AI AGENT//FOR CONSULTANTS

An AI agent for consultants.

Your agent runs desk research, builds decks in your firm's format, and maintains engagement trackers — encoded with how you specifically work up a case.

Deck draftsHours → min
ResearchParalleled
SourcesCited
01 //THE POINTFOR CONSULTANTS

Every case is downstream of a research pass and a deck. The AI agent does both the way you would — with the same frameworks, the same sources, the same pacing.

The day it replaces: Three hours of desk research to answer one client question, rebuilding the same deck template from scratch, chasing associates for benchmarks that live in three other decks.

02 //THE LOOPONE CONTINUOUS FLOW

Your consultant agent isn't just raw intelligence — it runs, builds, ships, and connects. One continuous flow.

runs desk researchbuilds the benchmarks dashboarddrafts the slides in your firm's templateships the client micrositetracks workstreamsposts weekly status

// plus one-click integrations with Slack, Gmail, Notion, your CRM, and 200+ more — the agent connects the rest of the stack itself.

03 //WHAT YOUR AGENT DOES05 WORKFLOWS
01

Case research agent

Runs market sizing, competitor scans, and customer research — returns a briefing with sourced citations.

02

Deck builder agent

Drafts slides in your firm's template — executive summary, framework slide, data slide, recommendation.

03

Interview prep agent

Briefs you before expert calls — background, priority questions, what to probe on.

04

Engagement tracker

Watches workstreams, deadlines, team capacity, client asks. Weekly status in your format.

05

Client deliverable reviewer

Reviews drafts against your firm's quality bar, flags what would get redlined in QC.

04 //WHERE IT WORKS06 TOOLS

Your agent works inside the tools consultants already live in:

PowerPointExcelSharePointTeamsOutlookMiro
05 //QUESTIONS04 ASKED

Things consultants ask before they try it.

07 //SPAWN YOURS

Your AI agent, encoded to how you specifically work.

Encode your first workflow in a chat. See a working agent on your process in under an hour.