AI Automation · Agencies & Professional Services
Your agency delivers strategy. AI delivers the repetitive work.
Proposals created from scratch, monthly reports from multiple sources, meeting notes without tasks — we automate all of it so the team can focus on what matters.
- Proposal Generator
- Automated Reports
- Meeting Notes → Tasks
- Internal Assistant
Sound familiar?
Agencies and service businesses lose hours every day on administrative tasks that can be automated.
- Every proposal or brief is created manually from scratch for each new client
- Meeting notes stay in email or a doc — nobody creates tasks and follow-ups get forgotten
- The monthly client report is built manually from multiple sources — several hours per client
- Sales follow-up falls through the gaps when the team is busy with deliverables
- Internal knowledge is scattered across email, Slack, Drive — there's no searchable base
- CRM data is entered manually after every call or meeting
What we change, concretely
Proposals generated in minutes, not hours
Client fills a brief → the system generates a complete proposal draft → you do the final review and send.
Automated monthly reports
Data from Google Analytics, CRM, ads and other sources → auto-generated PDF report → sent to the client without manual intervention.
Internal knowledge accessible instantly
Procedures, past proposals, briefs, processes — in an internal assistant searchable by the whole team, instead of the unorganised Shared folder.
What we automate, specifically
Solutions built for marketing, PR, accounting, legal, consulting, HR and recruitment agencies.
Lead qualification
Website form → AI scores the lead → routes hot leads directly to sales — the team only handles those with real potential.
Proposal generator
Client brief → AI proposal draft → human review → sent. Hours of work reduced to 15 minutes of review.
Meeting notes → tasks
Call recording or transcript → AI extracts action items and owners → tasks automatically created in the team's tool.
Monthly client report
Data from multiple sources → AI report → PDF → email. Automatically generated on the first day of the month, for every active client.
Internal knowledge assistant
Internal wiki, past proposals, procedures — searchable by the whole team through an AI assistant, not Drive folders.
Automated CRM follow-up
No CRM activity in 14 days → automatic prompt for sales or a follow-up email draft generated and sent for approval.
What repetitive manual work costs you — per month
Estimate how much time your team loses on reports, quoting and manual follow-up. We show you the monthly cost.
You lose ~56 hours and ~€840/month on redundant manual work.
The audit costs from €500 — you recover the investment within the first month.
Tell us what we could automateHow the collaboration works
From audit to first automated workflows in a few weeks.
Operational audit (2–3 days)
We identify the top 3 automation opportunities, estimate time savings and deliver a prioritised roadmap.
€500
Proposal & reporting automation (3–4 weeks)
Proposal generator + automated monthly report — 2 integrated and working workflows.
€1.500
Agency workflow sprint (4 weeks)
Lead qualification + meeting notes → tasks + CRM follow-up — 2–3 additional integrated workflows.
€2.500
Monthly support
Monitoring, new workflows and reporting improvements as the agency grows.
€300
How we work together
Start with the audit — leave with a clear report on how much time you can save and where to start.
Service Business Audit
2–3 days
We identify the top 3 automation opportunities, estimate time savings and deliver an implementation roadmap.
- Analysis of current manual flows (proposals, reporting, CRM)
- Identification of top 3 highest-impact opportunities
- Estimated time savings per week
- Prioritised roadmap with costs and timeline
Proposal & Reporting Automation
3–4 weeks
AI proposal generator + automated monthly client report — 2 integrated workflows that immediately save hours per week.
- Client brief → AI proposal draft → review → sent
- Monthly report auto-generated from your data sources
- PDF export and automatic delivery
Agency Workflow Sprint
4 weeks
2–3 additional workflows: lead qualification, meeting notes → tasks, automated CRM follow-up.
- Automatic lead qualification with routing to sales
- Meeting transcript → automatic tasks in the team's tool
- CRM follow-up after 14 days without activity
- Internal knowledge assistant (searchable wiki)
Monthly Support
Active flow monitoring, new workflows and reporting improvements as the agency grows.
- Monitoring and adjustment of active flows
- One new workflow or improvement per month
- Monthly report on automation performance
The typical path for an agency or service business
Each stage adds a layer of efficiency to what you already have.
Let's talk about your agency
Choose how you'd like to reach us:
Send a short message
Leave us a message and we'll get in touch.
Book an audit call
30 minutes. We analyse your flows and identify what you can automate first.
Open in Calendly →Frequently asked questions
Does it work for small agencies with 3–5 people?
Yes — in fact, small teams gain the most from automations, because every hour saved counts more. The audit identifies exactly what has impact at your team's size.
Will AI-generated proposals be personalised or will they feel generic?
The system trains on your past proposals and the client's brief data. The output is a specific draft that you review — not generic text with your logo on top.
How does task extraction from meeting notes work?
You record or transcribe the call (via Zoom, Google Meet or a transcription tool). The AI system processes the transcript, identifies action items, owners and deadlines, and automatically creates them in your tool (Notion, Asana, ClickUp, etc.).
Can it integrate with the CRM we already have?
Yes. We work with the most common CRMs used by agencies (HubSpot, Pipedrive, Monday, Notion, even spreadsheets). The audit clarifies which integration fits you.
How long before the team sees a real difference in workload?
The first 2 workflows (proposals + reporting) go live 3–4 weeks after kickoff. The impact on hours is visible from the first full month of use.