Project
LiveAgency Workflow Automation Platform
An AI-assisted agency ops tool automating lead outreach, reply classification, meeting scheduling, and proposal drafting — with Gemini and FAISS-based RAG personalizing emails from past client context.
Agencies lose more time to operations than to creative work: drafting outreach, triaging replies, scheduling meetings, and writing proposals by hand, one email at a time. This platform automates that loop — an AI-assisted ops tool that handles lead outreach, classifies replies, schedules meetings, and drafts proposals, with the agentic parts bounded by human approval gates.
The design rule that kept it from being “spam at scale”: every outbound action requires a human. The AI drafts, classifies, and schedules — but nothing goes out until a person confirms it.
Approach
- Lead outreach — personalized cold emails generated with the Gemini API, grounded in past client context via a FAISS-based RAG store so each outreach references real, prior work rather than a template.
- Reply classification — incoming replies automatically categorized (interested, not now, referral, out of office) so the queue is prioritized by intent instead of recency.
- Meeting scheduling — calendar integration that proposes and books slots through Google Calendar.
- Proposal drafting — structured proposals assembled from the client’s context and the conversation history.
Engineering details
- Gmail IMAP/SMTP — the platform talks to real inboxes: reading replies for classification, sending outreach through SMTP.
- Human approval gates — all outbound actions wait on an explicit confirm step, keeping automation at the speed of a decision rather than the speed of an API.
- SQLAlchemy models — dashboard views over the pipeline’s data (sent, opened, replied, scheduled) so the agency sees the funnel working.
The result is an ops layer that takes the repetitive work off the desk while keeping the judgment, and the final say, with the people who own the client relationships.