Watch the inbox
The AI Operations Assistant sorts incoming requests, drafts replies, and routes each item to the right person.
Professional Services
AI agents that clear the admin between your client work.
Triage inboxes, move information between email, documents, CRM, and spreadsheets, draft follow-ups, and answer questions from your own files, so your team bills more hours.
Reply within 24 hours. First agent, price, and timeline. No obligation.
Sound familiar?
“I spend Monday morning building a report nobody reads properly.”
“The CRM is always out of date because nobody has time to update it.”
“We lose hours looking for the latest version of a document.”
How the first agent works
One workflow, live in a week.
Keep records current
Client details, meeting notes, and next steps are moved into the CRM and shared files without retyping.
Chase open items
Follow-ups and reminders are drafted for approval so commitments do not slip.
Write the weekly brief
Partners get a short summary of what happened, what is late, and which decisions need them.
Where to start
Agents and systems for this industry.
Proof
Work built around the same problem.
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
LetterMate
12,000+ letters generated across 20 guided workflows
20letter types
12,000+letters generated
70%lower cost vs lawyer-led creation
Closeum
13+ connected modules from calls through commissions
13+connected modules
$99.5K+revenue tracked
32completed transactions
40+leads managed
Google Workspace MCP
Client brief assembled from Gmail, Calendar, and Drive
3connected Google apps
6step review sequence
1approval before any change
Common questions
Before you start.
Will the agent send emails to clients on its own?
No. It drafts and a person approves. You can later allow automatic sending for low-risk internal messages if you want.
Can it answer questions from our documents?
Yes, with the source quoted. Larger document collections are better served by an AI Knowledge System with access controls.
What proof do you have?
Business OS with Antheon and our Google Workspace build turn email, calendar, and records into briefs. LetterMate generated 12,000+ letters across 20 letter types at 70% lower cost. Closeum connects 13+ modules and tracked $99,500+ across 32 transactions.
Which tools does it work with?
Google Workspace, Microsoft 365, HubSpot, and Slack are the most common. We confirm access during the free Agent Audit.
Keep exploring
Tools we connect.
Integrations
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.