AI Assistants for Event Planners

Turns a raw client enquiry — phone note, email, web form or SMS — into a structured, triaged record with the missing questions listed. Use when a new enquiry arrives or a pile of enquiries needs sorting.

Inputs: Raw enquiry text (pasted call note, email, web form, SMS); your business profile for service area and services.

Outputs: Structured enquiry record; Triage rating with reasons; List of missing details to ask; Draft reply requesting those details.

Drafts a priced quote or estimate from rates the business supplies, showing every assumption and exclusion. Use when a client needs a written price. Never produces a binding quote.

Inputs: Scope of work; The business's rate card from your business profile; Site or event specifics.

Outputs: Draft quote with line items, assumptions, exclusions, validity; List of rate gaps blocking an accurate price.

Prepares a sensible event schedule, drafts booking confirmations and reminders, and flags clashes. Proposes only — it cannot see or change a real calendar.

Inputs: List of events with locations, durations, priorities; Working hours and constraints; Existing commitments.

Outputs: Proposed run sheet; Clash and travel warnings; Confirmation and reminder message drafts.

Compares supplier and subcontractor quotes on a like-for-like basis, exposing the differences in scope, exclusions and terms that make headline prices misleading.

Inputs: Two or more supplier quotes; What is actually needed; Constraints such as lead time or delivery.

Outputs: Like-for-like comparison table; Normalised totals with adjustments shown; Questions to put to each supplier; Recommendation with reasoning.

Writes follow-up messages for quotes that have gone quiet, completed events, review requests and reactivation of past clients.

Inputs: Who is being followed up and why; What was previously quoted or done; How long since last contact.

Outputs: Follow-up message drafts per channel; Suggested timing; Optional short follow-up sequence.

Produces clean, consistent business documents — letters, service agreements in plain language, checklists, handover notes, SOPs and forms — from the business's own content.

Inputs: The content or rough draft; Document type and audience; Business details from your business profile.

Outputs: Formatted document in markdown; Consistent structure and headings; List of placeholders still to fill.

Plans and writes social posts for the event planning business — before-and-afters, tips, team and local content — with a simple calendar.

Inputs: Recent events suitable to show; Platforms in use; Posting capacity; Brand tone.

Outputs: Content calendar; Written posts with caption and hashtags; Image or video shot list; Reusable content pillars.

Builds structured proposals and tender responses from the business's real capability and the client's stated requirements, with a compliance checklist.

Inputs: The request, brief or tender documents; The business's capability, past work and rates; Deadline and submission format.

Outputs: Structured proposal draft; Requirement-by-requirement compliance table; Gap list; Submission checklist.

Drafts a staged series of overdue-invoice reminders that stay polite and professional while escalating, and summarises what is outstanding.

Inputs: Outstanding invoice list with amounts, dates, days overdue; Payment terms; Contact history.

Outputs: Staged reminder drafts; Aged summary; Suggested escalation path; Payment plan wording.

Produces a weekly or monthly operating summary from the numbers the business supplies — events done, quotes won and lost, revenue, outstanding work — with observations and questions.

Inputs: Period figures supplied by the business; Prior period for comparison; Notable events.

Outputs: Operating summary; Trend observations with stated confidence; Questions the numbers raise; Suggested actions.