Taskpath
For agencies

Answer every client, qualify every lead, and draft every proposal — in your voice, and never sent without your say-so.

Taskpath qualifies inbound and captures it to your CRM, chases the briefs and assets you're waiting on, and drafts client replies and proposal sections from your own past work — cited, and always approved by a person. It runs over your inbox and shared folders, not another tab.

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Where it helps

Where it earns its keep in your practice

The repetitive work that arrives by email, folder, and form — handled, and always waiting for you before anything is sent or changed.

Qualify inbound before it goes cold

A contact-form enquiry is screened for fit and drafted a first reply within the window that wins deals — unqualified ones filed, not lost in the inbox.

Chasing briefs, assets and approvals

The fifth email asking for brand guidelines, logins or sign-off — drafted from what's still outstanding on the intake checklist, so nothing stalls.

“Where are we on the campaign?”

The weekly status ritual that eats hours across every account — a per-client update drafted from your project notes for an account manager to approve.

Proposals & RFPs, in your voice

First-draft sections pulled from your own past proposals and case studies, cited to source — and a human approves every word, so nothing ships off-brand or unedited.

Safe to run

By design, not by settings you remember to turn on.

Start with one workflow

We onboard a small number of pilots, one workflow at a time. Tell us the one you'd start with.