Industries · Professional Services
An AI Operations Assistant for professional services.
Client requests, meeting notes, proposals and invoices pile up between billable work. The assistant keeps them moving so the team can stay on client work.
Professional Services
Client work stays billable
Agencies and firms lose hours to follow-up, notes and chasing invoices. The assistant handles the admin around client work and leaves scope and pricing to you.
After each call
Notes to tasks
Meeting notes become drafted tasks with owners and due dates, ready for your team to accept.
Weekly
Proposal pipeline
Proposals quiet for 7 days get a check-in drafted from the scope notes, in your voice.
Thursday
Receivables
Past-due invoices are listed with a reminder drafted for each one, escalating in tone only when you say so.
Friday
Client status
A short status summary per active client is drafted from the week's email and tasks.
What it does Monday morning
Monday at 7 AM for an agency or firm
Keystone Advisory is a fictional business used to show the work.
Daily Ops Brief
Keystone Advisory · Mon 7:00 AM
- draft
Client asked to reschedule
TodayBrightline wants Thursday's review moved. Two open slots found on your calendar.
- draft
Proposal quiet for 9 days
MoneyLumen Co. website retainer. Check-in drafted using the scope notes from the kickoff call.
- approval
Invoice 1043 is 21 days overdue
Money$3,400 from Northgate. Second reminder drafted in your tone.
- draft
Meeting notes ready
FYIFriday's Brightline call. 4 action items drafted as tasks for the team.
Scheduled jobs
Illustrative- 7:00 AMDaily ops brief. Client asks, open proposals, overdue invoices.
- Per callMeeting notes to tasks. Turns the recording notes into drafted CRM updates and tasks.
- Tue 10 AMProposal follow-up. Drafts a check-in for proposals quiet for 7 days.
- Thu 3 PMReceivables check. Drafts reminders for anything past due.
7:02
Monday
Daily Ops Brief is ready
4 items. 4 need a tap from you.
Approval needed
Send the second reminder for invoice 1043
Flagged for you
One message is outside my rules. I did not reply.
Keystone Advisory is a fictional business. The brief, names and amounts are illustrative.
Approval · Pro and Max
You tap. It does the rest.
On Basic the same change arrives as a draft for you to make yourself.
Needs your approval
approvalSend the second reminder for invoice 1043
Emails Northgate's billing contact with the invoice link and the original due date.
When it is unsure
It stops and flags you.
“Lumen asked if we can guarantee a 30 percent traffic increase.”
That is a commitment only you can make, so I did not answer it. I drafted a reply for the rest of their email and flagged the guarantee question at the top of your brief.
It will never
- Agree to scope, pricing or guarantees
- Share one client's files with another
- Send anything from a partner's personal inbox
Systems
What it connects to here.
Typical systems: Google Workspace or Microsoft 365, HubSpot, Slack or Teams, QuickBooks or Xero. Each is marked with its real status.
- Google CalendarBETA
- Google DriveBETA
- SlackBETA
- Microsoft TeamsBETA
- HubSpotROADMAP
- QuickBooks OnlineROADMAP
- XeroROADMAP