The AI assistant that knows your clients.

Ask about any client and see what needs your attention, without keeping it all in your head. Turn your notes into a clear update you can share.

Start free 14 days free. No card.

Works from your notes, the Slack channels you pick and the emails you forward.

Built for consultants and fractional leaders.

Olive HouseFictional client

What needs my attention at Olive House?

AgentHub

You promised Lou the new booking workflow by Friday.

You still need Lou's updated opening hours to finish it.

From your notes: TueThu

Fieldwork Studio Draft

Olive House · Fictional client

Client update

For Lou Martin

Hi Lou, here's where things stand.

The new booking workflow, by Friday.

Your updated opening hours, so we can finish the workflow.

Prepared from your notes
Your note · Tue

Told Lou I'd send the new booking workflow by Friday.

Your note · Thu

Still need Lou's updated opening hours to finish the workflow.

Ask

Ask about Olive House.It brings back what you promised.

The answer comes from your Tuesday and Thursday notes, with a next step you can act on.

Prepare

Choose Prepare update.Your notes become Lou's update.

It stays a private draft. You review it and change what you like.

Share

Publish when you're ready.Then share the link with Lou.

Start free 14 days free. No card.

Choose Prepare update.
Your notes become Lou's update.

It stays a private draft until you publish it. Then you share the link with Lou.

Nothing reaches a client until you send it.

Works with

  • HubSpotClient details
  • SlackChannel requests
  • n8nWorkflow lists
  • MakeWorkflow lists
  • ZapierError alerts
  • EmailForwarded requests

Across your clients

See what needs you across your clients.

Requests from email and Slack and promises from your notes land in one list. You decide what happens to each one.

Start free 14 days free. No card.

Good morning.

4 things need you

Needs you today

Add deposits for large-group bookingsOlive House Forwarded email
Can we add a "Demo booked" stage?Harbor Lane Slack #harbor-lane
Review draft
Launch plan for Marcus, due MondayCopperline Your promise
Open
Client update for LouOlive House Weekly draft
Review update

2 waiting on othersFictional clients. Nothing is on the record until you decide.

Scope approval

Get scope approved without another login.

Send your client a link to the exact change. They read it, type their name, and approve it or ask for changes.

  • No account needed for your client
  • The link lasts 14 days
  • A recorded approval, not an e-signature

Start free 14 days free. No card.

Fieldwork StudioLink from your consultant

Scope change for Olive House

Take deposits for large-group bookings

  • A deposit step for bookings of 8 or more
  • Guests pay the deposit when they book
  • Live before the holiday rush

Your name

Lou Martin

Approve scopeAsk for changes
Lou approved this scope.Tue 9:41 AM · Tied to the scope above

Recorded for you

Lou approved the scope.

Olive House · Fictional client · Kept with the exact scope he read

Client updates

Friday's update starts before you do.

On the day you pick, AgentHub gathers the week's work and your notes. You pick what goes in and press Prepare. Then publish it and copy the link or send it by email.

  • Weekly or monthly, on the day you pick
  • Your logo and brand color, not ours
  • Email replies come back as request drafts

Start free 14 days free. No card.

Built for your work

Pick the work you do. See where AgentHub fits.

Carved wooden figures: a consultant points to a launch plan on the wall while a founder and a sales lead listen.

GTM consultants

Keep the launch moving when the plan changes.

Requests, scope decisions and your promises stay together for each client. When the plan shifts, you see what changed and what you still owe.

Request draft · Slack

Add a partner webinar before launch?

Elena Ortiz, Copperline · Fictional client

Review draft

Works with Slack and HubSpot.

Get started

Start with one client.

  1. Paste a client's messageAgentHub pulls out the request. You confirm the client and save it.

  2. Send the scope linkYour client approves or asks for changes, no account needed.

  3. Publish their first updateCopy the link or send it by email.

Start free

14 days free. Up to 3 clients. No card.

After your trial

  • Consultant3 clients$49 a month
  • Agency10 clients$99 a month
  • More than 10clientsTalk to us

After 14 days, choose a paid plan to keep working. Your existing records remain readable and exportable. Every plan includes unlimited changes. Prices in US dollars.