Business · Use Case

AI Agent for Consultants

Independent consultants wear every hat - sales, delivery, admin, billing. Pokee handles the operational work so you can bill more hours to clients and less to yourself.

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The Problem

Admin work eats 10+ hours/week that could be billable
Proposals take hours to customize for each prospect
Following up with leads falls through the cracks
Tracking deliverables across clients requires constant context-switching
Invoice collection is awkward and time-consuming

What You Can Automate

1
Meeting prep briefs from CRM and email
Time saved: 15 min/meeting
Pokee gathers context from multiple sources and delivers prep material before every call.
Prompt
“30 minutes before each client meeting, pull their CRM history, last 5 emails, and any open project tasks. Summarize in a one-page brief.”
2
Automated follow-up sequences
Time saved: 20 min/prospect
Pokee monitors proposal status and sends contextual follow-ups at the right intervals.
Prompt
“When a proposal is sent and no response in 5 days, send a follow-up email referencing the specific proposal with a soft check-in.”
3
Weekly client summaries
Time saved: 30 min/client/week
Pokee tracks your deliverables and generates professional client updates.
Prompt
“Every Friday, compile what was delivered to each active client this week. Email them a progress summary.”
4
Invoice generation from calendar
Time saved: 1 hour/month
Pokee turns calendar data into accurate invoices without manual timekeeping.
Prompt
“At month end, calculate hours spent per client from my calendar events. Generate invoices with dates, hours, and descriptions.”
5
Lead research and qualification
Time saved: 15 min/lead
Pokee qualifies inbound leads with research so you know who to prioritize.
Prompt
“When a new lead contacts me, research their company, find their LinkedIn, and score them against my ideal client profile. Summarize in a Notion page.”

Tools Used

Before vs After Pokee

Metric	Before Pokee	After Pokee
Admin time per week	10-15 hours	2-3 hours
Meeting prep time	15 min/meeting manual	Auto-delivered 30 min before
Follow-up consistency	Sporadic, leads go cold	100% coverage, timed perfectly
Invoice generation	1-2 hours/month	Auto-calculated from calendar
Lead qualification	Manual research each time	Auto-researched on contact

How It Works

1
Connect your tools
Head to pokee.ai/authorizations and link each tool in your stack with one-click OAuth. Takes 2 minutes total.
2
Describe workflows
Tell Pokee what you want automated in plain English. No triggers to configure, no flowcharts to build.
3
Pokee executes
Workflows run automatically with intelligent error handling and adaptation. When tools change or edge cases appear, Pokee adjusts.

Why Pokee

Natural language setup
Describe workflows like talking to a colleague, not configuring a flowchart.
Unlimited steps
One description can chain 10+ actions across all your tools. Zapier charges per step.
Self-healing
When APIs change or rate limits hit, Pokee adapts. Zapier breaks.
Context-aware
Pokee understands your data and makes intelligent decisions about edge cases.
One price
All integrations, all workflows, unlimited actions. No per-Zap pricing.

Deployment & Governance

Runs where your data lives, with humans in control

Private deployment

A dedicated managed tenant, your own VPC on AWS, Azure or GCP, on premises, or air-gapped. Your data never leaves your boundary.

Approvals and audit

Approval gates wherever you set them, role-based access, and a full audit log. Every agent action is attributable and reviewable.

Measurable pilots

Pilots run on two or three real workflows, typically live inside two weeks. Measure time saved, accuracy and cycle time before rollout.

Request an Enterprise Demo Explore deployment options

FAQ

How quickly can consultants get started with Pokee?: Most teams are automating within 5 minutes. Connect your tools via OAuth, describe your first workflow in English, and Pokee starts executing immediately.
What if my workflow is complex or has many conditions?: That's where Pokee shines. Unlike trigger-action tools, Pokee handles complex conditional logic, branching paths, and context-dependent decisions. Describe the full logic in English.
Can Pokee handle sensitive consultants data securely?: Yes. SOC 2 Type I certified with Type II in progress. All data encrypted in transit and at rest. OAuth tokens revocable anytime. Enterprise plans offer on-premise deployment.
How much does it cost?: Free tier includes 500 credits. Paid plans start at $19.99/month for unlimited integrations and workflows. No per-automation pricing.

