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    CollabAI
    For Agencies & Professional Services

    Run your agency from one cockpit.

    The Agency Control Tower adds 46+ AI agents on top of HubSpot, Monday, Zoom, Slack, and Notion — so partners, COOs, and PMs run the business from one live picture instead of chasing it across tabs.

    46+ agency agents1+ year in production at SJ Innovation40+ hrs/wk saved
    No signup requiredSOC 2 · GDPRSelf-hosted option

    For Managing Partners & COOs

    Stop scope creep eating your margin. Stop knowledge walking out the door. Add an AI workforce to the tools your team already uses.

    Book demoTry live demo
    40+
    Hours saved / week
    2,500+
    Meetings auto-processed
    10,000+
    Agent tasks completed
    166
    Active projects tracked

    Battle-tested inside SJ Innovation — a 100-person agency — for over a year.

    The reality

    You're losing hours to work software should handle.

    01

    Copying meeting notes into tasks

    Then chasing people to finish them. Hours per week, every week.

    02

    Status reporting overhead

    Slack pings, email threads, 'quick syncs' that aren't quick. A 20-person team loses 400+ hours/month.

    03

    Context trapped in people's heads

    Notion, Confluence, nobody searches them. Knowledge walks out when employees leave.

    The Agency Control Tower

    One hub. Every system your agency already runs on.

    Control Tower sits on top of HubSpot, Monday, Notion, Zoom, Slack, Drive, and GitHub — ties them into one operating picture for leadership.

    Unified hub
    Agency Control Tower
    Live data · AI orchestration
    Projects & Delivery
    Monday + Notion, unified
    BD & Pipeline
    HubSpot deals + Deal Coach
    Pods, OKRs, Productivity
    Utilization + scorecards
    Meetings & Knowledge
    Zoom transcripts + semantic search
    EOS / L10
    Rocks, Issues, IDS, V/TO
    AI Agents
    46+ specialized for agency work

    Real-time sync · Role-based access · Audit log on every action

    AI + your team

    Take the busywork off the people who bill.

    Real numbers from running this inside a working agency. Your PMs, leads, and partners get their week back.

    • 2 hrs writing client status reports
      15 min with an AI draft
      -87%
    • 30 min of post-meeting admin
      0 min — tasks auto-created in Monday/Notion
      -100%
    • 45 min hunting context in Notion & Slack
      2 min semantic search across every meeting & doc
      -96%
    • 90 min of L10 prep on Sunday night
      5 min — agenda auto-populated from Rocks & Issues
      -94%
    Meet the agency agents

    Specialized for agency work — not generic chatbots.

    See all 46+ agency agents
    Sales & CRM

    Deal Coach

    Strategic coaching on every active deal based on pipeline, history, and stage.

    Meetings

    Meeting Intelligence

    Auto-extracts issues, action items, decisions, and sentiment from every call.

    Project Management

    AI Project Analyzer

    Flags timeline risk, scope creep, and blockers before they become billable disasters.

    EOS

    EOS Triage Assistant

    Triages issues with priority, severity, and department — your L10 prep, automated.

    Team & Productivity

    Pod Weekly AI Summary

    Sunday-night briefings on productivity %, OKRs, utilization, GitHub, and reviews.

    Knowledge

    Knowledge Librarian

    Semantic search across every meeting, doc, and decision — finds what you mean.

    EOS

    L10 Agenda Builder

    Auto-populates the Level-10 agenda from overdue Rocks and open Issues.

    Tasks

    Task AI Chat

    Conversational assistant inside every task — answers, suggests, gives context.

    Agency workflows in motion

    How the agents combine into real outcomes.

    Meeting → tasks → owners

    Trigger: Zoom call ends

    1. 01agentMeeting Intelligence extracts decisions, action items, sentiment
    2. 02agentTask AI Chat creates tasks in Monday/Notion with owners + due dates
    3. 03agentSlack DM sent to each owner with context
    4. 04humanOwner accepts, edits, or reassigns in 1 click
    Zero post-meeting admin. Tasks live in the tools your team already uses.

