AI agents and automation · our core practice

Hand one office job to AI. Then the next.

Most clients start with one office workflow: one recurring job set up in an AI workspace your team owns, with a runbook and a 30-day check-in.

The core practice is three kinds of work: AI agents built for one job, automation of repetitive office work and workflows that connect the tools you already use. Most clients start with one job. If you want the next one found and built every month, keep us on as your AI engineer, without the full-time hire.

01

Bespoke AI Agents

Built for one real job in your business.

An AI agent is software that can read, decide and act on a defined task. We build them for your business: connected to your tools, working from your data, and scoped to one real job your team is doing by hand today.

Typical builds

  • Sales research and outreach agents
  • Customer support and escalation agents
  • Internal knowledge and Q&A agents
  • Competitive intelligence agents
  • Proposal and contract generation agents

Installed over two working sessions with your team, with a written runbook and a 30-day check-in.

02

AI Automation

Take the repetitive work off your team.

We find the most expensive manual processes in your operation and set up systems that run them. Data entry, document processing, email triage and reporting are the usual candidates.

Typical builds

  • Document & data extraction pipelines
  • Intelligent email and inbox management
  • Automated reporting and dashboards
  • CRM data hygiene and enrichment
  • Multi-step approval and routing workflows

For a real example, read how ROI Metal Buildings gave seven reps their own dashboard with zero new data entry.

03

Custom Workflows

Your stack, wired together the right way.

We connect the tools you already pay for (CRM, accounting, project management, chat) so a job moves from one to the next without anyone retyping it.

Typical builds

  • Cross-platform tool integrations (HubSpot, Salesforce, Notion, Slack, and more)
  • Trigger-based automation chains
  • Custom webhooks and API connectors
  • Lead routing and qualification pipelines
  • Client onboarding and fulfillment flows

Handoffs between tools happen on their own, so nothing waits on someone remembering to retype it.

Start with one workflow. Grow from there.

Learn how to use AI with your team, install one office workflow that runs on your own AI workspace, or implement a larger workflow across your tools, each at a fixed price for a written scope. When you want the next job found and built every month, keep us on as your AI engineer, without the full-time hire.

No. 01

Learn

AI Class & Team Workshop

Get your team using AI on real work.

$79 / person
Intro class · private team workshop $500

Best forOwners and teams who want to learn how to use AI on their own work before installing anything.

OutcomeYour people leave knowing how to use an AI assistant on the jobs they actually do, with prompts and examples from your business.

The private workshop is the standard 90-minute format for up to 5 people with one prep call. Larger groups or custom content are quoted.

What's included

  • Intro AI class, $79 per person
  • Private team workshop, $500: 90 minutes, up to 5 people
  • Office lunch-and-learn, $49 a seat, 12-seat minimum
  • Four-week course, $595 per person
  • One prep call so examples come from your business
  • Take-home prompts and setup notes
Discuss your workflow →Next class: Thu, Dec 3. Reserve a seat →Training a whole office? All options →
No. 02Start here

Install

One Office Workflow, Installed

One recurring job, set up, documented, and taught.

From $2,000
Fixed price · 50% at booking, 50% at acceptance

Best forA business with one recurring office job that eats hours every week: quotes, intake, follow-ups, reports, document lookups.

OutcomeThat job runs on an AI workspace your team owns, with a written runbook and a check-in 30 days later to make sure it stuck.

One recurring job, one AI workspace, your own documents, up to 2 connections. Software subscriptions are billed to your accounts.

What's included

  • One recurring job set up in one AI workspace
  • Built on documents you supply
  • Up to 2 connections to tools you already use
  • Two working sessions with your team
  • Written runbook your team keeps
  • 30-day check-in
Discuss your workflow →
No. 03

Build

Workflow Implementation

A multi-step workflow across your tools.

$3,500 – $7,500
Fixed quote for a defined scope · $750 paid diagnostic if scope is unclear

Best forTeams whose workflow spans several steps or tools and needs more than a single workspace.

OutcomeA defined workflow implemented end to end, documented, and handed over to your team.

Larger or hosted systems are quoted after discovery. When the scope is unclear we start with a paid diagnostic.

