Custom AI Agents | Workflow Automation | Fractional CAIO

Custom AI Agents

Custom AI agents, built around how you already work.

Not a chatbot bolted onto your website. Software that does a job: reads the email, checks the record, drafts the reply, chases what's missing, and hands off to a person the moment judgment is needed.

Why "custom"

The tool isn't the hard part. Your process is.

Off-the-shelf AI is built for the average company. You are not the average company: your exceptions, your approval rules, and your tone are the whole job. That's what we build around.

Your rules

What it can decide on its own, what needs a signature, what your reply sounds like. Written down once, followed every time.

Your tools

It works inside the stack you already pay for. Nothing to migrate, no new system your team quietly stops opening.

Your exceptions

The weird cases are where generic tools break. We design the escalation path first: when the agent is unsure, a person gets it with the context already gathered.

What we build

Five kinds of AI agents for business operations.

Every agent we have built falls into one of these. Each one is running live on this site, in the industry we first built it for.

Inbox agents

A request lands by email, the agent reads it, finds the record, produces the document or the answer, and replies. The inbox stops being a queue.

Running in The Certificate Machine and Policy Changes

Follow-up agents

Nothing depends on memory. The agent watches every open item, nudges on schedule, logs the reply, and only tells you about the ones that need a decision.

Running in Renewals and The Deal Tracker

Reporting agents

The numbers assemble themselves, in your format, on your schedule. No one opens a spreadsheet on Sunday night to get Monday's report out.

Running in Partner Reporting and the Commission Engine

Sequence agents

A process with a dozen steps that has to happen the same way every time: onboarding, offboarding, intake. One trigger, and the whole sequence runs itself.

Running in The Onboarding Pipeline

Operations agents

Beyond the inbox: stock dipping below the reorder line, machinery due for maintenance, which unit is on which job site, a fault that needs a technician dispatched. Anything with a trigger and a rule can run on its own.

Sketched for inventory, fleet and field operations. Tell us yours →

How it gets built

First agent in production in three to six weeks.

We do not start by building. We start by finding where the hours actually go, because the first agent should pay for the whole engagement.

Week 1

AI Diagnostic We map the workflow end to end and count the hours it eats. You get the findings whether or not we build anything.

Week 1–2

Scope & rules We write down the rules the agent will follow, the limits on what it can decide, and the escalation path for everything else.

Weeks 2–5

Build & integrate The agent gets built and wired into your tools, then runs alongside your team while we tune it against real cases.

After launch

We stay on it The agent runs on your accounts and it is yours. We keep tuning and improving it as your process changes, billed by the hour, so you never pay for time we did not spend.

The pattern matters more than the speed: diagnose first, build second, and stay with it. An agent nobody owns after launch quietly stops being used.

How the engagement works

You own it. We stay with it.

Ninety dollars an hour, billed against work actually done. A typical agent takes around forty hours to build. There is no monthly retainer after that, which does not mean you are on your own: it means you pay for hours we actually spend, not for us to sit on standby.

The rate

$90 an hour

One rate for all of it: the diagnostic, the scoping, the build, the integration, the tuning. Every hour is logged against real work, so you can see exactly where it went.

A typical build

Around 40 hours

That is the shape of a normal agent. One that reads a single inbox lands under it. One that touches five systems and carries real decision rules lands over. The diagnostic is what tells you which one you have.

After launch

No retainer

We keep improving and maintaining it as your process changes, and we are the people who know how it was built. What you do not get is a monthly invoice for standby time.

The first call is free, and we will tell you honestly whether this is worth doing at all. From there the diagnostic is billed like everything else, and you keep the findings whether or not we build anything.

No rip and replace

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.

Gmail Outlook Excel Google Sheets QuickBooks WhatsApp Airtable Slack HubSpot Google Forms Typeform Dropbox Calendly …and whatever yours is

Straight answers

The questions we get every time.

What exactly is a custom AI agent?

Software that does a job instead of answering a question. It wakes up on a trigger, such as an email arriving or a stock level dropping, follows the rules you defined, works inside your existing tools, and either completes the task or escalates it to a person with the context already gathered.

How is this different from ChatGPT or an off-the-shelf tool?

A chat window waits for you to open it and type. An agent runs on its own, inside your workflow, following your approval limits and your tone. Off-the-shelf tools are built for the average company; the exceptions specific to your operation are usually where they break, and where the actual hours are lost.

How long does it take to build one?

Three to six weeks from the diagnostic to the first agent running in production. Simple, well-defined tasks land at the short end. Anything that touches several systems or needs a lot of edge-case handling takes longer.

Do we have to change our software?

No. Agents connect to the tools you already pay for: your inbox, your CRM, your spreadsheets, your calendar. Replacing your stack is not part of the work, and a system your team has to learn from scratch tends to go unused.

What happens when the agent gets something wrong?

We design the escalation path before we build anything. When the agent is not confident, it stops and routes the case to a person with everything it already gathered. Tuning it against the cases it gets wrong is part of the build, not an extra afterwards.

Is this going to replace our team?

It replaces the repetitive middle of their day: data entry, status chasing, standard replies, report assembly. Judgment, exceptions, and relationships stay with people. The point is to give your best people their hours back, not to have fewer of them.

How much does it cost?

Ninety dollars an hour, and a typical agent takes around forty hours to build. Simple ones come in under that; ones that touch several systems come in over. There is no monthly retainer, but that does not mean we hand it over and disappear: we keep improving and maintaining it as your process changes, billed by the hour, so you only ever pay for work actually done. The first call is free and tells you whether this is worth doing at all; the diagnostic that follows is what turns the estimate into a real number.

Who owns the agent?

You do. It runs on your accounts and your data, and the rules it follows are documented and yours to keep.

Start here

Tell us the task that eats the week.

Book a free 30-minute call and we will tell you honestly whether an agent fits, what it would look like, and what it would save. No pitch, no deck.