Inbox and intake agents
Read incoming email, forms and documents, pull out what matters and route it to the right person or system.
Take the repetitive work off your team's plate.
Most operations lose hours every week to copying, filing, chasing and reporting. We build AI agents and automations that do that work inside the tools you already use, with a person approving anything that matters.
What we build
Document filing
Name, sort and file documents and attachments by client, job or business automatically.
Reporting on autopilot
Daily and weekly summaries assembled from your systems and sent where your team will read them.
Follow-ups and reminders
Customer and internal follow-ups that go out on time, in your voice, without someone remembering to send them.
Connected workflows
Automations that move data between your CRM, accounting, project and communication tools.
Human-in-the-loop review
Approval steps and audit trails, so automation never acts on something it shouldn't.
A good fit if…
We work best with operators who have a real problem to solve and want a result they can measure.
- Your team re-types the same information into more than one system
- Important email, documents or requests get missed or filed late
- Reports take someone half a day to pull together
- You want to try AI on one workflow before committing to more
How we work
- Map the workWe sit with the people doing the job and find where time and money leak.
- Prototype fastA working version on your real data before anyone signs up for a big build.
- Build and connectProduction software wired into the systems you already run.
- Run and improveWe stay on to measure it, support it and make it better.
Questions
Which tools can you connect to?
Most business tools with an API or email access, including Google Workspace, Microsoft 365, HubSpot, QuickBooks, Slack and project management platforms. We confirm the specific connections during scoping.
Will the AI act without anyone checking?
Only where you decide it should. We build approval steps for anything that sends, pays, deletes or changes customer records.
How do we start?
Pick one workflow that wastes the most time. We map it, build a working version on your real data and measure the result before expanding.
Tell us what you want to automate.
A short note is enough. We reply within one business day.