The AI coworker for small agencies
The AI business assistant for agencies, inside Slack
Most tools sold as an AI assistant for business stop at drafts and answers. Patricia executes. She joins your agency's Slack, connects to the accounts you already manage for clients, and finishes the work: the Monday report built, the client call recapped, the follow-up drafted, the invoice chased. No draft reaches a client without your yes.
She is built for small marketing agencies that run on Slack, and she works like a coworker rather than a tool: you hand over the work in plain language, she comes back with it done. Take the next client without the next hire.
How it works
Connect your tools once. Then just ask.
No workflow builder, no prompt courses, no six-week rollout. Patricia works the way a good account manager does: you show her where the client work lives, she starts doing it, and she checks in before any draft reaches a client.
Step 01
Connect the agency once
We add Patricia to your agency's Slack and invite her to the channels where the client work already happens. Then we connect the accounts you manage, from Google Ads, Meta, GA4 and Search Console to your CRM and your invoicing tool. Each client gets its own channels and connections, made once for the agency with access scoped per person, and each connection is a scoped grant you control. It takes about 20 minutes on the onboarding call, there is nothing to host, and nobody has to learn a new app, because the interface is the Slack they already live in.
Step 02
Then just ask
Ask in plain language, in the account channel: build the Northwind weekly, recap that call, draft the reply to Elena, chase the October invoices. No prompt engineering, no trigger diagrams, no picking the right template from a library. She also volunteers. She sits in on client calls, notices what needs doing, and offers a first stab before anyone gets around to assigning it. Over time she learns your agency's tone and each client's standards from your edits, so the second draft of anything is closer than the first.
Step 03
She proposes, you approve, she executes
Patricia shows you exactly what she wants to do before she does it. Reading and drafting run on their own. Every message or post she drafts waits for a named yes, right there in the thread where the account lives, and by default so does anything that spends or changes a setting. An account manager approves their own clients, so you stop being the queue everything waits in. After the yes, she executes, confirms what happened, and writes it to the audit log. You keep the judgement. She does the clicking.
That is the whole setup. By the end of week one, the pattern settles in: the Monday report is waiting when you get to your desk, the follow-up is drafted before you remembered to write it, and the approval requests arrive in the channel where the account lives. Nobody on your team had to change how they work. The client work just started coming back finished.
Across the agency
One coworker for the whole agency, not one tool per chore.
Point solutions each take a slice: a notetaker for client calls, an automation for the CRM, a dashboard for reporting. Each one is another subscription, another login, another place client context goes to die. Patricia is one coworker who carries the work across all of it, and she keeps the context between tasks, so the call she recapped this morning informs the follow-up she drafts this afternoon.
Client calls and recaps
Patricia joins the client call, posts a TLDR in the account channel with the full notes in the thread, and puts the action items on the board with owners attached, in Notion, Asana, or wherever your team tracks work. The decisions land in her memory of that account, so next quarter nobody argues about what was agreed on scope. And when an action item is work she can do herself, she offers a first draft before the call is cold, which is where a notetaker stops and a coworker begins.
Client requests and follow-ups
A client request becomes a task with a draft reply attached, minutes after it lands. The retainer or the deal gets updated the moment the call ends: stage, notes, next step. Renewals and check-ins get prepared before anyone remembers to ask, and no draft reaches the client until someone on your team approves it. Your CRM stops being three weeks behind reality, because keeping it current stopped being anyone's chore.
The weekly report, per client
Monday morning, one report per client, ready before your coffee. She pulls the real numbers from Google Ads, Meta, GA4 and Search Console, then writes the story behind them in your agency's tone: what moved, why, and what to do next. No more screenshot-and-paste Fridays, and no dashboard the client never opens. The report arrives in Slack, where the conversation about it actually happens.
The daily check on every account
Every account looked at each morning, silent unless something moved. When the cost per lead jumps or frequency climbs, she flags it in the channel with a fix proposed and a client note already drafted. She reads, flags and proposes; your media buyer decides, and she makes the change once it is approved. Budget pacing tracked, competitor ads watched, search terms reviewed, content and variants drafted for approval, all in the channels your team already works in.
The back office behind it
Month-end invoices drafted per retainer and sent after your yes, late payers chased politely and on time, the Friday summary written before anyone asks. She handles the admin that never makes it into anyone's job description but always ends up in someone's evening. The polite nudge on day seven is drafted every time, ready for your yes, because she never feels awkward about writing it.
And the rest of the week's work
New client onboarding run, proposals drafted, celebration dates remembered, the Friday summary written. Every published use case, with real examples, lives on the hub.
Integrations
Works in the accounts you already manage.
An assistant is only as useful as what she can reach. Patricia connects to 1,000+ tools, with the deepest reading on the platforms you run for clients: Google Ads, Meta Ads, Google Analytics 4, Google Search Console, HubSpot, Notion, Drive and Stripe. She reads from them to answer with real numbers instead of confident guesses, writes to them after your approval, and keeps the whole thread in Slack where the account team can see it.
That is the point of a coworker over another app: no new tab to check, no new login to roll out, no data to migrate. She comes to where the work already is. Patricia works in Slack, and Microsoft Teams support is in beta.
The connections stay yours. Each client gets its own channels and connections, made once for the agency with access scoped per person. She borrows the keys rather than holding them: credentials are encrypted and kept server-side, every use of a connection lands in the audit log, and disconnecting a tool in the dashboard cuts off her access in one click. A read scope stays a read scope, and writing to a connected account is gated behind an approval on top of that, so by default she never changes a campaign on her own.
Trust
An AI assistant for business that answers the client's trust questions.
