Part of our Founders & Executives agents

AI workforce for Event Planning Founders & Executives

AI agents for founders and executives in event planning

Actionist is an AI automation tool whose agents operate the apps your event team already uses, so owners decide on bids, margins, and dates from a prepared pack, not a Sunday-night inbox trawl.

Event owners lose Sunday evenings to bid packs, margin spreadsheets, and diary clashes that a prepared brief should settle.

Your AI workforce
22 hrssaved on avg per person / month
$1,980avg saved per person / month
28avg scheduled jobs a week
Operates your stackActionist App Store
How it works

AI Employees for Event Planning Founders & Executives in 4 simple steps

  1. Manual Time

    We'll go over where you currently waste your time doing manual tasks.

  2. Actionist Automations

    We'll show you exactly how Actionist can automate these manual tasks.

  3. Your Benefits

    How much time and money you'll save by onboarding AI agents.

  4. Easy to use

    We'll show you how easy it is to enable AI across your business.

01

Where you spend your time

Why Event Planning Founders & Executives teams switch

We know how your week actually goes

What matters to you
  • Big briefs get a decision, not a debate
    Every large RFP arrives with a bid or no-bid pack: margin estimate, crew load, and a clash check, ready to approve.
  • Every event's margin known before the next
    Final cost against the quoted budget is pulled the week after each event, so scope creep shows before it repeats.
  • No date double-booked across the season
    Venue holds, site days, and your own diary are checked against each other, so a clash surfaces before a client signs.
  • Annual clients never drift away quietly
    Repeat clients are tracked against last year's date, so a rebooking conversation starts before they shop around.
  • Cover and contracts checked before site day
    Insurance certificates, cancellation terms, and licence dates are read against each event, so a gap is flagged early.
  • Built around how you run the firm
    These are examples. Build a custom agent for any owner-level 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 Event Planning Founders & Executives team's day.

The problem

Where the hours go

  • A 40-page conference RFP lands with a deadline, and the owner reads it on a Sunday night, guessing at crew load and margin from memory because nobody has pulled the comparable events or checked who is already booked that month.

    An agent reads each large brief, pulls two comparable past events, checks crew load and diary, and drafts a one-page bid or no-bid pack for you to decide on, so the choice rests on figures instead of instinct.

  • Final costs trickle in from caterers, AV crews, and riggers across three inboxes, so the margin on an event is only known weeks later, after the next event has already been priced on the same optimistic assumptions.

    An agent gathers supplier invoices into the event sheet, sets them against the signed budget, and tags every overrun by cause, leaving you to decide whether the next quote needs a different price.

  • Two site weeks overlap with a client dinner and a venue walkthrough, and nobody notices until the freelance pool is stretched and the owner's diary has three conflicting commitments on the same Thursday.

    An agent checks every new date against holds, crew bookings, and your diary before a yes is given, and flags peak weeks early so you choose which date moves, not which event gets short-staffed.

  • A public liability certificate lapsed in March and a cancellation clause needed ninety days' notice, and both facts sat in documents that nobody reopened until the event was already close.

    An agent reads each contract and certificate against its event date, lists cover gaps and notice windows ahead of time, and queues them for you, so a legal or insurance decision is made with weeks to spare.

02

Actionist Will Automate

Anatomy of an automation

What one automation looks like

Trigger·An event is marked complete and its final supplier invoices have been logged
Trigger
Step 1
Actionist
Event marked complete in the booking tracker
Confirmation
Step 5
Human
You review the overruns, decide whether the next quote needs a price change, and approve the summary
Saved per run
~1 hrs
Runs / week
~1×
Every event's true margin is known the week after, before the next quote is priced
A week in the life

A week with your Event Planning Founders & Executives agents

28Scheduled jobs
6Agents at work
24/7Always on
Agents
Mon–Wed
Mon
Tue
Wed
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Apps

Some of the apps for your Event Planning Founders & Executives team

Some of the event planning apps your agent operates for you. Hundreds more are in the Actionist App Store.

Triggers

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.

WhenA brief above your size threshold landsfires within about a minute
The agent automatically

When a brief arrives whose budget or headcount passes the threshold you set, the agent reads it within about a minute, pulls two comparable past events, checks crew and diary for those dates, and drafts a one-page pack. It waits for a partner to decide before anything is said to the client.

Receives this trigger from
03

Your benefits

Manual vs agent

Where the time goes back

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Bid decisions
    160 min / week
    Reading the brief on a Sunday

    The owner reads a long RFP at home, guesses crew load and margin from memory, and asks a planner to dig out a similar past event.

    Bid decisions Agent
    0 min
    Agent prepares the bid pack

    An agent reads the brief, pulls two comparable events, checks crew and diary, and drafts a one-page pack for the owner to decide on.

  • Margin review
    130 min / week
    Finding out the margin weeks later

    Supplier bills arrive across three inboxes, and someone rebuilds the cost sheet by hand once the last invoice shows up.

    Margin review Agent
    0 min
    Agent builds the margin sheet

    An agent gathers the bills, sets them against the signed budget, and tags every overrun by cause the week after the event.

  • Season planning
    90 min / week
    Spotting clashes by eye

    The owner scans a calendar, three trackers, and a holds sheet to see whether a new date collides with a load-in or crew booking.

