For Client-Facing Teams

AI Command Center for Client-Facing Agencies

Run inbox intelligence, client reporting, campaign strategy, PR packages, and content output from one suite โ€” reusable workflows across sales, marketing, and delivery teams.

24

AI Business Apps

6

Workflow Categories

Multi

Client Workflows

100%

Human Review

The Problem

Why Teams Struggle Here

Client comms scattered across inboxes, slow reporting, and too many single-purpose AI tools. Teams rebuild the same prompts for every client.

The Solution

How WorkPilot Fixes It

WorkPilot combines inbox intelligence with 24 standalone AI apps โ€” Marketing Hub, PR Intelligence, Analytics Intelligence, Creative Studio, and more โ€” in one workspace.

How It Works

Three Steps to Results

Connect your inbox, see structured intelligence in about 60 seconds. No credit card required.

1

Connect client-facing inboxes

Gmail or Microsoft 365 for account leads and delivery teams.

2

Run reusable workflows

Daily briefs, draft replies, Guardian scans, plus standalone apps for reports and content.

3

Deliver client-ready output

Structured reports, campaigns, and copy โ€” not raw chat transcripts.

See It In Action

Agency Client Workflow Dashboard

Sample workflow output โ€” connect your inbox to get yours.

AGENCY CLIENT WORKFLOW

agency@firm.com ยท 4 active client workflows ยท Team plan

Client A โ€” SaaS
Marketing Hub
Q2 campaign strategy ยท Draft ready
Live
Client B โ€” Fintech
PR Intelligence
Crisis holding statement ยท Review
Guardian
Client C โ€” Retail
Analytics Intel
GA4 monthly report ยท Complete
Exported
Inbox Intelligence โ€” Client A Account Lead
Re: Q2 campaign approval โ€” stakeholder alignment
3 threads need response. Draft reply addresses CMO feedback on audience targeting. Guardian: no flags.
Draft ready Daily Report sent Creative Studio queued
๐Ÿ“ฆ Client-Ready Output Queue
2 campaign briefs ยท 1 PR package ยท 1 analytics report ready for account lead review before client delivery.
Capabilities

What You Get

Inbox intelligence plus recommended AI apps for this role.

โœ“

Inbox Intelligence

Daily reports, draft replies, and risk scans on client email threads.

โœ“

Marketing & PR Apps

Campaign strategy, audience insights, and PR packages from real inputs.

โœ“

Analytics Reports

Interpret GA4, CSVs, and screenshots into client-ready intelligence.

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Team Controls

Org management, shared context, and audit-ready workflows on Business plans.

Recommended Apps

Standalone Tools for This Role

Beyond inbox intelligence โ€” complete AI apps that produce business-ready output.

Marketing Hub

Campaign strategy, content plans, and audience positioning.

View Marketing Hub

PR Intelligence

Turn transcripts into PR strategy packages and holding statements.

View PR Intelligence

Analytics Intelligence

Client-ready analytics reports from GA4 and marketing data.

View Analytics Intelligence

Also see: Founders

WorkPilot solutions are role-based โ€” explore how other teams use the same platform.

FAQ

Common Questions

Can agencies use WorkPilot across multiple clients?

Yes. Connect multiple mailboxes and run standalone apps per client workflow. Team plans add org-level controls.

Is there white-label or agency pricing?

Business and Enterprise plans support team controls and security review. Contact us for agency partnership options.

Do clients need WorkPilot accounts?

Your team runs WorkPilot internally. Outputs are delivered to clients as reports, drafts, and documents you approve.

Start with the Agencies Workflow

Free to start. Connect Gmail or Microsoft 365. Structured intelligence in about 60 seconds.