A Work Agent for Consultants and Advisory Teams

Give Floatboat a defined engagement task. It can organize client evidence, research a market, compare options, prepare workshop materials, and draft editable deliverables while the team owns the recommendation.

Floatboat Agent

consultants and advisory teams · Growth strategy · Client assignment

Working

Consolidate interviews, documents, constraints, and open questions before the team commits to an approach.

▱ Client brief▱ Interview notes▱ Market sources

I’ll run the “Turn discovery into a working brief” workflow, starting with the materials you provided.

Activity0/4

·Gather inputsRunning…
·Map stakeholders
·Surface assumptions
·Review brief

Organizing context and preparing editable deliverables

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Ask a follow-up, add files, or ask the agent to revise the deliverable…

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Streaming interface preview · Click the composer to download Floatboat. No real data is processed.

Common tasks and representative workflows

What Consultants Can Delegate

An engagement loses momentum when interview notes, source material, hypotheses, and deck edits stop telling the same story.

Common tasksTurn discovery into a working briefBuild an evidence-backed recommendationPrepare a workshop or executive deckEvidence mapWorkshop briefDeck outline

Turn Discovery Into a Working Brief

The problem

Client context changes every week

New interviews, documents, and sponsor feedback change the working picture faster than a static brief can capture it.

What the agent handles

Consolidate interviews, documents, constraints, and open questions before the team commits to an approach.

Gather inputs · Map stakeholders · Surface assumptions · Review brief

Deliverable

A client-context brief with open questions and source links.

Human boundary: Consultants validate what the client meant and decide the engagement direction.

Build an Evidence-Backed Recommendation

The problem

Research is difficult to trace

Claims get copied into working documents while the original interview, report, or calculation becomes difficult to recover.

What the agent handles

Connect research findings to hypotheses, alternatives, and implications without losing the source trail.

Frame question · Collect evidence · Compare options · Draft recommendation

Deliverable

An evidence matrix, option set, and recommendation narrative.

Human boundary: The consulting team owns assumptions, analysis quality, and final advice.

Prepare a Workshop or Executive Deck

The problem

Analysis and slides drift apart

The analysis may change after the exhibit is built, leaving recommendations, numbers, and presentation pages out of sync.

What the agent handles

Transform approved analysis into a coherent session plan, exhibit list, and editable presentation structure.

Choose audience · Define decisions · Sequence exhibits · Prepare facilitation

Deliverable

A workshop pack or executive-ready deck outline.

Human boundary: A consultant approves claims, tone, and every client-facing deliverable.

A capability stack for the work

Floatboat Capabilities for Consultants

The Work Agent uses these capabilities inside a persistent workspace to read context, execute steps, and deliver results. People retain consequential decisions.

Agent Workspace

an Agent Workspace that preserves consultants project context can keep client context, interview notes, evidence, hypotheses, exhibits, review decisions, and editable deliverables connected from project intake through the final client handoff.

The same context stays available across follow-ups, revisions, and recurring work, so the agent can continue from an inspectable project instead of starting over in a new chat.

FloatboatGrowth strategy · Client assignment

Project files

▱ Client brief

▱ Interview notes

▱ Market sources

Agent run

Evidence mapWorkshop briefDeck outline

Flow Mode

Flow Mode for revising consultants deliverables while speaking can think through a recommendation aloud while the project brief, option set, workshop plan, presentation structure, and next review questions develop together in real time.

It is useful when the work becomes clearer through conversation: you can redirect the draft while it is taking shape instead of waiting for a complete first version.

FloatboatGrowth strategy · Client assignment

Listening and editing

Evidence map

Multiple AI Models

Use different models for long-document synthesis, analytical challenge, drafting, and fast iteration while preserving the same client sources, instructions, and engagement context.

The model can change with the stage of work while approved files, instructions, prior decisions, and deliverables remain in the same workspace. Users do not need separate provider API keys for officially available models.

FloatboatGrowth strategy · Client assignment

Auto

Automatic routing

Same workspace context

Claude Opus 4.6

GPT-6 Astra

Gemini 3.1 Pro

FloatIM

Coordinate consultants, specialists, and agents around one client thread, with source files, decisions, feedback, and revised deliverables returned to the group.

The message thread becomes an entry point to the underlying workspace, so collaborators can see the request, progress, questions, and returned artifact without reconstructing the task elsewhere.

FloatboatGrowth strategy · Client assignment

Client brief

Agent · Evidence map · Workshop brief · Deck outline

Human→Agent→Team

Explore More Work Agents

Compare how a Work Agent handles real assignments across different professions.

Questions before you start

Work Agent Questions for Consultants and Advisory Teams

Consulting teams need to preserve source trails, adapt to changing client context, and keep recommendations accountable to the people presenting them.

Is Floatboat a consulting methodology or project-management system?+

No. Floatboat is a Work Agent for the research, synthesis, drafting, and coordination steps around an engagement. Your team still chooses the methodology, workplan, governance, and system of record.

Can it produce a client recommendation on its own?+

It can connect supplied evidence to hypotheses and draft alternatives, but consultants must test assumptions, resolve contradictions, weigh trade-offs, and own the advice presented to a client.

Can each engagement use its own templates and terminology?+

Yes. A workspace can begin from the client brief, interview guide, issue tree, exhibit conventions, and review cadence selected for that engagement.

How do we keep a recommendation tied to evidence?+

Maintain source links beside claims, distinguish client statements from external evidence, expose unresolved assumptions, and have the workstream owner verify every number and conclusion before it reaches a deck.

How should confidential client material be handled?+

Follow the engagement's confidentiality terms and firm policy, separate workspaces where appropriate, grant only necessary access, and review the data handling of every selected model, tool, and connector.

Will drafts go directly to the client?+

Not in the recommended setup. Workshop packs, executive summaries, emails, and decks remain editable drafts until the engagement team approves the evidence, language, recipients, and release.

Where should a consulting team start?+

Use one completed discovery cycle: provide approved interview notes and background documents, generate a source-linked working brief, and compare it with what the team would normally prepare by hand.

Turn client evidence into a reviewable recommendation

Start with the engagement question and approved sources. Review the options and source trail before your team advises the client.

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