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.
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/meetingPokee 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/prospectPokee 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/weekPokee 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/monthPokee 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/leadPokee 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
- 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.
導入とガバナンス
データのある場所で動き、主導権は人に
プライベート導入
専用マネージドテナント、AWS / Azure / GCP上の自社VPC、オンプレミス、エアギャップに対応。データは境界の外に出ません。
承認と監査
任意のポイントに承認ゲートを設定。ロールベースアクセスと完全な監査ログで、すべての操作を追跡・検証できます。
測定可能なパイロット
実際の業務フロー2〜3件で、通常2週間以内に稼働。削減時間、精度、サイクルタイムを測定してから展開を判断できます。
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.
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