Related Use Cases

Ready to automate your workflow?

500 free credits. 90+ integrations. No credit card required.

What You Can Automate

Meeting prep briefs from CRM and email

Time saved: 15 min/meeting

Pokee gathers context from multiple sources and delivers prep material before every call.

Prompt

“30 minutes before each client meeting, pull their CRM history, last 5 emails, and any open project tasks. Summarize in a one-page brief.”

Automated follow-up sequences

Time saved: 20 min/prospect

Pokee monitors proposal status and sends contextual follow-ups at the right intervals.

Prompt

“When a proposal is sent and no response in 5 days, send a follow-up email referencing the specific proposal with a soft check-in.”

Weekly client summaries

Time saved: 30 min/client/week

Pokee tracks your deliverables and generates professional client updates.

Prompt

“Every Friday, compile what was delivered to each active client this week. Email them a progress summary.”

Invoice generation from calendar

Time saved: 1 hour/month

Pokee turns calendar data into accurate invoices without manual timekeeping.

Prompt

“At month end, calculate hours spent per client from my calendar events. Generate invoices with dates, hours, and descriptions.”

Lead research and qualification

Time saved: 15 min/lead

Pokee qualifies inbound leads with research so you know who to prioritize.

Prompt

“When a new lead contacts me, research their company, find their LinkedIn, and score them against my ideal client profile. Summarize in a Notion page.”

Before vs After Pokee

Metric	Before Pokee	After Pokee
Admin time per week	10-15 hours	2-3 hours
Meeting prep time	15 min/meeting manual	Auto-delivered 30 min before
Follow-up consistency	Sporadic, leads go cold	100% coverage, timed perfectly
Invoice generation	1-2 hours/month	Auto-calculated from calendar
Lead qualification	Manual research each time	Auto-researched on contact

How It Works

Connect your tools

Head to pokee.ai/authorizations and link each tool in your stack with one-click OAuth. Takes 2 minutes total.

Describe workflows

Tell Pokee what you want automated in plain English. No triggers to configure, no flowcharts to build.

Pokee executes

Workflows run automatically with intelligent error handling and adaptation. When tools change or edge cases appear, Pokee adjusts.

Why Pokee

Natural language setup

Describe workflows like talking to a colleague, not configuring a flowchart.

Unlimited steps

One description can chain 10+ actions across all your tools. Zapier charges per step.

Self-healing

When APIs change or rate limits hit, Pokee adapts. Zapier breaks.

Context-aware

Pokee understands your data and makes intelligent decisions about edge cases.

One price

All integrations, all workflows, unlimited actions. No per-Zap pricing.

Runs where your data lives, with humans in control

Private deployment

A dedicated managed tenant, your own VPC on AWS, Azure or GCP, on premises, or air-gapped. Your data never leaves your boundary.

Approvals and audit

Approval gates wherever you set them, role-based access, and a full audit log. Every agent action is attributable and reviewable.

Measurable pilots

Pilots run on two or three real workflows, typically live inside two weeks. Measure time saved, accuracy and cycle time before rollout.

FAQ

How quickly can consultants get started with Pokee?

Most teams are automating within 5 minutes. Connect your tools via OAuth, describe your first workflow in English, and Pokee starts executing immediately.

What if my workflow is complex or has many conditions?

That's where Pokee shines. Unlike trigger-action tools, Pokee handles complex conditional logic, branching paths, and context-dependent decisions. Describe the full logic in English.

Can Pokee handle sensitive consultants data securely?

Yes. SOC 2 Type I certified with Type II in progress. All data encrypted in transit and at rest. OAuth tokens revocable anytime. Enterprise plans offer on-premise deployment.

How much does it cost?

Free tier includes 500 credits. Paid plans start at $19.99/month for unlimited integrations and workflows. No per-automation pricing.