AI coworker for agencies and service businesses

Luffy helps agencies and service businesses coordinate client work across briefs, documents, meetings, project tools, email, finance, and Slack. It can prepare content pipelines, meeting follow-ups, operating reviews, and invoice exception reports while keeping client messages and financial changes under explicit approval.

Built for

  • Creative, marketing, and growth agencies
  • Consultancies and professional services teams
  • Multi-client teams coordinating delivery in Slack

Example request

Before Monday standup, summarize every client deliverable, open approval, meeting commitment, and billing exception. Route each blocker to the account owner.

Keep context connected from signal to finished work.

Luffy works across the permitted systems your company already depends on, then returns a result with evidence, owners, and control boundaries intact.

  1. 01Turn scattered client context into a clear brief and next action.
  2. 02Keep deliverables, approvals, meetings, and owners moving together.
  3. 03Surface delivery and billing exceptions before they become client problems.

Four operating jobs for agencies and services.

Each workflow starts from existing systems, defines a finished output, and makes approval rules visible before it runs.

Google DocsNotionWebflowBufferMailchimp+1

Content pipeline

Turn one topic, customer insight, or campaign into blog, social, email, and publishing tasks.

Finished result

Drafted content set, publishing checklist, and engagement tracking.

Google CalendarGmailSlackGranolaFathom+1

Meeting brief and follow-up

Prepare before meetings, then extract decisions, TODOs, owners, and follow-up drafts after.

Finished result

Prep brief, action list, task updates, HubSpot note, and follow-up draft.

SlackGitHubLinearHubSpotStripe+1

Weekly executive review

Turn shipped work, pipeline, support, finance, and open loops into one weekly operating review.

Finished result

Weekly review in Slack, PDF, or deck with decisions and next actions.

GmailQuickBooksXeroNetSuiteRamp+1

Invoice and reconciliation loop

Extract invoices, match transactions, chase missing receipts, and summarize exceptions.

Finished result

Exception list, matched invoice report, missing receipt nudges, and audit trail.

Connect the work without surrendering authority.

Internal preparation and reporting can run automatically. Client communication, publishing, spending, and financial record changes can require an authorized reviewer.

Review security

Questions about Luffy for agencies and services

Can Luffy keep work separated by client?
Workflows can be configured around the permitted client sources, channels, folders, and destinations. Teams should grant only the access required for each operating lane.
Can Luffy prepare client-ready reports?
Yes. Luffy can assemble a draft report, document, deck, or PDF from the connected sources. External delivery can remain approval-first so the account owner reviews it.
Will Luffy send client messages automatically?
Only when the team explicitly grants that authority. A common setup automates research, drafting, and internal routing while keeping client-facing messages under review.