AI use cases for agencies and consultants
Client research, reporting, content and admin handled by agents, so billable hours go to the work clients actually pay for.
Best tools for agencies
Best for content and newsletters
- Grok BotBest for an always-on content team
- Claude CodeBest for copy at scale with brand rules
- ClaudeBest for code-generated visuals
Best for video
Use Cases
Evidence grade C
Marketing
Run SEO with Claude doing the work and Search Console data doing the thinking
ChatSEO's co-founder says pruning and retargeting pages took a 50-page blog from 1,500 to 15,000 monthly clicks in three months, and documents the times Claude broke live pages.
How it went
He reports going from 1,500 to 15,000 monthly clicks in three months on a 50-page blog without publishing a new article, by cutting dead pages and pointing pages at queries Google already showed them for.
- Self-reported, and he doesn't say how much of the gain came from AI.
- Failures: Claude rewrote city pages and dropped their ranking tables, found live during a podcast recording; another edit deleted the key section of a comparison page.
- On a fresh domain chasing competitive terms, he says the same process produces pages that rank around 40th.
- Promotional: the course routes data through his product. A free route uses Search Console exports and Google Suggest.
View prompt
Using my Search Console data, list every page with zero clicks and fewer than 50 impressions in the last 90 days, excluding pages published in the last 3 months.
For each page, recommend delete, merge (and into which page), or rewrite, with one line of reasoning from the data.
Safeguard before any live edit: list every table, form, call to action and embed on the current page, confirm each one survives in your edited version, and stop to show me the difference if anything is missing.Evidence grade B
Finance
Collect tax documents from Gmail and build deduction spreadsheets
A consultant built two Claude Code skills: one finds tax documents in Gmail and tracks what's missing, the other compiles deductions into spreadsheets ready for tax software.
How it went
He found Claude Code surprisingly good at the grunt work: sorting transactions, filtering by category, parsing CSV exports and assembling spreadsheets.
- His guide says many people shouldn't do their own taxes this way, and explains when to get help.
- Never paste Social Security or bank account numbers into a session.
- No time-saved figure is given.
View prompt
Search my Gmail for [tax year] tax documents: 1099s, 1098s, W-2s, K-1s and receipts from [vendors].
Save attachments to ./tax/[year]/inbox and list each one in ./tax/[year]/documents.csv with payer, form type and amounts.
Compare against last year's list in ./tax/[last year]/documents.csv and tell me which forms are still missing.
Redact Social Security and full account numbers, and never store them.Evidence grade B
Content
Curate newsletter sources and first drafts with a writer Bot
After two days of testing, Ryan Carr of a done-for-you newsletter agency found Grok Bot's drafts matched his cadence and its curation found better sources than vanilla Claude.
How it went
After two days he reported drafts close to his cadence that still needed a human pass, research that returned usable patterns instead of a dump of posts, and stronger large-scale curation than vanilla Claude.
- Early impressions after 48 hours, not a client result.
- He isn't switching yet: his projects and prompts live in Claude Cowork and Claude Code, with no clean migration path.
- Beta gaps he hit: no one-click 'open in Google Drive' and no per-client project knowledge sidebar.
View prompt
You're my newsletter researcher for [publication] (audience: [who]).
Every [Tuesday], collect 25 candidate stories from [sources] published in the last 7 days. Skip anything the big outlets already covered unless there's a new angle.
For each, give a one-line summary, why our readers care, and the link.
Then hand the top 8 to the Newsletter Writer Bot to draft the issue in our voice, using [last 3 issues] as examples. Park the draft for my edit.Evidence grade B
Sales
Get a research brief on every prospect 10 minutes before the call
Annika Helendi copied Lindy's sales-call prep template: it researches each discovery-call contact and emails her a brief 10 minutes before the meeting. It worked within minutes.
How it went
The call-prep template and the notetaker worked out of the box. The content system did not: constant errors burned through her monthly credits, so it stayed on Make.
- Credit costs made her avoid experimenting, including with the YouTube agent.
- She reported 400 free credits without premium actions and $50 a month for 5,000 credits; the review is undated, so check current pricing.
- Her rule of thumb: fixed, step-by-step workflows belong in Make; simple agent tasks in Lindy.
- The review includes her Lindy referral link.
View prompt
When a calendar event with "discovery" in the title is 10 minutes away, research each external attendee: LinkedIn, company site, Crunchbase and recent news.
Email me a brief under 150 words: role, company stage, likely priorities, three sharp questions, and one thing we have in common.
If you can't verify something, leave it out.Evidence grade D
Marketing
Audit your Google Business Profile against the businesses outranking you
A local SEO marketer published 20 Grok Bot prompts that browse Google Maps, pull competitors' categories and attributes into spreadsheets, and run a 12-week audit plan.
How it went
No measured results. His claims are anecdotal: clients who added one secondary category started showing up for new searches the following week.
- Promotional: the article ends with a pitch for his agency.
- Everything depends on the Bot reading Maps and profile pages correctly; check the data before you change your profile.
- Published in August and re-shared on October 14, 2026.
View prompt
Use the business brief I gave you.
In your browser, search Google Maps for "[service] in [city]" for each of these keywords: [keyword 1], [keyword 2], [keyword 3].
For each search, record the businesses in the top three map results and their positions. Open each competitor's Business Profile and note its primary and secondary categories, rating and review count.
