Part of our Founders & Executives agents
AI agents for founders and executives in consulting
Actionist is an AI automation tool whose agents operate the apps consulting founders already use, preparing meeting packs, client watchlists, conflict checks, and briefings for the partner's decision.
Managing partners should spend Sunday evening on the firm's direction, not on assembling the pack for Monday's partners' meeting.
AI Employees for Consulting Founders & Executives 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
A founder or managing partner in a consulting firm runs two jobs at once: delivering for clients and governing the firm. The governance job is full of compiling, chasing, and checking that rarely feels like leadership.
Actionist builds AI agents for founders and executives in consulting that prepare the partners' pack, the key client view, and the conflict memo, so your hours go to the decisions only a partner can make.
- A partners' meeting that starts on timeAgenda, papers, and last meeting's actions assembled before the day.
- No key client goes quietA watchlist that shows who last spoke to each sponsor and when.
- Conflicts checked before the pitchA memo for the risk partner on every new prospect.
- Practice numbers on one pageScorecards in one definition, not five spreadsheets.
- Alliances and associates kept currentTiers, certifications, and trusted freelancers in one register.
- Built around your firmThese are examples. Build a custom agent for any partner job you repeat.
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 Consulting Founders & Executives team's day.
Where the hours go
Friday afternoon goes on chasing practice leads for papers, then Sunday evening on merging them into the pack for Monday's partners' meeting, and the minutes are still unwritten a week later.
An agent chases the papers, builds the pack, and drafts the minutes and decision log from the recording, leaving you the decisions.
A key client's sponsor has not spoken to a partner in four months and nobody noticed until the renewal conversation turned cold.
An agent keeps a watchlist of last contact, open invoices, and renewal dates, and flags the clients where the quiet has gone on too long.
A pitch is half written before someone asks whether the firm already advises the prospect's competitor, and the conflict check becomes a scramble.
An agent compares each new prospect with the client and former client lists and writes a memo for the risk partner to decide on.
Five practice leads send five different spreadsheets and the quarterly partner memo waits for whoever is slowest.
An agent chases the inputs, consolidates them in one definition, and drafts the quarter's memo for the managing partner to edit.
Actionist Will Automate
What one automation looks like
A week with your Consulting Founders & Executives agents
Some of the apps for your Consulting Founders & Executives team
Some of the executive apps your agent operates for you. Hundreds more are in the Actionist App Store.
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.
When a prospect and its proposed mandate are added to the pipeline, the agent reads the legal name and group companies within about a minute and compares them with current clients, former clients, and recorded confidentiality walls. The memo lists every match and waits for the risk partner to clear or escalate it.
Use cases for this team
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Partners' meeting150 min / weekCompiling the partners' pack on Sunday
Papers arrive late in five formats, the pack is merged by hand, and the minutes are written from memory a week later.
Partners' meeting Agent0 minAn agent chases, bundles, and drafts the minutesAn agent chases the papers, merges the bundle, and drafts the minutes and decision log from the recording for the managing partner to correct.
- Key clients90 min / weekRemembering who last spoke to each sponsor
The partner keeps a mental list of key clients and discovers a long silence only when a renewal conversation turns cold.
Key clients Agent0 minAn agent keeps the watchlist currentAn agent shows the sponsor, last contact, open invoices, and renewal date for each key client and ranks the quiet ones first.
- Conflicts70 min / weekChecking a prospect against the client list
Someone searches the client and former client lists by hand after the pitch is half written, and the answer depends on who remembers a past engagement.
Conflicts Agent0 minAn agent drafts the conflict memoAn agent compares each new prospect and its group companies with the lists and writes a one-page memo for the risk partner to decide on.
- Practice scorecards120 min / weekMerging five practice spreadsheets
Each practice lead sends figures in a different layout and the managing partner reconciles them by hand before the quarterly memo.
Practice scorecards Agent0 minAn agent consolidates under one definitionAn agent chases the inputs, combines them in one definition, notes anything that does not reconcile, and drafts the quarterly memo.
- External briefings75 min / weekPreparing for a client executive meeting
The partner reads three old emails and a website on the train, and misses the open invoice and the unanswered question.
External briefings Agent0 minAn agent compiles the one-page briefAn agent compiles the news, engagement status, open invoices, and last touchpoints into one page, ready the evening before.
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: ~5 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
A managing partner's agents handle client names, firm numbers, and judgement calls, so control matters more than speed. Actionist keeps decisions with you: agents prepare, a partner decides, and everything outward-facing is held for approval.
The agent compares lists and drafts a memo. Whether a prospect is cleared, escalated, or walled off is decided by a named partner, never by the agent.
Sponsor notes, reminders, and the Friday partner note are drafts until a person approves them. You can widen autonomy later through Approval Modes.
Scorecards, pipeline, and client records are read from your own tools. Data is encrypted and never used to train any model, and you can self-host on a VPS.
Consolidated views note which sheet each number came from and flag anything that does not reconcile, so the partners can ask where a figure came from.
More Consulting Firms teams
Frequently asked questions
Do consulting founders and executives need to be technical to use Actionist?
How do we get started with Actionist as a managing partner?
How do I make a customised AI agent for our firm's own routines?
How quickly can we set Actionist up?
Will the agent decide a conflict of interest for us?
Can it send reminders or notes to clients and partners by itself?
Is our client and firm data safe with an agent reading our CRM and sheets?
Can it work with our partnership's own spreadsheets and tracker that have no API?
Does this replace the chief of staff or the managing partner's assistant?
See an agent prepare a conflict memo for your next prospect
Book a free demo and watch an Actionist agent read a new pipeline entry, compare it with your client list, and draft the memo for your risk partner.