AI agents for professional services

The AI agent for professional services.

Bill more hours on client work and fewer on admin. Frosty chases the missing documents, writes the client updates and turns every meeting into notes and next steps, with each client's work kept apart.

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Clients
Practice
The planAbout 9 creditsExample
  1. 1List clients with documents outstandingSheets3 credits
  2. 2Draft a reminder for each clientGmail5 credits
  3. 3Hold them for your tapGmail1 credits
Three jobs it takes off your team

More billable time. Less chasing.

Chase the missing documents

Every file waits on one client who has not sent the last paper.

Frosty checks the tracker, lists who owes what and drafts a polite reminder for each client. You tap send.

Sheets · Gmail · Slack

Write the client update

Clients ask where things stand because nobody has the time to tell them.

Frosty reads the week's work and drafts each client's update in your voice. You read it, tweak it, send it.

Slack · Docs · Gmail

Turn meetings into next steps

The meeting ends, the notes stay in a notebook and the action items go missing.

From your notes, Frosty writes the summary and next steps and files them on the client's record.

HubSpot · Notion · Docs
The AI agent that does the admin

Most AI tells you what to write to the client. Frosty does the work.

01

It knows every client
and every file.

One company brain for the firm: scopes, fees, preferences and what was agreed on the last call. Next month it already knows the baselines.

RemembersExample
  • Client A sends documents by the 5th
  • Client B wants a short Friday summary
  • Fees over the quote go to the partner
02

Inside the tools
your team already uses.

HubSpot, Gmail, Slack, Notion, Google Drive and Sheets, out of 3,000+ apps. No ready-made action for the job? It calls the app's API itself.

ConnectedExample
  • Read 38 open files in Sheets
  • Matched 12 replies in Gmail
  • Posted the status to #clients
03

Runs the routine
while you work.

Set it once and it runs on schedule: reminders drafted every Monday, updates drafted every Friday, meeting notes filed each evening. Every run leaves a receipt.

On scheduleExample
  • Mon 8:00 · Document reminders drafted
  • Daily 5:00 · Meeting notes filed
  • Fri 3:00 · Client updates drafted
04

Nothing sends
without your tap.

Connections are private by default, client notes reach only the people you share them with, and anything that sends, posts or deletes waits for your yes. It can never approve itself.

Waiting for youExample
  • 6 reminders drafted
  • 4 client updates held for your tap
  • 0 sent without a yes
Security you can see

See everything it can touch.

Open any automation: what it can read, who can use it, and every action it took, with the time.

See who handles your data

Permissions

Example
  • GmailWrite asks first
  • AirtableWrite asks first
  • SlackWrite asks first
  • Google SheetsWrite asks first

Read per app. Writing always asks first.

Sharing

Example

Now shared with: Just me

Private by default. You widen it.

Activity log

Example
  1. Read 3 invoices from Gmail
  2. Asked you before writing to Airtable
  3. You approved the message to #customers
  4. Sent it and saved the receipt

Every action, with the time it happened.

Try it on your client work

in free credits, on the house

  • Chase missing documentsA polite reminder per client, held for your tap.
  • Write client updatesEvery active client, drafted on Friday.
  • File meeting notesSummary and next steps on every record.
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Hire Frosty. Get it done.

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Revenue dashboardExample
Orders128
Refunds4
Repeat buyers37
Frosty

12 new leads answered. 3 replies held for you. Send them?

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AI agents for professional services | Frosty