Part of our Marketing agents
AI agents for marketing teams in consulting
Actionist is an AI automation tool whose agents operate the apps your consulting marketing team already uses, turning partner notes, survey data, and webinar lists into drafts a partner can approve.
Consulting marketers get back the hours lost to formatting articles, cleaning survey data, and re-keying event lists.
AI Employees for Consulting Marketing 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
- Partner ideas that become articlesA rough set of notes reaches the editorial calendar as an outline, not a forgotten voice memo.
- Research the market actually citesA benchmark survey fielded, cleaned, and charted without the analyst losing a week.
- Events that turn into relationshipsEvery registrant logged and every target client flagged before the webinar starts.
- A website that routes enquiries wellEach form submission reaches the right partner with its source attached.
- Client stories that clear permissionAnonymised drafts and approvals tracked, so nothing is published without consent.
- Built around your marketing calendarThese are examples. Build a custom agent for any marketing job your team repeats.
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 Marketing team's day.
Where the hours go
Partners hold the best ideas in the firm but write them as bullet points on a plane, and the marketing team spends days turning notes into an outline, a house-style draft, and three versions for LinkedIn before anything can be published.
An agent shapes a partner's notes into an outline and a house-style first draft, traces the figures to their sources, and drafts the LinkedIn openings, leaving the partner to sharpen the argument.
The annual benchmark survey runs on spreadsheets: responses exported, duplicates removed by hand, sectors retyped, and tables rebuilt in Excel for the designer, so the report arrives months after the data closed.
An agent tracks responses by sector during fieldwork, cleans the export, and drafts the data tables behind every finding, so the research lead interprets the results while the numbers are fresh.
After every webinar or conference, a list of registrants sits in one tool, the CRM in another, and the partners never learn that a named client attended until a week later, when the moment to say hello has passed.
An agent syncs registrations into the CRM as they arrive, flags attendees from target clients, and drafts the follow-up note for the host to approve, so the follow-up happens while the event is still fresh.
Client stories stall because nobody can say which clients have agreed to what, so a good case study waits for weeks while someone searches old emails to see whether permission was ever given.
An agent keeps a permission tracker, drafts the anonymised story and the approval request, and flags anything the client has not cleared, so no story is published on a hunch.
Actionist Will Automate
What one automation looks like
A week with your Consulting Marketing agents
Some of the apps for your Consulting Marketing team
Some of the marketing 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.
Use cases for this team
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Thought leadership240 min / weekTurning partner notes into a published article
A marketer reshapes a bullet-point memo into an outline, reformats the partner's Word draft, and writes the LinkedIn teaser the night before the article goes live.
Thought leadership Agent0 minAgent outlines, formats, and drafts the lead-insAn agent builds the outline and the house-style draft, traces each figure, and drafts three LinkedIn openings for the partner to approve.
- Research200 min / weekCleaning survey data and building tables
An analyst removes duplicate responses, fixes sector spellings, and rebuilds the same pivot tables each year while the report deadline approaches.
Research Agent0 minAgent cleans and tabulates the responsesAn agent cleans the export, standardises sectors, and drafts the table behind each headline finding, with its working shown for the research lead to check.
- Events150 min / weekRe-keying registrations and chasing follow-up
Someone copies webinar registrants into the CRM by hand and writes a thank-you note a week later, after the partner has already forgotten who attended.
Events Agent0 minAgent syncs and flags as people registerAn agent adds each registrant to the CRM with the webinar tagged and flags target clients, then drafts the recap note for the host to approve.
- Website120 min / weekRouting enquiries and checking page facts
A contact-form message waits in a shared inbox until someone works out which partner covers that practice, and nobody notices a service page still lists last year's headcount.
Website Agent0 minAgent routes enquiries and spots stale factsAn agent tags each enquiry by practice area, assigns it in the CRM, and lists service pages whose facts look out of date.
- Client stories180 min / weekHunting for permission and anonymising by hand
A marketer searches old emails to see whether a client ever agreed to a story, then strips names and figures from the closing report one paragraph at a time.
Client stories Agent0 minAgent tracks permission and prepares the draftAn agent keeps the permission tracker, drafts the anonymised story with a change log, and prepares the approval request for the partner to send.
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
A firm's reputation rests on what it publishes and what it says about clients. Actionist is built so a partner reads everything before it goes out, the client approves anything that names them, and every action the agent takes is on the record.
Drafts, social posts, and newsletters wait in a queue for a partner's final read. Nothing is published to the website or LinkedIn on its own unless you widen that autonomy yourself.
A case study or a permission request is drafted for your review and held until the client has agreed in writing. The agent never publishes a client name, figure, or quote on a guess.
Each statistic the agent places in a draft carries a pointer to the dataset or report behind it, and anything it cannot trace is flagged for the research lead to check.
Drafts, contact lists, and survey data are encrypted and never used to train any model. Self-host Actionist on a VPS if everything must stay on your own infrastructure.
More Consulting Firms teams
More use cases for Consulting Marketing teams
Frequently asked questions
Does our consulting marketing team need to be technical to use Actionist?
How do we get started with a marketing agent?
How do we make customised AI agents for how our marketing team works?
How quickly can we set a marketing agent up?
Is our client information safe, and is it used to train AI?
How does an agent work with a CMS or LinkedIn page that has no API?
Will the agent publish an article or send the newsletter on its own?
Will it write in our partners' voice, and can it get facts wrong?
Could the agent publish something a client did not approve?
See an agent turn a partner's rough notes into a draft article
Book a free demo and watch an Actionist agent outline an article, clean a survey export, and route a website enquiry, end to end.