AI Agents For Your Business
Custom AI agents for small businesses and busy professionals. They handle routine email, keep data organized, keep reports and dashboards up to date, and follow up with clients, so your team can focus on the work that needs a person, while you stay in charge of every message that goes out.
Get the Routine Work Off Your Plate
Email piles up, replies sit unsent, and follow ups get missed.
Client information is spread across spreadsheets, inboxes, and forms, and nobody knows which copy is current.
Recurring reports and dashboards need rebuilding from scratch every time they are due.
Follow ups depend on memory, and memory is already full.
What Your Agent Handles For You
Email triage and follow up: sort new mail into leads, clients, and bills, draft replies in your voice for your review, and flag the ones that need a person.
Organize and clean business data: standardize records, remove duplicates, and keep client and service data in order, so the numbers you report are the numbers you trust.
Recurring reports and dashboard upkeep: prepare regular reports and keep Power BI and other dashboards current, without rebuilding them from scratch each time, and send you a short summary when each one is ready.
Client follow up workflows: send reminders, track who replied, and keep follow ups moving so no client is left waiting.
From First Call To A Working Agent
Understand: we learn how your team works, what takes the most time, and what good follow up looks like for your business, and which replies only you should send.
Identify: we pick one clear starting task, name the tools it will use, and agree how you will review its work.
Design and Build: we build the agent around your tools and test it with real examples from your work. We adjust it until the drafts sound like you.
Deliver: we walk through the finished agent with you, confirm how it will be used, and show you how to change it as your work changes.
Example: One Morning With an Inbox Agent
A fictional example with sample data. No real client is shown, and this shows the workflow, not results.
8:00 a.m. The inbox arrives
New lead: Hi, I found your services page. Can you send me a quote for monthly reporting?
Current client: Can you resend last month’s report? I cannot find the attachment.
Invoice: Invoice 1042 is due Friday. Please confirm you received it.
Scheduling: Can we move Thursday’s call to Friday morning?
Notice: Your software subscription renews next month.
What the agent did
Sorted the inbox: new lead, current client, invoice, scheduling, and one notice to file.
Drafted a reply to the new lead, with a quote for monthly reporting, for the owner to review.
Found last month’s report and drafted a reply to the current client, for review.
Flagged the invoice as urgent and drafted a confirmation, for review.
Drafted a reply to move Thursday’s call to Friday morning, for review.
Filed the low priority notice for later.
The owner reviews the drafts over coffee, approves the sends, and starts the day with a clear inbox.
Start Where It Helps Most
Custom scoped projects with a consultation first. Pricing is based on the work involved. Contact us for a custom quote.
Starter: one AI agent for the one routine task your team repeats every day, such as email triage or client follow up. Includes setup, testing with your examples, and a walkthrough.
Growth: two or three connected agents or workflows, such as email follow up plus data cleanup and recurring reporting. Includes setup, testing, documentation, and a walkthrough.
Full System: a connected set of agents across email, data, reporting, and client follow up, built around your tools and review steps. Includes setup, testing, documentation, training, and ongoing upkeep planning.