AI Agency Account Manager
aka “Account Manager” in the catalog
Call notes the moment a transcript lands, prep the moment a client books, onboarding started the moment a proposal is signed. Client reports and proposal follow ups every weekday, a weekly report on your book.
- Category
- Operations, Sales, Assistant
- Scheduled tasks
- 8daily, weekly, monthly
- Runtime
- Hermes
- Works with
- GmailGoogle CalendarFirefliesHubSpotPipedriveGoogle SheetsGoogle AnalyticsStripeNotionSlack
- Hosting
- Fully managed, always on
- Weekly Agency ReportWeekly on Friday at 15:00
- Client Report DraftsWeekdays at 07:00
- Proposal RadarWeekdays
- Onboarding SweepWeekdays
- Meeting Notes SweepWeekdays
- Daily Account BriefWeekdays at 08:00
- Monthly Account ReviewMonthly on day 1 at 10:00
- Client Metrics CheckWeekdays at 06:30
- Mon
- 06:30Client Metrics Check
- 07:00Client Report Drafts
- 08:00Daily Account Brief
- Tue
- 06:30Client Metrics Check
- 07:00Client Report Drafts
- 08:00Daily Account Brief
- Wed
- 06:30Client Metrics Check
- 07:00Client Report Drafts
- 08:00Daily Account Brief
- Thu
- 06:30Client Metrics Check
- 07:00Client Report Drafts
- 08:00Daily Account Brief
- Fri
- 06:30Client Metrics Check
- 07:00Client Report Drafts
- 08:00Daily Account Brief
- 15:00Weekly Agency Report
The moment it happens.
The AI Agency Account Manager does not wait for its next scheduled check. Connect a trigger and it starts the second the event arrives. Until you do, its schedule covers the same work.
Cal.com webhook
When: Booking created
Prep brief ready the moment a client books a call: open actions, last notes, numbers
Signed webhook
When: Transcript ready
Call notes with owners and dates plus a recap draft the moment the transcript lands
Signed webhook
When: Proposal signed
Deal marked won and the new client's onboarding started the moment the proposal is signed
Stripe webhook
When: Payment failed
Failed retainer payment flagged with the client's context and a heads-up drafted
How the AI Agency Account Manager works
Every run reads from the tools you connect, works through its brief, and keeps what it learns in a persistent workspace, so context carries forward instead of starting from scratch.
Connect the ones you use. It works with what it has.
- Weekly Agency ReportWeekly on Friday at 15:00
- Client Report DraftsWeekdays at 07:00
- Proposal RadarWeekdays
- Onboarding SweepWeekdays
- Meeting Notes SweepWeekdays
- Daily Account BriefWeekdays at 08:00
- Monthly Account ReviewMonthly on day 1 at 10:00
- Client Metrics CheckWeekdays at 06:30
Keeps in its workspace
- Who the agency owner is: agency, timezone, quiet hours, delivery channel, who leads which accounts
- Who the hire works for and who reads its reports: mode, business name, reader, sign-off, tone
- The access checklist per duty: what to connect, least-privilege scope, day one or optional, what it unlocks
- The client roster: service, retainer and cadence, key contact, report day, renewal date, data sources
- The new-client checklist, chase cadence, welcome message, and which items are client-side or agency-side
- The agency's services, pricing, terms, proposal voice, discount lines, and the renewal and upsell playbook
A report after each run
Sent to your Slack, Telegram, or another channel you connect.
Drafts that wait for you
Anything that leaves your business is written for your approval, not sent on its own.
Answers in chat
Ask it about its work any time from the agent's chat in your dashboard.
The AI Agency Account Manager, on autopilot
Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.
Task 01Weekly on Friday at 15:00
Weekly Agency Report
Write this week's one-page report on the whole client book, following the 'Weekly report (client-ready)' section of your operating manual (AGENTS.md). Inputs: this ISO week's ledger ~/ledger/YYYY-Www.md…
Once a week
Task 02Weekdays at 07:00
Client Report Drafts
Draft the one-page weekly reports for every active client in ~/workspace/CLIENTS.md whose report day is today (a client with no report day set is due on Friday). For each…
About 5 runs a week
Task 03Weekdays
Proposal Radar
Run the proposal radar. Part 1, new drafts: check the CRM (HubSpot or Pipedrive, whichever is connected) for deals that reached the proposal or quote stage, plus any won conversation the owner flagged in chat…
About 5 runs a week
Task 04Weekdays
Onboarding Sweep
Run the onboarding sweep. Check the new-client signal…
About 5 runs a week
Task 05Weekdays
Meeting Notes Sweep
Check every connected source for client calls that finished since the last sweep…
About 5 runs a week
Task 06Weekdays at 08:00
Daily Account Brief
Send the daily account brief, the one daily message. Read ~/workspace/CLIENTS.md and the state files, then list only what needs the owner today: client reports drafted for today in ~/reports/clients/…
About 5 runs a week
Task 07Monthly on day 1 at 10:00
Monthly Account Review
Run the monthly account review of every client in ~/workspace/CLIENTS.md, using ~/workspace/OFFER.md (the renewals and upsells section), last month's ledgers in ~/ledger/, client reports in ~/reports/clients/…
Task 08Weekdays at 06:30
Client Metrics Check
Pull yesterday's value for each client metric in ~/workspace/METRICS.md from its connected source, read-only, and append it to ~/state/metrics/<client>.json. Compare each against its trailing 28-day pattern…
About 5 runs a week
What it delivers
Each run ends with a message in your channel. Here is the brief the AI Agency Account Manager's first task works from.
