Status reports for clients
Every week a draft status update per engagement: what is done, what is in progress and what is stuck.
Done by
Planner
€ 129/mo · 40 tasks included
For advisory and consultancy firms
Reports, meetings and pipeline prepared. You approve.
You hire a role per month. The agent writes status reports for your clients, writes up meetings and keeps your pipeline up to date, and shows everything as a test run first. Without approval, nothing happens.
After the test run, the first month of one role is free. Cancel monthly, per agent.
What you hand over
Three examples of work you set up once. After that, the agent prepares it every time and waits for your approval.
Meetings wrapped up
Draft minutes and an action list from your notes of every meeting, and every week reminders for actions that stall.
Done by
Secretary
€ 109/mo · 50 tasks included
Pipeline kept up to date
Every month a pipeline overview with stage, value and next step, and every week follow-up emails for open quotes.
Done by
Sales Assistant
€ 179/mo · 60 tasks included
Prices per month, excluding VAT. Cancel monthly, per agent.
How an agent takes it over
1
You set up the work once
A one-off task, or recurring work on a rhythm: every week, every month. After that you no longer have to think about it.
2
The agent prepares it
It runs the task as a test run first and shows what it would do and with which data.
3
You approve
Only after your approval does it happen. Without approval, nothing happens.
With the systems you already use
An agent reads from your own systems through an integration, so it prepares based on your real work. What it wants to do with that, you see first as a proposal.
- Microsoft 365
- Google Workspace
- Slack
See what it does first, with your own work
In a guided test run we pick one role and one task from your own practice together. You see the proposal and the test run before anything happens.