Built for agencies & consultancies

Deliver AI-ready briefs your
clients can trust.

Slate tracks client inputs, approvals, and deliverables so your team can feed AI agents with context that matches the brief. Export white-label decks, implementation plans, or prompt packs and keep every handoff auditable.

Structured briefs: Capture intake forms, scope, and assets in one place.
AI-ready deliverables: Export white-label decks, prompt packs, or specs.
Auditable handoffs: Show clients exactly how AI outputs were produced.

Slate Demo Board

Client Intake 2

Client onboarding flow

Goals, timeline, stakeholders.

Campaign deliverables

Assets, copy, review schedule.

In Progress 1

Quarterly report

Metrics, insights, next steps.

Ready for Client 1

Strategy deck

White-label export with audit trail.

Card hierarchy

ReactFlow view

Export card trees

Root card · depth 3

Download JSON

Leaf actions

Copy to clipboard

Leaf actions

API client

Generated from subtree

7 nodes · depth 3

Slate agent

TTY1

you@slate :$ slate export --card "Strategy deck" --format white-label

agent > exporting client deliverable with audit trail…

▶ AI suggestions

- Generate presentation deck slides
- Create executive summary document
- Draft implementation timeline

▶ strategy_deck.json

{
  "title": "Q1 Strategy",
  "client": "Acme Corp",
  "children": [
    { "title": "Market analysis" },
    { "title": "Campaign plan" },
    { "title": "Success metrics" }
  ]
}

you@slate:$

How agencies deliver AI-ready work

Slate keeps client context structured so AI can actually execute the brief.

1. Intake & scope

Capture client goals, assets, and constraints.

2. Structure the work

Map timelines, responsibilities, and approvals.

3. Generate & hand off

Export AI-ready deliverables plus audit logs for clients.

Works with your favorite AI tools

Claude

ChatGPT

GitHub Copilot

Cursor

VS Code

Designed for professionals

Slate bridges the gap between client portals and AI work so every deliverable has provenance.

Client-approved boards

Organize campaigns, automation builds, or innovation sprints.

AI-ready exports

Deliver prompt packs, implementation guides, or presentation decks.

Compliance trail

Demonstrate data usage, approvals, and export history.

Who Slate is for

Agency leads

Track scope, approvals, and outcomes across clients.

Consultants

Turn discovery workshops into deliverables faster.

Client stakeholders

Review context-rich exports and sign off with confidence.

Agency FAQ

Can clients review exports without logging in?

Yes. Share read-only links or white-label decks that inherit your agency branding. Clients see polished deliverables without needing a Slate account.

Does Slate keep compliance logs?

Every export is timestamped with requester, client, board context, and attachments. This audit trail lets you prove exactly how AI outputs were generated and approved.

Can I white-label exports for clients?

Yes. Exports can be customized with your agency branding. Deliver professional presentations, implementation guides, or prompt packs that look like they came directly from your team.

How do I manage multiple client workspaces?

Each client gets isolated boards with separate access controls. Your team can switch between client contexts while maintaining clear boundaries. Activity logs track who did what, when.

What AI integrations are available?

Slate exports work with Claude, ChatGPT, Cursor, GitHub Copilot, and any LLM that accepts structured context. Your team can use whatever AI tools they prefer.

Is Slate available yet?

Slate is currently in pre-launch. Join the waitlist to get early access and help shape the product for agencies and consultancies.

Start every project with a clean Slate.

Join the early access waitlist and help shape Slate for agencies and consultancies.

Deliver AI-ready briefs your clients can trust.