Consolidate

· #476 most-used

The booking engine for creative agencies and talent reps

CRMProductivityProjectsFinanceScheduling

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.

Try Consolidate with Actionist Visit Consolidate

Average time saved

11 hours

per person · per month

≈ 1 workdays back

Eliminates manual work. 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.

Schedule

What your Consolidate agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Wed–Fri

Wed

Thu

Fri

10a

11a

12p

Multi-app workflows

Consolidate × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

9Apps spanned

~42 hrsSaved / week

6Personas served

For customer success

Featured4 apps

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.

~9 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a Gmail confirmation email is received from a client

Trigger

Step 1

Gmail

Detect client booking confirmation email

read

Step 2

Consolidate

Get booking details for the confirmed shoot

write

Step 3

Consolidate

Update booking status to confirmed

write

Step 4

Slack

Post crew briefing to production channel

write

Step 5

Google Calendar

Create shoot day event with full crew

Result

Update booking status to confirmedPost crew briefing to production channelCreate shoot day event with full crew

The win

Saved per run

45 min

Runs / week

~12×

Zero forgotten briefings

Driven byCustomer Support Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
19 min / week
Manual brief-to-estimate
Booker reads a brief, searches talent manually, checks availability by phone or email, and builds a quote in a spreadsheet.
Sales Agent
0 min
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 min / week
Post-campaign portfolio update
Marketing coordinator downloads approved campaign selects and manually uploads each image to each talent's portfolio page in Consolidate.
Marketing Agent
0 min
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 min / week
Booking confirmation briefing
Booker reads the confirmed booking, copies details, and manually sends call sheets to talent, client, and studio — for every shoot.
Customer Support Agent
0 min
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 min / week
Talent availability data entry
HR or talent manager manually blocks dates in Consolidate each time a talent submits a holiday or unavailability request.
Human Resources Agent
0 min
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 min / week
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.
Finance Agent
0 min
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 min / week
Weekly utilisation report
Operations manager manually pulls booking data from Consolidate, calculates billable days per talent, and builds the weekly report in a spreadsheet.
Operations Agent
0 min
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 min / week
Contract and usage rights tracking
Legal reviews Consolidate booking records manually each month to identify usage licences approaching renewal and drafts renewal notices.
Legal Agent
0 min
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.

+ 100s of other Consolidate automations

Average monthly

11 hrs / person / month

Average monthly

11 hrs / person / month

Calculator

Calculate what your team saves

Team size

10 people

Hourly rate

$20 / hr

Hours saved / week

Hours saved / year

1,400

Annual ROI

$28,000

Based on Consolidate's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.8 hrs / person / week of admin work automated.

Connect

How to plug Consolidate into Actionist

Pick the connection method that suits your environment.

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.

Open the Apps tab

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

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.

Test the connection

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

Actions

20 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

7 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

Skills

Skills that pair with Consolidate

Reusable agent skills that work well alongside this app.

No paired skills curated yet. Add this app to your agent to discover what fits.

MCP servers

MCP servers that work with Consolidate

Connect Actionist to MCP servers built for or around this app.

No MCP servers indexed for this app yet.

FAQs

Questions about 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.