AgentWorks for Professional services and consultancy
More time with clients. The proposal is drafted when you get back.
Research before the meeting, minutes after it, a proposal by Friday and a status report every week. A team of agents does the groundwork from your own material. A partner signs off on what leaves the firm.
Consultancies and professional services firms of roughly 10 to 250 people.
The work that comes back every week.
Preparing meetings
Who is the client, what changed, what do we already know.
Writing proposals
Approach, team, planning and price. Mostly from earlier proposals.
Minutes and actions
Decisions and actions from every meeting, with owners and dates.
Status reports
Progress, risks and next steps for each client, every week.
Finding past work
The deck or report from a similar project, somewhere on SharePoint.
Your team
A team of agents, each with one job.
Each agent does one thing well, in your own apps, and asks before it sends or changes anything. You give them their rules. They share the board with your people.
Meeting prep researcher
Called by the workflow
Researches the company and the people before a first meeting, from the web and your CRM.
Researches on its own. Writing to the CRM asks first.
Ready-madeProposal builder
Called by the workflow
Drafts the proposal from your boilerplate, rates and similar past projects.
Drafts only. A partner signs off on every proposal.
Ready-madeMinutes writer
You ask in chat
Turns notes or a transcript into minutes with decisions and actions on the board.
Creates tasks on your board. Sharing minutes with the client asks first.
Ready-madeStatus reporter
On a schedule
Writes the weekly status per client from the board and the notes.
Drafts on its own. Sending to the client asks first.
Ready-madeWorking together
From proposal request to a signed-off draft
Starts when A prospect fills in the “request a proposal” form on your site.. One workflow hands the work from agent to agent, and stops where a person needs to decide.
- A partner signs off on scope, team and price before a proposal leaves.
- Minutes and status reports go to a client only after a person approves.
Start
Proposal request
The form on your website
Agent
Meeting prep researcher looks them up
What they do, what changed recently, who you are meeting
Action · HubSpot
Contact and deal created
Creates the contact and a deal for the request
Agent
Proposal builder drafts it
From your boilerplate, rates and similar past projects
Document
Proposal as a Word document
In your template
Asks first
A partner signs off
Scope, team and price
Action · Outlook
Email to the client drafted
Ready in your Outlook drafts to send
The apps it works in
OutlookHubSpot
Salesforce
PipedriveSharePointZoomMicrosoft TeamsProfessional services and time-tracking tools such as Simplicate, Harvest or Productive have no ready connector. Reach them through the HTTP request step if they have an API, an MCP server, or a webhook that starts a workflow.
All 40 appsWhat you need
Forms start workflows on every plan, so you can try this on Free with up to 3 agents and 2 workflows. The weekly status schedule, the full team and team boards per client need Business.
PricingStart from a ready-made agent.
These are in the product today. Start one and it is waiting in your workspace after you sign up.
Meeting Prep Researcher
Gets you ready for tomorrow's meetings: reads your agenda, researches the companies and roles you are meeting, pulls what the CRM already knows, and hands you a short brief per meeting.
Use this agentProposal Draft Builder
Builds the first full draft of a client proposal from your own boilerplate, pricing and past wins, as a real document, with a slide version when you need one to present.
Use this agentMeeting Minutes Processor
Converts a meeting transcript or rough notes into structured minutes with a summary, decisions made, and a clear action-item table with owners.
Use this agentWeekly Status Reporter
Turns your week into a status report your team will actually read: pulls what moved in the tracker and on your task list, writes it up as a document, and posts the short version in the team channel once you approve it.
Use this agentStep by step
A research brief for every new lead
When a lead lands in the CRM, a brief on the company and the person is waiting in your team channel.
AgentFollow up after every sales call
From your notes, the agent writes the follow-up email and updates the deal in your CRM.
AgentFrom meeting notes to tasks
Drop in the notes or transcript. You get the minutes and every action on the board, with an owner.
ChatAsk your contracts and policies
Ask a question in plain language and get the answer with the document and the passage it came from.
Questions
AgentWorks for Professional services and consultancy
Runs in the EU. Every action that changes something asks first.
Yes. The proposal builder works from the knowledge base you give it: boilerplate, rates and earlier proposals. Answers cite their sources.