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.