Configured workflows
Start where the repeated work already has a cost
Lead finding, SEO, reporting, research, follow-up, and sales preparation built from current business sources
What we’ll map
Research accounts and surface a specific reason to reach out.
Find search opportunities and draft a source-backed brief.
Pull reporting sources together before a person reviews the update.
Catch stale follow-ups while the conversation is still active.
AI agents that move the needle.
Foundation
Company Brain
A searchable memory layer across the tools your firm already runs on. Ask in Slack or Claude, and get an answer with the full context behind any deal, client, or project.
Connects the tools you already run on, from Drive and Gmail to HubSpot, Salesforce, and Notion.
Custom connectors for internal systems: SQL databases, data warehouses, and your own APIs.
Answers in Slack with full context, cited back to the source.
Tags people, deals, and clients automatically, so every conversation links to who it involves.
Best for
Agencies, real estate, and PE firms where what you know is scattered across meetings, documents, and CRM records.
Bring one workflow that keeps getting rebuilt.
In 20 minutes, we’ll map its sources, repeated coordination, and approval points.
Book a consultationNotes from the work
Join the agent-build office-hours list.
Join the list for practical notes, office-hours invites, and examples from the work we are doing.
We will send examples of lead finding, SEO, reporting, research, and follow-up agents.