Himanshu Kalra · Founder, SketchAI earns its place in an agency by taking the tracking work: watching threads, drafting messages, gathering numbers, and remembering everything. It fails when it replaces judgment. Every chapter in this guide applies the same split — automate the remembering, keep the deciding — to one piece of daily operations.
What does an AI assistant actually do in an agency, day to day?
It does the work between the work. Not strategy, not creative — the follow-ups, the status answers, the filing, the “what did we agree with the client in March?” questions. This chapter walks one real working day, hour by hour, and marks every task a system handled.
How do you automate client follow-ups without sounding like a robot?
Automate the tracking, not the voice. A system watches every open thread, flags the quiet ones, and drafts each nudge in your voice — you review and send. Four touches over two weeks, and the day-14 honest close gets the most replies.
Read the full chapter →How do you automate client reporting?
Let the numbers gather themselves, and spend your hour on the narrative. Reporting hurts because collection and formatting eat the time that interpretation deserves. This chapter rebuilds the Friday ritual so the system assembles, and you explain.
What belongs in a client onboarding checklist — and what can you automate in it?
Automate the setup steps, keep the trust-building human. Channels, access, folders, kickoff notes — a system does these identically every time. The first strategy conversation is yours. This chapter ships the full checklist, split line by line.
What can an AI agent in Slack actually do — and what can't it?
An honest capability map, from a team that ships one. Where an agent in Slack genuinely saves hours, where it disappoints, and the setup mistakes that cause most of the disappointment.
How do you make WhatsApp client work billable?
WhatsApp is where agency work actually happens — and where it disappears. Decisions made in chat never reach the project tracker. This chapter covers turning that stream into tracked, billable work without moving your clients anywhere.
