How Panda Agency builds agents for leads and client operations
Panda Agency uses Keiki agents in Slack to find video projects and prepare client workspaces.
Winning a new client creates two jobs: make the sale, then get the work moving. Panda Agency uses Keiki for both, with agents operating inside the team’s Slack workspace.
The challenge: creative work competes with admin
Founder and designer Aditya was balancing video production with lead searches, client onboarding, files, and updates scattered across communication tools. Repeated setup work took time away from clients.
The agents: find the lead, prepare the workspace
Panda’s lead finder looks for requests for video production and motion design. It brings opportunities into Slack with context and a draft message the team can review.
Other agents prepare Figma files and client documents, organize workspaces, retrieve assets from Google Drive, and bring communication updates into Slack.
The results: a call and faster client setup
Aditya reports that the first useful agent took around five minutes to launch. One X opportunity reached Panda in under 30 minutes and subsequently led to a booked call.
He also reports client setup falling from 30–60 minutes to about one minute. The team spends less time preparing work and more time doing it.
Build the sales-to-delivery workflow for your business
Panda’s example suggests a practical place to start: connect a repeatable sales task to the first repeatable task after a customer says yes. You do not have to automate the whole company to make that handoff easier.
- Start with one job. Describe the prospects you want to find, or the information a new customer needs to provide. Pick a task whose output your team can judge quickly.
- Keep the team in its existing workspace. Connect the tools the job needs and send the result to the place where someone will act on it. A useful alert should carry the request and enough context to make a decision.
- Describe the next step. For onboarding, list the folders, documents, templates, and customer details that make a workspace ready. Test with a sample client and check the result before using it in real work.
- Set the boundaries. Decide which actions the agent can complete and which need review. Keep approvals around outreach or changes that your team wants to inspect.
- Improve from actual runs. Inspect the agent’s work, correct missing instructions, and add responsibilities when the current job is dependable.
Track the time from a lead arriving to a useful response, and from a customer agreeing to a workspace being ready. Then connect those measures to the calls, projects, and revenue that follow.
Give your business an agent
Keiki lets you describe the job, connect your tools, test the result, and launch. Start with a template and shape the agent around how your business works.