All industries
For marketing agencies

Client approvals, briefs and media invoices, sorted and answered

Kerna sorts the agency inbox into client campaigns, creative and approvals, new business, media and vendors and reporting, reads briefs, media plans and invoices, and drafts each reply for you to check.

Gmail and Outlook5 categories, 5 document typesEmail content not stored45 languages
Kerna · TriageMarketing Agency

Sorted into your categories

Client campaigns
Creative & approvals
New business
Media & vendors
Reporting & analytics

Campaign brief

Client
Campaign name
Objective
Reading the fields
What arrives

The email Marketing Agency teams work through every day

Approvals, new briefs and vendor invoices arrive in one inbox, across a dozen clients

A brief arrives as a PDF and someone copies the objective, the audience and the budget into the plan

Media plans and invoices need checking line by line against the budget

A new-business enquiry waits under client threads

International clients write in their own language

When account managers share one mailbox, a client hears twice or not at all

Triage

Your Marketing Agency inbox, sorted the way you sort it

Kerna starts you with five categories built for this industry and hands them to you in your own language. Rename them, rewrite them, or add one of your own. Nothing is fixed and nothing is saved until you say so.

Client campaignsCreative & approvalsNew businessMedia & vendorsReporting & analytics+ one of your own
Attachment extraction

The Marketing Agency documents Kerna already recognises

Five document types with the fields already named, so the first extraction works before you have configured anything. Add your own fields on top. Gmail exports to Google Sheets, Outlook to Excel, a new file every time.

Campaign brief

12 fields
ClientCampaign nameObjectiveTarget audienceKey messageBudget+6

Media plan

5 fields
ClientCampaignPeriodCurrencyTotal budget

Plus one row per line: Placement, Channel, Format, Flight dates, Spend, Impressions or reach

Invoice

20 fields
Invoice numberIssuerIssuer tax IDIssuer addressCustomerCustomer tax ID+14

Plus one row per line: Description, Item code, Quantity, Unit price, Discount, Net amount

Performance report

11 fields
ClientCampaignPeriodImpressionsClicksClick-through rate+5

Creative spec

12 fields
CampaignAsset nameFormatDimensionsDurationFile type+6

Run it on the next Marketing Agency document that arrives

Free to start, in the inbox you already use. Gmail exports to Google Sheets, Outlook exports to Excel and can take every attachment on a message in one pass.

What happens next

From the email that arrives to the work that's done.

Briefs and media plans, field by field

Campaign briefs, media plans, invoices, performance reports and creative specs, with the fields already named. Gmail exports to Google Sheets, Outlook to Excel.

Replies from the whole thread

Kerna summarises a long approval thread and drafts the reply in the client's language and the tone you set. You check it and send it.

One account manager on each email (Outlook)

In an Outlook shared mailbox, everyone on your Kerna team sees who is handling each email, where it stands, and when a colleague is already replying. Business and Enterprise.

New briefs passed on without retyping (Outlook)

Kerna turns a new brief into a form you check. Once you approve it, Send to passes it to Make, Zapier or Power Automate. Every plan.

Writing

The Marketing Agency emails you send most, drafted from a short brief

Ten starting topics from the add-on, in any of 45 languages and the tone you choose. You read every draft before it goes.

01Campaign Proposal
02Performance Report
03Creative Brief Request
04Client Onboarding Welcome
05Request for Assets (logos, images)
06Weekly Analytics Report
07Strategy Presentation Invitation
08Invoice for Monthly Retainer
09Content for Approval
10End of Campaign Summary
Good to know

Frequently asked questions

How does Kerna fit with our project management tool?

Not directly. Kerna works inside Gmail and Outlook. Extracted fields export to Google Sheets from Gmail or to Excel from Outlook, and in Outlook, Send to passes a checked form to Make, Zapier or Power Automate, where your automation takes it on.

Will Kerna replace our copywriters?

No. It handles the email around the work: sorting it, reading the attachments and drafting replies that a person checks. Campaign copy stays with your team.

Can different account teams work their own way?

Yes. Categories and prompts can be your own, and on Business and Enterprise a team leader can also share prompts with everyone on the team.

Does it work for international clients?

Yes. Kerna detects the language of the message and drafts the reply in it, in any of 45 languages.

Start with what's in your inbox today

Free to install. Free to try. No credit card required.

Agency email: approvals, briefs, media invoices | Kerna