What's included

  • Scope written and agreed before work starts
  • Workflow implemented across the tools in scope
  • Documentation and team handoff
  • Kept running and improved on the AI engineer plan
Discuss your workflow →
No. 04

Embed

Your AI Engineer

An AI engineer for your business, without the full-time hire.

From $3,000/mo
Quoted after a $750 two-week shadow sprint, credited to month one · 3-month minimum

Best forTeams of 10 to 50 that keep finding the next job worth handing to AI, with nobody on staff to build it.

OutcomeOne improvement shipped every month, your team actually using it, and a scorecard showing the hours it saved.

We price the month after the shadow sprint, once we have seen how your team works. Software subscriptions are billed to your accounts.

What's included

  • We learn how each team does the work, by watching it
  • One custom tool, agent or automation shipped each month
  • Team coaching and a weekly AI office hour
  • A written AI playbook for the whole business
  • Everything we built kept running as your tools change
  • A one-page monthly scorecard for the owner
Talk about a shadow sprint →

50% at booking, 50% at acceptance. Software subscriptions are billed to your own accounts. The AI engineer plan is billed monthly in advance; extra work outside any plan is $200/hr with a written cap. Larger or hosted systems are quoted after discovery.

How an install runs

Route sheet · Install3 steps
  1. 01

    A 30-minute call

    We map how the work runs today and pick the two or three jobs where AI would save the most time.

  2. 02

    A written scope

    We design the system for your tools: a dashboard, a workflow automation or an integration. You see the fixed price before work starts.

  3. 03

    Two working sessions

    We build, test and hand over a working, documented system with your team. Larger work follows a written scope and schedule.

A month with your AI engineer

The work an AI engineer does at a bigger company, without the full-time hire. It starts with a two-week shadow sprint so we price the month after we've seen how your team works.

Start with “Where did your week go?” →

A free questionnaire about how your week runs. You get a short write-up of the jobs we'd look at first in a shadow sprint.

Route sheet · AI engineerOne month
  1. 01

    Week 1: find it

    We sit with the people who do the work and watch how it runs today, then pick the one job worth fixing this month with you.

  2. 02

    Weeks 2 and 3: build it

    We build the tool, agent or automation in your own accounts, connected to the systems you already use.

  3. 03

    Week 4: teach it and write it down

    A short session with the people who use it, and a new page in your AI playbook so it never lives in one person's head.

  4. 04

    Every week

    An AI office hour anyone on your team can bring questions to, and a check that everything we built still runs.

  5. 05

    Month end

    A one-page scorecard for the owner: what shipped, the hours it saved, what broke, and next month's pick.

Which job would you start with?

Book a free 30-minute strategy call. We'll look at how the work runs today and tell you which workflow to install first.

Book a Strategy CallNot ready to talk? Tell us where your week goes.

FAQ

Frequently asked questions

What can an AI agent do for a small business?

Common builds: qualify inbound leads, send delivery and pay-status updates, answer customer questions, and surface live job status to your crew. All of it is built on the spreadsheets and tools you already run.

Where do most clients start?

With one office workflow, installed and documented: one recurring job set up in an AI workspace your team owns, with a runbook and a 30-day check-in. Teams that want to learn first take the class or a private workshop. Multi-step workflows across several tools are a workflow implementation.

What does it cost?

The AI class is $79 per person and a private team workshop is $500. One office workflow, installed and documented, starts at $2,000 fixed. Workflow implementation runs $3,500–$7,500 for a defined scope, with a $750 paid diagnostic when scope is unclear. The AI engineer plan starts at $3,000/mo, quoted after a $750 two-week shadow sprint. Larger or hosted systems are quoted after discovery.

Can you work with us every month instead of one project at a time?

Yes. On the AI engineer plan we work inside your business every week: we watch how each team does the work, ship one tool or automation a month, coach your people, keep a written AI playbook, and send the owner a one-page scorecard. It starts with a two-week paid shadow sprint so the monthly price fits your team.

How fast can an agent go live?

A single-workflow install runs over two working sessions with your team. Larger workflow projects follow a written scope and schedule agreed before work starts.