Part of our Sales agents
AI agents for sales teams in architecture firms
Actionist is an AI automation tool whose agents operate the apps your architecture sales team already uses, from rebuilding each fee proposal by hand to a draft waiting for partner sign-off.
Business development leads get back the hours lost to proposal rebuilds, PQQ paperwork, and chasing replies.
AI Employees for Architecture Firms Sales in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
Winning architecture work is a relay of small documents: a fit check on the brief, a fee proposal by stage, an appointment letter, a PQQ, a pitch deck. Each one is rebuilt from the last, between site visits and design reviews.
Actionist builds AI agents for architecture sales teams that prepare those documents and chase those replies, so partners decide on fees and bids and spend their time with prospective clients.
- Enquiries qualified before the callbackBrief, budget, site constraints, and capacity are checked first, so the partner returns the call with context.
- Fee proposals built from your own templateStage scope and fee schedule are drafted and held for the partner's sign-off before anything is sent.
- Appointment paperwork that gets signedAppointment letters go out for approval and unsigned ones are chased, not left in a drafts folder.
- Bids that never miss a closing datePQQ answers, references, and insurance certificates are tracked against every tender deadline.
- Quiet proposals followed upEvery proposal past your chase window gets a drafted follow-up waiting for approval.
- Built around how your practice sellsThese are examples. Build a custom agent for whatever your business development lead repeats each week.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Architecture Firms Sales team's day.
Where the hours go
A new enquiry arrives with half a brief, and someone has to look up the site, check its planning history, and test the job against capacity before anyone can say whether it is worth a conversation, so promising ones wait while the team is out on site.
An agent reads each enquiry, checks the address against planning limits and the resource plan in the cloud, and posts a one-page fit summary for the partner within about a minute, so the callback is informed.
Every fee proposal starts as a copy of the last similar one, with stage scope, exclusions, and fee percentages edited by hand, so a stale line from an old client can slip into the next document.
An agent drafts the proposal from your template and fee sheet, lines the scope up with each work stage, and queues it for the partner's sign-off, with every figure traceable to the fee schedule.
A PQQ lands with a closing date eight days away, and the practice re-answers health and safety, insurance, and reference questions it answered a quarter ago while reference contacts are chased one email at a time.
An agent holds the answer bank, pre-fills the standard sections, gathers the certificates, and drafts the reference-consent requests, leaving the team to write the parts that make the practice different.
Proposals go quiet after the client meeting and nobody follows up for weeks because the next job is already on the board, and unsigned appointment letters sit in the same silence.
An agent watches every proposal and appointment letter against your chase window and drafts a warm follow-up for each, held for approval, so no instruction dies of silence.
Actionist Will Automate
What one automation looks like
A week with your Architecture Firms Sales agents
Some of the apps for your Architecture Firms Sales team
Some of the apps your architecture sales team already uses, operated by your agents. Hundreds more are in the Actionist App Store, and an agent can work in tools that have no API by operating the screen.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Sales120 min / weekReading every enquiry in full to decide
Someone opens each email thread, looks up the site on the planning portal, and checks the resource plan, so the partner gets a view only after a long reading session.
Sales Agent0 minAgent posts a fit verdict for each enquiryAn agent extracts the brief, checks planning limits and capacity, and posts a short fit verdict to Slack, leaving the decision to call or decline with the partner.
- Sales240 min / weekRebuilding each fee proposal from the last one
A copy of an old proposal is stripped of the previous client's details, and the stage scope and fees are retyped, usually in a rushed hour before a deadline.
Sales Agent0 minAgent drafts the proposal for partner sign-offAn agent drafts the proposal from the template and fee sheet, aligns scope to each work stage, and places it in a shared folder for the partner to edit and approve.
- Sales180 min / weekRe-answering the same PQQ questions
The team searches old submissions for health and safety, insurance, and equality answers, pastes them in, and rewrites them to fit the new tender.
Sales Agent0 minAgent pre-fills from your answer bankAn agent matches the questions to the stored answers, pre-fills a working copy, and highlights the project-specific questions that need a person to write them.
- Sales90 min / weekChasing quiet proposals and unsigned letters
A partner remembers a proposal during a train journey and writes to the client from memory, while unsigned appointment letters sit unnoticed.
Sales Agent0 minAgent drafts each follow-up for approvalAn agent watches every proposal and unsigned letter against your chase window and drafts a specific follow-up for each, waiting in the inbox for a partner's approval.
- Sales120 min / weekCompiling the Monday pipeline report
Someone pulls open deals, fee values, and decision dates from the CRM and the tender tracker into a document on Sunday evening for the partners' meeting.
Sales Agent0 minAgent compiles the report before the meetingAn agent assembles the pipeline, expected fees, and last week's wins and losses into one document and posts the link to Slack before the partners sit down.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent that touches your fee levels, your proposals, and your client contacts only earns trust if you stay in control. Actionist is built so a partner sees everything it prepared, approves anything that reaches a client, and owns every record it writes.
Proposals, follow-ups, declines, and thank-you notes are drafted and held for approval. Nothing reaches a client or a developer unless you widen that autonomy yourself through Approval Modes.
The agent prepares fit summaries, fee options, and bid or no-bid sheets. Setting a fee, choosing to bid, and agreeing terms stay with partners and directors.
Merging records, deleting a deal, or submitting a portal form always asks first, and that safeguard cannot be switched off.
Every run is logged with steps and screenshots. Fee sheets and client details are encrypted, never used to train a public model, and can be self-hosted.
More Architecture Firms teams
More use cases for Architecture Firms Sales teams
Frequently asked questions
Does my business development team need to be technical to use Actionist?
How do I get started with an agent for fee proposals and bids?
How do I make a custom AI agent for how we sell?
How quickly can I set Actionist up?
Will it ever send a fee proposal to a client without a partner seeing it first?
Our CRM is patchy and the planning portal has no API. Will an agent still work?
Who decides whether we bid and what we charge?
Can it help with PQQs, public tenders, and frameworks?
Is our client and fee information safe?
See an agent turn a new enquiry into a draft fee proposal
Book a free demo and watch an Actionist agent read an enquiry, check capacity, and draft a stage-by-stage fee proposal for partner sign-off, end to end.