AI Agents & Automation
Custom AI agents and workflows that take recurring work off the team: product copy, email production, lead research, review-response drafts and Slack-based assistants. Humans approve anything that goes to a customer.
The problem
Recurring tasks often cross several tools and depend on someone remembering the next step. We start with the work your team repeats, then connect the inputs, checks and review points into a workflow. The goal is a useful operating system, not an unattended AI making customer commitments.
What's included
Everything in AI Agents & Automation.
Product-description pipeline
For a cannabis retailer, a daily workflow drafts product descriptions, with editorial review before publishing.
Promotional-email production
A daily workflow prepares promotional email from approved business inputs, moving copy and campaign production toward a human review before sending.
Reviewed lead outreach
For a professional speaker's business, the system qualifies new leads and drafts personalized follow-up emails for review. A person decides what is sent.
Review and Slack assistants
Review-response agents prepare drafts for approval; Slack-based assistant agents help the team work with the information and tasks already in its operating channels.
How it works
A clear path, start to finish.
Review the operation
Start with the recurring task, the information it needs and the systems your team already uses. Agree where a human needs to stay involved.
Build and test
Connect the agreed tools and test the workflow with business-specific inputs. Review failure paths and handoff rules before using it in customer work.
Run and refine
Review what the workflow does in practice, tune it with your team and keep responsibilities clear as the business changes.
FAQ
Questions about ai agents & automation.
What task should we automate first?
Start with a recurring task with clear inputs, a reviewable output and an owner. We review your operations before recommending the first workflow.
Does AI send directly to customers?
Humans approve anything that goes to a customer. We build approval points into the workflow rather than treating a draft as permission to send.
Can this work with our existing tools?
We review your current stack and its access options first. The scope identifies which tools can connect, which need a manual step and what data each one touches.
Do you have real examples?
Yes: a product-description workflow for a cannabis retailer, a daily promotional-email workflow, and a reviewed lead-outreach system for a professional speaker's business. We describe them by industry to protect client confidentiality.
What does it cost?
The work is scoped on a free 30-minute call. We agree the tools, access, responsibilities and deliverables before you commit; there is no price assumed here.
Ready to put ai agents & automation to work?
Book a free 30-minute strategy call. We'll tell you honestly whether this is the right move — or what is.
Book a strategy call