AI workflows for agencies and professional services firms
Agencies and consultancies sell time, so any helper that gives back an hour a week spreads quickly. These tools usually touch client email and project tools, which is why clients and IT both care who is using them and how.
Common workflows
Weekly client status report
Pulls finished and upcoming tasks from the project tool and drafts the Friday update email for each client.
TriggerFriday, 2pm
ReadsDone and upcoming tasks per client
Your logicTurn tasks into a story
PreparesThe Friday update email
A personThe account lead sends it
Cresec handles the plumbingSign-in as each personTheir own accessDrafts firstA record of every action
Apps it uses: Project tool (like Asana, Jira or Monday), Email
Why it's hard to share today: Each account manager should only report on their own clients.
Proposal first draft
Turns meeting notes and a past proposal into a first draft of a new one, saved to your documents.
Apps it uses: Meeting notes, Documents (like Google Docs or Word)
Why it's hard to share today: Past proposals are confidential, and access to them should follow the person, not the tool.
Timesheet reminders and summaries
Finds missing timesheets, drafts reminders, and summarises hours by client for the project lead.
Apps it uses: Time tracking, Chat or email
Why it's hard to share today: Reminders should come from the project lead, and summaries should only cover their projects.
You bring the logic. Cresec does the rest.
Your name on it. You're recorded as the builder of every version, and you can see how far it spreads.
Everyone is themselves. People sign in with their company account and connect their own apps once.
No passwords in the tool. Nothing to leak, nothing to change when someone leaves.
Drafts first. New users can read and prepare drafts; sending is allowed per person, per tool.
A record of every action. Who did what, with which version of the tool, checkable by you at any time.
Common questions
Our clients ask how we use AI. What can we show them?
Cresec keeps a record of every action a tool took, by whom and with which version of the tool. You can share those records, and anyone can check them without contacting us.
Can we use this across several clients?
Yes. Access follows the person, so each account manager only sees the clients and projects they already can.
Can we show a client which AI actions touched their work?
Yes. Every action is on the record with the person and tool version, and the records can be checked without contacting us.