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. Sign in to open your workspace, or see how it works.
Agency activity feed
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.
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.
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 act on it without bouncing into another tool first.
Each item carries a composer so you can respond in line — reply to move the conversation forward, or leave an internal note that the rest of the account team can see but the client cannot. Approving a brief, acknowledging an announcement, RSVPing to a meeting or ticking a checklist all happen right from the detail view, so triage is a few-minute pass through one list rather than a scavenger hunt across the console.
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.
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.
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.
Read and unread state is not cosmetic here — it is what keeps the feed honest about what still needs you. Every item you open, every approval you action 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.
