Use cases by industry7 use cases
AI automation for agencies and professional services firms
A 25-person performance marketing agency with 40 clients loses the first week of every month to reporting. Analysts pull Google Ads, Meta and GA4 into slides and write the same commentary with new numbers, and the account lead rewrites half of it before it goes out. Agency client reporting computes KPIs against each client's targets in code, detects the likely cause of a change, such as a budget cut, disapproved ads or a tracking break, and drafts the commentary in the client's language for the account lead to edit.
Every hour an agency or consultancy spends on work it cannot bill comes out of margin, so the builds here are about recovered time rather than headcount. Leads are researched and routed by inbound lead qualification before a partner opens them; tender packs of a few hundred pages become a compliance matrix with the public tender assistant; fifteen years of proposals and project sheets become answerable through an internal knowledge assistant that respects who may open which client folder.
Professional services firms are already moving. In Deltek's 2025 Clarity study of architecture and engineering firms, 53% used AI, up from 38%, with proposal development among the leading uses. What separates useful setups from the rest is whether the AI works from the firm's own past bids and projects.
What I would build for agencies and professional services
A company assistant that answers from SharePoint and Drive, and respects who may see what
Answers staff questions in Teams and Slack from SharePoint, Drive and Confluence, cites every source, and only searches what the person asking may open.
SharePoint and Teams / Google Drive / Slack / Confluence or Notion / Microsoft Entra ID or Google groups
An e-invoice layer that lets an old ERP issue XRechnung and ZUGFeRD before 2027
Reads invoice data from the ERP you already have, maps it to EN 16931, generates XRechnung or ZUGFeRD, validates every file with KoSIT and sends it by email or Peppol.
The existing ERP or billing system / KoSIT validator / Email (Outlook or plain SMTP) / Peppol access point / DATEV
Every inbound lead researched, scored and routed before a rep opens it
Researches and scores every inbound lead against your rubric, catches existing customers, routes by territory and capacity, and replies with a booking link.
HubSpot / Salesforce / Enrichment provider (Clay or Apollo) / Cal.com or Calendly / Slack
Agency client reports with commentary drafted from the data and approved by the account lead
Loads every client's ad and analytics data, measures it against their own targets, names only causes it can prove, and drafts commentary in the client's language.
Google Ads, Meta Ads and GA4 / Supermetrics or Funnel / BigQuery or Google Sheets / Looker Studio / HubSpot
Finding public tenders worth bidding on, and answering them from your own bid library
Watches TED and national portals, scores tenders against your capabilities, builds the compliance matrix, and drafts answers only from approved sources.
TED and national tender portals / SharePoint bid library / Word / Excel compliance matrix / Microsoft Teams
Onboarding that provisions accounts only after approval, and answers new starters' questions
Turns a signed contract into an approved access plan, creates the accounts through APIs, answers new starters from the handbook, and reverses it all on the last day.
HRIS (Personio, HiBob or BambooHR) / Google Workspace / Microsoft 365 / Okta or Microsoft Entra ID / Slack
Sales calls and emails that update the CRM on their own, after the rep approves
Reads customer calls and email threads, proposes stage, next step and close date changes with evidence, and writes them to the CRM after one click from the rep.
HubSpot / Salesforce / Gmail or Outlook / Zoom, Google Meet or Microsoft Teams / Slack
Where a firm that bills time loses it
Scope creep nobody bills
Tasks and time logged in Asana, ClickUp or Productive.io are compared weekly against the statement of work, and out-of-scope work is flagged with a draft change request. The account lead decides whether to bill it.
Estimates from memory
Scoping from memory underprices projects. Mapping a brief to the service catalog and estimating from past hours in Harvest or Float gives the managing director a draft SOW with its assumptions listed; the director sets the price.
Consent gaps in client data
Google Consent Mode leaves holes in conversion data, and a report that explains a drop with a confident story is worse than one that says the data is incomplete. Only causes the system actually detected may be named.
E-invoices to German clients
Firms billing German businesses must issue structured e-invoices from 2027 once prior-year turnover passes EUR 800,000. If the billing tool cannot, an e-invoice generation layer can.
What to buy, and what a partner still signs
Dashboards with generic summaries
AgencyAnalytics, Swydo, DashThis and Whatagraph add AI summaries to dashboards and are enough for standard channel reporting. Custom pays when you blend CRM revenue or offline sales with agency-specific KPIs.
RFP answer libraries
Loopio and Responsive handle private-sector RFPs, and Altura and Tendium public tenders. Build when what wins your bids is your own library, reference projects and review process.
Client-facing numbers
Every figure in a report comes from a query, not from the model, and the account lead sends the report. Nothing reaches a client without a person reading it.
Access for people who leave
Agencies hold client ad accounts and credentials. Onboarding automation matters most in reverse, revoking every account on the last day, and it never grants access without an approval.
Software these builds usually connect to
The systems do not get replaced. The build sits across them, reads from them through their APIs, and writes results back.
HubSpot / Salesforce / Pipedrive / Productive.io / Harvest / Float / Asana / ClickUp / Looker Studio / Supermetrics / Deltek Vantagepoint / SharePoint
Frequently asked questions
Can AI write monthly client reports for a marketing agency?
It can write the first draft of the commentary, which is the slow part. The numbers come from the ad platforms, GA4 and the CRM through connectors, KPIs are computed in code against each client's targets, and the model explains what changed using only the causes the system detected, such as a budget change or a tracking break. The account lead edits and sends; nothing goes to a client unread.
What is a good first AI project for a small agency?
The one that returns billable hours fastest with the least risk, usually client reporting commentary or lead research and routing. Both show results within a month, make no client-facing decision without review, and reuse data you already collect. A knowledge assistant over past proposals and project sheets is a strong second, once permissions per client folder are sorted out.
Can AI draft tender and RFP answers for a consultancy?
Yes, from your own material. It extracts every requirement from the tender pack into a compliance matrix with page references, then drafts answers only from approved past answers, CVs and project sheets, citing each source. The hard rule is that no approved source means a person writes the answer, and reference projects must be real ones from the library. The bid manager approves every submission.
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