Build a spreadsheet with one tab per keyword. Then list the categories competitors use that my profile is missing, ranked by how many top competitors use them.Evidence grade D
Operations
Onboard your first Grok Bot like a new hire, with a probation period
A widely shared guide recommends a five-field job description, a boring first task, a dry run, and promotion up an autonomy ladder only on evidence.
How it went
It is a framework, not a reported result. Its strongest part is the failure list: archiving your accountant's email thread, trusting a source it should have flagged, or repeating an allowed action four hundred times after something upstream changed.
- Promotion gate: five clean runs in a row, a tested rollback, and no unresolved side effects.
- Bots on one account share files, browser sessions and logins; as the guide puts it, names are "a visual boundary, not a security boundary."
- Anonymous author with very high reach; no case study.
View prompt
Job: [one sentence].
Owns: [the outcome you're responsible for].
Inputs: [the brief, approved sources, past work].
May: [search, read, compare, organize, draft].
Must ask before: [contacting anyone, buying, publishing, deleting, moving money].
Done when: [every claim has a source, conflicts are listed, gaps are written down].
Before doing anything, don't execute. Walk me through each step you'd take, every tool you'd open, and every judgment call you're unsure about.
If sources conflict or anything is ambiguous, stop and ask me.Evidence grade D
Operations
Send your whole Bot team to find one improvement each
A one-line Chief of Staff prompt sends every Bot off to improve something on its own. Users say it finds good gaps, and can eat a big share of a week's usage.
How it went
The post reports no results, and replies are mixed. One user said it worked well but left hours of work to review.
- Usage: one reply said it used a lot of their limit; another joked it cost 40% of their usage.
- Collisions: one Chief of Staff handed out 12 jobs at once, every Bot tried to use the same computer, and it got stuck.
- One user runs it every three weeks.
- The 'nothing that needs my permission' clause carries a lot of weight.
View prompt
Get all the Bots together. Give each one a single improvement to investigate in its own area, no more than [3] at a time so they don't fight over the shared computer.
Don't send, post, buy, delete or change permissions.
For each improvement, send me a one-paragraph proposal with the expected benefit and how much usage it will take, and wait for my go-ahead before doing it.Setup Guides
Intermediate5 stepsBased on 1 real example
Connect Claude Code to a Grok Bot with a webhook
Give Claude Code a skill that sends research questions to a Grok Bot routine, so a building session can pull in current X posts before it writes.
Intermediate5 stepsBased on 2 real examples
Clean up your site's SEO with Claude and real Search Console data
Find pages that get no clicks, decide what to delete, merge or rewrite, and protect live pages with a check before every edit.
Intermediate6 stepsBased on 1 real example
Gather your tax documents with Claude Code
Install a published Claude Code workflow that finds tax forms in Gmail, saves them, lists what's missing and builds deduction spreadsheets.
Beginner5 stepsBased on 1 real example
Get a research brief before every sales call
Trigger research from your calendar so a short brief on each attendee arrives before the meeting, using Lindy's template or a Grok Bot routine.
Income Automations
Evidence grade D
Sell done-for-you AI agent setups to other businesses
Nat Eliason's team sold OpenClaw setup services for $2,000 plus $500 a month alongside their agent-run products, then paused that part of the business.
Price as statedPriced at $2,000 for setup plus $500 a month; no income totals shared for this service
How it works
- Package one setup you can repeat, such as an always-on assistant for email and scheduling.
- Charge a one-time setup fee and a monthly fee for maintenance and fixes.
- Lock the agent down: give it only the accounts its job needs.
- Decide up front what the monthly fee covers. Keeping agents running is the hard part.
View prompt
You're the assistant I'm setting up for [client business].
Read [their help docs, price list and FAQ] and write a one-page summary of how they work.
Then list the five most repetitive tasks in [their inbox and calendar] from last month, and roughly how long each takes.
Recommend which two you could take on first, and what you would need permission for. Don't contact anyone yet.Grok Bot prompts that fit
- Chief of StaffMorning readout: what's new, what matters, what to doA Chief of Staff Bot scans email, Slack, calendar and meeting notes each morning and sends a short readout…
- Chief of StaffTrack every follow-up you promised, and draft the overdue onesEach evening the Bot pulls the commitments you made in sent email, Slack and meeting notes into one living…
- Chief of StaffWeekly review of your Bot team: what shipped, what's stuck, what to changeYour Chief of Staff collects each Bot's daily five-line reports and, every Friday, tells you which Bots…
- CPA / FinanceWeekly expense summary, with receipts logged from your inboxEvery Monday the Bot logs new receipts from your email, categorizes the week's spending in your sheet or…
- CPA / FinanceChase overdue invoices with polite drafts you approveTwice a week the Bot checks QuickBooks Online for unpaid invoices, drafts a follow-up that matches how late…
- CPA / FinanceCollect every tax form from your inbox and list what's missingFrom mid-January to mid-April, the Bot searches your email each week for 1099s, 1098s, W-2s and K-1s, files…
Common questions
Can one Bot serve several clients?
Be careful. On Grok Bot, Bots on one account share a computer and its logins, so separate Bot names are not a security boundary. Keep client credentials scoped and separate where it matters.
Which tool for repeatable client workflows?
Fixed, step-by-step flows are more reliable in Make or n8n; judgment-heavy work suits an agent. One consultant kept her content system on Make after an agent builder kept erroring.