    Sunday-night Pod Briefing

    Trigger: Scheduled, Sunday 6pm

    1. 01agentPod Weekly AI pulls productivity %, OKRs, GitHub, reviews
    2. 02agentDrafts 1-page briefing per pod with risks called out
    3. 03systemEmail + Slack delivery to leads
    4. 04humanLead reviews, opens Monday for L10 prep
    Leadership starts Monday with the full picture, not asking 'what happened last week?'.
    What's inside

    Nine modules. One operating system for your agency.

    Every module is live in production — not a roadmap, not a beta.

    Projects & Delivery

    Live

    Track projects, milestones, billing, allocation across Monday + Notion.

    12 features

    BD & Pipeline

    Live

    HubSpot deals, contacts, accounts — with Deal Coach on every opportunity.

    15 features

    Pods, OKRs & Productivity

    Live

    Pod-level scorecards, OKRs, utilization, and weekly performance.

    10 features

    Meetings & Knowledge

    Live

    Zoom transcripts, AI summaries, semantic knowledge base, process guides.

    11 features

    EOS & Strategy

    Live

    Rocks, Scorecard, IDS, V/TO, Accountability Chart — L10-native.

    8 features

    AI & Automation

    Live

    46+ agency-tuned agents, CollabAI runtime, automated workflows.

    46+ agents

    Resource Projection

    Live

    Capacity planning, weekly reports, data-center views for ops.

    5 features

    Finance & Invoicing

    Live

    Project billing setup, expense tracking, invoice management.

    4 features

    HR & Leave

    Live

    Leave requests, approvals, HR sync, employee directory.

    6 features

    Works with your stack

    No rip-and-replace.

    Control Tower sits on top of what your team already uses.

    HubSpotZoomGoogle WorkspaceSlackMondayNotionGitHubOutlook
    Proof

    Battle-tested, not beta.

    "Control Tower changed how we run the business. We used to spend Monday mornings catching up on what happened last week. Now the AI tells us before we even ask. Our L10 meetings actually take 90 minutes instead of running over."
    Leadership Team
    SJ Innovation
    L10s on time
    "The Meeting Assistant alone was worth it. I used to spend 30 minutes after every client call typing up notes and creating tasks. Now I just end the Zoom and it's all done. That's 5+ hours a week back."
    Project Manager
    SJ Innovation
    5+ hrs/week back
    "Finally, a knowledge base people actually use. Control Tower's AI search actually finds things because it understands what you mean, not just what you type."
    Operations Lead
    SJ Innovation
    Knowledge base that works
    The playbook

    How agencies go live.

    A four-week rollout that puts AI agents on top of HubSpot, Monday/Notion, Zoom, and Slack — without disrupting how your team already works. Battle-tested at SJ Innovation across 1+ year of production use.

    1. Week 1 · 01

      Connect & calibrate

      • OAuth into HubSpot, Zoom, Drive, Slack, Monday
      • Import last 90 days of meetings + projects
      • Configure pods, OKRs, EOS settings
    2. Week 2 · 02

      Agent training

      • Train Knowledge Librarian on docs + Notion
      • Activate Meeting Intelligence on live calls
      • L10 Agenda Builder dry-run with leadership
    3. Week 3 · 03

      Team enablement

      • 30-min team training session
      • Pod leads onboard to Sunday briefings
      • Task AI Chat live in 1 pilot pod
    4. Week 4 · 04

      Go live

      • All agents active company-wide
      • Weekly office hours for first month
      • Outcomes review at day 30 / 60 / 90
    40+
    Hours saved / week
    2,500+
    Meetings auto-processed
    10,000+
    Agent tasks completed
    "Our L10 meetings actually take 90 minutes instead of running over. The AI tells us what happened before we even ask."
    — Leadership Team, SJ Innovation
    Agency pack
    $2,500/ year, starting

    Teams up to 50 employees · $5,000 / year for 50+ · $4,000 one-time setup (waivable) · self-hosted on your server

    46+ agency agents · all 9 modules · HubSpot + Monday + Zoom + Slack integrations · onboarding in 4 weeks.

    Frequently asked by agency leaders

    The questions partners and COOs ask in the first call.

    Same workflow. New workforce.

    Try the live agency demo, or book a 30-minute walkthrough with the team that's run this in production for over a year.

    SOC 2GDPRSelf-hosted option1+ year in production

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