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AI for agencies

AI that knows the project - and only what you can see.

Ask about your projects, turn meeting notes into tasks, draft proposals and client updates, and keep a prompt library for the whole team. Bring your own key; without one, AI stays hidden.

Try the demoBook a walkthrough
  • Free plan with every feature
  • Unlimited people
  • No card required
01 - The problem

You paste the meeting notes into ChatGPT, copy the tasks back by hand, retype the dates, and the prompts that worked live in one person's history.

  • "What changed after the last client review?" - a search through five tools.
  • Meeting actions that never become tasks.
  • Every proposal written from a blank page.
  • The client update that takes an hour every Friday.
02 - How it works
  1. 01
    Your team

    Ask about your projects

    "Ask AI" in the header answers across the projects you can see - role-scoped, so a team member is never told about work they are not on.

  2. 02
    Your team

    Meeting notes to tasks

    Paste a recap: get actions with owners, decisions and open questions. "By Friday" becomes a real date. You review every line before anything is created.

  3. 03
    Your team

    Draft the proposal

    A few inputs become a full proposal in your own template, saved as a draft contract.

  4. 04
    Your team

    Write the client update

    A draft update from a week of project activity, ready to edit and send.

  5. 05
    Your team

    Keep the prompts that work

    A prompt library with folders, tags and fill-in blanks - private, shared with your team, or by a read-only link. Clients have their own, separately.

03 - Who does what

What it helps with

  • Answers across your projects
  • Notes into tasks with owners and dates
  • Proposals in your template
  • Client updates from real activity
  • Summaries and draft replies in the Inbox

What it never does

  • Read projects you cannot see
  • Read internal Inbox notes
  • Create anything you did not review
  • Invent a date or a figure
  • Appear at all without a key

Your choice

  • Anthropic, OpenAI or Gemini
  • Your agency's key overrides the platform's
  • Your own proposal template
  • Prompts private or shared
  • Turn AI off any time
04 - Everything in it

Ask AI

Answers with the project attached.

  • Across the projects you can see
  • Structured written answers, not a chat blob
  • Leads with the answer, no filler
  • Never an invented date or figure

Meeting notes to tasks

From recap to board.

  • Actions, owners, decisions, open questions
  • Stated deadlines resolved into real dates
  • Every line editable before it is written
  • Appends to existing tasks without overwriting

Writing

First drafts in your voice.

  • Proposals in your own template
  • Client updates from a week of activity
  • Draft replies in the Inbox
  • Conversation summaries saved to the deal

Prompt library

For the whole team, and each client.

  • Markdown, folders, tags and stars
  • Fill-in blanks with defaults
  • History with restore
  • Import from GitHub or your ChatGPT and Claude history
Connected

Projects and tasks

Boards, checklists, timelines and time

Learn more

Proposals, contracts and invoices

From proposal to signature to invoice

Learn more

CRM and lead sources

Leads that arrive by themselves

Learn more

WhatsApp Inbox

Every chat a CRM deal

Learn more

Reviews and approvals

Pinned comments, rounds and sign-off

Learn more

Project knowledge

Notes, tables and files with the work

Learn more
Why WorkTogethr

Most agencies under 200 people run eight or more tools that do not know the client exists. WorkTogethr is one place for the work, the client and the business around them.

What you need to doWhat agencies usually useIn WorkTogethr
Plan and run client projectsA project tool such as ClickUp, Asana or monday.comProjects, boards, a timeline and service checklists
Show the client progress and what they oweStatus emails and shared drivesA login per client, on the same project
Feedback pinned on designs and websitesA proofing tool such as Markup.io or BugHerdReviews with rounds and a sealed sign-off
Leads and follow-upsA CRM such as HubSpot or Pipedrive, plus Make.com and a sheetLead ads, forms and WhatsApp straight into the CRM
WhatsApp with leadsOne person’s phoneA shared WhatsApp Business inbox; every chat a deal
Proposals and contractsGoogle Docs and an e-signature tool such as DocuSignProposals and contracts signed on the page
Invoices and what is outstandingA spreadsheetLine-item invoices and payments recorded
Briefs, sign-ups and surveysGoogle Forms or TypeformForms whose answers become table rows
Leave, onboarding and reviewsSpreadsheets, or an HR tool such as BambooHRLeave balances, signed HR documents, monthly reviews
Each client’s SEO, analytics and adsSeveral dashboards and a report built by handGrowth: each client’s numbers with what stands out
Hand the project overWeTransfer and an email of passwordsAn encrypted handover the client keeps

Products are named as examples of their category. We do not list what they lack - check each one’s own site; ours is on the pages linked above.

  • Your client is inside itEvery client logs in to their own projects - approvals, files, contracts and invoices - instead of asking you by email.
  • Built in, not bolted onProjects, reviews, CRM, contracts, invoices, HR and a WhatsApp inbox share one workspace. Nothing to sync, nothing to pay for twice.
  • Every feature on every planThe free plan has every feature. Paid plans add capacity - clients, projects, storage - never features.
  • Sized for 2 to 200 peopleUnlimited people, no per-seat pricing, and roles for owner, project managers, team, sales, HR and clients.
  • Agency defaults, day oneEleven service checklists, a review flow and a CRM ready for your trade - start working, not configuring.
  • Proof that holdsSign-offs sealed with a fingerprint, contracts signed with a certificate, every change in the activity log.
Coming from
Questions
Do I need an AI subscription?

You bring an API key from Anthropic, OpenAI or Google Gemini (Gemini has a free tier). Without a key, AI features are hidden and everything else works.

Can AI see projects I am not on?

No. Ask AI answers only across the projects the person asking can see.

Does AI create tasks on its own?

No. Meeting notes become proposed tasks; you review and edit every line before anything is created.

Is our data used to train models?

Requests go to the provider whose key you set, under that provider's API terms. Check your provider's terms for how API data is handled.

Free plan with every feature. Bring one real client and see it work.

Try the demoBook a walkthrough