Customer follow-ups
Pull open requests, missed replies, forms, or payment status into a daily review list.
Agent setup for local operators
Put a practical AI assistant on one workflow that matters
We help small businesses set up useful agents for follow-ups, documents, inbox triage, spreadsheet checks, recurring reports, and approval-based automations that keep people in control.
What we set up first
Follow-up lists from inbox, forms, or CRM activity
Drafted estimates, contracts, summaries, and routine documents
Spreadsheet or folder checks that prepare next steps
Morning briefs for overdue invoices, open tasks, and urgent messages
The goal is not a giant AI transformation. It is one useful workflow, working safely, with a team that understands how to use it.
Common first workflows
Start with the repetitive work already costing you time
A good first agent workflow is specific, reviewable, and close to the work your team already does every week.
Document preparation
Turn intake notes into first-draft estimates, contracts, service summaries, or recurring customer documents.
Manager briefings
Summarize urgent messages, overdue tasks, invoice status, and staff notes before the day starts.
Spreadsheet watchlists
Monitor a shared sheet or folder and prepare the next action when something changes.
Task cleanup
Turn meeting notes, voice notes, or email threads into assigned tasks and reminders.
Approval-based automation
Let the agent draft and prepare work while a person approves sensitive messages or changes.
How setup works
A small, clear install instead of a vague AI project
We scope the first workflow tightly, configure the environment, test the handoff, and leave your team with boundaries they can actually use.
01
Pick one workflow
We start with a concrete business process instead of trying to automate everything at once.
02
Set up the environment
We configure the tools, permissions, workspace, model access, startup behavior, and basic guardrails.
03
Install the first agent flow
We connect the workflow to the right files, inboxes, sheets, templates, or approval steps.
04
Handoff and tune
Your team gets a plain-English walkthrough, boundaries, and a short list of sensible next improvements.
Pricing and booking
Intro setup prices for a first useful workflow
Each option is scoped around how much hands-on help you want and whether the agent should run remotely, on-site, or on dedicated office hardware.
$700
Remote Setup
Owners and lean teams that want a guided first agent workflow without an on-site visit.
Expected outcome
One practical workflow installed, configured, tested, and explained in plain English.
$1,500
On-Site Setup
Portland-area teams that want hands-on setup, staff walkthroughs, and workflow mapping in the room.
Expected outcome
A working setup plus team training around when to use the agent and when to keep approval with a person.
$3,000
Dedicated Device + Setup
Teams that want an always-on office agent running on a dedicated Mac mini or small business machine.
Expected outcome
Dedicated hardware configured for recurring checks, local files, startup behavior, and safe handoff.
Intro prices cover the first scoped workflow. Larger installs, added integrations, and ongoing support are quoted after consultation.
Book a Free ConsultationSafety and control
Useful automation with clear boundaries
Agents are most useful when the setup is specific, permissions are intentional, and your team knows where human judgment still belongs.
Human approval stays in place for messages, money movement, and sensitive changes unless you explicitly choose otherwise.
Permissions are scoped to the workflow being installed, with clear separation between what the agent can read and what it can change.
The handoff explains what the agent is good at, where it can make mistakes, and how to pause or change the setup.
For technical teams
Prefer to inspect the agent stack yourself?
These open-source projects are useful starting points if you want to experiment first. We can also help evaluate, install, secure, and adapt them for your business.