Industry Pack
Professional Services Industry Pack
Engagement proposals, SOWs, utilization reports, and client delivery
Streamline consulting and professional services operations with AI-powered proposal generation, project delivery tracking, and utilization analysis. Replace Proposify and manual SOW templates.
Recipes Included
7 ready-to-use AI recipes
Each recipe is a reusable AI operation with structured inputs and outputs. Customize the prompts to match your industry requirements.
Engagement Proposal
Generate polished client engagement proposals from project briefs and scope requirements.
Deliverable Template
Create structured deliverable templates with milestones, acceptance criteria, and timelines.
Client Status Report
Draft weekly or monthly client status reports from project data and team updates.
Executive Summary Writer
Condense project details into concise executive summaries for stakeholder review.
Utilization Report Narrator
Transform raw utilization data into narrative reports with insights and recommendations.
Legal SOW Generator
Generate legally-reviewed statements of work from engagement terms and deliverables.
Client Presentation Outline
Build presentation outlines with key findings, recommendations, and next steps.
Workflows Included
3 multi-step workflows
Workflows chain recipes together with branching, loops, and approval gates for end-to-end automation.
Engagement Pipeline
From initial client brief to signed proposal — research, scope, price, and deliver the engagement document.
Project Delivery Pipeline
Track deliverables, generate status reports, and escalate blockers across project phases.
Utilization Review Pipeline
Aggregate team utilization data, generate narratives, and flag under- or over-utilized resources.
Recommended Integrations
Connect your industry tools
Give AI direct access to your business tools via OAuth. Read data, send messages, and update records.
Project Management
Connect to Jira, Asana, or Monday.com for project tracking
Time Tracking
Sync with Harvest, Toggl, or Clockify for utilization data
Document Management
Integrate with SharePoint, Google Drive, or Confluence
Packs for every industry
Each industry gets its own curated pack of compliance-aware recipes and workflows.
Get the Professional Services Industry Pack
Install 7 recipes and 3 workflows designed for your industry.