How 3B1 consolidated operations into one ClickUp workspace.
An optimised ClickUp workspace, with AI agents to support a leading marketing agency in Ireland.
The client & project.
3B1 is a full-service marketing agency in Cork, Ireland, established in 2011 and rebranded from Cliq Media & Marketing in 2022. They work with SMEs and major brands including Heineken, Beamish, and SuperValu, delivering a full suite of creative and performance services across an 11-person team.
Synix supported 3B1 with a full re-design of their ClickUp workspace and deployment of automations and AI agents to support the team's workflows. For the wider context, read our review of what ClickUp 4.0 actually does, or see how we implement ClickUp for agencies and professional services teams.
"We had been using ClickUp for many years but we were only scratching the surface of what it could do for us as an agency."
The system, quantified.
Fragmented tools. No automation.
3B1 was running five-plus separate spaces, one per department, with hundreds of stale tasks piling up between them. Instead of one shared system, the team coordinated client work across email and Google Chat, struggling with visibility across departments.
- 5+ separate department spaces, siloed
- Hundreds of stale, untouched tasks
- Minimal automation for task creation and management
- Coordination scattered across email & Google Chat
A three-space architecture built to scale.
One system. Three purposes. Every department, client, and template in the same place, with cascading custom fields that auto-tag every task so nothing needs manual entry.
Client Delivery
30+ client folders in a standardised structure, each with a dedicated chat channel.
Web Hosting & Maintenance
A dedicated space for web-only clients, with an intake form with task automation for new requests.
Internal Processes & Templates
Training, business development tracking, and the templates the other two spaces run on.
"Jack from Synix was able to come in and look at our existing workflows, co-ordinate with team members and built a ClickUp system that works for us"
Five AI agents that support the team.
Not chatbots. Background workers that watch the system, enforce discipline, and give leadership executive visibility without manual reporting.
Five spaces became one system.
- 5+ separate department spaces, siloed
- Hundreds of stale, untouched tasks
- Minimal automation for task creation and management
- Coordination scattered across email & Google Chat
- One workspace, three purposes
- Cascading custom fields, nothing tagged by hand
- New clients live in minutes off a template
- Discussions inside ClickUp Chat & call recorder
- Executive visibility without manual reporting
"We had been using ClickUp for many years but were only scratching the surface of what it could do for us as an agency. Jack from Synix was able to come in and look at our existing work flows, coordinate with team members and built a ClickUp system that works for us in terms of task management, accountability and oversight, so collaboration between team members is much easier and managers can gain oversight on where projects stand easily. I would highly recommend Jack to any business looking to use ClickUp more effectively and to any business looking to scale."
Running into similar issues?
Fragmented tools, no visibility across your team, hundreds of tasks going stale? Let's talk about what a real system would look like.