AI Agents & Automations
Automate the busywork.
Free your team to focus on growth.
The Problem
Your team spends too much time:
- Copying data between spreadsheets.
- Chasing status updates.
- Drafting the same reports over and over.
- Responding to repetitive emails and customer questions.
It's death by a thousand manual tasks. And it's costing you money, accuracy, and speed.
Our Solution
We design custom AI agents and automations that eliminate repetitive work and make your operations faster, smarter, and more reliable.
- Automate routine reporting, email responses, and data entry.
- Build AI agents that handle customer inquiries 24/7.
- Connect your existing systems so data flows without human bottlenecks.
- Free up staff time so they can focus on customers, strategy, and growth.
What's Included
Workflow mapping
identify the top 5 tasks wasting time.
Custom AI agents
for email triage, scheduling, reporting, or customer service.
System integrations
connect tools like Microsoft 365, CRMs, project trackers.
Automation dashboards
see what's running, how much time it's saving, and ROI in real-time.
Adoption coaching
make sure your team trusts and uses the automations daily.
Proof That It Works
- Marketing agency: Saved 20+ hours a week by automating client reports.
- Family office: Built AI agents for financial tracking, saving $250K/year in outsourced costs.
- Retail brand: Automated customer service responses, cutting ticket resolution time by 70%.
Why It Works
Generic AI tools fail in real businesses because they don't match your workflows.
We build agents that fit your exact systems, tasks, and guardrails.
The result: automation your team wants to use because it makes their lives easier.
Outcomes in 90 Days
- 25–40% of repetitive tasks eliminated.
- 20–50% cost savings on outsourced admin work.
- Faster decisions thanks to real-time, automated reporting.
Who It's For
Palm Beach County SMBs that are:
- Spending too much time on admin.
- Losing money to inefficiency.
- Ready to scale without adding headcount.
Ready to Automate the Busywork?
Book a free strategy call.
We'll identify your top automation opportunities and show you how AI agents can start delivering ROI within 30 days.
Book AI Agents & Automations CallAI Agents & Automations
Frequently Asked Questions
Q: What is an AI agent and how is it different from a basic automation?
A: An AI agent makes decisions with context and goals. A basic automation follows fixed rules. Agents can interpret inputs, choose actions across tools, and learn from outcomes to improve results.
Q: Which workflows are the best fit for AI agents and automations?
A: High-volume and repetitive tasks with clear inputs and outputs. Examples include lead triage, proposal drafting, ticket routing, reporting, approvals, inbox triage, and knowledge search.
Q: How do you integrate agents with our systems?
A: We connect to Microsoft 365, Copilot, Power Automate, SharePoint, Teams, Outlook, and your CRM or ERP. We map data flows, permissions, and logging, then deploy agents into real workflows.
Q: How do you manage security and privacy?
A: Tenant-secure settings where available, least-access permissions, PII handling rules, approved data sources, and full audit trails. We document risks and set escalation paths for exceptions.
Q: How fast can we see results and what does it cost?
A: Quick wins in weeks 2–3 with one or two high-impact automations. Broader agent deployment within 30–60 days. Starter engagements typically range from $15,000 to $30,000 depending on scope.
Q: How is ROI measured for agents and automations?
A: We track cycle-time reduction, hours saved, error rate, throughput, response time, and revenue lift. Each agent has target KPIs and a weekly review rhythm.
Q: Do agents replace employees?
A: No. Agents act as super-assistants. They handle repetitive steps so your team focuses on judgment, clients, and growth. Adoption rises when employees feel supported and in control.
Q: What about maintenance and drift over time?
A: We set up monitoring, feedback loops, and versioning. As tools change, we update prompts, connectors, and guardrails so performance stays consistent.
Free Your Team From Manual Busywork
Schedule your free strategy call and discover which automations will deliver the fastest ROI for your business.
Book Your Free Strategy Session