Step 01
Map the work.
We trace the real workflow, including decisions, handoffs, exceptions, and approvals, to define exactly what the agent should own.
Custom automation + AI agents
AI agents, fitted to your business.
We automate the manual work your team hates, then build AI agents to handle the decisions, handoffs, and exceptions around it.
Integrated with your tools. Guardrailed and managed by our team.
RunningProject cost agent
Example workflow · 09:41
01
Trimble SpectrumCost records retrieved
Done
02
Google DriveInvoices and backup matched
Done
03
Agent reasoningBudget variance needs review
Review
04
Microsoft ExcelForecast workbook prepared
Ready
Exception found. Approval requested.The agent handled the routine path and surfaced the decision.
Human in control
Example connected stack
Your agent works inside the systems already carrying the work.
Microsoft ExcelReporting + analysis
Google DriveDocuments + context
An agent should do more than draft a reply. It should understand the process and move the work forward.
Give your business an agent that can reason, act, and coordinate across every tool.
From workflow to working agent.
No off-the-shelf copilot. No painful migration. We automate the predictable path, give the agent the decisions that need context, and build around your rules, data, and team.
Step 02
Connect the work.
We link the agent to your inboxes, ERP, spreadsheets, documents, and databases so it can gather context and take action.
Step 03
Run and improve.
We deploy the agent into the live workflow, monitor its actions, and improve its reliability and responsibilities over time.
See the work, step by step.
Not a chatbot waiting for prompts. A controlled workflow that watches for the next step, reasons through exceptions, and acts across your systems.
Example agent run
From cost request to review-ready report.
The agent follows a real operating path across tools, handles the repeatable work, and brings your team in for the decision.
Illustrative workflow · tailored to each business
Cost report requestedA request arrives from the project team
Trigger
Spectrum records retrievedActuals, commitments, and change orders
Done
Drive documents matchedInvoices and supporting backup attached
Matched
Excel forecast preparedException routed to the right approver
Review
Routine reconciliation runs itself.
Your team receives the finished package and the exception—not another checklist to manage.
Duplicate entry avoided Checked
Backup assembled Ready
Exception surfaced Routed
Every action stays reviewable.
Permissions, approval gates, monitoring, and activity logs keep your team in charge.
Tool permissionsScoped
Exception approvalsRequired
Activity historyRecorded
Built alongside your team
Meet BenBuilt with you, not handed off.
You work directly with Ben and Evan from workflow mapping through launch and every improvement after it—no sales-to-delivery handoff.
+ Evan
Questions, answered.
If work keeps stalling between people and tools, an integrated agent can help move it forward.
We talk through how your business runs and find where an agent could make the biggest difference. If there is a fit, we map the first workflow, systems, and actions it should own. No technical preparation is needed.
Most first agents can be running within weeks, not months. We start with a focused, high-impact workflow, connect the systems it needs, and expand from there.
Agents can monitor incoming work, gather context, update records, generate documents, route approvals, send follow-ups, and coordinate multi-step processes across your tools.
Yes. We integrate agents with the software already running your business through APIs and secure automation layers, so your team can keep working in the tools it knows.
Each agent works within defined permissions and business rules. We can add approval steps for sensitive actions, keep clear activity logs, and give your team a direct line to us when the workflow changes.
We scope each engagement after understanding the workflow and expected impact. You will know the cost and what success looks like before we build anything.
Show us the work your team hates. We’ll build the agent that takes it off their plate.
We trace the tools, handoffs, and decisions behind it, then automate the repeatable work and route exceptions to your team.