The bottleneck
A signed SOW sits while someone hunts logos, brand fonts, and login access in email. Delivery starts late. The team looks disorganized even when the work is good.
Industries/Agencies
AI agents for agenciesthat stop onboarding from stalling delivery.
Agencies lose margin in kickoff: questionnaires, asset collection, and status chasing. An agent can run that loop and ping a human when a client goes quiet.
The first workflow
Client onboarding: send the structured request, parse replies and attachments, update the project record, and draft a kickoff summary for the account lead to approve.
How you know it worked
Days from signature to kickoff-ready, missing-asset count, and hours PMs spend chasing files.
Jobs the agent can own first
- Kickoff questionnaires
- Asset collection
- Status digests
- Change-request intake
Questions operators ask
- Will this replace account managers?
- No. It removes the chasing. Relationship, scope judgment, and creative direction stay with people.
- What if every client process is different?
- Start with one offer and one kickoff path. Custom chaos is usually a few repeated exceptions, not infinite uniqueness.