Role guide
AI agents for agencies
Agencies drown in status updates, onboarding and reporting. These are repeatable, which makes them good agent work.
What to hand to an agent first
Weekly client updates
Draft each client's progress update from your project tool and notes.
Onboarding
When a client pays, send the welcome pack, intake form and kickoff booking link.
Proposals
Turn discovery notes into a scoped proposal draft.
Prospect research
Build a daily list of good-fit prospects with a personalized opener.
Ready-made use cases
- 01Weekly client status updates
The agent writes each client a clear progress update from your tasks and messages. - 02Client onboarding on autopilot
When a client pays, the agent sends the welcome pack, intake form and kickoff booking link. - 03Turn discovery calls into proposals
After a call, the agent turns notes or the transcript into a scoped proposal with pricing tiers. - 04Research 20 ideal prospects a day
The agent builds a daily list of ideal-fit prospects with a personalized opener for each. - 05Metrics digest without opening dashboards
The agent pulls your key numbers from Stripe, analytics and your store into one daily message.
Example: Grok Bot setup
Grok Bot routine: Weekly client status updates Schedule: Fridays 12:00 Every Friday, for each active client, summarize what we did this week, results, what's next and anything I need from them. Draft as an email per client for approval. Rules: draft first, never send or post anything external without my approval. Keep summaries short.
Grok Bot, ChatGPT, Claude and n8n versions: all templates
Keep these human
- Check every number in client reports before sending.
- Don't give an agent write access to client ad accounts or billing.