Agentic

Use cases

Custom AI agents for your whole company

An assistant for each person that knows your company, and agents that run multi-step jobs.

Plan this for your businessBook a call

What it does

  • Gives each person an assistant that knows your company's documents and tools
  • Drafts, summarizes, researches and prepares reports in minutes
  • Custom agents that run multi-step jobs across your systems

How it works

Built on Claude, OpenAI or Grok and connected to your systems, with each person seeing only what they already have access to. For strict privacy, it can run on a private server in your office.

When it makes sense

Your team spends hours searching for information or rewriting the same documents.

A job, start to finish.

  1. WhenA project manager asks for a status report before a client call.
  2. Step 1The AI pulls the latest tasks, hours and emails for that client.
  3. Step 2It writes a one-page summary of progress, open issues and next steps.
  4. Step 3It links each point to where it came from.
  5. Step 4The manager edits it and sends it.
  6. ResultThe manager starts from a draft instead of digging through three tools.

What it looks like in different businesses.

  • Law firmsSummarizes case files and drafts first versions of letters
  • Sales teamsPrepares a brief on every prospect before the call
  • LeadershipPulls numbers from three systems into one weekly report
  • Accounting firmsDrafts client emails explaining a tax notice for the accountant to review
  • Home servicesGives each tech the customer's history before they arrive
  • Real estate teamsWrites listing descriptions from an agent's notes

What we set up for it.

  • Answers from your documentsAn assistant that knows your policies, price sheets and guides, and shows where each answer came from.Google Drive, Dropbox, your website, PDFs and Word files.
  • Custom AI agents for your teamAn assistant for every employee, and agents that run multi-step jobs across your systems.The systems you name on the plan review call.
  • Private AI in your officeAn AI server on your own hardware, for files that can't go to an outside AI company.Your own server, in your office or private cloud, maintained by us.
  • Reports and dashboardsWeekly answers to how the business is doing, pulled from all your systems into one place.Your CRM, booking or field-service tool, accounting, phone system and spreadsheets.

What we report each month.

  • 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 teams ask us.

Is this just ChatGPT?

No. It's connected to your company's documents and tools, so it answers about your business, and 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.

Do people need training?

A short walkthrough is usually enough. We show your team what it does well and how to check its work.

Other departments.