    Season planning Agent
    0 min
    Agent checks every date for clashes

    An agent compares each new date with holds, crew, and your diary, and lists collisions with fixes for you to choose between.

  • Key accounts
    75 min / week
    Remembering who has not rebooked

    An account owner tries to recall which annual clients have gone quiet, then trawls feedback emails before writing a check-in.

    Key accounts Agent
    0 min
    Agent watches for silent clients

    An agent lists annual clients past their anniversary with feedback and spend attached, and drafts the check-in for approval.

  • Risk and cover
    85 min / week
    Reopening contracts to find the notice period

    Someone reads a venue contract page by page for cancellation terms and checks insurance certificate dates against a diary.

    Risk and cover Agent
    0 min
    Agent tabulates terms and dates

    An agent lists cancellation windows, penalties, and certificate expiry against each event, and queues the gaps for the owner.

+ 100s of other automations
Average monthly
20 hrs / person / month
ROI

What that's worth

Calculator

Calculate what your team saves

Team size
2 people
Hourly rate
$90 / hr
Hours saved / week
10
Hours saved / year
500
Annual ROI
$45,000

Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~5 hrs / person / week of admin work automated.

04

How easy it is to use

Automatic onboarding

We'll do all the heavy lifting for you.

From entering your website address to having a working AI team, no effort from you.

  1. Step 1

    Enter your website

    • We'll research your business
    • Automatically configure everything for you
    Try the demo
  2. Step 2

    Actionist Auto

    Optional
    • Watches you work
    • Creates your agents, workflows and schedules
    Get the extension
  3. Step 3

    Marketplace

    • Hundreds of apps, plus agents and workflows
    • Pre-configured by other users
    Browse the App Store
  4. Step 4

    Invite your team

    • We'll automatically onboard them too
    • Focus on the things that matter
    Open Actionist

Enter your website URL for a personalised demo

See exactly what Actionist would automate for your business.

Trust & control

You stay in control

Owner-level work touches your pricing, your contracts, and your client relationships, so Actionist is built for you to see everything the agent read, approve anything that leaves the firm, and keep every strategic call yourself.

Decisions stay with the owners

The agent prepares the bid pack, the margin read, and the cover list. Whether to bid, what to charge, and who stays on the supplier panel is always your call.

Client-facing drafts wait for approval

A debrief, a thank-you note, or a rebooking nudge is drafted and queued for your sign-off. Nothing reaches a client or a partner venue unless you widen that autonomy yourself.

A full record of what was read and changed

Every sheet the agent updated, every contract it summarised, and every flag it raised is logged with a timestamp, so a partner can check how a number was reached.

Your margins and contracts stay yours

Pricing, client terms, and supplier rates are encrypted and never used to train any model. Self-host on a VPS if the figures must stay on your own infrastructure.

Event Planning

More Event Planning teams

More to automate

More use cases for Event Planning Founders & Executives teams

FAQ

Frequently asked questions

Do the owners of an event firm need to be technical to use this?
No. You describe the decisions you make and the figures you want in front of you, and the agent works inside the apps you already use. App access still depends on permissions and sign-in, so start with one read-only sheet and a draft-only brief.
How do I get started with an executive agent for our event business?
Pick one recurring owner job, such as the bid or no-bid pack for large briefs, and bring a past RFP and the sheet you used to cost it to a free demo. Review the draft pack with a partner before adding a schedule.
How do I make customised AI agents for how our firm actually decides?
The six roles here are examples of custom agents. Tell Actionist your bid threshold, how you define margin, and which clients count as key accounts, and it can build an agent around your rules while the owners keep every final call.
How quickly can we set up an owner brief for our event firm?
Setup depends on how tidy your sheets are. A morning brief from a calendar and a tracker can be tested within a day. Once running, triggers react within about a minute of a new brief or a closed event, and you can start in Suggest mode.
Where do our client contracts, margins, and supplier rates live, and are they used to train AI models?
Your pricing, contracts, and supplier terms are encrypted, stay in your own accounts, and are never used to train any model. Every file the agent read and every sheet it changed is logged, and you can self-host on a VPS.
Our costings live in a spreadsheet and a booking portal with no public API. Will it still work?
Yes. Where a tool has no API, the Actionist agent can operate the screen the way a planner would, reading the sheet or portal and entering results. Screen automation runs in the cloud, and anything destructive still needs your approval.
Will it decide which briefs we bid on or what we charge?
No. It prepares the evidence, such as comparables, crew load, and margin history, and drafts the one-page pack. Whether to bid, what to charge, and which clients to keep are decisions that stay with the owners.
Will it send a debrief, a thank-you, or a rebooking note to a client without me seeing it first?
No. Anything addressed to a client or a partner venue is drafted and queued for your approval. Approval Modes let you widen that later for low-risk messages, but the default is that nothing leaves the firm unreviewed.
We are on site for days at a time, so how does the owner brief reach us?
The brief is posted to Slack or Telegram at the time you set, so it arrives on your phone wherever you are. The agent only reads and drafts; any reply to a client waits until you approve it.
Get started

See an agent prepare a bid or no-bid pack from a real brief

Book a free demo and watch an Actionist agent read a large RFP, pull comparable events, check crew and diary, and draft the one-page decision pack, end to end.