Use cases and guides / By industry
Sands for agencies
Agencies use Sands from the first brief to the last invoice: a plan before kickoff ends, client-ready status on demand, and hours that paste into the invoice email.
At a glance
| Job | Try asking | Works with |
|---|---|---|
| Plan from the client brief | Turn this client brief into a 6-week plan for Ana, Ben and June | Files, Jira, Linear, Asana |
| Client-ready status | Where is the Acme website project? Client call in 20 minutes | Jira, Linear, Asana |
| Bill the month | Hours report for Acme in September, excluding internal tickets | Jira |
| Share the plan with the client | Export this plan as a PDF | Sands only |
Use cases
1. Plan from the client brief
Attach the brief. Sands drafts the plan with your team's names and capacity, and lists the questions to ask the client.
Try asking
Turn this client brief into a 6-week plan for Ana, Ben and June
More: Plans
2. Client-ready status
Before a call, ask where a project is. The answer cites what Sands read, so you can forward it as it is.
Try asking
Where is the Acme website project? Client call in 20 minutes
3. Bill the month
Hours from Jira worklogs, grouped for billing, with internal work left out.
Try asking
Hours report for Acme in September, excluding internal tickets
More: Hours reports
4. Share the plan with the client
Export the plan to Word or PDF, or copy the ticket table into a proposal.
Try asking
Export this plan as a PDF
More: Sending and exporting
Recommended setup
- Create one Sands project per client to keep chats together.
- Connect Jira for hours reports.
- Use Manually approve on client-owned boards.
Where to go next
Quickstart, Approvals, or the other use case guides.