AI-Agents for Consultants working with Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Resend Meeting Invitations

Resend client meeting invites when a booked video link changes.

Guests get the current video link in their meeting invitation, and you get an email showing what changed.

Works with25 tools
Draft Introduction Replies

Draft replies to introductions from clients and trusted contacts.

Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.

Works with24 tools
Build Research Summary Table

Prepare source-linked findings for client reports and note gaps.

Your research findings arrive in a source-linked table, with missing facts and unreadable pages clearly marked.

Works with11 tools
Draft and Send Proposals

Turn prospect needs into scoped engagement proposals.

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools
Send Out-of-Office Replies

Tell clients who covers an engagement and flag urgent project emails.

Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.

Works with10 tools
Send Out-of-Office Replies

Send approved absence replies and pass pressing client work to the backup.

Your senders hear back while you're away, and your backup sees requests that need attention before you return.

Works with12 tools
Flag Meeting Clashes

Flag client meeting invitations that overlap engagement work.

See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.

Works with7 tools
Send Meeting Invitation

Send an added client the current consultation link.

Your new guest gets the current meeting time and joining details by email, while you get a confirmation without emailing the other guests.

Works with7 tools
Send Client Welcome Email

Welcome each new engagement with its agreed scope and kickoff steps.

Your new client gets a personal welcome after signing, with clear first steps and a link to share files.

Works with24 tools
Draft Business Proposal

Draft client engagement proposals from call notes and agreed fees.

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Works with10 tools
Email Meeting Transcripts

Get client meeting transcripts in your inbox before writing minutes.

Your meeting transcript reaches the organizer's inbox with timestamps and speaker labels, ready for review before you write minutes.

Works with10 tools
Send Keyword Search Reports

Prepare keyword search reports for client review by email.

Get a keyword search report in your inbox, with organic results in a readable table and a CSV you can download.

Works with5 tools
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