Start with the work.
Build the right system.
Some clients arrive with a specific agent or automation in mind. Others know the work is fragmented but do not yet know what should change. We begin by understanding the process, then recommend, build, and maintain the smallest reliable system that solves it.
01 / AUDIT & ROADMAP
Understand the work.
Understand the work before choosing the technology.
We map how information moves, where work repeats, which handoffs fail, what system should remain authoritative, and where human judgment belongs. The result is a prioritized roadmap based on value, complexity, reliability, and risk.
- Current-state workflow map
- Bottleneck and opportunity register
- Source-of-truth recommendations
- Automation and human-review boundaries
- Prioritized implementation roadmap
Quoted to scope. The agreed deliverables and acceptance criteria are recorded before work begins. An audit can recommend simplifying a process or keeping a manual step; it does not commit you to a build.
Start with an Audit & Roadmap →02 / BUILD & INTEGRATE
Build the right solution.
Build what the workflow actually needs.
The answer may be one focused automation, a connected operating workflow, a custom AI agent, or a combination. We define access, actions, review points, failure handling, and acceptance criteria before the system is relied upon.
OUR FLAGSHIP
Custom AI Agents
Dedicated working environments configured around approved tools, resources, procedures, continuity, and human checkpoints.
Explore Custom AI Agents →How we build your agent’s workplace.
You choose the work and review the result. We give your agent a place to work, connect what it needs and handle the upkeep.
- 01
Choose one useful workflow
Start with recurring work that takes time, creates a messy handoff or keeps pulling you back into the same task.
You
Describe the task
Together
Agree scope & permissions
- 02
Give your agent a place to work
Your agent has a workplace behind the conversation: a dedicated, persistent environment we prepare around your work, with the approved tools and information it needs. You interact through supported apps and devices; the workplace stays.
Email
Calendar
Approved resources
Your agent’s workplace
Only agreed access
Illustrative connections; your build is scoped to the tools you approve.
- 03
Build continuity into the work
We assume sessions end. We design so the work doesn’t. Current work state, project status and approved resources are kept so the next session picks up where the last one stopped—without pretending every conversation is remembered everywhere.
Session ends
Work state kept
Next session
Picks up the work
- 04
Keep people at the right checkpoints
Work starts with reviewable drafts, not unsupervised customer messages. A draft is not permission to send it. The full set of limits is on our service boundaries page.
Prepared draft
Your review
Check · change · approve
This website does not send or execute anything.
- 05
AIC handles the agreed upkeep
Managed Care keeps the environment working: runtime maintenance and patching, supported connector maintenance, continuity maintenance, vulnerability scanning of the managed agent environment, and troubleshooting within the agreed scope. Unfamiliar issues may need investigation.
Patches & updates
Connector upkeep
Vulnerability scanning
Automation & Integration
Reliable handoffs between approved systems, with explicit triggers, error handling, source-of-truth rules, and manual fallbacks. Feasibility depends on provider access, API behavior, plan limits, licensing and authentication.
Knowledge & Information Systems
Structured resource libraries and scoped retrieval systems that help people and agents find dependable information. Specialist retrieval (RAG) requires defined source quality, permissions, evaluation and maintenance.
Document & Reporting Workflows
Repetitive forms, summaries, reports, content preparation, and review flows converted into consistent, inspectable processes.
Voice & Conversational Systems
Scoped / emerging. Carefully scoped interfaces when they fit the workflow, access model, consent requirements, and operating environment. Supported voice interaction is not a generalized commercial Voice AI practice.
03 / MANAGE & IMPROVE
Keep it working.
A useful build still needs an owner.
Managed Care covers the agreed environment and connectors: maintenance, patching, continuity, troubleshooting, vulnerability scanning, and scoped improvements. Support limits and third-party responsibilities remain explicit.
The Executive Assistant starts at $500 setup, then $150/month Managed Care. Custom-system care is quoted separately. Hosting, AI/model subscriptions and applicable third-party services are separate.
See the Executive Assistant starting package or explore ongoing Managed Care.
OPERATIONAL JUDGMENT
What we may recommend not automating.
Consequential judgment, unstable processes, poor source data, infrequent exceptions, or work whose risk exceeds its likely return may be better kept with a person. An Audit & Roadmap can recommend simplifying first or retaining human review.
Compare Audit & Roadmap, Executive Assistant and Custom Build
START SMALL / EARN TRUST / EXPAND
More responsibility.
When the workflow is ready.
We refine the process together. Greater responsibility is earned through testing and agreement—not simply because time has passed.
- 01
Assisted work
Your agent prepares drafts. You review the details, correct what is missing and help shape the process.
- 02
Supervised delegation
A familiar request starts an agreed workflow. You check the outcome with less step-by-step direction.
- 03
Agreed delegation
Where suitable and tested, specific actions can run within agreed limits. A recommendation is not permission to change a live system; failure detection, notification and recovery need their own checks first.
Trust is earned per workflow. Some tasks should always retain human review. New access or actions require a new agreement.