A workflow it owns end to end
We pick one bounded business job first, then map the context, tools, approvals, and escalation path around it.
The Studio
See your AI employee before you hire it.
This is the actual surface you and your team work from: the workflow your employee owns, the tools it runs in, the approvals it holds for you, and the work it quietly clears every day.
The workspaceMarketing agency, live
AI Agency/Studio
Acme Field Co. workspace
Avery, Intake & Follow-up Coordinator
Hired 38 days ago. Runs your inbound client workflow end to end.
Avery Reyes
Digital employee · marketing agency ops
The work it owns
- 1
Watches the shared inbox for new client requests
- 2
Reads each request and pulls the account history
- 3
Drafts a reply in your firm's voice
- 4
Holds anything sensitive for your approval
- 5
Updates HubSpot and books the follow-up
Connected to your systems
GmailHubSpotCalendarSlackQuickBooks
Approval gates
Send client-facing emailsNeeds your OK
Book meetings on the calendarAutomatic
Discounts or refunds over $500Needs your OK
Handled this week
142
Avg first reply
3.2m
Waiting on you
2
Waiting for your approval
9:41 AMTo: Marcus Lin, Brightwater Group
Re: Q3 retainer and the added landing-page scope
Hi Marcus, happy to fold the two new landing pages into the Q3 retainer. Here is the updated scope and the revised timeline so nothing slips before launch.
Earlier today
View all activity- 9:58 AM
Northstar Media · Answered a scope question and logged it to the deal
- 9:31 AM
Verde Studios · Sent the recap and set up a Thursday review call
- 8:47 AM
Carraway Partners · Cleaned up two duplicate contacts in HubSpot
- Yesterday
Lumen Retail · Chased a stalled invoice and noted the reply
The work, in plain language
Watch it work, judged by outcomes.
No dashboards to decode. Just what your employee handled, what it escalated, and the work it cleared this week.
AI Agency/Studio
Acme Field Co. workspace
Avery is on duty
Everything your digital employee handled, in plain language.
This weekOn duty
Inquiries handled
142
+18 vs last week
Avg first response
3.2m
down from 4h
Loops closed
96%
without a human
Hours saved
27.5
this week
Today
- 9:58 AM
Replied to a new inquiry from Northstar Media
Answered the scope question, attached the rate card, logged it to the deal.
- 9:31 AM
Scheduled a review call with Verde Studios
Found a slot that fit both calendars and sent the invite with an agenda.
- 8:47 AM
Tidied the Carraway Partners record
Merged two duplicate contacts and corrected the account owner in HubSpot.
- 8:05 AM
Posted the morning recap to #client-ops
Six inbound, two need a human, everything else handled overnight.
Yesterday
- 5:12 PM
Chased a stalled invoice with Lumen Retail
Sent a polite nudge, noted the promised payment date on the account.
- 3:40 PM
Escalated a refund request to Dana
Amount was over the $500 gate, so it waited for a human decision.
Needs you
2Brightwater Group
Approve a retainer reply
Holloway & Reed
Approve a $640 refund
This week
- New inquiries handled
- 142
- Meetings scheduled
- 38
- Escalated to a human
- 6
- Replies sent after hours
- 41
How it gets built
Built around your process, with you.
Choose the work, connect the tools, and decide what needs your sign-off. We do this together on the scoping call, not by handing you a setup wizard.
First AI Employee live in under 48 hours. Fully onboarded and running your workflows in about 30 days.
AI Agency/Studio
Acme Field Co. workspace
Build a new AI employee
A guided setup. We do this with you on the scoping call.
Choose the work
Inbound client follow-up
Connect your tools
Gmail, HubSpot, Calendar +2
- 3
Set the approval gates
What needs your sign-off
- 4
Review and activate
Name the hire and go live
What should Avery clear with you first?
Your employee handles the routine work on its own and pauses for a human on anything that carries real risk. Change any of these later.
Send a client-facing email
Needs my OKAutomatic
Book a meeting on the calendar
Needs my OKAutomatic
Update a CRM record
Needs my OKAutomatic
Offer a discount or refund over $500
Needs my OKAutomatic
Anything outside the agreed playbook
Needs my OKAutomatic
What you are hiring
One managed employee, not another tool to babysit.
Working inside your systems
The employee operates in the tools your team already trusts, with explicit inputs, outputs, and a clean record of every action.
Your approval on what matters
Sensitive actions wait for a human. The employee handles the routine and pauses on anything that carries real risk.
Plain visibility into the work
You see what it handled, what it escalated, and where the workflow earns its next improvement.
Book a call and map your first AI Employee.
We will walk through the workflow your team keeps doing by hand, map the employee that fits, and confirm the tools, approvals, and outcome it should own.
Prefer to send details first? Fill in the intake below and we will follow up with call times.