Use case · Agency

Run a repeatable client workflow without mixing brand context

Give every client a distinct workspace, make source and approval ownership visible, and reuse the operating rhythm rather than the client’s private context.

Manage workspaces

8 min · Last verified 11 August 2026

Step 1

Create a boundary per client

Use a separate workspace for each client brand so voice, memories, assets, members, and channels remain scoped.

Review workspaces

Step 2

Build an approval-ready brand kit

Record approved offers, claims, phrases to avoid, audience context, voice examples, and the destination accounts.

Agree with the client on which facts are approved for routine use and which claims require case-by-case verification.

Open the Catalog

Step 3

Run the same campaign intake

Capture the objective, source material, deliverables, dates, reviewer, and final approver before generation starts.

Capture campaign sources

Step 4

Share the review surface

Invite ongoing collaborators or use a temporary public preview for limited external feedback.

Resolve comments in Vuti, then record the final approval in the review workflow. Disable public previews after the decision.

Prepare client review

Step 5

Report from delivered work

Separate creation status from publishing status, then use analytics and delivery history for the client readout.

Open analytics

What to standardize across clients

Campaign intake questions and naming conventions.
Review deadlines, comment resolution, and final approval responsibility.
Publishing-health checks and failure escalation.
Report structure and the questions each report should answer.

What must stay client-specific

Brand voice, audience, offers, approved claims, account credentials, source assets, performance data, and private feedback.

Do not use public previews for confidential campaigns

Public preview links are convenient for external feedback, but anyone with the active link may be able to open it. Disable the link after review and invite a workspace member when stronger access control is required.

Manage client workspaces

Configure brand context, members, and workspace ownership.

Read guide

Build evidence-led reporting

Compare performance and publishing reliability without overclaiming.

Read guide

What must stay client-specific