An AI Agent For Planners Juggling A Dozen Vendors Per Event
Each event brings a florist, a caterer, a band, rentals and a venue with its own rules. Your agent tracks every vendor’s contract, insurance and payment date, drafts the run of show and keeps your client in the loop.
From $10/month 30 days free No credit card
Where The Day Goes
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Vendors Go Quiet
The venue wants every vendor’s certificate of insurance 30 days out, and you’re emailing the DJ for the third time.
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The Real Plan Lives In A Side Spreadsheet
HoneyBook has the contract, Aisle Planner has the timeline and a Google Sheet has what’s actually happening.
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Clients Want Answers By Friday
A couple or a corporate client wants the revised proposal this week, and three vendors still haven’t sent pricing.
What Your Agent Does For You
In the tools you already use, with your own login, one item at a time.
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Chase COIs And Contracts
It keeps a checklist per event of each vendor’s contract, insurance certificate and venue requirements, drafts reminders to whoever is missing and files what arrives.
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Draft The Run Of Show
From contract times, vendor arrival windows and the venue’s load-in rules, it drafts the day-of timeline for you to edit.
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Google Docs - Aisle Planner
- Planning Pod
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Track Payment Due Dates
Deposits and final balances for every vendor go on the shared calendar, each with a task a week ahead. Paying stays with you.
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Google Calendar - HoneyBook
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Send Vendor Inquiries
It drafts availability and pricing requests to the vendors you pick, one at a time, and lines up the answers side by side in a sheet.
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Write Client Updates
Every Friday it drafts a short update per event: what’s booked, what’s waiting and what the client needs to decide.
- HoneyBook
- Dubsado
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Venue RFPs And Wrap-Ups
For corporate events it drafts the venue request with dates, headcount and room needs, and afterward a recap with actual spend against budget.
Ask In Your Own Words
Type it in a project chat, or send it from your phone. Your agent does the work and reports back in the thread.
- Which vendors for the Chen wedding still owe the Riverside Club a COI? Draft a reminder to each.
- Draft Saturday’s run of show: ceremony at 5, cocktail hour on the terrace, band loads in at 3:30.
- Put every final payment for the Morgan wedding on the calendar with a reminder a week before.
- Ask three florists if they’re free May 9 for about 120 guests, and line up their answers in a sheet.
- Write this week’s update for Hannah and Josh: tasting booked, linens pending, they still need to pick a cake.
- Draft a venue RFP for a 60-person sales kickoff in Austin: two nights, one general session room, two breakouts.
The Plan That Fits
Lead planner, assistants and day-of coordinators work from one project per event, up to 10 people.
Team
$29/mo
Up to 10 people and 20 AI agents. Try it free for 30 days, no card. Your agents run on your own AI plan.
Questions From Event Planners
Does it work with HoneyBook and Aisle Planner?
It can open both in the same morning, checking contract and payment status in HoneyBook and the timeline in Aisle Planner, and tell you where they disagree.
Can it check a COI against the venue’s requirements?
It compares the certificate to the venue’s written list and points out what looks missing. Whether coverage is enough is for you, the venue or an insurance agent to decide.
Can each event have its own space?
Yes. Make a project per event with its own chat, shared folder and project log, and invite the agent to the event date on the shared calendar.
Can it message every guest?
No. Octopus Prime doesn’t send bulk messages. Keep guest communication in your RSVP site; the agent can tally the replies from it.
Is it useful for corporate events?
Yes. Venue RFPs, attendee lists from your registration tool, the run of show and the post-event recap are the same kind of work.
Does my agent see my passwords?
No. Your logins stay in your Vault, a safe your agents can use but never read. You connect each app once at Settings › Connections and choose which agents can use it, and you can remove that access at any time.
Hand the busywork to your agent. You stay in charge.
From $10/month 30 days free No credit card
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