Custom AI agents for your team
An assistant for every employee, and agents that run multi-step jobs across your systems.
See it handle a real job.
What it does
- An assistant for each person that knows your company
- Drafts, summaries, research and reports in minutes
- Agents that run multi-step jobs across your systems
How it works
Daily summaries, quoting help, reading and filing paperwork, pulling reports from several systems into one answer. Each person sees only what they already have access to.
When it makes sense
Your team loses hours searching for information or rewriting the same documents.
CustomerDraft a proposal for the Harbor Dental website project from my call notes.
Pinn agentReading your call notes and two past proposals for similar website projects.
Read call notes from the client folder and two past proposals in Google Drive
Pinn agentThe draft is in the client folder. Two things to check: the notes don't say who writes the page copy, and there's no launch date.
CustomerWe write the copy. No fixed date yet.
Proposal draft updated and saved to the client folder
Pinn agentUpdated. It's saved as a draft, so nothing goes to the client until you send it.
What you get.
- An assistant for each person, connected to the company documents and tools they already use
- Agents built for the multi-step jobs you name on the plan review call
- Access that follows your existing permissions, so each person sees only what they already can
- A short walkthrough for your team on what it does well and how to check its work
- A log of what each agent did, and a monthly review with you
How we set it up.
- 1
Pick the jobs
On the plan review call we choose the jobs worth handing over and the systems each one touches.
- 2
Connect with limited access
We connect each system with only the access the job needs, using the permissions you already have.
- 3
Build and test on real work
We run each agent on real examples from your team and adjust it until your team is happy with the results.
- 4
Roll out and review
We walk your team through it. Every month we review how it's used and any runs that failed.
What it connects to.
The systems you name on the plan review call. If a tool you use isn't listed, we check it on the plan review call. See all integrations
Industries it fits.
Teams that use it.
What we measure.
- Who is using it, and for what kinds of work
- Agents that ran, and any that stopped or failed
- Questions it couldn't answer, and the documents that would help
- Requests for new agents from your team
Questions about custom ai agents for your team.
Is this just ChatGPT?
No. It's connected to your company's documents and tools, so it works on your business. Each person sees only what they already have access to.
Which AI does it use?
We build on Claude, OpenAI or Grok and pick the one that does each job best. For strict privacy, it can run on a private server in your office.
Can an agent send things on its own?
Only the actions you approve. Drafts wait for a person to review and send.
What if an agent gets stuck?
It stops and tells the person who asked, instead of guessing. We see every failed run and fix the cause.