We build AI agents that connect to your company's data and tools, so they can work like your best employee.
Start with Dana Ruiz at Halden Beauty. She just came back from maternity leave, Halden has a launch in May, and beauty is a focus for you this quarter. Here's a warm note. Four more people are on the list.
Inboxes, calendars, CRM, meeting notes, decks and budgets, connected in one place. Answers come from what your team actually said and did.
It drafts in Gmail, builds in Slides, fills Sheets and opens tickets in Asana. No new app to learn: your team asks by email, in Claude or in ChatGPT. Anything that reaches a client waits for a yes.
Every meeting, email and deck, together. If it was said, anyone on the team can ask about it.
"Guests stayed 3× longer in the small salon rooms than at the main stage."
"Budget for the summer program is capped at $150K, all in."
"Our CMO hates anything with a stage. Think smaller, more intimate."
Set it up once. It runs on its own, every day.
"Congrats on the new role, Priya! Loved working together at Halden. If Coastline is planning anything for guests this summer, I'd love to share a few ideas."
10:00 Halden check-in. Dana asked for summer ideas in March. The proposal is still in draft.
2:30 Vela budget call. They pushed back on fabrication costs last time.
There's no fixed list of features. If a person on your team could do it with your tools, they can ask for it.
On its own, AI answers questions. We give it hands to do the work for your team.
AI on its own
Here's how to find those leads:
Five steps for you to do.
AI with hands
✓ 12 leads, emails verified, a note drafted for each. Added to your CRM.
A teammate that never forgets a conversation and can take on any task a person can.
It does the prep. Your people make the call.
It lives inside the tools your team already uses. No new app, no training, no new logins. Your team keeps working the way they do, and the work just gets done.
Email or forward anything to your assistant's address. One researched reply comes back, usually in under two minutes.
The brain plugs into Claude as a connector. Ask about any contact, deal or past project and get answers as clear visual cards.
The same brain and the same tools inside ChatGPT, for the people on your team who live there.
Most of the work happens without anyone asking. While your team is in meetings, on site or asleep, it reads, files, drafts and updates, and hands people the finished result where they already look.
The flows we have already built for an agency, team by team.
Always top of mind with everyone you've ever met.
The brain keeps track of every person your team has emailed, met or called. When someone goes quiet, it drafts a follow-up that remembers what you talked about, ready in your inbox to send.
When a past client changes jobs, a brand hires a new head of partnerships or a company opens a new market, you hear about it the same morning, with who you know there and a note to send.
Was at Halden Beauty. You ran two programs together in 2024. Coastline is not in your CRM yet.
No contact yet. Three people you know work there.
Your last proposal to them stalled at budget in 2025.
Every morning it reads trade press, LinkedIn and your competitors' posts, picks the brands planning launches, tours and pop-ups, and tells you who to call while budgets are still open. Mark a find good or not, and tomorrow's list gets sharper.
From RFP to first draft before the next meeting.
Drop in the RFP. The brain pulls the brief together from emails and call notes, finds the past projects that fit, and drafts the deck in your template. Your team edits a draft instead of starting from a blank page.
We read every past deck and tag it by brand, city, format and capability. Ask in plain words and get the right case studies back, with the slides to prove it.
Scope it, staff it and kick it off without rebuilding from scratch.
Ask for a budget and get a Google Sheet built from your comparable jobs: line items, vendor costs and fees, each linked to the past budget it came from. Your producer checks it rather than builds it.
The moment a deal is marked won, the first week sets itself up: contract drafted, project board built with the workback, staffing estimated by role, holds on calendars and the kickoff deck started.
Know what's happening without asking anyone.
Each person starts the day with their meetings, who they're meeting and what was said last time, the replies they owe and yesterday's action items. Reply to the brief with a question and it answers.
Meeting notes turn into a recap with the decisions and who owns what. Tasks land in your project tool, the CRM gets its next step, and the recap is ready to send to everyone who was there.
It watches for the things that cost you deals: a signed contract nobody answered, a lost deal nobody asked about, a budget that says one thing in the CRM and another in the tracker. You hear about it while there's still time to act.
The client sent redlines on Monday. Nobody on the thread has answered.
A 3-question debrief went to the owner so the reason gets recorded.
Fix proposed with the email that shows the right number.
CRM, email, meetings and LinkedIn in one answer, plus what's still unknown.
Everyone who liked a competitor's activation post, researched and ready to contact.
When a program sells, hours by role are estimated. Your head of production verifies.
Lapsed contacts, departed owners and duplicates found and fixed, every change logged.
Talks, calls and voice notes turned into LinkedIn posts that sound like them.
Freelancers asked for availability and scope fit in one go, answers collected for you.
Measured on real work, before and after, in the first weeks of running it.
To answer a teammate's emailed question, researched and sourced.
For a full lead list with an approach per account and 77 verified emails.
Past projects searchable by city, industry and capability for RFPs.
CRM updates asked for by email that actually got made.
Measured at an experiential agency, September to October 2026, from its own logs.
An AI that can act needs clear limits. These are built into the system, not left to a prompt.
Emails, LinkedIn messages and file shares wait for a person to approve them. Internal busywork just gets done.
Each CRM edit records what it was before, what it became and who asked, so anything can be traced or undone.
Each person signs in as themselves. Finances stay with the partners. The AI never sees a password.
A kill switch pauses every action the moment you want it to.
You keep your tools and your team. We do the building.
We learn how your agency sells, pitches and produces, and pick where to start.
Inboxes, CRM, tracker, Drive and notes, connected safely and searchable.
We sit with each team, automate their weekly work and measure the before and after.
Every correction your team makes goes back into the brain, so it keeps getting better.
No. We connect what you already use: Gmail and Google Workspace, your CRM, your project tracker, your time tracking and your meeting notes. If your team works somewhere else, we connect that too.
Nothing. There is no new app. Most of the work happens in the background and shows up in Gmail, Drive, your CRM and your project tool. When they want something, they email it like a coworker or ask from Claude or ChatGPT.
No. Anything that reaches someone outside your agency waits for a person to approve it. Internal work, like CRM updates and tasks, runs on its own and is logged.
System keys sit in a secure gateway, so the AI never holds a password. Each person signs in as themselves and only sees what their role allows. Your data stays yours.
The brain works with Claude and ChatGPT, and by email. You're not locked into one model.
It depends on your agency's size and which teams you start with. After a walkthrough we'll give you a fixed scope and price.