the tasks for the two hands-on sessions.
The opportunity mapping session is organised around agency roles: account management, creative, strategy, client services and project management. Each function works on use cases and prompts for its own tasks.
Walk Away
What your team takes away
Each person leaves with prompts and workflows they built and tested on their own tasks during the day, plus shared documents the whole agency can use.
Prompts tested on the day for frequent agency tasks: brief writing and responses, copy drafting, client reporting, research summaries, proposal sections, social captions and campaign reviews. Your team builds them from its own work.
A one-page reference for account management, creative, strategy and client services. Each guide covers which tool to use for which task, how to prompt it and what to check before anything goes to a client.
Based on what your team reports during the mapping session, a list of the tasks in each role where AI looked most useful, with notes on what to test and how to check the results.
A written plan naming which AI tasks become standard practice first, how the team records new prompts and workflows, and when the review takes place.
A record of where each person started and what they could do on their own by the end of the day. It helps you see who would benefit from follow-up support.
Who For
Who it is for
The workshop suits agencies in the following situations.
Marketing, creative, PR and digital agencies
Teams that spend a large share of the week on content production, briefing and client admin
Teams where some people use AI regularly and others have barely started, and the results vary from person to person
Agency owners who want the team to share prompts, checks and working methods
Agenda
Sample agenda
We adapt the agenda for each agency using the pre-workshop questionnaire. This is the usual structure, running from 09:00 to 17:00.
- AI in agency work today30 mins
A short overview of where agencies use AI in their work, where the output needs careful checking, and what that means for client deliverables.
- How your team uses AI now30 mins
Each person describes how they use AI now: what they have tried, what worked, what did not and where they feel unsure. This gives us a picture of the room and brings up concerns before the practical sessions begin.
- Use case mapping by role60 mins
Working by function (account management, creative, strategy, client services), each group lists the tasks in its role where AI could save time or improve quality, and picks the ones to work on in the hands-on sessions.
- Break30 mins
- Hands-on session 1: content and copy workflows90 mins
The first practical session covers content and copy tasks: brief responses, copy drafts, social captions, research summaries, creative concepts and campaign messaging. Each person works on tasks from their own workload.
- Lunch60 mins
- Hands-on session 2: client-facing work90 mins
The second session covers material prepared for clients: proposals, reports, strategy decks, meeting summaries, status updates and campaign reviews. Each person builds at least one repeatable workflow for a task they produce regularly.
- Agency prompt library build45 mins
The whole team adds to a shared prompt library. The strongest prompts from both sessions are refined, tested and organised by role and use case.
- 30-day plan and close45 mins
We agree which AI tasks become standard practice first and when the team reviews progress. Each person names one AI task they will use on their next working day. We send the written outputs (prompt library, workflow guides and starting records) after the workshop.
Included
What is included
Each AI for agencies workshop includes the following.
A short questionnaire for each attendee before the workshop. It covers their current AI use, the client deliverables and internal tasks that take most of their time, and anything they want the day to cover. We use it to plan both practical sessions.
Reformat Labs facilitators run both practical sessions and work through the room, helping people refine their prompts as they go.
A shared document built during the workshop and organised by agency role and use case. It covers brief writing, copy production, client reporting, research, proposals and campaign analysis.
A one-page reference for each agency function covered on the day, setting out the AI workflows your team built during the sessions.
A written plan for the month after the workshop. It names which tasks become standard practice first, how the team records new prompts and when the review call takes place.
A call 30 days after the workshop to review how the team is using what it built, answer questions that have come up and add new prompts to the shared library.
Locations
Where we deliver
We run agency workshops at your office or at a hired venue. A hired venue gives the team a day away from client calls and office interruptions.
Venues in central London
Venues in Manchester
Venues in Birmingham
Venues in Bristol
Venues in Leeds
On site at your office in the UK
If your city is not listed, tell us where your team is based and we can suggest a venue nearby.
Team
Who runs the day
A lead facilitator runs the workshop, with hands-on support during the practical sessions.
Runs the opening sessions, leads the use case mapping by role and keeps the day to time.
Works through the room during both practical sessions, helping individuals, refining prompts that are not producing usable results and collecting the strongest outputs for the shared library.
Quotes
Quotes
Faqs
FAQs
Questions agencies ask before they book.
We're a mixed agency, with creative, strategy and account management in one team. Can the workshop cover all three?
Yes. The opportunity mapping session works by role, so creative, strategy and account management each work on their own use cases and prompts. The shared prompt library then holds contributions from each function.
Can freelancers or contractors attend as well as staff?
Yes. Freelancers and contractors who work regularly with your agency can take part alongside staff. The prompt library and workflow guides give the people who work on client projects the same starting point.
We're worried about client confidentiality when using AI tools. Does the workshop cover this?
Yes. The opening session covers data handling and client confidentiality. We go through which tools suit client-sensitive work, how to set up projects or workspaces to keep client material separate, and what an AI usage policy for client work should cover.
Which AI tools do you use in the workshop?
We plan the exercises around the tools your agency already uses, such as ChatGPT, Claude, Perplexity for research or Microsoft Copilot. If your team uses other tools, such as Jasper, Copy.ai or Notion AI, tell us in the questionnaire and we will plan around them.
Our creative team is wary of AI. Will this work for them?
Some creative staff worry that AI threatens creative work. In the hands-on sessions each person uses the tools on their own tasks, which shows where AI helps and where it falls short. The day will not change everyone's view, and people who stay unconvinced still leave knowing what the tools can and cannot do.
What does the AI for agencies workshop cost?
The cost depends on team size, the number of facilitators needed and location. Send an enquiry with those details and we will reply with a quote.
Do you run sector workshops for other industries?
Yes. We also run sector workshops for professional services, healthcare, property and finance teams. The format is similar, and we prepare the use cases and prompt libraries for each sector.
Talk to us
Enquire about this workshop
The cost depends on the size of your team, the number of facilitators needed and whether we arrange the venue. Use the form to tell us about your agency and the people who would attend.