AI-Agents for Consulting

Reply to consulting inquiries and flag questions that need a person.

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 tools

Notify deal owners when client engagement proposals are rejected.

Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.

Works with29 tools

Draft replies to client introductions using notes on the people involved.

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

Works with24 tools

Email timed client meeting transcripts for engagement records.

Get a meeting transcript with timestamps in your inbox, ready to check against the video before you write minutes.

Works with22 tools

Draft a first email linking a prospect's priorities to the firm's offer.

Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.

Works with38 tools

Summarize supplied sources for client reports and flag gaps.

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

Works with11 tools

Draft engagement proposals from client goals and approved rates.

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

Works with5 tools

Email referred prospects about the advice they need and log the introduction.

New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.

Works with20 tools

Summarize client requests and log them by inbox category.

Get short summaries and useful labels for incoming work email. Scan your tracking sheet when it's time to follow up.

Works with5 tools

Remove work labels from client emails when linked tasks finish.

Keep your shared inbox in step with completed tasks. Finished email conversations lose their work label, and you get a confirmation.

Works with9 tools

Keep client project emails with their attached files for later review.

Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.

Works with6 tools

Move labeled client requests into a shared task list without duplicates.

Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.

Works with12 tools