Consultants, fractional leaders & AI automation experts
AgentHub is the AI assistant that knows your clients. Prepare the work from your notes, then send a page they can act on.
14 days free. No card.
No account needed for your client.
Illustrated example · Fictional client
Scope approvalFor Pat, from Fieldwork Studio
AI workflow for new quote requests
A workflow drafts each quote reply. Quotes over $5,000 wait for your OK.
Your name
Pat Marlow
Approve scope Request changesScope approvalFor Pat, from Fieldwork Studio
AI workflow for new quote requests
A workflow drafts each quote reply. Quotes over $5,000 wait for your OK.
Recorded for Pat Marlow.
Example: your client opens the link you email.
Fieldwork StudioSam Reyes, Principal
Hi Pat,
The quote workflow is built and tested. Next week we switch it on for real requests.
I still need your current price list before Friday.
Sam ReyesPrincipal, Fieldwork Studio
Example: Pat opens the link you emailed.
A quick check-in from Sam
Sam Reyes, Fieldwork Studio
A quick check-in from Sam
Sam Reyes, Fieldwork Studio
Example: an answer on the check-in link.
Client requestRequest for Marlow Supply
What would you like changed?
Your name
Pat Marlow
What would you like changed?
Quick question. Could we add Spanish replies?
Submit requestThis creates a draft for consultant review.
Client requestRequest for Marlow Supply
Request received
Nothing has been approved or started yet.
Example: a request submitted through your client’s link.
Example: your client opens the link you share.
Shared fileShared with you by link. No account is needed.
Marlow Supply quote plan.docxWord document · Version 2
Example: Pat opens the link you shared. It opens one fixed version.
Your sideIn AgentHub
Scope link
Waiting for a response.
Recorded
A named approval, kept with the exact scope.
Friday’s update
Published, with 3 items you picked.
Send by emailSent
Email handed to the mail provider.
Others owe
Pat will send the current price list.
Answer on this promise
“It’s done.”
Request link
Your request link is ready.
Request draft
A request draft is ready to review.
Review draftWord document
Marlow Supply quote plan.docx
Create private linkLink ready
Private link created.
Copy linkLink copied
Link copied. You share it.
Shared by you
You shared the link to Version 2.
Revoke linkYour client reviews the scope and responds from a link. It lasts 14 days. This records an approval, not an e-signature.
Review the update, then choose Publish and create link. Send by email is a separate action. You can also copy and share the link yourself.
Send a check-in for a late promise. An answer never closes the promise by itself, and anyone with the link can answer.
Give each client a reusable request link. Their submission arrives as a draft, with their name and the change they are asking for.
Create private link makes a link to one reviewed version. Copy it and share it yourself. Revoking a link cannot recall files already downloaded.
Four minutes before the call
Open one client. Catch up on the work you have saved, without piecing it together again.
Marlow SupplyFictional client · Your private view
Before your call
Since your November 4 meeting summaryChange
2Done
1New
3Open
2To raise
You owe1
I’ll send Pat the workflow test results by Friday.Due Friday
Others owe2
Pat will send the current price list.2 days overdue
Pat will confirm the delivery terms.Due Monday
Illustrated excerpt. Built from the notes saved for this client.
Before a call brings together recent changes, what you owe, what others owe and what to raise. It is built when you open it.
It starts from your last meeting summary, or the past week. You can choose another start date.
Ask from Home
Name a client in your request. When AgentHub finds a clear match, it opens that client’s conversation and uses your saved notes.
Help me prepare a proposal for Marlow Supply.
Marlow SupplyOpens in this client’s conversation
Example · Fictional client
Works with your tools
Bring in client details, requests and workflow lists from HubSpot, Slack, n8n, Make, Zapier and email. Then let Claude or Claude Code read the clients you choose.
mcp.agenthub.ai/mcpRead-only
Example · Fictional clients · See how the connection works
Between calls
Keep requests, client updates and document revisions with the work they belong to.
Forward a client’s email or give them a request link. The request arrives as a draft. You choose what becomes part of the work.
Slack requests are available through the invitation-only pilot.Forwarded emailFictional client
Pat MarlowQuick question. Could we add Spanish replies?
Request draftReply in Spanish
Waiting for you to confirm or dismiss.
Set a weekly or monthly schedule. With notes enabled, AgentHub gathers items for you to choose before preparing the update.
Publishing and sending stay with you.Friday’s updateFictional client
3 items gathered. You choose what goes in.
Ask for a Word document or Excel workbook, then describe your revisions. Earlier versions remain available while you keep the conversation.
Share a reviewed version by link. You can revoke future access.Word documentFictional client
YouMake the reply time 2 hours.
Marlow Supply quote plan.docxVersion 2Version 1
Version 1 stays available.
Start free Try it with one client’s notes.
Your control
Pick what goes in an update, publish it, then send or share the link. Publishing alone sends nothing.
Clients open the pages you share from a link. Anyone holding that link can open it.
AgentHub does not train AI models on workspace content. Connected AI apps follow your account’s terms and settings. Security & Data
Plans
Your team is included. Choose the number of clients you manage, with no charge per teammate.
ConsultantUp to 3 clientsUS$49/ month
AgencyUp to 10 clientsUS$99/ month
More than 10 clients? Contact us.
Month to month, in US dollars. AI usage limits apply. Slack is by invitation.
After 14 days, choose a paid plan to keep working. Your existing records stay readable and exportable.
Get started
Paste the notes from your last call. Ask what needs your attention.
14 days free. Up to 3 clients. No card.
Questions first? Contact us.