AI agents engineered to automate real work — safely, reliably, and fast.
We design narrow, high-impact automation systems that plug directly into your workflows — quotes, documents, emails, CRM actions, approvals — with guardrails, traceability, and measurable ROI from day one.
Built for real operations
SaaS, insurance, financial services, education, legal, and operations-heavy teams.
Guardrails included
Access boundaries, approvals, and logging by default.
Example Automation
Quote-to-PDF Agent
- 1Lead intake form is submitted.
- 2AI drafts quote, summary email, and PDF.
- 3Pricing & terms pulled from your rules, not the internet.
- 4Human reviews & sends from their own inbox.
Average prep time
↓ 72%
Hours saved / month
120+
Built with approvals and full activity logs so ops, legal, and security can all sleep at night.
What We Build
Narrow, high-precision AI agents that remove repetitive work.
We don't do vague “AI transformation.” We build concrete automations your team can point to and say: that used to take hours.
Automation Agents
Agents that actually move work forward — not just generate text. Built to handle structured logic, pricing, PDFs, emails, and system updates with consistency.
Typical use cases
- • Quote & proposal generation
- • PDF & form automation
- • Inbox triage & internal support
Voice & Education AI
Conversational systems built on real research — not prompts held together with tape. Duplex scheduling, training companions, and interactive education agents designed for clarity and accuracy.
Typical use cases
- • Voice scheduling & triage
- • Training & assessment flows
- • Guidance with feedback loops
Safety-First by Design
AI only works in business if it’s governed. Every build includes boundaries, checkpoints, logs, and human approval cycles where needed.
Typical use cases
- • Fine-grained access control
- • End-to-end logging
- • Human-in-the-loop safety gates
The Bespoke Automation Stack
A framework purpose-built for agentic automation — without chaos.
One orchestration layer. Narrow task agents. Clean tool interfaces. Everything logged. Everything reversible.
Workflow Intake
We map the workflow end-to-end, including rules, edge cases, handoffs, approvals, and data boundaries.
Design & Guardrails
We define the agent’s responsibilities, policies, prompts, constraints, and checkpoints. Nothing touches production without alignment.
Execution Layer
Agents connect cleanly to your stack — CRMs, billing, templates, emails, APIs — via a safe tool layer that enforces scope and access.
Learning Layer
Every single run is logged. We measure time saved, accuracy, and failure modes. If a step isn’t working, we refine or eliminate it.
How It Works Under the Hood
Safe, governed agent orchestration — your private automation mesh.
Behind every workflow is a small network of specialized task agents coordinated by an orchestrator that enforces policy, logs every action, and calls your systems safely.
Orchestration layer
The “brain” of your automation system. It routes requests, applies rules, enforces guardrails, handles model selection, and ensures everything is logged and traceable.
- • Workflow definitions
- • Policy enforcement & rate limits
- • Cost & model routing
- • Full run history
Specialized AI agents
Instead of one giant prompt doing everything, we use narrow, reliable agents — pricing, summarization, PDF assembly, email drafting — each with a single responsibility.
- • Quote generation & pricing logic
- • Policy / compliance checks
- • PDF assembly & email prep
- • Reusable, testable components
Your systems & data
Agents never roam free. They access your systems only through explicit tools and APIs with tightly-scoped permissions.
- • CRM, billing, and policy systems
- • Document templates & storage
- • Existing REST / GraphQL APIs
The result: AI that is predictable, governed, and safe enough for real teams. Every quote, form, or email runs through the same mesh — repeatable, explainable, and ready for regulated industries.
How We Work
Start small. Ship fast. Expand only when the ROI is proven.
We don't sell multi-month AI projects. We start with one workflow, ship it in weeks, and scale only when you're getting measurable savings.
Phase 1 — Discovery
A 60–90 minute deep dive into your workflows, rules, tools, and constraints. We choose one painful, well-bounded workflow for the pilot.
Phase 2 — Design & Build
We design the agent behavior, guardrails, and integrations. You see every piece before anything touches production.
Phase 3 — Pilot & Iterate
We deploy with a small group, measure hours saved, tighten failures, and refine behavior. If it works, we scale it. If not, we fix or kill it.
Start a Workflow Assessment
Tell us how the work happens today. We'll map where AI agents can safely take over.
This isn't a generic contact form. Share one specific workflow that slows your team down — we'll review it end-to-end and outline a pilot we can stand behind.
FAQ
Questions you should be asking about AI (and our answers).
What size companies do you work with?+–
We focus on small and mid-sized businesses with real workflows but no ML team — insurance, financial services, education, legal, and complex service businesses.
Do you need access to our production data?+–
We start with anonymized samples wherever possible. When we do connect to production, we apply strict access boundaries, logging, and approval flows so you can see exactly what the agent can and can't do.
How fast can we see something working?+–
Most pilots ship in 2–4 weeks. We deliberately choose tightly scoped workflows so you get immediate ROI and clear signal on what to do next.
How do you price projects?+–
We usually start with a fixed-fee pilot for one workflow. Once we can measure real value — hours saved, throughput, accuracy — we move into a retainer or hybrid model that scales with impact.
Ready to talk through a specific workflow?
Schedule A Call