Part of our Sales agents

AI workforce for Media & Publishing Sales

AI agents for sales teams in media and publishing

Actionist is an AI automation tool whose agents operate the apps your media and publishing sales team already uses, from rate cards re-typed by hand to insertion orders and renewals drafted on schedule.

Every insertion order drafted from the signed CRM deal, every renewal flagged before the flight ends.

Your AI workforce
26 hrssaved on avg per person / month
$832avg saved per person / month
27avg scheduled jobs a week
Operates your stackActionist App Store
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How it works

AI Employees for Media & Publishing Sales in 4 simple steps

  1. Manual Time

    We'll go over where you currently waste your time doing manual tasks.

  2. Actionist Automations

    We'll show you exactly how Actionist can automate these manual tasks.

  3. Your Benefits

    How much time and money you'll save by onboarding AI agents.

  4. Easy to use

    We'll show you how easy it is to enable AI across your business.

01

Where you spend your time

Why Media & Publishing Sales teams switch

We know how your week actually goes

What matters to you
  • Rate cards become quotes, not re-typing
    Enquiries get a quote draft using approved unit and seasonal rates; the rep checks the package before sending.
  • Insertion orders ready for sign-off
    Flight dates and agreed rates feed the insertion-order draft, held for your review before advertiser delivery.
  • Pacing gets checked before advertisers ask
    Every live campaign's delivery is checked against the ad server on a schedule, not whenever someone remembers to look.
  • Renewals get offered two weeks out
    Campaigns nearing their flight end are flagged early enough to draft the renewal before the advertiser has to ask.
  • Unpaid ad invoices get chased on schedule
    Overdue invoices are flagged and a follow-up drafted before a slow payer quietly becomes a write-off.
  • Branded briefs carry the agreed scope
    Sponsor-approved messages and delivery dates become an internal creative brief for the account owner to check.

And hundreds of other tasks you do manually..

An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Media & Publishing Sales team's day.

The problem

Where the hours go

  • Every insertion order gets drafted line by line from the last one you can find, re-typing the flight dates, the ad unit, and the rate off a rate card that lives in someone's head, while the advertiser waits for paperwork on a deal that already closed.

    On the next deal check, an agent reads the agreed rate, ad unit, and flight dates from the CRM and prepares an insertion-order draft. You verify the terms and approve it before it reaches the advertiser.

  • Nobody checks a campaign's actual delivery against what was sold until the advertiser emails asking why their impressions look light, and by then the flight is half over and there is nothing left to fix.

    On the next scheduled pacing check, the agent compares the ad-server export with the sold flight and flags the shortfall to the account owner. A person decides the response and approves any advertiser message or make-good offer.

  • Renewal decisions get missed because nobody is tracking which flights end this month until the campaign has already lapsed and the advertiser has quietly moved the budget to a competitor's title.

    At the scheduled check, the agent lists flights ending within two weeks and drafts renewal options using the delivery report and approved rate card. The rep chooses the terms and approves any advertiser message.

  • Unpaid ad invoices sit in a spreadsheet nobody opens until month-end close, so a sponsor that went sixty days quiet keeps running new campaigns on credit nobody approved.

    The agent reviews recorded overdue balances, drafts payment follow-ups for your approval, and flags credit questions for finance before the desk proposes another campaign.

02

Actionist Will Automate

Anatomy of an automation

What one automation looks like

Trigger·The moment a rep marks a sponsorship or ad deal Closed Won in the CRM
Trigger
Step 1
Actionist
Checks for a deal marked Closed Won in the CRM within about a minute of the stage changing
Confirmation
Step 5
Human
You review the drafted insertion order and approve it before it reaches the advertiser
Saved per run
35 min
Runs / week
~1×
The advertiser gets a ready-to-sign order the same day the deal closes, not whenever someone finds time to draft it by hand.
A week in the life

A week with your Media & Publishing Sales agents

27Scheduled jobs
6Agents at work
24/7Always on
Agents
Wed–Fri
Wed
Thu
Fri
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Apps

Some of the apps for your Media & Publishing Sales team

Some of the media and publishing sales apps your agent operates for you. Hundreds more are in the Actionist App Store.

Triggers

Your Agent wakes up Automatically whenever something happens

Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.

WhenA sponsorship or ad deal is marked Closed Won in the CRMfires within about a minute
The agent automatically

Within about a minute of the deal stage changing, the agent pulls the rate, ad unit, and flight dates from the CRM record, checks them against the rate card, and drafts the insertion order so it never sits waiting for someone to find time.

Receives this trigger from
03

Your benefits

Manual vs agent

Where the time goes back

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    150 min / week
    Drafting the insertion order

    Someone re-types the ad unit, flight dates, and rate off the last order they can find, cross-checking against the rate card by hand while the advertiser waits on paperwork for a deal that already closed.

    Sales Agent
    0 min
    Agent drafts it from the closed deal record

    An agent reads the agreed rate and flight dates from the Closed Won record and prepares an insertion-order draft for your review before advertiser delivery.

  • Sales
    100 min / week
    Checking campaign delivery against the ad server

    Nobody checks a flight's actual pacing until the advertiser emails asking why impressions look light, by which point the campaign is half over and there is little left to fix.

    Sales Agent
    0 min
    Agent checks pacing daily and flags the gap

    An agent checks every live campaign's delivery against pace each day and flags it to the ops channel while there is still flight left to correct it.

  • Sales
    90 min / week
    Tracking which flights end this month

    Renewal decisions get missed because nobody is watching flight end dates, and by the time someone notices the campaign has lapsed and the budget has quietly moved elsewhere.

    Sales Agent
    0 min
    Agent flags flights ending and drafts the offer

    The agent lists flights ending within two weeks and drafts renewal options from recorded results and approved terms. The rep approves the offer before it sends.

