AI-Agents for Consulting
Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Share impromptu engagement call links with the consulting team.
Your team gets the Zoom join link in the channel you choose, and the host gets a message when the invitation goes through.
7 toolsPull labeled web links from client reports into an email reply.
Get a clear list of links from PDFs sent to your review inbox. See the address, visible label, and page for every link.
5 toolsAdd client collaborators to one engagement channel with approval.
People can join the Microsoft Teams shared channel they need without joining the whole team. You get a clear answer when access needs approval.
7 toolsClear blocked access to private client project channels after owner approval.
When you can't add someone to a Teams private channel, get access fixed when owners approve, or learn exactly what stands in the way.
7 toolsKeep engagement channels and membership current as project teams change.
Your team can request channel changes by direct message and see what changed, while you choose who can ask and which channels can change.
6 toolsCombine client deliverables into one PDF in the handoff order.
Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.
Remove listed engagement members from a private client channel.
You get a clear account of who was removed from your private Slack channel and whose access still needs review after a project closes.
9 toolsSend new consultants their packets and first-day plans in chat.
Your new hires get their welcome packet and first-day details in chat. Your HR team gets posting confirmation and a list of forms awaiting signatures.
5 toolsShare new consulting team meeting links in the chosen chat channel.
Your team can find new Zoom meeting links in the channel you choose, and hosts know where participants should look.
4 toolsAdd joining details to client meeting invitations after rooms are created.
Your guests get the video link and available dial-in details on the invitation they already have, even when you create the room later.
7 toolsKeep client meeting changes current in the shared tracker.
Your shared spreadsheet shows current meeting details and cancellations from the calendar you choose, without reentering updates.
11 toolsKeep client meeting times current in the shared planning database.
Your shared Notion schedule stays current with upcoming Outlook meetings, so your team can follow changes without copying events by hand.
10 tools
