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.
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.
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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