  • Sales
    80 min / week
    Chasing unpaid ad invoices

    Unpaid invoices sit in a spreadsheet nobody opens until month-end close, so an advertiser that has gone sixty days quiet keeps running campaigns on credit nobody actually approved.

    Sales Agent
    0 min
    Agent checks the AR list and drafts the chase

    At the scheduled billing check, the agent drafts follow-ups for overdue balances and holds them for approval. Finance decides credit holds and changes to terms.

  • Sales
    70 min / week
    Turning a signed sponsorship into a brief

    The sales desk emails the creative team a summary of what was sold, editorial asks a round of clarifying questions, and the sponsor's key messages get re-explained from memory a week after the call.

    Sales Agent
    0 min
    Agent drafts the brief the day the deal signs

    An agent pulls the sponsor's key messages from the deal notes and drafts a working brief the same day the order is countersigned, so editorial starts from a document, not a memory.

+ 100s of other automations
Average monthly
24 hrs / person / month
ROI

What that's worth

Calculator

Calculate what your team saves

Team size
4 people
Hourly rate
$32 / hr
Hours saved / week
24
Hours saved / year
1,200
Annual ROI
$38,400

Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.

04

How easy it is to use

Automatic onboarding

We'll do all the heavy lifting for you.

From entering your website address to having a working AI team, no effort from you.

  1. Step 1

    Enter your website

    • We'll research your business
    • Automatically configure everything for you
    Try the demo
  2. Step 2

    Actionist Auto

    Optional
    • Watches you work
    • Creates your agents, workflows and schedules
    Get the extension
  3. Step 3

    Marketplace

    • Hundreds of apps, plus agents and workflows
    • Pre-configured by other users
    Browse the App Store
  4. Step 4

    Invite your team

    • We'll automatically onboard them too
    • Focus on the things that matter
    Open Actionist

Enter your website URL for a personalised demo

See exactly what Actionist would automate for your business.

Trust & control

You stay in control

An agent touching your rate card, your advertiser relationships, and their invoices only earns trust if you stay in control. Actionist is built so you see everything it drafted, approve anything that reaches an advertiser, and own every record it creates.

Advertiser messages wait for your approval

An insertion order, a renewal offer, a payment follow-up, or anything else that reaches an advertiser's inbox is drafted and queued for your sign-off. Nothing goes out on its own unless you widen that autonomy yourself.

Rate cards and pricing terms stay exactly as set

Give the agent your approved rate card and exception rules. It prepares quotes from those records and flags missing or conflicting terms for a manager. The manager authorizes discounts and contractual commitments.

Trace the quote back to its deal

Ask for campaign IDs and source links in each draft. Review the agent run alongside CRM, signing-tool, and email records to confirm the proposed terms and the actual send or signature status.

Scope access to advertiser records

Limit the agent to the CRM fields, rate cards, and billing status needed for this desk. Use the Credentials Vault for secrets and review the connected apps and model provider before sharing confidential terms.

More to automate

More use cases for Media & Publishing Sales teams

FAQ

Frequently asked questions

Does my ad sales desk need to be technical to use Actionist?
No. You describe the job in plain language, the same way you would coach a new rep through drafting an insertion order or chasing a renewal, and the agent learns your rate card and your process from there. No code, no IT project.
How do I get started?
Start with one closed ad deal and a draft-only insertion order. Connect the CRM and signing tool through their supported access methods, provide the approved rate card, and select Ask each time. Compare the generated flight dates and terms with the deal before authorizing delivery.
How do I make a customised AI agent for our sales desk?
Build a custom AI agent with your desk's role, approved rate card, quoting rules, and connected tools. These calendar roles are examples you can configure. For a bundle quote, specify which discounts are allowed and which require a sales director; test the draft before approving sends.
How quickly can I set Actionist up for my sales team?
Timing depends on account permissions, signing templates, and how consistently your CRM stores flight dates and agreed prices. Start with one draft insertion order, resolve missing fields, and test a signed-order handoff before adding renewal or invoice follow-ups. There is no fixed setup-time guarantee.
Is our rate card and advertiser payment data safe?
Restrict the agent to the deal, rate-card, and billing fields needed for its task. Store credentials in the Credentials Vault and review connected-service and model-provider terms before providing sensitive advertiser data. Self-hosting controls the runtime location, but connected services and model calls still process the data you send.
Our ad server has no API. Can an agent still check delivery against it?
Yes. Actionist's desktop agent operates the screen the way a person does, clicking, reading, and typing inside the tools you already use, so it can check pacing in an ad server or dashboard that has never shipped an API.
Will an agent ever send something to an advertiser without me seeing it first?
Configure Ask each time and an explicit rule requiring approval for advertiser messages, signature requests, and commitments. Check the terms and recipient before approving. Approval Modes let you widen selected, tested actions deliberately; the page's examples assume you have set those controls.
Can it keep pace during a Q4 or seasonal ad sales crunch?
AI agents for sales teams in media and publishing can repeat scheduled checks during a seasonal rush, but throughput still depends on volume, app limits, and review time. Check run results and prioritize near-term flight deadlines. Local desktop work requires the desktop to remain awake; hosted operation needs an eligible cloud-runtime plan.
Is this replacing our sales reps?
No. The agent drafts the paperwork, flags the pacing, and prepares the renewal offer. A rep still decides who to call, how to negotiate, and when to close. Actionist clears the admin so reps spend their hours selling.
Get started

See an agent draft your next insertion order

Book a free demo and watch an Actionist agent pull a deal's rate and flight dates, draft the insertion order, and flag a renewal before the flight ends, end to end.

24/7 operation requires a hosted cloud runtime or your own server, included with eligible plans.