Consolidate

Consolidate

· پراستفاده‌ترین #476

The booking engine for creative agencies and talent reps

CRMبهره‌وریProjectsFinanceScheduling

Consolidate is the all-in-one platform creative agencies and talent representatives use to manage bookings, talent rosters, invoicing, and production schedules in one place. Connect it to Actionist and your agents can create and confirm bookings, pull talent availability, fire invoices the moment a shoot wraps, and update portfolio assets — all in plain English, all without leaving your workflow.

میانگین زمان صرفه‌جویی‌شده
11 ساعت
برای هر نفر · در هر ماه
تقریبا 1 روز کاری برگشتی

کار دستی را حذف می‌کند. Agents eliminate the manual handoffs between brief receipt, talent search, booking creation, and invoice dispatch that typically consume 30–45 minutes per booking for a booker.

زمان‌بندی

عامل Consolidate شما چه چیزهایی را خودکار اجرا می‌کند

یک هفته کارهای زمان‌بندی‌شده که عامل Actionist از طرف شما اجرا می‌کند.

28کارهای زمان‌بندی‌شده
7عامل‌های فعال
24/7همیشه روشن
عامل‌ها
چهارشنبهجمعه
چهارشنبه
پنجشنبه
جمعه
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
گردش‌کارهای چنداپلیکیشنی

Consolidate × همه اپلیکیشن‌های دیگر شما

اتوماسیون‌های سرتاسری که چند اپلیکیشن را به هم وصل می‌کنند؛ هرکدام یک خروجی واقعی کسب‌وکار.

6گردش‌کارها
9اپلیکیشن‌های درگیر
حدود 42 ساعتصرفه‌جویی در هفته
6نقش‌های پوشش‌داده‌شده
برای موفقیت مشتری
ویژه4 اپلیکیشن

Booking confirmed — crew briefed in 60 seconds

When a client emails confirming a shoot, your agent reads the booking details from Consolidate and fans out the full pre-production briefing — call sheet to talent, calendar hold to the studio, and a project kick-off note to the production team in Slack — before the booker has finished reading the email. Every crew member knows where to be and when, with zero copy-paste from the booking record.

حدود 9 ساعت

زمانی که تیم شما هر هفته و به‌صورت خودکار پس می‌گیرد

جریان کار
تریگر·When a Gmail confirmation email is received from a client
نتیجه
Update booking status to confirmedPost crew briefing to production channelCreate shoot day event with full crew
برد اصلی
صرفه‌جویی در هر اجرا
45 دقیقه
اجرا در هفته
~12×
Zero forgotten briefings
اجرا توسطCustomer Support Agent
بازگشت سرمایه

صرفه‌جویی

چیزی که تیم شما پس می‌گیرد: کارهای دستی‌ای که حذف می‌شوند و ارزشی که ایجاد می‌شود.

بدون Actionist

کاری که امروز دستی انجام می‌دهید

با Actionist

کاری که عامل شما برایتان اجرا می‌کند

  • Sales
    19 دقیقه در هفته
    Manual brief-to-estimate

    Booker reads a brief, searches talent manually, checks availability by phone or email, and builds a quote in a spreadsheet.

    عامل Sales
    ۰ دقیقه
    Agent builds shortlist and estimate instantly

    Agent queries Consolidate for matching talent, checks live availability, and creates a draft estimate — sent to the client within the hour.

  • Marketing
    14 دقیقه در هفته
    Post-campaign portfolio update

    Marketing coordinator downloads approved campaign selects and manually uploads each image to each talent's portfolio page in Consolidate.

    عامل Marketing
    ۰ دقیقه
    Agent adds assets on campaign wrap

    When the campaign completes, the agent adds approved images to all relevant talent portfolios in Consolidate automatically.

  • Customer Support
    19 دقیقه در هفته
    Booking confirmation briefing

    Booker reads the confirmed booking, copies details, and manually sends call sheets to talent, client, and studio — for every shoot.

    عامل Customer Support
    ۰ دقیقه
    Agent dispatches briefings on confirm

    The moment a booking confirms in Consolidate, the agent generates and sends call sheets to all parties with zero booker involvement.

  • Human Resources
    8 دقیقه در هفته
    Talent availability data entry

    HR or talent manager manually blocks dates in Consolidate each time a talent submits a holiday or unavailability request.

    عامل Human Resources
    ۰ دقیقه
    Agent blocks calendar on form submission

    Agent reads availability requests from the intake form and immediately updates the talent's Consolidate calendar — no manual step.

  • Finance
    14 دقیقه در هفته
    Invoice chase emails

    Finance team runs a weekly overdue report in Consolidate and manually writes and sends payment-chase emails to each client with outstanding invoices.

    عامل Finance
    ۰ دقیقه
    Agent chases overdue invoices weekly

    Agent queries overdue Consolidate invoices every Friday and sends personalised chase emails to each client's billing contact automatically.

  • Operations
    30 دقیقه در هفته
    Weekly utilisation report

    Operations manager manually pulls booking data from Consolidate, calculates billable days per talent, and builds the weekly report in a spreadsheet.

    عامل Operations
    ۰ دقیقه
    Agent delivers Monday report automatically

    Agent reads last week's bookings from Consolidate, calculates utilisation, and writes the complete report to Google Sheets every Monday morning.

