Business · Use Case
AI Agent for Agency Owners
Running an agency means juggling client work, reporting, billing, and team management across dozens of tools. Pokee connects your entire agency stack and automates the operational overhead so you can focus on client strategy and growth.
The Problem
- Client reporting takes 3+ hours per week per client
- Manual time tracking and invoice generation delays cash flow
- Onboarding new clients requires setting up 10+ tool integrations
- No standardized workflows - each team member does things differently
- Competitor monitoring and market research for clients is ad hoc
What You Can Automate
- 1
Automated client reports from multiple data sources
Time saved: 3 hours/week per clientPokee aggregates multi-platform metrics per client, generates insight-rich reports, and delivers them branded and on-schedule.
Prompt“Every Monday, pull last week's data from Google Analytics, Google Ads, and social media for each client. Compile a branded report and email it to them with highlights and recommendations.”
- 2
New client onboarding automation
Time saved: 2 hours/clientPokee detects new clients and provisions their entire workspace across tools in minutes.
Prompt“When a new client is added to our CRM, create their Slack channel, Notion workspace, Drive folder structure, and send them our onboarding questionnaire.”
- 3
Time tracking to invoice generation
Time saved: 1 hour/month per clientPokee converts time logs directly into accurate invoices without manual calculation.
Prompt“At month end, pull all logged hours from Todoist per client. Generate an invoice in QuickBooks with the hours, rate, and project breakdown.”
- 4
Competitor monitoring for clients
Time saved: 2 hours/weekPokee runs competitive research across multiple sources and delivers client-specific intelligence.
Prompt“Every week, search Google News, social media, and SEO tools for each client's top 3 competitors. Post a brief to their Slack channel.”
- 5
Project status updates to clients
Time saved: 30 min/client/weekPokee compiles project data into professional client-facing updates.
Prompt“Every Friday, pull task completion data from our project tool for each client. Send them a progress email with what was delivered, what's in progress, and next week's plan.”
Before vs After Pokee
| Metric | Before Pokee | After Pokee |
|---|---|---|
| Client reporting time | 3+ hours/week/client | 5 minutes review only |
| Client onboarding | Half day per client | Automated in 2 minutes |
| Invoice generation | 1-2 hours/month/client | Auto-generated from time logs |
| Competitive intelligence | Ad hoc or never | Weekly automated briefs |
| Tool stack per client | Manual setup everywhere | One-click provisioning |
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.
FAQ
- How quickly can agency owners 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 agency owners 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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