Client Requests & Email
Classify incoming messages, surface urgency, capture commitments, draft replies, assign ownership, and escalate sensitive cases.
Result: faster response and a reviewable workflow instead of an overloaded inbox.
AI Agents for Real Business Work
Give repetitive work to AI—not control of your business.
We build AI agents that triage requests, process documents, find approved information, and move work through your existing systems. Sensitive actions stay under human control.
Start with one measurable workflow. Prove the result. Expand only when the evidence supports it.
Human approval for sensitive actionsAccess limited to approved systemsVisible steps, logs, and ownership
Remove repetitive handoffsMove routine work between people and systems without copy and paste.
Surface the next stepShow urgency, context, ownership, and the next action in one place.
Apply the same processUse approved rules for every request, document, and exception.
Keep people accountableSend sensitive decisions and unclear cases to the responsible person.
Three Practical Starting Points
Choose work that is repetitive, measurable, and worth fixing.
The best first AI project has a clear owner, enough volume to matter, examples we can test, and a visible result. Most opportunities fall into one of these three groups.
Documents & Data
Read forms and files, extract structured information, check completeness, compare against rules, and prepare summaries or records for review.
Result: less retyping, fewer missing fields, and more consistent handoffs.
Internal Workflows
Answer from approved knowledge, collect context, create tasks, update connected systems, compile reports, and route exceptions to the right owner.
Result: routine work keeps moving while people retain responsibility for decisions.
Interactive Agent Demo
See what the agent does—and where it must stop.
Choose a sample request. The prototype classifies it, checks approved context and policy, prepares limited next steps, and pauses before any sensitive change.
- Understands a request written in everyday language
- Uses only approved context and policies
- Prepares actions without silently executing them
- Records the approval or rejection
What this demo is: a safe, interactive walkthrough using sample data. A production agent connects to an AI model and business systems through a protected server, scoped permissions, rate limits, and audit logs.
Business Workflow AgentApproval controls on
Incoming requestSample data
Maya starts Monday as a part-time accountant. Set up Microsoft 365, give her access to Finance Shared, and send the onboarding checklist to her manager.
No data is sent and no real system is changed.
01Classify the request—Waiting
02Check context & policy—Waiting
03Prepare bounded actions—Waiting
04Human approval gate—Waiting
Authorized decision required
In production, only the designated owner would see and approve this step.
Control Before Autonomy
A useful AI agent is a controlled system—not just a model and a prompt.
Production automation needs approved data, least-privilege access, connected tools, review rules, exception handling, logs, recovery steps, documentation, and a named owner.
Approved Inputs
Email, documents, knowledge, forms, records, and events the workflow is explicitly allowed to use.
AI Processing
Claude, ChatGPT, or the model best suited to classify, extract, draft, summarize, and recommend.
Connected Business Systems
MCP, APIs, Google Workspace, Microsoft 365, cloud platforms, and existing operational tools.
Approval & Exceptions
Human approval for sensitive actions, clear escalation paths, logs, recovery steps, and accountable ownership.
Identity and least-privilege access
Approved data boundaries
Human approval gates
Logs and traceability
Fallback and exception routing
Technical documentation and ownership
We select Claude, ChatGPT, another model, MCP, or direct APIs only after mapping the workflow. The goal is a supportable operating system for the work—not an uncontrolled bot.
A Measured Path to Production
Prove one workflow before automating more.
A focused pilot should be small enough to evaluate and complete enough to become a maintainable production system.
Assess
Define the outcome, owner, current steps, volume, data, exceptions, risk, and decisions that remain human.
Pilot
Build one end-to-end workflow with representative examples, limited access, approval steps, and measurable success criteria.
Integrate
Connect approved systems, harden permissions, test failures and recovery, document the workflow, and train its owner.
Operate & Improve
Monitor quality and failures, control changes, refine the process, and expand only where results justify it.
AI Project Pricing
Published ranges. A written scope before development.
These are typical one-time ranges for design, build, testing, documentation, and launch. The exact price follows a review of your workflow and integrations.
No surprise billing. Before development, you receive the outcome, integrations, acceptance criteria, timeline, responsibilities, and exact project price in writing.
Best First Step
Workflow Assessment
Map one process, identify the best automation opportunity, document dependencies and risks, and receive a practical recommendation with a budget range.