  • Legal
    6 دقیقه در هفته
    Contract and usage rights tracking

    Legal reviews Consolidate booking records manually each month to identify usage licences approaching renewal and drafts renewal notices.

    عامل Legal
    ۰ دقیقه
    Agent flags usage renewals proactively

    Agent scans Consolidate invoice records for usage licences expiring in the next 30 days and drafts renewal notices to send to the client.

+ صدها اتوماسیون دیگر Consolidate
میانگین ماهانه
11 ساعت / نفر / ماه
میانگین ماهانه
11 ساعت / نفر / ماه
محاسبه‌گر

محاسبه کنید تیم شما چه چیزی ذخیره می‌کند

اندازه تیم
10 نفر
نرخ ساعتی
20 دلار / ساعت
ساعت ذخیره‌شده / هفته
28
ساعت ذخیره‌شده / سال
1,400
بازگشت سالانه
$28,000

بر اساس الگوی رایج استفاده تیمی از Consolidate: کارهای قابل مشاهده به‌علاوه چند اتوماسیون دیگر که عامل اجرا می‌کند: حدود2.8 ساعت / نفر / هفته کار اداری خودکار می‌شود.

اتصال

چطور Consolidate را به Actionist وصل کنید

روش اتصالی را انتخاب کنید که با محیط کاری شما سازگار است.

The fastest path to your Consolidate bookings, talent, and invoices. Connect via MCP and your agent reads and writes Consolidate records through a secure OAuth handshake — no API token rotation, no manual credential management.

1
Open the Apps tab

Find Consolidate in the Apps library and click Connect. MCP is selected by default.

2
Authorise in Consolidate

You'll be redirected to Consolidate's authorisation page. Log in with your agency account and grant Actionist read/write access to bookings, talent, projects, and invoices.

3
Test the connection

Actionist runs a read-only call to verify the handshake. You're ready.

اکشن‌ها

20 اکشن که عامل شما می‌تواند اجرا کند

عملیات خواندن و نوشتنی که برای عامل Actionist شما در دسترس است.

تریگرها

7 رویداد که عامل شما می‌تواند به آن واکنش نشان دهد

رویدادهایی که عامل شما زیر نظر می‌گیرد و در پاسخ به آن‌ها اکشن اجرا می‌کند.

مهارت‌ها

مهارت‌هایی که با Consolidate خوب کار می‌کنند

مهارت‌های قابل استفاده مجدد عامل که کنار این اپلیکیشن مفید هستند.

هنوز مهارت جفت‌شده‌ای آماده نشده است. این اپلیکیشن را به عامل خود اضافه کنید تا گزینه‌های مناسب را کشف کنید.
سرورهای MCP

سرورهای MCP سازگار با Consolidate

Actionist را به سرورهای MCP ساخته‌شده برای این اپلیکیشن یا پیرامون آن وصل کنید.

هنوز سرور MCP برای این اپلیکیشن فهرست نشده است.
پرسش‌ها

پرسش‌ها درباره Consolidate + Actionist

What Consolidate objects can the agent read and write?
The agent can create, read, update, and cancel bookings; read and update talent profiles and availability calendars; create and send invoices and estimates; manage contacts; and read production project schedules. Essentially the full operational surface of a busy talent agency.
How do I connect Consolidate to Actionist?
The recommended path is MCP — click Connect on the Consolidate app card, authorise via Consolidate's OAuth screen, and Actionist verifies the handshake with a read-only test call. If you need server-side or self-hosted access, use the API Token method: generate a scoped token in Consolidate Settings → Integrations → API Access and paste it in.
What permissions does Actionist need in Consolidate?
For full agent capability, grant read/write access to bookings, talent, projects, invoices, and contacts. If you want to restrict the agent to read-only operations like reporting and availability checks, a read-only scope works — just know that booking creation and invoice dispatch will be unavailable.
Can the agent send invoices directly from Consolidate?
Yes. The Send invoice action creates and dispatches a Consolidate invoice to the client's billing contact. The agent can trigger this automatically — for example, when a booking status flips to completed or when a production milestone is marked done — or on demand when you ask it to invoice a specific client.
How does the agent avoid double-booking talent?
Before creating a booking, the agent reads the talent's availability calendar via Get talent calendar. If the requested dates are blocked, it surfaces the conflict and either searches for alternatives or asks you to confirm before proceeding. After a booking is confirmed, it immediately updates the talent's availability via Update talent availability — closing the window for duplicate bookings.
Can I use trigger events to automate follow-ups?
Yes — seven trigger events are available: New booking confirmed, Booking cancelled, Invoice paid, New project created, Talent availability changed, Estimate approved, and Production milestone reached. Each fires when the corresponding event occurs in Consolidate, letting the agent react in real time — for example, sending a call sheet the moment a booking confirms or releasing a talent's hold the moment a cancellation lands.
What happens if I disconnect Consolidate from Actionist?
Existing data in Consolidate is unaffected — disconnect only removes Actionist's access token. Any scheduled agent jobs that reference Consolidate will fail gracefully and surface an error rather than silently skip. Reconnect via the Apps tab at any time to restore full functionality.
Does Actionist work with Consolidate's multi-agency setup?
Actionist connects to the Consolidate account you authorise during setup, which maps to a single agency workspace. If you manage multiple agencies in separate Consolidate accounts, connect each as a distinct Actionist integration and reference the correct connection in your agent instructions.