Reviewing inquiries, preparing proposals, issuing invoices: your AI employee takes on the recurring office work around project business, so your team can focus on clients instead of paperwork.
Project inquiries, questions on ongoing engagements, and simple scheduling requests all land in the same inbox, unfiltered. Hours often pass before anyone sorts out what's urgent, what's an existing client, and what's just noise.
Pulling line items from the brief and rate cards, adjusting boilerplate text, maintaining templates: proposal creation regularly eats into time that was meant for client work.
Time tracking, project software, and email threads run separately. Pulling together a clean record of work for billing or an internal report means copying data together by hand.
Recurring billing based on work records, tracking due dates, and drafting payment reminders often falls to whoever is supposed to be running client projects instead.
Bottlenecks specific to your workflow are included in the scope.
The agent prepares, you approve.
Recognizes sender, project type, and urgency in the inbox, sorts by category, and drafts a reply for follow-up questions. Sent only after the team approves.
Pulls line items from the brief and rate card, fills in the proposal template, and presents the draft for review before it goes to the client.
Merges time tracking and project software into a single status overview and prepares work records for billing or internal reporting.
Generates the invoice draft, including line items and due dates, from verified work records, ready for approval before sending.
Checks outstanding items against due dates and drafts reminder texts that are only sent after approval.
Your own checks, exceptions and rules, built in like the standard.
Find target companies, enrich contacts and buying signals, ready-made lists for sales.
Capture the inquiry, prepare the costing, create the proposal, align, follow up.
Eight specialist sparring partners (sales, purchasing, costing, controlling …) working with your real numbers. An add-on for existing customers.
Outstanding items, staged payment reminders, deadlines and follow-ups all in view.
Triage inboxes, route them, prepare replies. Part of nearly every digital employee.
This keeps the office work running smoothly, while your team focuses on the projects clients actually hired you for.
30 minutes, one process from your business.