AI Agents & Automation

AI agents and automations that take the repetitive work off your team.

What it is

An AI agent is software that reads, decides and acts on a task: sorting incoming emails, extracting data from documents, answering routine questions or preparing a report. An automation connects your tools so the same steps happen identically every time.

We build both, with a human checkpoint wherever a mistake would be costly, and logs you can read. When your data is sensitive, the models can run on your own servers so nothing leaves your network.

When to build one

Someone on your team spends hours a week on the same sorting, copying or answering.
Information arrives as emails, PDFs or forms and has to be retyped.
Your tools do not talk to each other, so people carry data between them.
You want AI on your own data without sending it to a public service.

Questions to ask first

Q1
Which task is repeated most, and how long does it take?
It sets the value of the agent and where to start.
Q2
What happens today when the task goes wrong?
It decides where a human stays in the loop.
Q3
Can the data leave your servers?
It decides between a hosted model and one that runs on your own machines.
Q4
How will you know it works?
A measure agreed up front, time saved or errors avoided, keeps the project honest.

Built for real clients

Founders

Health brokerage analytics: the real cost behind each contract

Health-insurance brokerage2026

See the case study

From the blog

Three connected steps: data comes in, an agent processes it, the result is saved

Ending the busywork

Your team copies data between tools every day: what it costs, and how to stop

Exports, re-typing and copy-paste between tools cost hours every week and cause the errors clients see. How to measure it, and what an AI agent can take over.

September 29, 2026 · 2 min read