Our Work

AI solutions for $5k or less.

Beyond the Numbers (Demo)
Custom Roadmap (Demo)
AI Agents (Workflow Examples)
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AI Agents

Integrated with your current tech

Pre-Appointment Workflow:

Flowchart diagram showing steps for client outreach, including trigger, workflow configuration, email extraction, CRM matching, data fetching, data merge, building client context, generating client brief, and sending briefing messages.

Personalized Morning Pulse:

Flowchart diagram of an AI research workflow, starting with clicking 'Execute workflow' and running daily at 7AM, moving through an AI Summary Agent that collects models, tools, and research topics, then generating a summary, results, and sending a report to team members.

Life Event Monitor:

Workflow diagram for an alert system, including steps for weekly schedule, CRM data retrieval, event detection, alert checking, Slack notification, and logging.
Our Process

More use cases:

Flowchart illustrating CRM and outreach use case with triggers for new leads from LinkedIn, Meta, and website, demonstrating categorization, drafting different types of emails, and sending a final email.
Flowchart illustrating the use case of content and compliance process, starting with a trigger of adding a new blog, podcast, or video to Google Drive, leading to drafting a newsletter or LinkedIn posts, then going to agents and automations including
Flowchart titled 'Use Case: Social Media & CRM' illustrating trigger, agent, and automation steps. Trigger: comment received on Facebook or LinkedIn, Agent: AI agent classifies intent, extracts contact info, drafts talking points, Automation: activit
Flowchart titled 'Use Case: Prospect Research' showing steps for AI agents, with a box labeled 'Context provided by financial planner' leading to three circles: 'Search public databases for relevant records,' 'Search social media profiles,' and 'Sear

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