Intake Form Agent
Collects and checks the intake details a meeting needs to go ahead.
Ideal for: teams where deals slow down after the meeting.
Status: Designed and ready to build per engagement, not yet a live agent.
The problem it removes
The paperwork after a good meeting is where deals slow down and cash gets stuck. Intake Form Agent turns agreed outcomes into clean documents and timely follow-through, so nothing waits on admin.
How it works
A meeting or deal produces a next document or task.
The proposal, quote, or record is drafted from your template.
The draft waits for review before it goes out.
The document is sent and its status is tracked to done.
Anything overdue or missing is flagged before it costs a deal.
What changes
Connects to
Writes back
Every outbound action is approved by a human before it sends. Full audit trail included.
Want this running on your stack?
Book a meeting. We map Intake Form Agent to your funnel, your tools, and your voice, and tell you honestly whether it earns its place. Booking with us runs through the same system we install for clients.
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Proposal Drafter
Drafts a clear proposal from the meeting notes, ready for your review.
View →Quote Builder
Turns an agreed scope into a clean, consistent quote.
View →Contract Prep Agent
Prepares the agreement from your approved template and flags anything unusual.
View →Invoice Chaser
Follows up on unpaid invoices politely and on schedule, so cash does not stall.
View →