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Create an Estimate From Your Instructions

Preview

This use case is in preview, the conversation shows how the AI Assistant is expected to handle it, and what it answers or does today may differ from this example.

Overview​

Describe the work to the AI Assistant as you would to a colleague: the client and project, the deliverables, and the hours each typology group needs. The assistant prepares the estimate with one line per deliverable and typology group, priced from the rate card on the client, and asks for anything it cannot work out, such as the Estimate Type or the dates. You review the lines and totals on a card before the estimate is created.

The agency, client, project, estimate, typology groups, rates and values in this example are illustrative. Estimate Types, rate cards and stages depend on your agency's configuration.

An example conversation between an account manager and the AI Assistant.

AI Assistant Chat
You

Create an estimate for Contoso Bank, Spring Savings Campaign. They need a key visual, six social posts and a landing page.

  • Key visual: 24h Creative, 16h Design.
  • Social posts: 24h Design, 12h Copywriting.
  • Landing page: 16h Creative, 20h Design, 12h Copywriting.
  • Plus 16h of Accounts for the whole thing.
Skilio

I’ll price it with the Contoso Bank 2026 rate card, Standard column, which is set on the client. Which Estimate Type should it use?

Estimate Type
CampaignRetainerOne-off

How I read your question

  • Assumed: the estimate runs from 1 November 2026 to 31 March 2027, the dates of the Spring Savings Campaign project.
  • Assumed: the Accounts hours go on a line of their own, Account Management.
You

Campaign.

Skilio
Deliverable · Typology groupHoursTable RateValue
Key Visual · Creative24h€85€2,040
Key Visual · Design16h€70€1,120
Social Posts (6) · Design24h€70€1,680
Social Posts (6) · Copywriting12h€65€780
Landing Page · Creative16h€85€1,360
Landing Page · Design20h€70€1,400
Landing Page · Copywriting12h€65€780
Account Management · Accounts16h€60€960

140 hours, €10,120.

Create this estimateReview these details before I create it.
Client
Contoso Bank
Project
Spring Savings Campaign
Estimate Type
Campaign
Name
Spring Savings Campaign
Start Date
1 November 2026
End Date
31 March 2027
Rate Card
Contoso Bank 2026 · Standard
Lines
8 lines, 140h
Total
€10,120
DenyCreate
You

I reviewed the details and selected Create.

Skilio
Created2026 - 00417 · Spring Savings Campaign

The estimate was created in New, with 8 lines and a total of €10,120. Open it to add margins, overheads or third-party costs before you send it to the client.

AI capability

From a description to an estimate

The assistant turns the scope you describe into estimate lines priced from the client’s rate card, and asks before it assumes.

What happens in Skills Workflow

  • Describe the client, project, deliverables and hours.
  • Answer what the assistant asks for, such as the Estimate Type.
  • Check the lines, the Rate Card and Rate Card Column, and the total.
  • Review the details and select Create.
  • Open the estimate to add margins, overheads or third-party costs.

Other ways to ask

“Create an estimate for Contoso Bank’s spring campaign with these hours.”

“Price this scope with the client’s rate card.”

“Add 8 more Design hours to the landing page.”

Good to know

  • Rate Card and Rate Card Column come from the client. Name another one if this estimate needs it.
  • Each line’s value is its hours times the Table Rate of the typology group.
  • The assistant asks for your approval before it creates the estimate. Select Deny to change it first.