Skills Workflow · AI for Agencies
AI built into the way your agency already works.
Turn a client email into a job, a rough note into a finished brief, a question into an answer — all in plain language, right inside Skills Workflow. No new tool to learn, no prompt tricks.
"Create a job for the Northwind spring campaign."What your team can do today
Less busywork. More of the work you were hired for.
Every one of these is a plain-language request, made where your team already spends its day.
Create work in seconds
Describe what a client asked for and get a job, project, or deliverable created and filled in — ready to go, not a blank form.
"Create a deliverable for the Acme rebrand kickoff."Never start from a blank brief
Drop in rough notes and get back a structured brief that follows your own template — objective, audience, deliverables in place.
"Turn these notes into a proper brief."Ask your data a straight question
No dashboards to dig through. Ask about a project or client in plain language and get the answer handed back to you.
"How is the Northwind retainer tracking this month?"Polish any text on the spot
Rewrite, shorten, or shift the tone of a brief, comment, or client note — without leaving the editor you are typing in.
"Make this sound warmer before it goes out."Reshape how work flows
Adjust stages, approvals, and who signs off just by describing the outcome you want. No configuration screens.
"Add a legal review step before Approved."Make the view fit each team
Tune the panels and filters on a workspace, or build a brand-new one — shaped around how a team actually works.
"Add a board of this week's deliverables."The signature moment
Ask. It works it out. You get the answer.
Stop hunting through reports to find out where a project stands. Ask, and Skills Workflow reads your data and answers.
Illustrative example — figures shown are not from a real account.
On the roadmap
Where we are taking it next.
Four areas of your agency's day, getting smarter over the coming quarters.
Directional · subject to changeQ3 2026 · Data
Know, without looking
- Ask any data point in the system
- Client status & sentiment at a glance
- Proactive alerts on margins & overload
Q4 2026 · Processes
No guesswork
- AI explains a process and the next step
- Summarize long threads & files
- Auto-draft descriptions
Q1 2027 · Integration
Work from your chat
- Teams, WhatsApp & Google Chat
- Reports, approvals & updates in-chat
- Alerts the moment they matter
Q2 2027 · Creation
Idea to set-up, fast
- Generate projects, jobs & client reports
- Auto-assign the right people
- Spin up a dashboard from a sentence