AI Agency Account ManagerAGENTWeekly on Friday at 15:00
Weekly Agency Reportcompleted
The brief: Write this week's one-page report on the whole client book, following the 'Weekly report (client-ready)' section of your operating manual (AGENTS.md). Inputs: this ISO week's ledger ~/ledger/YYYY-Www.md…
Deploy this template and Qoren provisions a dedicated, managed cloud environment: no Docker, VPS, or server upkeep. Tailor the persona, schedules, and tools, use the managed model key or bring your own, and the agent stays online with activity, usage, and spend in one dashboard.
How deployment worksSee pricing
Product names and logos are trademarks of their respective owners, shown here to indicate what this template connects to.
Sell the Agency Account Manager to your clients
Run one Agency Account Manager per client, each in its own isolated environment, and bill it as a monthly retainer.
- A sample week before the sale. Give it a prospect's website and it builds a sample week of its work from public information, ready to attach to your pitch.
- A weekly report under your name. It opens with the counts your client can check, written as your agency, and comes to you to forward.
- A client access checklist. Exactly which logins to ask the client for, and what each one unlocks.
- Hosting from $19 a month per client. A dedicated environment for one agent, plus model usage, which depends on volume. On the agency plans, each client's cost shows on its own line.
AI Agency Account Manager template questions
What does the AI Agency Account Manager template do?
Call notes the moment a transcript lands, prep the moment a client books, onboarding started the moment a proposal is signed. Client reports and proposal follow ups every weekday, a weekly report on your book. It runs 8 scheduled tasks on a managed cloud environment.
Which runtime does the AI Agency Account Manager use?
It runs on the Hermes runtime in a dedicated cloud environment that Qoren provisions and keeps online for you.
How often does the AI Agency Account Manager run?
On a schedule you control. Out of the box it runs weekly on friday at 15:00, weekdays at 07:00, weekdays, weekdays at 08:00, monthly on day 1 at 10:00, weekdays at 06:30. You can change the cadence, or trigger it on demand. It also reacts the moment something happens: booking created, transcript ready, proposal signed, payment failed, once you connect those triggers.
Will the AI Agency Account Manager do things without my approval?
No. It drafts and prepares the work, and you stay in control of anything that leaves your business. A reply, an invoice reminder, or a public post is written for your approval, not sent on its own.
Can an agency resell the Agency Account Manager to its clients?
Yes. Deploy one Agency Account Manager per client, each in that client's own isolated environment with its own keys. It ships with a client access checklist and writes a weekly report under your agency's name, ready for you to forward. Nothing goes to your client without your approval.
Does the Agency Account Manager need every tool connected?
No. Each duty starts when its tool is connected and stays silent until then. Give it a website and it builds a sample week from public information alone, before you connect anything.
What do I need to connect before it works?
Start from the template and connect the tools it needs, then set a model key: use the managed key included with your plan, or bring your own on any plan. The AI Agency Account Manager runs on the Hermes runtime.
4 duties, one agent.
Each duty is also a specialist template that deploys on its own.
Explore use cases- Operations
Client Onboarding Agent
aka “Client Onboarder”
Chases assets, access, and answers until the checklist is done. New clients welcomed the moment they land, nudges drafted, the owner told only what needs them.
Reacts toCheckout completedContract signed+1Every 30 minutes on weekdays, 08:00 to 18:00+1 more
Works with Gmail, HubSpot, Google Sheets, Notion, Slack.2 tasks - Assistant
Meeting Notes & Action Items Agent
aka “Meeting Scribe”
Turns every meeting into clean notes, decisions, and action items with owners and due dates, delivers them to your channels, and tracks the open actions until they are closed.
Reacts toTranscript readyMeeting endedEvery 30 minutes on weekdays, 07:00 to 19:00+1 more
Works with Google Calendar, Fireflies, Gmail, Slack, Notion.2 tasks - Sales
Proposal Writer
Turns a won conversation into a proposal that closes. Drafts tailored proposals and quotes from the deal context, in your voice and your pricing, for your approval, then chases them until they are signed.
Reacts toMeeting endedProposal signedWeekdays+1 more
Works with HubSpot, Pipedrive, Google Sheets, Gmail, Slack.2 tasks - Operations
KPI Reporter
Friday afternoon: what happened to your numbers, why, and what to do, with anomalies flagged mid-week
Weekdays at 07:00+2 more
+1Works with Stripe, PostHog, Google Analytics, Postgres, Google Sheets, Slack.3 tasks
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