For Agencies
Automation for Agencies
Every new client means re-doing the same onboarding, reporting and invoicing steps. Catalyst wires those together so your team spends time on the work clients are paying for.
What we hear a lot
- Client onboarding forms get manually re-entered into your project management tool
- Status reports are assembled by hand for each client, every week or month
- Time tracking and invoicing are reconciled manually before every bill goes out
- Approvals and feedback get chased individually over email
- Account managers spend hours on admin that has nothing to do with the client's actual work
What changes with Catalyst
- New clients onboarded into your systems automatically from a single intake form
- Status reports that build themselves from the tools you already track work in
- Time and invoicing reconciled automatically, ready to send
- Approval requests and reminders that chase themselves
Relevant services
Where to start
Workflow Build-Outs
We connect the tools you already use — spreadsheets, email, accounting, forms, messaging — so data moves itself instead of being copied by hand.
Learn more →Custom Integrations & Apps
When off-the-shelf tools can't talk to each other, we build the small piece of software that makes them.
Learn more →AI Automation
Put language models to work on the boring stuff: reading documents, drafting replies, summarizing threads, routing requests.
Learn more →Find your first automation this week
Book a free 30-minute call. We'll look at one workflow together and tell you if it's worth automating.