Your own AI agent. Built to your spec.
Not a chatbot. An agent configured to the real work of your role — wired to your data, your tools, your way.
- role
- Your job — exactly
- knowledge
- Your docs + data
- tools
- CRM · sheets · inbox · calendar
- guardrails
- Human in the loop
1 · Name it
give it a role and a voice
2 · Feed it
your docs, data, and rules
3 · Wire it
your tools and workflows
Start from your job.
7 functions · 22 agent blueprints
Sales
Turn your sales data into answers and action — without guessing a number.
Sales Analyst Agent
Answers questions about your sales data in plain language — top products, channels, and where revenue and margin come from.
Pipeline & Forecast Agent
Scores open deals, flags the ones that have gone quiet, and projects the quarter — always showing the reasoning behind each number.
Account Research Agent
Builds a sharp pre-meeting brief on any account or prospect, pulling from the open web and your own notes and records.
Marketing
An always-on marketing teammate — campaigns, strategy, and competitive intel in your voice.
Campaign Agent
Writes complete outbound campaigns on demand — copy, sequences, and creative — in your brand voice, and saves the recipe as a reusable skill you re-run whenever you need one.
Strategy Drafter–Critic
Drafts a campaign or positioning strategy, then puts it through a skeptical CMO persona that critiques and scores it over several rounds until it's ready to present.
Market Intelligence Agent
Runs scheduled scans of competitors and the news, and produces content or images on demand — reachable right from your phone.
Finance
Close faster, catch what's off, and never present a number you can't back up.
Financial Controller Agent
Reconciles raw transactions against your reported results, surfaces the figures that don't match, and shortens the close — showing its work line by line.
Invoice & AP Agent
Pulls and totals invoice data with real spreadsheet formulas instead of guessed numbers, matches each invoice to its PO, and routes it for approval.
FP&A Insights Agent
Answers budget-versus-actual questions, writes the variance story, and drafts board-ready commentary on demand.
HR
Screen, answer, and stay compliant — with a person in the loop on every decision.
Recruiting Agent
Screens applicants against your role requirements, ranks them with cited evidence from their own materials, and cross-checks claims against interview notes — then pauses for your sign-off before anyone is contacted.
HR Generalist Agent
Answers employee policy questions from your handbook with citations, looks up live details like PTO balances, and drafts HR tickets that only file once a person approves.
Compliance Guardian
Reviews any drafted answer against your policies, scores it on grounding, privacy, and scope, and escalates anything risky to a named manager — never the final word itself.
Customer Support
Answer customers accurately and fast — grounded in your own help content, checked before it sends.
Support Triage Agent
Reads incoming tickets, sorts them by intent and urgency, drafts a grounded reply from your help center, and routes anything it shouldn't answer on its own to the right person.
Knowledge Answer Agent
Answers customer and agent questions with cited answers drawn only from your documentation, and flags the gaps where your help content is missing or out of date.
Quality & Escalation Agent
Checks each draft reply for tone, accuracy, and policy before it goes out, and escalates sensitive cases to a human instead of guessing.
Operations
The everyday automations every team needs — documents, email, calendar, and projects.
Document Automation Agent
Indexes your documents and answers grounded, cited questions about them, and pulls structured data out of PDFs, contracts, and forms on demand.
Email Automation Agent
Triages, drafts, and routes email by intent at volume, and keeps a busy shared inbox moving without dropping anything.
Calendar Automation Agent
Schedules and reschedules meetings, resolves conflicts, and prepares a short brief before each one.
Project Automation Agent
Keeps tasks, owners, and status in sync, drafts stand-ups and status summaries, and nudges whatever is slipping.
Executive Assistant
A chief of staff for your day — your inbox, your calendar, and your briefings, handled.
Inbox Concierge Agent
Sorts your personal inbox by what actually needs you, drafts replies in your voice, and summarizes long threads so you can decide quickly.
Scheduling Agent
Books and reschedules your meetings, resolves conflicts across calendars, and hands you a short brief before each one.
Daily Briefing & Research Agent
Prepares your day, digs up what you need before a decision, and turns long documents into a tight summary — on a schedule or on demand, reachable from your phone.
Build yours in the next cohort.
Small, high-quality classes for leaders. You leave with an agent wired to your own data and workflows — one you actually use.