Part of our Founders & Executives agents
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.
AI Employees for Event Planning 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
- Big briefs get a decision, not a debateEvery 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 nextFinal 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 seasonVenue 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 quietlyRepeat clients are tracked against last year's date, so a rebooking conversation starts before they shop around.
- Cover and contracts checked before site dayInsurance certificates, cancellation terms, and licence dates are read against each event, so a gap is flagged early.
- Built around how you run the firmThese 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.
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.
Actionist Will Automate
What one automation looks like
A week with your Event Planning Founders & Executives agents
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.
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
- Bid decisions160 min / weekReading 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 Agent0 minAgent prepares the bid packAn 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 review130 min / weekFinding 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 Agent0 minAgent builds the margin sheetAn agent gathers the bills, sets them against the signed budget, and tags every overrun by cause the week after the event.
- Season planning90 min / weekSpotting 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 Agent0 minAgent checks every date for clashesAn agent compares each new date with holds, crew, and your diary, and lists collisions with fixes for you to choose between.
- Key accounts75 min / weekRemembering 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 Agent0 minAgent watches for silent clientsAn agent lists annual clients past their anniversary with feedback and spend attached, and drafts the check-in for approval.
- Risk and cover85 min / weekReopening 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 Agent0 minAgent tabulates terms and datesAn agent lists cancellation windows, penalties, and certificate expiry against each event, and queues the gaps for the owner.
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
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.
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.
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.
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.
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.
More Event Planning teams
More use cases for Event Planning Founders & Executives teams
Frequently asked questions
Do the owners of an event firm need to be technical to use this?
How do I get started with an executive agent for our event business?
How do I make customised AI agents for how our firm actually decides?
How quickly can we set up an owner brief for our event firm?
Where do our client contracts, margins, and supplier rates live, and are they used to train AI models?
Our costings live in a spreadsheet and a booking portal with no public API. Will it still work?
Will it decide which briefs we bid on or what we charge?
Will it send a debrief, a thank-you, or a rebooking note to a client without me seeing it first?
We are on site for days at a time, so how does the owner brief reach us?
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.