Agency activity feed
Every update and approval in one feed
A cross-tool notification and approval center that pulls real events from every tool in your agency console, surfaces what needs sign-off, and links straight to the exact record — scoped per client. Try the demo below, or start your own workspace.
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- Plans from $99/month
- Built for multi-client agencies
- Your brand across the console
Agency activity feed
An agency activity feed and approval center for your whole console
Work in an agency happens across ten different tools, and the moment that matters — a brief submitted for sign-off, a deal that moved a stage, a task pushed into review — is buried in whichever one of them it happened in. The Activity Center in AI Marketing Dashboard is the single feed that watches all of them: it gathers the real events from across the console into one cross-tool timeline, surfaces the approvals that are waiting on you, and links each item straight back to the record it came from — so nobody has to check ten places to know what changed or what still needs them.
One feed
Everything waiting on you, filed in one place
The Activity Center reads events from across the console and sorts them into thirteen category tabs, each with its own unread count.
One click to the source
Go straight to the record that needs you
The detail pane shows a view made for each kind of item, and Open source record lands on the task, worklog entry, lead or plan with the right client selected.Approvals
Reviews ring both sides
A Library asset sent for review reaches the approvers. The decision reaches whoever asked, and a client's answer reaches both.Meetings
Invitations in the feed
When a teammate invites you, the invitation lands in the feed, and Open Meetings takes you to the meeting to answer it.Team
Blockers and time off
A stand-up blocker reaches the workspace admins the same day. Time-off requests reach the approvers, and the decision reaches the requester.Clients
What clients did in their portal
A file or a lead note from a client's portal reaches your team, and so does a reply to a lead's email.
Per client
Scope the feed to one client, or watch them all
One workspace
The switcher narrows the feed, and says what it hides
- Filter by All, Unread, Read or Mentions, and search the feed
- Open in… lands on the exact lead, task, meeting or plan, with the client selected
- Read state stays in step with the notification bell
Open one feed instead of ten tabs
Add your clients to a workspace and let their activity land in one list.
Plans start at $99/month.
On this page
One feed that pulls real events from every tool
CRM, tasks, meetings, plans, worklog, notes and library in one place
The activity center is not a separate inbox you have to maintain — it is a live read of what is actually happening everywhere else in the console. A lead advancing in the CRM, a task changing status, a meeting that just wrapped, a campaign plan submitted for review, a worklog entry logged, a new note, a fresh creative in the library, a team announcement, a message in a channel: each becomes a single, scannable item in one timeline, sourced from the tool it really lives in.
Because every entry is derived from a genuine record rather than typed by hand, the feed is always an honest reflection of the work — there is no stale duplicate to keep in sync and nothing to copy between apps. For a team running a dozen accounts across delivery, marketing and sales, that one shared timeline is the difference between knowing the state of the agency and guessing at it from ten browser tabs.
A triage and approvals inbox that takes you straight to each sign-off
The place pending decisions land — and get cleared
Some of what flows through the feed is informational, but a lot of it is waiting on a decision. A campaign brief submitted for sign-off, a worklog entry awaiting review, a task moved into a review column — these are the items that actually need a person, and the activity center is where they collect so they do not slip. Open one, see the full context of what is being asked, and go straight to the record where it gets decided.
Each item opens a detail view made for its kind, with the context the decision needs, and Open source record lands on the brief, the worklog entry, the task or the meeting that owns the decision, already scoped to its client. A chat item offers Reply in Chat instead, so triage is a few-minute pass through one list rather than a scavenger hunt across the console.
Per-type filtering and search to find exactly what you care about
Category tabs, unread badges and quick filters
A full feed is only useful if you can narrow it instantly. A category tab bar runs across the top — All plus a tab for each type of event, every one carrying a live unread badge — so you can jump to just the CRM movement, just the task changes, or just the plans awaiting approval with a single click, and see at a glance which categories have something new.
On top of the tabs sit quick filter pills — All, Unread and Mentions — and a search box that scans the feed by content, so you can pull up everything still unread, everything that mentions you, or every item matching a client or a keyword. The result is a feed you can shape to the question you are actually asking, instead of scrolling an undifferentiated stream.
Deep links that drop you on the exact record
Every item is a launchpad into the work, not a dead end
A notification that tells you something changed but leaves you to go find it is half a feature. Every item in the activity center carries the real id of the entity behind it, so its 'Open in …' action takes you to the precise lead, task, meeting, plan, note or library asset it refers to — not a search results page, the actual record — and sets the active client at the same time so the destination tool is already scoped correctly.
That turns the feed into the fastest way into the work: triage an item, decide it needs more than a one-line reply, and open straight into the CRM lead or the project task to handle it in full. The activity center stays in lockstep with the rest of the console because it points at the same records every other tool does, rather than holding a private copy of them.
