Agency operations

Agency Operations

Structure lead, client, and project operations from inboxes, forms, and internal tools.

Document types

Lead forms, Client emails, Briefs, Project notes

Extraction fields

Account name, Contact, Request type, Next action

Validation

Account or lead is identified, Next action confidence

Inputs

Manual Upload, Gmail, Outlook, Slack, WhatsApp, Teams, API Intake, Webhook, Google Drive

Outputs

Google Sheets, Airtable, Notion, Salesforce, HubSpot, Slack, Email, API Delivery, Database

Dashboard metrics

Requests processed, Open reviews, Response time, CRM updates