One engagement, one project, a team that never drops the ball
Every client becomes a project, with its own AI project lead, tasks and memory. Your agents prepare the deliverables, keep up the reports and are already looking for your next engagement.
What your agents do
- They run each engagement as a project: decisions, deadlines, documents, everything written down.
- They prepare the outline of a deliverable, a memo or a presentation from your notes.
- They write up the report of your meetings from your notes and prepare it for the client.
- They follow up on invoices and quotes left unanswered.
- They prospect for your next engagement on your criteria.
A typical week
- Monday: the briefing for your three engagements, what's waiting on the client, what's waiting on you.
- Tuesday: the outline of the progress report ready for you to fill in.
- Thursday: two quotes followed up on, a scoping meeting booked.
- Friday: the week's reports ready to send.
A fictional example: workloads, never promised results.
What stays with you
Your expertise and the relationship with your clients.
How far they go
You decide, agent by agent, what it does on its own and what waits for you. See the autonomy settings