Per-client scoping for a multi-account agency
Focus on one client or watch the whole book of business
An agency feed has to respect the roster. The same client switcher the rest of the console uses scopes the activity center too: choose a single account and the feed narrows to events for that client, so an account lead can run a focused triage on the one they own without wading past everyone else's updates. Switch to the all-clients view to watch the entire book of business in one stream when you want the wide-angle picture.
The scoping is considerate about what genuinely belongs to a single account versus the whole team — agency-wide announcements and internal company chat surface in every client scope, because they are relevant no matter which client you have selected. It is the same first-class client context the projects, chat and CRM tools share, applied to the one feed that spans all of them.
Durable read-state that mirrors your notification bell
Badges stay accurate and survive a reload
Read and unread state is not cosmetic here — it is what keeps the feed honest about what still needs you. Every item you open and every triage interaction is remembered durably, so the unread counts on the category tabs reflect reality, marking everything read actually clears it, and none of that resets when you refresh the page or come back tomorrow.
Crucially, the activity center and the header notification bell are two faces of the same feed and the same read-state, so the badge on the bell, the counts in the center and a 'mark all read' anywhere stay perfectly in sync. There is one source of truth for 'what have I not seen yet', which is exactly what you want from the thing that is supposed to tell you what needs your attention.
A repeatable triage routine for the Activity Center
A feed only helps if you can empty it. These steps turn the Activity Center, a feed of what needs a decision, into a queue you clear.
Start from Unread
Choose the Unread pill, or the Mentions pill when you only have a few minutes. Each category tab carries its own count, so the tab with the most waiting is obvious before you open a single item.
Pick your scope
The client switcher in the header narrows the feed. When unread work sits under other clients, a notice counts it and offers Show all clients, so a narrow view never hides something silently.
Open the record that needs you
Select an item to see a view made for its kind. The pane shows the details, and Open source record takes you to the lead, task, meeting or plan, where the decision is made, with the right client already selected.
Hand a chat reply to Chat
The pane itself is read-only. A chat item offers Reply in Chat, where the conversation lives, and every other item offers Open source record.
Open the source when it needs more
Use Open source record to jump straight to the underlying lead, task, meeting or plan. The right client is selected for you, so nothing is retyped and no search is needed.
Mark as unread to return later
An item you opened but cannot finish can be marked unread again, so it comes back through the same Unread pill tomorrow instead of living in your memory.
Directed, followed, ambient and scheduled: how each alert is decided
Every kind of event is registered once with a tier, so the same rule decides the bell, the device alert and the email.
| Tier | What it means | Bell | Device | |
|---|---|---|---|---|
| Directed | Addressed to you: a direct message, an @mention, work assigned to you, a decision you owe, a reply on your record | Yes | Yes | Right away, bundled, or when you are away |
| Followed | About something you look after but are not personally addressed in | Yes | Only where timing matters | When you are away, or in the morning summary |
| Ambient | Echoes of your own actions, bulk changes and system lines | No | No | No |
| Scheduled | Generated by the clock: a meeting about to start, the morning summary, a reminder | Yes | Yes | A reminder or the summary, or none |
Device alerts mirror the bell. A device is told only where the same event would ring the bell for that person, after the same permission checks. A direct message or a private conversation belongs to its participants alone, with no administrator exception, so a notification about one reaches only those participants.
Email that waits for you: when each delivery mode sends
Not every email should arrive the second something happens. Each category picks the mode that fits how urgent it usually is.
| Mode | When it sends | Typical use |
|---|---|---|
| Right away | At once, as the event happens | A new form lead, a support ticket, an approval waiting on you |
| Bundled | After about a minute, grouped by recipient and place | Assignments and meeting invitations, where several changes arrive together |
| When you are away | After about five minutes, for the same place, dropping anything you have seen since | Chat messages and mentions you may already have read |
| Morning summary | Once on a working day, at the time you set, and skipped when empty | Followed updates such as task comments, and what is due |
| Scheduled reminder | At a set moment, and dropped if the fact is no longer true | A timesheet nudge |
Each category in Settings shows its In-app, Device and Email switches on one row, and the email cell names its mode. A master switch turns all email notifications off at once. The summary lists what is due and overdue, today's meetings, what is waiting on you and recent updates grouped by client.
Working hours, pauses and the catch-up email
Alerts are most useful when they arrive at a moment you can act. These controls decide that moment.
- Working hours
- The days, start and end time and time zone you choose. Outside them, device alerts are skipped and bundled or away emails wait for one catch-up email.
