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Consultancies, agencies, and studios sell time — then spend it on proposals, scheduling, and status updates. Augmenta builds AI agents for professional-services firms that draft proposals, keep projects and clients updated, and turn finished work into case studies and referrals.
8 ready-to-build agents · fixed scope · by Augmenta
Handles new inquiry forms or inbound messages. Asks structured qualifying questions, scores lead quality based on defined criteria, books discovery calls via calendar integration, and sends a tailored follow-up summary to the team.
Works with: CRM, Calendar (Calendly/Google), Email, Forms
Takes a completed intake form or discovery call notes and drafts a custom proposal using a defined template. Populates scope, timeline, and pricing based on service menu. Human reviews and sends.
Works with: CRM, Google Docs/Word, Email
Monitors outstanding invoices and sends tiered follow-up messages: friendly reminder at due date, firmer nudge at 7 days overdue, escalation at 14 days. Logs all touchpoints in CRM and stops when payment is received.
Works with: QuickBooks/Xero, CRM, Email/SMS
Compiles a weekly project status report by pulling task completion data from project management tools. Formats a plain-English summary per client, flags at-risk milestones, and sends to the account lead for review before client delivery.
Works with: Asana/Monday/ClickUp, Email, Slack
Tracks contract end dates and triggers a renewal workflow 60 and 30 days out. Drafts a personalized renewal email with updated pricing if applicable, flags accounts at churn risk based on engagement signals, and books renewal calls.
Works with: CRM, Contract storage, Calendar, Email
Calculates a weekly health score per client based on engagement signals: email open rates, invoice payment speed, project milestone completion, last contact date, and NPS if available. Flags accounts at risk before they churn.
Works with: CRM, Project tool, Email analytics, QuickBooks
Joins or processes call recordings/transcripts. Extracts key decisions, action items (with owner and deadline), and open questions. Posts summary to Slack, updates CRM notes, and creates tasks in the project management tool.
Works with: Zoom/Meet transcripts, CRM, Slack, Asana/Monday
Monitors completed projects and prompts the team to capture key outcomes. Drafts a case study or LinkedIn post from a project summary form. Builds a searchable internal library of past work for use in proposals.
Works with: Google Docs, CRM, LinkedIn API, Internal wiki
Every business runs on the same plumbing. These cross-industry Augmenta agents pair well with the professional services builds above: Job Description Generator · Resume Screening Agent · Candidate Interview Scheduler · Employee Onboarding Orchestrator · PTO & Leave Request Handler · Performance Review Reminder & Prep. See all 95 agents in the full catalog →
Proposal first drafts, meeting scheduling and prep, client status updates, invoice follow-ups, and testimonial or referral requests at project close — the eight agents below each own one job.
Clients see timely, on-brand communication with your name on it. Anything nuanced routes to you; the agents clear the routine 80%.
With the Discovery Sprint: a fixed-fee audit that maps your delivery pipeline and ranks automations by hours reclaimed. Builds typically run 3 to 10 days.
Augmenta's fixed-fee Discovery Sprint maps your operation and ranks every automation by return — you keep the analysis either way.
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