Renewals, commentary, proposals, invoices, contracts and leads: the weekly work agents take off your team’s desks, while your people make the decisions.
Every job runs the same way: an agent with clear instructions, the tools and data it needs, and a trigger that starts it. The agent gathers, drafts and checks; a person takes the final step. New to Odokai? See how it works.
Each week’s renewal packs assembled before the brokers arrive, with the ones that need a call flagged.
The agent is told “Build a pack for each renewal due, flag those needing a call, and never contact a client.”
Every client’s monthly commentary written from the figures, waiting for an accountant to sign it off.
The agent is told “Explain what moved and why, and never state a figure the source does not contain.”
A first draft in the firm’s own format from the call’s notes, with the open questions left open.
The agent is told “Draft the proposal from the call’s notes in the firm’s format, leave what is unresolved as an assumption, and never send anything.”
What was delivered, what is next and what we need, for every client, before the end of the week.
The agent is told “For each client: delivered, in progress, next week, and what we need from them; a quiet week reads as a quiet week.”
Support tickets sorted by kind and urgency, each with a reply ready for someone on the team to send.
The agent is told “Classify each ticket, set its priority, draft a reply that is clear and kind, and log it in Notion.”
Every invoice read, its sums checked and matched to its order, with anything odd held back.
The agent is told “Pull out every line, tax and total, check the sums, match the order, and flag anything missing or wrong.”
Each contract read against your playbook, the risky clauses listed, and the decision left with a lawyer.
The agent is told “Read each contract against our playbook, score every risky clause, and remember this is a first read, not legal advice.”
The figures that matter checked through the day, and the ops channel told what moved and why.
The agent is told “Check the numbers that matter against their usual range, and tell the channel what moved and why it matters.”
Yesterday’s leads researched and ranked each morning, with talking points ready for the first calls.
The agent is told “Research each new lead, score it from 1 to 100 against our ideal customer, and write talking points for the best.”
What every competitor changed this week, how much it matters, and where the openings are.
The agent is told “Find what each competitor changed this week, rate the threat, name the openings, and cite every source.”
Nobody switches the whole firm on at once. Start with the job that comes round every week, and add the next once the team trusts the first.
One that comes round every week and eats someone’s morning.
Install its ready-made pack, or describe the job and Odokai builds it.
Watch what it does before the team relies on it.
Put it on a schedule. The results come to you.
The second job reuses everything the first one set up.
Which job eats your week? Tell us on a free 45-minute discovery call and we build the agent for it, live, on your own documents.
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