- Pause
- Skip device alerts and hold bundled and away emails for one hour, two hours, until your day starts tomorrow, or until a time you set. The bell still shows everything.
- Catch-up email
- The single email that gathers what arrived while you were paused or outside working hours, sent when your next window opens.
- Meeting reminder
- A lead time of 5 to 30 minutes before a meeting you attend, or off. It arrives as a device alert and a bell item rather than an email.
- Sound
- One of five sounds, or none, for alerts that arrive while a tab of the console is open.
Note
Device alerts depend on the browser
Where your workspace has device alerts switched on, you enroll each browser yourself and can send it a test. A browser with a push service can alert you even when the console is not open, provided the browser is running. A browser without one shows alerts only while a tab is open, and an iPhone or iPad needs the console added to the Home Screen first.
What your clients do in the portal, and how to control the noise
When a client acts, your team should hear about it once, in the right place, and not every time the client logs in.
| Tab | What lands there |
|---|---|
| Clients | What clients did in their portal: updated a brief, finished onboarding, signed a document, uploaded a file, left a note on a lead |
| Support | Tickets opened by a client, replies from a client, and tickets assigned to you |
| CRM | Leads that moved stage, leads from published forms and booking pages, and replies to a lead's email |
| Library | Assets sent for your approval, decisions on your submissions, and answers from clients |
| Team | Stand-up blockers on work you oversee, and time-off requests and decisions |
| Plans | Campaign plans waiting for approval, and the decisions on your own |
| General | Team announcements and company-wide items, which show under every client |
Everything on the Clients tab originates in the client portal, which is a Scale and Enterprise feature. Clients have a notification grid of their own there, with the same device and email choices and their own quiet times. On the agency side, each client has a switch that stops the portal's emails to that client's people without touching your own notifications. See client management for where that sits, and the client portal pipeline for the lead notes a client can add.
One feed, two views: the bell, the Center and what is remembered
The bell is the compact face of the same feed, so the two never disagree about what is new.
The header bell counts unread items across every client, because a deadline does not care which account is selected. The Activity Center counts the client you have chosen and tells you when unread work sits elsewhere. Both apply your notification preferences, so a category you switch off stops appearing in either.
Read state is kept in your browser for the workspace and shared by the bell and the Center. Reading an item in one clears it in the other, and a reload keeps it. A different browser starts with its own record, which is one more reason to finish an item or mark it unread on purpose. Because each event is raised by the tool that owns it, meeting invitations, task changes in projects and stand-up blockers land in the same place as lead and approval items.
Frequently asked questions
What is the difference between the notification bell and the Activity Center?
The bell is the quick view in the header, and the Activity Center is the full feed with category tabs, filters, search and a detail pane. They read the same items and share one read state. The bell counts unread items across every client, while the Center counts the client you have selected and says when more are waiting elsewhere.
Can I approve work from the Activity Center?
The Activity Center shows what needs a decision and takes you straight to it. The detail pane is read-only, so approving logged time, moving a lead, deciding a plan or answering a meeting invitation happens in the tool that owns the record. Open source record lands on it with the right client selected.
Does the Activity Center remember what I have read on another device?
It remembers within the same browser. Read state is stored there for your workspace and shared by the bell and the Center, so it survives a reload. Another browser or device starts with its own record, which is why Mark as unread is useful: it puts an item back in the queue deliberately.
How do I stop getting emails about things I have already seen?
Several categories, such as chat messages and mentions, already send their email when you are away. Those emails wait about five minutes and drop any item you have since seen by being active in the workspace. You can also turn a category's email off, switch every email notification off with the master switch, or pause for a while.
Can I get notifications on my phone or desktop when the console is closed?
Where your workspace has device alerts switched on, you can enroll each browser from notification settings and send yourself a test. Browsers with a push service can alert you even when the console is closed, as long as the browser is running. A browser without one alerts only while a tab is open, and an iPhone or iPad needs the console added to the Home Screen first.
Can I pause notifications during focus time or a holiday?
Yes. Pause for an hour, two hours, until your day starts tomorrow, or until a time you pick. Working hours do the same on a schedule. The bell still shows everything meanwhile, and emails that were held arrive together as one catch-up message when the pause ends or your next window opens.
Do my clients get notifications too, and can I switch them off?
Portal members have their own notification settings with device and email choices and quiet times. Each client also has a switch on the agency side that silences portal emails to that client's people. It does not change what your own team sees in the Activity Center or the bell.
Does the Activity Center show other people's private messages?
No. An item appears only where you could open the record behind it. Direct messages and private conversations belong to their participants, with no exception for administrators, and a notification about one reaches only those participants. Team-wide items that belong to no client, such as announcements, appear under every client selection.