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AI implementation for agencies

Catch the client work that is about to slip.

Assets, approvals and deadlines get buried in project activity. 3Fold builds a layer on top of your tools that shows what needs attention.

Fix a workflow Read the agency case

Where agency work slips

  • AssetsThe client waits on a file and nobody can say who has it.
  • ApprovalsA sign-off sits in a thread while the launch date gets closer.
  • DeadlinesDates live in the project tool, the inbox and a few heads.
  • StatusThe account manager checks several boards before each client update.
  • Follow-upsChasers get written late or not at all.
  • Launch knowledgeOne producer knows how a launch runs. Nobody else does.

One agency, told straight

The agency
A Shopify e-commerce agency coordinated time-sensitive client launches in Basecamp.
The problem
Assets, approvals and deadlines got buried in project activity.
What 3Fold built
An operating layer that surfaces what needs attention, flags work at risk and prepares follow-ups.
Who stays in control
The account manager.

The agency stays unnamed.

What 3Fold can build for an agency

Each card describes something 3Fold can build for a team like yours.

Example

Launch risk list

A launch date is close and nobody knows which assets are still missing.

  1. ConnectsAn integration reads your project tool and your calendar.
  2. RuleA rule marks launches with missing assets or overdue approvals.
  3. ViewA view lists them by launch date.
  4. PersonThe account manager decides what to chase.

Example

Approval chaser

An approval sits with a client contact for days.

  1. ConnectsAn integration finds the open approvals.
  2. CheckA check measures how long each one has waited.
  3. AI stepA model drafts a short nudge.
  4. PersonThe account manager edits it and sends it.

Example

Client status update

The weekly update takes a manager time to pull together from several boards.

  1. ConnectsIntegrations read the week’s project activity.
  2. AI stepA model drafts the update.
  3. PersonThe manager edits it and sends it.

Example

Request to project

A new client request arrives by email and someone retypes it into the project tool.

  1. AI stepA model reads the email and fills in a brief.
  2. RuleA rule checks the brief for missing details.
  3. ConnectsAn integration creates the project.
  4. PersonA producer confirms the brief first.

See a sample board with example data

The account manager stays in control

The layer prepares the follow-up. Your team decides whether it goes out.

Your project tool stays where it is. The layer sits around it and reads what your team already records.

$5,000 for the launch workflow

One bounded workflow, such as launch tracking or approvals. We map it, connect up to three tools and build the layer.

$5,000

One purchase. No subscription. No sales call.

To start

$2,500

Paid when you approve the scope for your launch workflow.

At acceptance

$2,500

Paid when the layer is ready for your team to accept.

What the $5,000 covers

  • Your launch or approval workflow, mapped
  • Your project tool and one or two others, connected
  • Rules that flag work at risk
  • Drafted follow-ups for your team to edit
  • Testing, documentation and handoff

A team that wants several workflows fixed at once gets a written scope review first.

Show us the workflow

Questions

Do we have to leave our project tool?

No. Your project tool stays. 3Fold reads it and adds what it is missing.

Will the layer message our clients?

No message reaches a client until a person on your team approves it. The written scope can say otherwise.

Is this a project management tool?

No. It sits around the one you use. It reads project activity and shows what needs attention.

Why is the agency in the case unnamed?

We keep the agency’s name private.

What if we run launches in several tools?

Up to two or three systems fit one implementation. A larger setup gets a written review first.

Show us the launch that keeps slipping.

Tell us which tools hold the work today.

Show us the workflow