Custom AI Agents | Workflow Automation | Fractional CAIO
AI consultants leave.
We don't.
Your AI function, without the full-time hire.
A Fractional Chief AI Officer is in charge of seeing where AI can be implemented in your business, and owning it end to end.
Not a project. Not advice from the sidelines. An operating function.
Consultants advise. Agencies deliver. We operate.
A deck of advice
They diagnose, recommend, and leave. Execution is your problem. Six months later the deck is a PDF nobody opens.
A finished project
They ship something and hand over the keys. When it breaks, drifts, or your process changes, you're back in the sales queue.
An embedded function
C-suite ownership of AI, a few days a month. We build the system, run it, measure it, and keep improving it, tied to outcomes.
What's an agent, actually?
Software that does a job, not just answers a question. Every agent we build has the same anatomy:
Trigger
An email arrives. A form is filled. A date hits. The agent wakes up on its own.
Parameters
Your rules, your tone, your approval limits. It behaves the way you decided.
Tools
Your inbox, CRM, spreadsheets, calendar. It works inside the stack you already have.
Action
Sends, updates, files, follows up, and escalates to a human when it's not sure.
What can be automated? Mostly anything.
Repetitive tasks
Defined parameters, predictable steps. An agent runs them reliably, around the clock, at low cost. This is where automation shines.
Open-ended tasks
Agents can reason through these too. They just demand more computational power, so they cost a little more to run.
Four leaks hiding in most operations.
Admin drag
Teams spend deal time on repetitive manual work.
Dropped follow-up
Deals stall because follow-ups depend on memory.
Tool sprawl
Pipeline data scattered across disconnected platforms.
AI with no owner
Pilots and projects with nobody accountable for results.
Heavy-operations businesses win the most.
The more steps between "customer shows up" and "job done", the more there is to recover.
A telltale sign: industries that rely on email to manage each step of their customers. Quotes, confirmations, follow-ups, status updates. That inbox is the operation, and it can run itself.
Three questions to spot it in your business.
This isn't about replacing your team.
The repetitive middle
Data entry, status chasing, standard replies, reminders, report assembly. The work nobody was hired to do, but everybody ends up doing.
Judgment & relationships
Closing deals, handling exceptions, earning trust. Agents escalate anything uncertain to a person, with the context already gathered.
The honest math: your best people get 15 hours a week back. What they do with it is the actual ROI.
We build the system. Then we run it.
AI Diagnostic
Find the leaks. Map where the hours actually go.
Roadmap
Prioritize by return: what to automate first.
Build & Integrate
Agents built and wired into your existing stack.
Run & Compound
We operate, measure, and keep improving it.
It always starts with a trigger.
Something happens in your business. From that moment, the workflow moves on its own.
Three agents for an insurance agency.
A COI request lands in the inbox. The agent reads it, generates the certificate, and replies in minutes, not days.
Tracks every policy's renewal window and runs the outreach sequence so no renewal sneaks up on you or the client.
Intakes change requests, collects what's missing, preps the endorsement, and keeps the client posted until it's done.
Four more, same idea, different industry.
Calculates every rep's commissions from raw sales data. No end-of-month spreadsheet marathon.
Assembles and sends each partner's performance report automatically, on schedule.
Walks every new rep through the same sequence: docs, training, first-week checkpoints.
Watches every loan file, chases missing documents, and keeps borrower and lender in sync.
One loan file, two timelines.
Same borrower, same five documents. The only difference is who's watching the file.
The same pattern works in the field.
Stock dips below the line and the reorder workflow starts: supplier email drafted, team alerted.
Field machinery usage and maintenance windows, tracked and scheduled without a spreadsheet.
Which machine is on which construction site, updated as they move. No more radio roulette.
A machine fails, the report writes itself, and the right technician gets dispatched.
It works with the tools you already use.
Agents plug into your existing stack. Nothing to migrate, nothing to relearn, no "new system" your team will quietly ignore.
"Could my weird workflow be automated?"
Probably. Tell us what it is and what tools it touches. We'll tell you honestly if an agent fits, what it would look like, and what it would save.
Describe the task
"Every Monday I copy orders into a sheet and email three suppliers…"
Get a straight answer
Automatable or not, sweet spot or edge case, and what we'd build first.