Give your team a head start.
Client growth & retentionSpot clients who need attention and opportunities to do more.
Input
Weekly review
A scheduled review or an upcoming renewal.
Agent
Review account health
- Read client records and conversations
- Check delivery updates for risks
Example connections
HubSpotClient records
GmailConversations
Output
Account action brief
- Accounts needing attention
- Growth opportunities
- Suggested next steps
Example connections shown. Each agent is tailored to your tools and approval rules.
In practice An agency identifies accounts that need attention before renewal, alongside opportunities to extend its work.
You stay in control Your account team decides which actions to take.
Client follow-throughTurn client conversations into clear actions and follow-ups.
Input
Client call ends
A transcript is ready to review.
Agent
Capture agreed actions
- Read the call in project context
- Identify actions and owners
Example connections
Google WorkspaceCall notes
AsanaProject actions
Output
Draft follow-up
- Client follow-up message
- Proposed project updates
Example connections shown. Each agent is tailored to your tools and approval rules.
In practice A marketing agency turns a strategy call into campaign actions in the tools its team already uses.
You stay in control Your team approves messages and consequential updates.
Onboarding coordinatorCheck documents, flag gaps and get new relationships moving.
Input
Documents arrive
A new case or document is submitted.
Agent
Check the file
- Compare documents with your checklist
- Flag missing items and exceptions
Example connections
Microsoft 365Documents
AirtableCase records
Output
Onboarding pack
- Missing-document requests
- A pack ready for sign-off
Example connections shown. Each agent is tailored to your tools and approval rules.
In practice A recruitment firm checks candidate documents and prepares the file for its onboarding coordinator.
You stay in control Your coordinator reviews exceptions and makes the final call.
