AI Agents That Handle Your Busywork

We build AI that does the repetitive work eating your week—email, scheduling, document chasing, follow-ups. If it's predictable and time-consuming, we can probably automate it.

Capabilities

What We Build

Inbox & Email Agents

Your email sorted, prioritized, and answered before you even open it.

  • Triage incoming messages by urgency and type
  • Draft replies based on your tone and history
  • Route requests to the right person or system
  • Flag exceptions that need your attention

Scheduling & Calendar Agents

Appointments booked, reminders sent, no-shows prevented.

  • Handle booking requests automatically
  • Send confirmation and reminder sequences
  • Reschedule and follow up on cancellations
  • Sync across calendars and systems

Document & Data Agents

Information collected, organized, and entered—without the data entry.

  • Request and collect documents from clients
  • Extract data from forms, PDFs, and emails
  • Update your CRM, AMS, or database automatically
  • Flag missing or incomplete information

Customer Communication Agents

Clients informed, nurtured, and followed up with—on autopilot.

  • Send status updates and check-ins
  • Respond to common questions instantly
  • Trigger outreach based on dates or events
  • Escalate complex requests to you
Industries

Built for Your Business

We work with small businesses in high-admin industries. Here's what that looks like:

Insurance Agencies

Your renewal agent monitors policy expiration dates in your AMS, sends personalized reminders at 90/60/30 days, follows up automatically when clients don't respond, books annual review appointments through your calendar, and updates the policy record when they confirm. Works with Applied Epic, Hawksoft, AMS360, and most agency management systems.

Most agencies save 6–8 hours/week.

Accounting Firms

Your document collection agent sends secure requests to clients, tracks what's been submitted vs. missing, sends automatic follow-ups on overdue items, routes completed engagement letters for signature, and schedules quarterly review appointments. Integrates with your practice management system and client portal. Tax season without the inbox chaos.

Most firms save 8–10 hours/week during busy season.

Real Estate Offices

Your lead response agent replies to inquiries within 60 seconds (even at 2am), qualifies interest level, coordinates showing requests with your calendar, sends listing update notifications when status changes, and keeps transaction timelines on track with automated reminders to all parties. Works with your MLS feed, CRM, and transaction management system.

Most agents save 5–7 hours/week.

Different industry? We'll figure it out together.

Not Sure What to Automate First?

Most clients don't know until we show them. Book a 30-minute call and we'll walk through your week together — no pitch, just pattern-spotting.