$750–$1,500One-time assessment
Essential AI Assistant
One useful assistant for one clearly bounded customer or internal workflow.
$3,500–$7,500Typical one-time launch
- One focused workflow or phone line
- One or two primary tasks
- Calendar, form, or approved knowledge connection
- Human approval or live handoff
- Testing, documentation, and launch
Typical support: $349–$749/month
Discuss an Essential Assistant
AI Workflow Pilot
Prove one high-value process using representative work and measurable success criteria.
$5,000–$12,000Typical one-time pilot
- One end-to-end business process
- A limited set of approved integrations
- Human review and exception routing
- Accuracy, failure, and recovery testing
- Results review and production roadmap
Optional support: from $349/month
Discuss a Focused Pilot
Integrated AI System
A production workflow spanning multiple tools, owners, approvals, and operating stages.
$12,000–$30,000Typical one-time implementation
- Multiple workflows or connected agents
- Email, documents, CRM, calendar, or APIs
- Role-based access and audit trail
- Fallback, recovery, and escalation paths
- Training and operating documentation
Typical support: $749–$1,500/month
Discuss an Integrated System
Advanced & Enterprise
Multi-agent, high-security, or company-wide systems
For multiple departments, regulated or sensitive data, complex integrations, custom analytics, SSO, high availability, large volumes, or 24/7 operating requirements.
From $30,000Support from $1,500/month
Common Example
What does an AI receptionist typically cost?
For one location, an AI receptionist can answer common calls, explain services, capture a lead, schedule an appointment, transfer urgent calls, and send a written summary. CRM integration, multiple locations, languages, outbound campaigns, or complex routing add scope.
- Launch
- About $5,500
- Ongoing support
- About $449/month
- Usage
- AI and telephony billed separately
What changes the project price?
Workflow scope
Number of scenarios, decisions, exception paths, approval rules, and required outputs.
Connected systems
Email, calendar, CRM, phone, documents, databases, APIs, and the quality of each integration path.
Security & data
Permissions, identity, sensitive or regulated data, audit logs, recovery, and compliance requirements.
Scale & service
Volume, locations, languages, concurrency, uptime, response commitments, and reporting needs.
Included in the projectDiscovery, design, build, agreed integrations, testing, documentation, owner training, and launch support within the written scope.
Monthly supportMonitoring, troubleshooting, platform updates, and a defined allowance for small refinements. Terms are documented before launch.
Separate usage costsAI models, telephony, SMS, and third-party licenses are billed separately. Client-owned accounts are preferred whenever practical.
Not sure where to start? Bring one process, its volume, and the result you need.
Review the Workflow and Get a Written EstimateQuestions Before You Start
Clear answers before you invest.
What is a custom AI agent?
A custom AI agent is software designed for a specific workflow. It uses an AI model to understand context, works only with approved data and tools, completes bounded steps, and routes sensitive decisions or unclear cases to a person.
Can it work with our current email, documents, and systems?
Usually, yes. Depending on the available integration and approved access, we can connect through MCP, APIs, Google Workspace, Microsoft 365, cloud platforms, and supported business tools without replacing the entire environment.
How do you protect data and control actions?
We limit access to the minimum required data and tools, define approval gates for sensitive actions, log important steps, document fallback and recovery, and assign a human owner for exceptions and changes.
Can we start with a small pilot?
Yes. A focused pilot is often the best first step. It uses representative work, limited permissions, explicit review steps, and measurable success criteria so you can decide whether expansion is justified.
How much does a custom AI agent cost?
A workflow assessment is $750–$1,500. An essential AI assistant typically costs $3,500–$7,500, a focused pilot $5,000–$12,000, and an integrated system $12,000–$30,000. Complex or high-security systems start at $30,000.
What costs continue after launch?
Optional support can cover monitoring, troubleshooting, platform updates, and an agreed allowance for refinements. AI model usage, telephony, SMS, and third-party licenses are separate because they vary by volume and provider.
Start with one workflow
Which repetitive process should your team stop carrying by hand?
Describe the process, who owns it, what systems are involved, where work gets stuck, and what a better outcome would look like. We will recommend whether to start with an assessment, a focused pilot, an integration project, or a process fix before AI.
Phone(650) 753-7729
Service AreaSan Francisco Bay Area · Northern California projects · Remote nationwide
Tell us about one workflow
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