Agents › Operations
Microsoft Teams Client Setup Agent
When a client signs, it writes the kickoff plan from the sales call, sets up the project and tasks in ClickUp, and gives the team a channel in Teams. Then it chases anything past its date, so new clients start on time.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Writes the kickoff plan from the sales callper client
- ✓Sets up the project and taskssame day
- ✓Chases anything past its promised dateevery day
New clients start on time, without anyone chasing.
Microsoft Teams
HubSpot
ClickUpHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Starts when the deal is won
When a deal moves to won in HubSpot, it reads the call notes and what was promised to the client.
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Writes the kickoff plan
It turns the sales call into a kickoff plan: goals, first steps, who does what, and the dates promised.
Sets up the project
It builds the project in ClickUp with tasks, owners and due dates from the plan, the same day.
Opens the client channel
It makes a new channel in Teams for the client team and posts the kickoff plan there.
Chases what's late
Each day it checks the tasks in ClickUp and messages the owner in Teams about anything past its promised date.
What you get
The project is set up the day the client signs, not a week later.
What sales promised ends up in the plan, with a date and an owner.
Late tasks get a nudge each day, without a manager sending it.
What this looks like at your business
Project setupProject and tasks built from the kickoff plan the day the client signs.
Designed for consulting firmsSales promisesWhat was promised on the call turned into tasks with dates.
Designed for consulting firmsLate tasksOwners get a message in Teams when a task is past its date.
Designed for consulting firmsBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your Microsoft Teams Client Setup Agent follows your process, your rules and your software, not a template.
The steps your firm takes with each new client, in your order.
Which roles get which tasks, and who hears when something is late.
When a task counts as late, and how often the owner hears about it.
ClickUp, HubSpot and Teams today. If you run projects in Asana or Monday.com, your version works there.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
Part of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Builds the proposal from your template after the call and logs it in HubSpot, so the Client Setup Agent has what was offered.
The proposal goes out this week, not next week.
See this agent →Reads email replies and checks off tasks in ClickUp, keeping the project the Client Setup Agent built up to date.
Nothing goes into ClickUp to die.
See this agent →Built for
Book a 15-minute call
Get your version of the Microsoft Teams Client Setup Agent
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the Microsoft Teams Client Setup Agent
Is my customers' information safe?
Yes. The agent reads only the deals, tasks and channels its job needs, in your own accounts. Client details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Will it change my data?
It adds projects and tasks in ClickUp, and channels and posts in Teams. It can't change your Microsoft 365 users or licenses.
Can it follow our way of starting a client?
Yes. It builds the kickoff plan from your own steps and roles.
Can I turn it off?
Yes. Remove the app in Teams and the agent loses access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.