Michael
Account Executive
An AI account executive that helps agencies progress deals from discovery through proposal, payment, and close.
Michael is the Platfio account executive agent. It supports pipeline progression, discovery follow-up, proposal preparation, commercial alignment, and close management for agencies selling custom software projects.
Inside Platfio
This is the kind of workflow context the agent operates against inside the platform.
Common tasks
What Michael typically helps with
- Summarize discovery conversations into clear deal notes, risks, and next actions.
- Prepare proposal inputs, package options, and pricing narratives from planning data.
- Keep opportunities commercially aligned from first meeting through signed proposal and payment setup.
Michael is built for agencies that want an AI account executive capable of doing more than writing recap emails. It works across the CRM, planning layer, and proposal flow to keep a sales cycle coherent.
What Michael actually does
Michael can turn discovery output into structured opportunity notes, identify where a deal is blocked, support pricing and package framing, and help prepare a proposal that reflects the real scope. It is especially effective when paired with Plan Builder and Proposal Builder.
Why agencies care
Deals are usually lost through confusion, delay, or poor handoff between discovery and proposal. Michael reduces that gap. It gives founders, sales teams, and agency owners a consistent operator that can keep the commercial thread intact.
Best-fit use cases
- Moving qualified leads toward a clean proposal faster.
- Standardizing opportunity notes across a growing sales team.
- Turning a workshop or discovery session into a commercial package.
- Keeping client expectations aligned before contracts and payment collection.
This is our vision — we are not there yet. Agentic workflows inside Platfio are still being built, and we would love your feedback along the way. If you would like to be involved in the beta, get in touch.
Featured workflow
Imagine this with Michael
Imagine you just finished a discovery call with a prospect who is comparing three agencies. You need a proposal out by tomorrow. Instead of starting from a blank doc, you share the call notes with Michael.
Share the discovery notes
Paste your call notes, voice memo, or transcript into your chat with Michael. He extracts the requirements, budget signals, and decision timeline.
CRM opportunity updated
Michael updates the opportunity record with deal stage, estimated value, key stakeholders, and competitive context from the call.
Proposal drafted
Michael builds a proposal using your agency's template — scoped deliverables, timeline, investment options, and terms — ready for your review.
Pricing options prepared
Michael prepares tiered pricing with clear scope differences so the prospect can self-select the right fit without back-and-forth.
Follow-up queued
Michael drafts a follow-up message and schedules a reminder to check in, keeping the deal moving without you tracking it manually.
Our vision
This is our vision for how it should feel to interact with Michael — share the conversation once, and the proposal mechanics are handled so you can focus on the relationship.
Platfio features
Where this agent connects into the platform
A complete CRM for tracking businesses, contacts, pipeline stages, relationship notes, and files — all in one place.
Turn your project plan into a professional proposal that clients can review, approve, and sign off on.
Collect one-off and subscription payments from clients in one integrated system.
A multi-step planning tool covering discovery, user personas, user stories, user flows, AI-assisted design, tech stack planning, SaaS module planning, and shareable plans.
Work with Michael on your terms
Interface with Michael the way you want
Full-screen focus, multi-agent orchestration, or voice — choose how you interact with Michael inside Platfio.
Immersive mode
Full-screen agents
Expand Michael into a distraction-free, full-screen workspace for deep work.
Orchestration
Multi-agent management
Run Michael alongside other agents, switch between conversations, and coordinate work from one view.
Voice built in
Voice dictation built in
Speak to Michael directly — dictate briefs, ask questions, or steer work hands-free.
Not a chatbot — a deeply integrated agentic employee
Put your agency on autopilot
Existing agencies can apply for agent access from within Platfio. New here? Sign up first or talk to sales about the beta.