Handing client work to a coworker only makes sense if you can answer three questions: what can she touch, who can see it, and what happens when she acts. Here are the answers, in plain language, in the words you can pass straight to a client.
Approval gates on every draft
An audit log that cannot be edited
Data stored in the US
SOC 2 Type II audited
Never used to train anyone else's model
The full mechanics, including the honest list of what we have not built yet, are on the security page.
None of this is a marketing promise. The no-training commitment is written into the Data Processing Agreement, the subprocessors are published by name, and the audit reports are available to any prospect who asks. If your counsel or your client has a harder question, bring it to the demo. The hard ones are the ones we like.
Pricing
One workspace price. Every seat included.
Patricia costs $45 a month for your whole agency workspace, with 20,000 credits included. Every account manager, strategist and founder can ask her for anything, so there is no quiet math about who deserves a licence and who does not. Adding your tenth teammate costs exactly what adding your first did: nothing.
What do the credits buy? Client work. A typical month of 5 client reports, 12 content briefs, and 40 ad variants fits inside the plan, and the pricing page shows what each kind of task costs on average, so you can estimate your own month before you spend anything.
Compare the alternatives. Per-seat copilots multiply by headcount, so the price of AI for the agency quietly becomes a second payroll line. The next hire is wonderful, and starts around $50,000 a year in salary before benefits. Patricia is metered to the work she actually does: credits roll over, and the spend cap is on by default, so a busy month never surprises you.
50,000 free credits come with the onboarding call, no card. See the full pricing breakdown
The honest comparison
Where Patricia fits, and where she does not.
Every vendor's comparison table awards itself green checkmarks down the whole column. Here is the version we would want to read: different tools solve different problems, one honest line each, including the option where you just hire someone.
| Option | What it is | Pricing model | Best when |
|---|---|---|---|
| Patricia | Runs the recurring client work across your connected accounts, in Slack, behind approval gates | $45 a month for the workspace, every seat included | You want the client work finished, not just answered |
| Microsoft Copilot, Gemini | Knowledge copilots: answer questions and draft inside your docs and email | Per seat, per month | You mainly need help inside documents |
| Lindy and other agent builders | Build-your-own automations from triggers, steps, and conditions | Per user, usage-capped tiers | Someone at the agency enjoys building and maintaining automations |
| The next hire | A real person, with real judgement, one task at a time | $50,000+ a year in salary | The work needs a person in the room |
If what you need is a chat window over your documents, a copilot is cheaper. If someone at the agency loves building automations, a builder gives them more knobs. And the edge cases run the other way too: Patricia does not sit in the pitch room or read the client's mood over lunch. For the recurring work inside your tools, though, she is the coworker who never sleeps, never forgets a client, and never resents the invoice chasing. Patricia is for agencies that want that work done without becoming automation engineers.
FAQ
The questions agency owners ask before they hand over client work.
What does an AI business assistant do?
An AI business assistant handles the recurring work that surrounds a business. At an agency that is the client work and the back office around it: the weekly report per account, call recaps, CRM updates, follow-ups, month-end invoices, and the chores nobody owns. The useful distinction is between assistants that answer and assistants that act. Patricia is the second kind. She connects to the accounts you manage and does the work in Slack, proposes the action before taking it, and every message or post she drafts waits for a named yes first, and by default so does anything that spends.
How much does an AI assistant for business cost?
It depends on the pricing model more than the tool. Knowledge copilots usually charge per seat, so the bill grows with every account manager you add, and the next hire starts around $50,000 a year in salary. Patricia costs $45 a month for the whole agency workspace, every seat included, with 20,000 credits included each month. Separately, 50,000 free credits come with the onboarding call, no card needed.
Can it access private company documents?
Only what you connect. Patricia sees the Slack channels you invite her to and the accounts you link, and nothing else. She is not a workspace-wide crawler that indexes everything it can reach: each client gets its own channels and connections, access is scoped per person, a read scope stays a read scope, and disconnecting a tool cuts off her access in one click. If a client folder lives somewhere you never connected, she cannot touch it.
How does it handle confidential information?
Your data and your clients' data are stored in the United States, encrypted in transit and at rest, and never used to train anyone else's model. What she learns from your agency stays inside your account. Patricia is SOC 2 Type II audited and GDPR compliant, every action she takes lands in an append-only audit log, and EU transfers are covered by Standard Contractual Clauses. The commitments live in the DPA, not just on this page, which matters when a client sends you a security questionnaire.
How long does setup take?
About 20 minutes, with us on the call. We add Patricia to your Slack, connect the client accounts you already manage, and point her at the first client while you watch. There is nothing to host, no workflow builder to learn, and no prompt training for your team, because everyone already knows how to write a Slack message. She works in Slack, and Microsoft Teams support is in beta.
What is the difference between an AI business assistant and ChatGPT or Copilot?
ChatGPT and Copilot answer questions and draft text, then hand the work back to you to finish: you still build the report, update the CRM, and send the client the email. Patricia takes the task end to end. She works inside Slack, reads and writes through the accounts you manage, proposes the action, and executes it after a named yes. She also remembers your clients between tasks, so nobody re-explains an account. The difference is who does the clicking afterwards.
What happens if it gets something wrong?
Nothing irreversible. Every draft waits behind an approval gate before it reaches a client, so a wrong draft gets corrected in the thread before the client ever sees it, the same way you would redline a junior's first attempt. If a task does not go as expected, we give you extra credits. Corrections stick, because she learns your standards from your edits. And every action is in the audit log, so you can always see exactly what happened and who approved it.
Meet the coworker who finishes the client work.
Connect your accounts once. Then just ask. Book a demo and watch Patricia run a real job from your week, on one of your own clients.