Inbox triage
Sorts incoming email, drafts replies for approval, and routes requests to the right person.
AI Agent
AI Operations Assistant
An AI team member that handles the admin work across your email, documents, CRM, and spreadsheets, and asks before anything important goes out.
Inbox triage, data entry across tools, follow-ups, weekly briefs, scheduling, and answers from company files, switched on skill by skill.
Reply within 24 hours. First agent, price, and timeline. No obligation.
An AI operations assistant is a general-purpose AI agent that handles everyday admin across a company's email, documents, CRM, and spreadsheets. It triages requests, keeps records up to date, follows up on open items, and prepares reports, with a person approving anything important.
Sound familiar?
“I spend Monday building the report.”
“Everything lives in someone's inbox.”
“We copy the same data into three systems.”
“Follow-ups slip because nobody owns them.”
What it does
Skills you can switch on.
The Agent Audit picks which skills to start with. Add the rest as the agent proves itself.
Data entry across tools
Copies information between email, forms, the CRM, spreadsheets, and accounting, so nobody retypes it.
Follow-ups and reminders
Tracks open items and nudges people or customers with approved messages.
Weekly management briefs
Summarizes what happened, what is late, and what needs a decision, from your CRM, finance, and project data.
Scheduling and task handoff
Books meetings and creates tasks with an owner and a due date.
Answers from company files
Finds the right document, policy, or record and quotes the source.
Before and after
What changes in the first week.
Today
- Requests buried in shared inboxes
- The same data typed into several systems
- Follow-ups depend on someone remembering
- The weekly report rebuilt by hand every Monday
- Answers depend on who is in the office
With the agent
- Requests sorted and routed as they arrive
- Records updated once and synced across tools
- Every open item tracked and followed up
- A weekly brief ready before Monday starts
- Answers found in company files, with the source
You stay in control. Anything that leaves the company, changes a customer record materially, or commits money waits for a person to approve it.
Proof
Work we have already shipped.
Business OS + Antheon
An AI assistant connected to sales, tasks, calls, and finance
8predefined queries
7day task window
12recent lead/task limit
2interfaces: voice and chat
Google Workspace MCP
Client brief assembled from Gmail, Calendar, and Drive
3connected Google apps
6step review sequence
1approval before any change
HubSpot MCP
Account history turned into a reviewable next action
4HubSpot record types joined
3review flags per account
1approval before every CRM write
QuickBooks MCP
Invoice and payment context ready before the follow-up
5QuickBooks record types read
6step review sequence
0autonomous money movements
Closeum
13+ connected modules from calls through commissions
13+connected modules
$99.5K+revenue tracked
32completed transactions
40+leads managed
Pricing
Start small. Prove it in a week.
The Starter Agent is $1,000 and live in one week. If your Starter Agent does not work as agreed in writing, we fix it at no charge or refund the $1,000.
The Agent Audit
Free
Reply within 24 hours
Show us one workflow. We tell you which agent to start with, what it will cost, and what should wait.
- One workflow reviewed
- First agent recommended
- Rough price and timeline
- What should stay manual
Starter Agent
$1,000
Live in 1 week
A deliberately small first agent that proves the value before you commit to more.
- One skill, one workflow
- Up to two of your existing tools
- Human approval on important actions
- Testing, launch, and handoff
If your Starter Agent does not work as agreed in writing, we fix it at no charge or refund the $1,000.
Managed AI Operations
From $1,000/month
Monthly, no lock-in
We run your agents, keep them accurate, and add one new workflow or skill each month.
- Monitoring and fixes
- Prompt and data updates
- One new small workflow a month
- Cancel any time
AI Operating Layer or AI System
$10,000-$75,000+
Phased delivery
Agents across the whole operation, or an AI CRM, AI ERP, knowledge system, or integration layer.
- Starts with a System Blueprint ($1,500-$5,000, credited)
- Multiple agents and workflows
- Fixed scope per phase
- You own what we build
Common questions
Before you start.
How much does the AI Operations Assistant cost?
The Starter Agent is $1,000 and goes live in one week with one or two skills switched on across up to two of your tools. If it does not work as agreed in writing, we fix it at no charge or refund the $1,000.
Which tools does it work with?
Google Workspace, Microsoft 365, HubSpot, Salesforce, Slack, QuickBooks, and spreadsheets. It works inside the tools your team already uses.
How is this different from a virtual assistant or ChatGPT?
It is connected to your systems, follows your rules, keeps a log of every action, and works on a schedule without being asked. It also waits for approval before anything important goes out.
Can it see everything in our email and files?
Only what you grant. Access is limited to the mailboxes, folders, and records the workflow needs, and every action is logged.
What happens after launch?
Managed AI Operations, from $1,000 a month, keeps the assistant accurate and switches on one new skill or workflow each month. No lock-in; cancel any time.
Keep exploring
Connected to how you work.
Industries
The Agent Audit
Get my free Agent AuditKnow which agent to start with.
Show us one workflow. Within 24 hours you get the agent we would start with, what it costs, and what should wait.