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One agent that runs the busywork
Ask in plain English. Workbird reads your CRM, metrics and pipeline, then does the work: tasks, notes, deals, reports and audits. Big jobs show their cost and wait for your yes.
workbird
The AI agent for scaling agencies. It handles the busywork,
from clients and outreach to SEO and marketing.
Get started →From $20 a seat · 500 actions every week
Learn more ↓See what it actually does
What it does
What does Workbird do?
Workbird is the AI agent for scaling agencies. It runs your clients, pipeline, outreach and reporting, does SEO, AEO and marketing work too, and handles the busywork across all of it so you can take on more clients without more hires.
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Every client in one place
Onboarding checklists, contacts, deliverables, deals and a timeline of every call and note. Your pipeline, clients and revenue live in the same CRM.
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Outreach that doesn't read like a template
A real first line for every prospect, pulled from what you already know about them. Select the ones you like and send them from your own Gmail or Outlook in one click.
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One dashboard instead of nine
Search, analytics, ads and pipeline for every client side by side, with the change since last period. CSV import works today; direct connectors are next.
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Get found in search and AI answers
SEO, GEO and AEO together. Audits measured from the live page (crawler access, schema, answer-ready structure, freshness) and writer-ready briefs that never invent search volumes.
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Client reports in minutes, not afternoons
The numbers come straight from your data. The AI only writes the story around them, so nothing gets made up and nothing gets missed.
Why we're building Workbird
Hi,
Agencies don't lose clients because they're bad at the work. They lose them in the gaps: the report that went out late, the follow-up nobody sent, the dashboard nobody checked.
Everyone has the same AI models now. What's missing is software that does the work inside the places an agency actually lives, and shows its work while it does.
Workbird is one agent that knows your clients, your pipeline and your numbers. It handles the busywork, so you can take on more clients without hiring at the same pace, and your team can do the part clients pay for.
It's early. Try it, push on it, and tell us what's missing.
In practice
Hand it the busywork
Examples of what agencies hand off to Workbird, and what each one costs.
“Move Copperleaf to paused and log why in their timeline”
AAccount manager✓ 1 update · 1 note
“Audit the five Lumen comparison pages for AI answer readiness”
SSEO lead✓ 5 audits · 25 units
“What's our pipeline worth if every proposal closes this month?”
FFounder✓ Read pipeline
“Write a brief for 'physio for runners' for Summit”
CContent lead✓ Brief · 10 units
“Draft intros to the 8 vet clinics we imported yesterday”
NNew business✓ 8 drafts · 16 units
“Which deliverables are overdue, and for which clients?”
OOperations✓ Listed tasks
“Summarize last week with Harbor & Pine before my call”
AAccount manager✓ Read timeline
“Onboard Kettle & Crumb and set up monthly reporting”
FFounder✓ 7 tasks · 3 units
“Which clients block AI crawlers in robots.txt?”
SSEO lead✓ 6 audits · 30 units
Pricing
Pick your flock
Pay per seat, or share one weekly pool of action units across the team.
Pro
For solo operators and small teams.
$20per user / month
Get started →- 500 action units per user, every week
- Agent, CRM, outreach and SEO tools
- Client reports and AEO audits
- CSV import for any platform
Most popular
Max
One shared pool for the whole team.
$100per workspace / month
Get Max →- 2,500 action units a week, shared
- 2 seats included
- Extra seats $20 each
- Everything in Pro
Enterprise
For agencies running at volume.
Custompriced on your volume
Talk to us →- Custom units and seats
- Priced on agency volume
- Hands-on onboarding
- Priority support
What's an action? The unit AI work is billed in. Allowances reset every Monday, and manual edits are always free.
- Agent reply1
- CRM update1
- Outreach draft2
- Onboarding checklist3
- AEO / GEO audit5
- SEO brief10
- Client report15
FAQ
Questions, answered
What to know about Workbird, pricing and your data. Anything else: contact@workbird.net.
What is Workbird?
The AI agent for scaling agencies. It combines a CRM (clients, contacts, deals, tasks), outreach drafting and sending, client reporting, cross-client metrics and SEO / AEO tools, with one agent that can read and act on all of it, so your agency can take on more clients without hiring at the same pace.
What kind of agencies is Workbird for?
Any agency that runs on clients and retainers and wants to grow: marketing, SEO, creative, web and development, PR, recruiting, consulting. Client management, the pipeline, outreach, reporting and the agent work for all of them, and the SEO and AEO tools are there for agencies that also sell search.
What counts as an action?
Actions are the units AI work is billed in. A simple step like an agent reply or a CRM update is 1 unit; heavier work costs more: an outreach draft is 2, an AEO audit 5, an SEO brief 10, a full client report 15. Anything you do by hand in the app is free.
What happens when we run out of units?
Units reset every Monday. If you run out mid-week, AI actions pause until then; everything else keeps working. Big jobs always show their cost and wait for your approval first, so there are no surprises. If work fails, the units come back.
Can Workbird send the emails for us?
Yes, from your own Gmail or Outlook. Connect your mailbox, review the drafts, select the ones you want and send. Emails go out from your address, about 40 seconds apart with a daily limit, so your domain keeps its reputation. Workbird only asks for permission to send, never to read your inbox.
Which tools does it connect to?
Gmail and Outlook connect directly for sending outreach. For data, you can import any platform export as CSV: Search Console, GA4, ad platforms, prospect lists. Direct Search Console and GA4 connectors are next on the roadmap, followed by ad platforms.
What are AEO and GEO?
Answer engine optimization and generative engine optimization: making sure AI answer engines like ChatGPT search, Perplexity, Copilot and Google AI Overviews can crawl, understand and cite a page. Workbird audits the things you can measure on the page itself.
Is our client data private?
Yes. Workbird runs on Cloudflare's network, encrypted in transit and at rest and protected by Cloudflare's security. AI features only use the context a task needs, our model providers don't store or train on it, and neither do we. The privacy page has the details.