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Tool Stack

AI-Powered Agency Ops Stack

Run a 10-person agency with the operational overhead of a 3-person team.

1 min readupdated 2026-07-04

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Automate proposals, onboarding, reporting, and delivery ops. Run a 10-person agency with the operational overhead of a 3-person team.

Run a 10-person agency with the operational overhead of a 3-person team. Automate proposals, onboarding, reporting, and delivery ops. The stack combines HubSpot or Attio (CRM), Notion (client workspace), Loom + Lovable AI Gateway (async updates + summaries), Make (automations), Harvest or Toggl (time tracking).
Purpose
Automate proposals, onboarding, reporting, and delivery ops.
Tools Included
  • HubSpot or Attio (CRM)
  • Notion (client workspace)
  • Loom + Lovable AI Gateway (async updates + summaries)
  • Make (automations)
  • Harvest or Toggl (time tracking)
Workflow Supported
Use Cases

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What is the AI-Powered Agency Ops Stack stack for?

Automate proposals, onboarding, reporting, and delivery ops.

Which tools are in this stack?

HubSpot or Attio (CRM), Notion (client workspace), Loom + Lovable AI Gateway (async updates + summaries), Make (automations), Harvest or Toggl (time tracking).

/ topics#ops#agency

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    Open-source workflow automation you can self-host.

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