Discovery intake helper
Designed around approved information, a narrow purpose and a visible stop-and-handoff rule.
Agencies and consultancies · practical AI workflow guide
Reduce missed enquiries and repetitive work in agencies and consultancies.
Start with the real business pressure, organise approved information and test one narrow helper while people retain responsibility.
Common workflow pressure
Where work gets lost or repeated
These are workflow hypotheses to investigate, not claims about every business in the industry.
- Discovery notes are inconsistent
- Proposals wait on missing context
- Follow-up and handover depend on individuals
Customer request→Useful details→Approved knowledge→Human decision
Possible first helpers
Assist one repeatable part of the workflow.
The right role depends on demand, knowledge, risk, systems and a named person who owns exceptions.
Proposal-input organiser
Designed around approved information, a narrow purpose and a visible stop-and-handoff rule.
Client-success summary assistant
Designed around approved information, a narrow purpose and a visible stop-and-handoff rule.
People stay responsible
The approval boundary is explicit.
Strategy, scope, price, creative approval and client commitments remain human.
Fictional example: A fictional campaign enquiry becomes a discovery brief; no proposal or timeline is promised.
Relevant free tool
AI Role Finder
Use editable inputs and visible assumptions before deciding what should happen next.
Open the toolA transparent path
Snapshot first, Blueprint when the workflow is clear, pilot only after scope.
The Snapshot is free. The AI Blueprint is AUD $1,500 and available to request. A controlled pilot is from AUD $3,500 after Blueprint and final scope.
View technical evaluation criteria
Technical review covers authority, data minimisation, source ownership, permissions, integration boundaries, QA/UAT, client isolation, monitoring, incident response and rollback. No telephony, CRM, calendar, email, SMS, payment or advertising connection is assumed.