An agency sells time and ideas. Yet a large share of that time goes into monthly reporting, formatting briefs, tracking time spent and planning content.
An AI agent takes on this recurring work for each client: it collects results, writes a report with commentary, structures requests and alerts you before a retainer is exceeded.
What an AI agent takes care of#
Produce each client's monthly report#
Results, the month's actions and next steps in a clear report, for every client. Template: Monthly client reports.
Structure briefs#
A client call or email becomes a complete brief: objectives, audience, deliverables, deadlines, budget. Template: Structured client briefs.
Track time spent#
Every week, time spent compared with the retainer sold, overruns flagged before the invoice. Template: Time spent per client.
Plan the editorial calendar#
Every month, content planned around each client's key moments. Template: Editorial calendar.
Where to start#
The monthly report is often the best place to start: it comes back for every client and its format is set once and for all. Describe the task to the architect, or start from an industry template: it will only ask the questions that apply to you, and the price is shown before launch. The pricing page details the plans.