Consultants
Draft the Friday status report for every client
Progress, open questions, and budget from your project tools, drafted for each lead.
See the workflowBy profession
Melete for consultants and agencies
Spend client hours on the work, not the reporting around it.
Melete drafts status reports, RFP responses, and findings memos from your project tools and past work, and flags requests that fall outside scope. Account leads approve everything a client sees.
See four example workflowsWhat Melete takes off your plate
- Weekly status reports across every retainer client.
- First drafts of proposals and RFP responses.
- Synthesizing stakeholder interviews and workshop notes.
- Spotting out-of-scope requests before they become unbilled work.
- Turning meeting recordings into decisions and next steps.
Four workflows for consultants and agencies
Consultants
Draft an RFP response from past proposals
Match each question to your best prior answers and see where nothing fits.
See the workflowConsultants
Turn stakeholder interviews into a findings memo
Themes, disagreements, and quotes from 20 interviews, for internal review first.
See the workflowConsultants
Catch out-of-scope requests before they cost you
Compare a month of client requests with the statement of work and draft a change order.
See the workflowWhat stays with you
- Nothing goes to a client until the account lead approves it.
- Keep each client in its own project, apart from your firm’s shared playbooks.
- Findings and claims about past work link back to transcripts and source documents.
- People decide pricing, scope, and commitments.
Works with the tools you already use
SlackAsanaNotionGoogle DriveGoogle SheetsTrelloZoomFigma
Slack
Asana
Notion
Google Drive
Google Sheets
Trello
Zoom
FigmaConnect the sources a task needs, and choose what Melete can access for each one.
Questions
Can we keep client work separate?
Yes. Put each engagement in its own project. Your methods, templates, and past proposals can live in company memory, while client documents stay with the engagement.
Will it write in our voice?
Melete can use your past deliverables and style notes as context. You can read and edit what it remembers about your voice, and every draft is reviewed before it reaches a client.
Which tools does it work with?
The tools agencies already use, including Slack, Asana, Trello, Notion, Google Drive, Figma, and Zoom. You choose which sources are connected for each engagement.
Start with one task you repeat every week
Pick a workflow from this page and try it on real work. Connect only the sources it needs, and keep outgoing messages in review until the results hold up. The same workspace works for a team, and for personal tasks outside work.
Explore the workspaceThese are example requests, not customer stories. Adapt the details to your own work.