01AI Agents · Operations & Admin

Get your evenings back.

Six agents for the admin that fills your week: email, paperwork, data entry between apps, meeting notes, your team’s questions and a Monday-morning numbers report.
03Automation

Inbox Triage Agent

Email gets sorted and routine replies drafted, so you approve instead of type.

Works behind the scenes

How it works

  1. 01Sorts incoming email (lead, invoice, scheduling, spam)
  2. 02Drafts routine replies
  3. 03Routes items to the right person or tool
  4. 04Daily digest of what needs you
04Team assistant

Team Knowledge Assistant

Your team gets answers from your own procedures and price lists on the job, with the source shown.

Works behind the scenes

How it works

  1. 01Loads your procedures, price lists, warranty terms and job notes
  2. 02Staff ask by chat or text
  3. 03Answers with the source
  4. 04Flags questions it can't answer so gaps get filled
05Automation

Document & Form Processor

Information from PDFs, forms and photos gets entered into your systems for you.

Works behind the scenes

How it works

  1. 01Watches a folder or inbox
  2. 02Pulls the fields you need
  3. 03Enters them in the right system
  4. 04Flags low-confidence fields
06Automation

App-to-App Data Sync

Customer and job details entered once flow to the other tools you use.

Works behind the scenes

How it works

  1. 01Watches for new or updated records
  2. 02Copies them to the other systems
  3. 03Logs every change
  4. 04Alerts on conflicts
07Automation

Weekly Numbers Report

Every Monday, one page with last week's leads, jobs, revenue and open items.

Works behind the scenes

How it works

  1. 01Pulls from your CRM, job software and accounting
  2. 02Calculates the numbers you choose
  3. 03Emails a one-page summary
08Automation

Meeting & Site-Visit Notes

Site visits and calls become notes, tasks and a follow-up draft.

Works behind the scenes

How it works

  1. 01Records or takes a voice memo
  2. 02Turns it into notes and tasks
  3. 03Drafts the follow-up email
  4. 04Files it on the customer record
09Bundle and save

Bundle agents, pay less for each.

Agents built together share one setup, one knowledge base and the same connections, so every agent you add costs less than buying it on its own. These bundles come up most often in audits, and your fixed quote shows the bundle price.

Not sure where to start?

The free AI & Business Audit looks at where your leads and hours are going and recommends the one or two agents that pay for themselves first, each with a fixed price.