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Operations-led agency owner

AI ops stack for a 5-person agency

A small agency lives or dies on operator throughput. This shape removes manual handoffs across client work, sales, and meeting follow-up while keeping the monthly bill below £500 and avoiding tools that need a dedicated administrator.

Last verified:
3–8 people~£380/mo

The shape

  1. 1. Workflow automation

    £29/mo

    Make

    Branching is the right primitive when client flows fork by service type.

    Also considered

    Zapiern8nGumloop

  2. 2. Meeting capture

    £0/mo

    Fathom

    Free plan covers most agencies; CRM sync is enough.

    Also considered

    Firefliestl;dv

  3. 3. No-code internal ops

    £90/mo

    Airtable

    Project, content, and recruiting pipelines live in the same place.

    Also considered

    Notion AI

  4. 4. AI delegation

    £49/mo

    Lindy

    Owner-style inbox and scheduling delegation without hiring a VA.

    Also considered

    Gumloop