# AI for Consultants: 7 Workflows Source: https://maito.app/workflows/industry/consulting 7 AI workflows for consulting firms, like draft a proposal from past wins, weekly client status report, synthesize research into a memo. Each shows the steps, an example and how to set it up. 7 workflows. Proposals from past wins, research memos, interview synthesis and weekly client status, so consultants spend their hours on the client. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Findustry%2Fconsulting)[Book a demo](mailto:support@maito.app?subject=Maito%20demo) $149/month per workspace · Unlimited people · AI usage billed by your provider ## All consulting workflows. 7 workflows - [Start here Draft a proposal from past wins Start each proposal from your best past proposals, case studies and rates. Client delivery · When you ask Works with Box.](https://maito.app/workflows/draft-a-proposal-from-past-wins) - [Start here Synthesize research into a memo Turn piles of sources and interviews into a memo with references. Client delivery · When you ask Works with Box.](https://maito.app/workflows/synthesize-research-into-a-memo) - [Start here Weekly client status report Each Friday, a status report for every client project. Client delivery · On a schedule Works with Linear, Asana, Box.](https://maito.app/workflows/weekly-client-status-report) - [Summarize stakeholder interviews Turn interview notes into themes and quotes for the client readout. Client delivery · When you ask Works with Box.](https://maito.app/workflows/summarize-stakeholder-interviews) - [Find who has done this before Find the colleague and past project that match a new client's problem. Client delivery · When you ask Works with Box.](https://maito.app/workflows/find-who-has-done-this-before) - [Turn meeting notes into client follow-ups After client meetings, send a recap and log actions. Client delivery · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, Linear, Asana.](https://maito.app/workflows/turn-meeting-notes-into-client-follow-ups) - [Track hours against the budget See when a project is about to go over its budget. Client delivery · On a schedule Works with Airtable, Microsoft 365.](https://maito.app/workflows/track-hours-against-the-budget) ## Where AI helps a consulting firm. Consulting work is mostly writing and chasing. Maito drafts a proposal from past wins, synthesizes research into a memo, summarizes stakeholder interviews, and writes the weekly client status report from your task tracker and files. It also turns meeting notes into client follow-ups and checks hours against the budget in your time tracking and spreadsheet, so you see overruns before the client does. The advice stays yours. Maito prepares the draft and you decide the recommendation, the price and what goes in front of the client. It can find who in the firm has done similar work before, but you pick who to call. Nothing goes to a client until a partner or engagement lead has read it. Pick one proposal you've already won and ask for a draft of the next one. Email the brief to the workspace address or mention @Maito in Slack, and attach the old proposal if it isn't in your shared files yet. Share the pricing rules and how you scope work once in a thread and Maito remembers them. Then set the weekly client status report up as a Loop that posts to the engagement channel on Friday. ## Questions. ### Can it keep client material separate? Use one workspace per client when work must stay apart. Private conversations stay private. ### Does it write the deliverable for us? It drafts and synthesizes. Consultants own the analysis and the advice. ### How long does it take to set up? Minutes for the workspace: create it, connect your AI provider and connect Slack. Each workflow then takes one request to your agent, plus signing in to any tool it needs. ### Do we need a developer? No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work. ### What does it cost? $149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately. ## Put your AI teammate to work. Set it up in minutes. Start with one workflow, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Findustry%2Fconsulting)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)