AI agents for operations

AI agents for operations, drawn before they are built

We design, build and integrate AI agents inside the systems you already use, and train your team to run them, one workflow at a time.

Book a 30-min call

How it works

How an AI agent engagement runs

SEVEN STEPS · IN ORDER · ONE SIGNATURE

30 MIN · FREECall30 min, free; a yes, a no, or a smaller first stepYou getA yes, a no, or a smaller first step.
SIT-DOWN OR CALLSDrawinga sit-down or a few calls; the one-page agent drawingYou getThe one-page drawing, with scope and price, to sign.
You signnothing ships without a signatureYou getThe signed sheet. Nothing is built before it.
TYPICALLY 4–8 WEEKSPilotone workflow, live on real work; running agent, run log, baselineYou getOne workflow live on real work, with a run log and a baseline.
ALONGSIDE THE PILOTTrainyour team learns to run the agent, read its log and change it; a written runbookYou getYour team runs it, with a written runbook.
MONTHLYRunmonthly; operated, tuned, reported; refreshers for new peopleYou getA monthly report: what ran, what changed, what's next.
Expandthe next sheet, fixed scopeYou getThe next sheet, scoped the same way.

Typical times. Yours are set in the Drawing you sign.

Who it's for

Who we build for

OPERATIONS LEAD

Good people lose days every week to intake, drafting and reporting.

First build: 01 Intake and triage

OWNER

Every approval waits on you.

First build: 02 Drafting and routing, queued for your one signature

PRIVATE-EQUITY OPERATING PARTNER

You need one measurable win inside a portfolio company this quarter.

First build: 03 Reporting rollups, with a baseline

In Cincinnati? AI agents and automation here →In property management? AI agents for property managers →Ready for an AI agent? Take the free six-question check →

Four workflows

Which workflow should an agent take first?

Built on what the client already runs; integration is part of every build.

01
Intake and triage
Every request read, tagged, matched and routed to its owner with the context attached.
- reads every request
- matches the record
- routes with context
Every request gets an owner. The agent never answers for them.
02
Drafting and routing
Replies, quotes and work orders drafted from your templates and your data, then queued for a signature.
- drafts from templates
- answers the question
- queues for a person
The agent drafts. A person signs before anything sends.
03
Reporting rollups
Numbers from several systems become one summary, checked against last week, every figure with its source.
- one summary, three systems
- checked against last week
- anomalies flagged
Every figure carries its source. No number without a baseline.
04
Dashboards and integrations
The figures people pull by hand, already current when leadership looks, written into the CRM, ERP or spreadsheet you already run.
- live numbers, no new tool
- written back to the CRM
- one source per figure
Built on the systems you run. No new tool to adopt.

THE FOUR PATTERNS — AT DEPTH

What it watches. What it drafts. Who signs.

Every agent has the same three answers written down before it runs. If one of them is missing, it isn't ready — and it doesn't ship.

Intake & triage

Every request that lands in a shared inbox, a form, or a ticket queue gets read, classified, and routed to the right person with the context attached.

What it watches: A shared inbox, a web form, a ticketing queue, a voicemail transcript — whatever the requests already arrive through.
What it drafts: A classification (what it is, how urgent, who owns it), the record it belongs to, and a first reply or work order.
Where the person approves: The person who reads that inbox today approves or edits before anything sends or dispatches.

Drafting & routing

The agent writes the reply, the quote, or the work order from your templates and your data, then routes it to the person who signs off.

What it watches: Approved intake, a CRM or order system, your templates, your price lists.
What it drafts: The document itself — reply, quote, order, summary — with its sources listed so the approver can check them.
Where the person approves: The owner of the relationship: sales, support, or the manager who signs today.

Reporting rollups

Numbers from three systems become one Monday-morning summary — written, checked against last week, and sent for review.

What it watches: Spreadsheets, exports, and the reports people already pull by hand, on the schedule they already keep.
What it drafts: The rollup: totals, deltas against last period, anomalies with a likely cause, and the questions worth asking.
Where the person approves: The person who presents it. Nothing goes to leadership without their read.

Dashboards

Live views of the metrics people pull by hand today, built on the systems you already run — no new platform to adopt.

What it watches: The same systems, read on a schedule; the same definitions the team already argues about, written down once.
What it drafts: The dashboard and its data notes: what each number means, where it came from, when it was last refreshed.
Where the person approves: The owner of each metric signs off on its definition before it goes live; the agent never redefines a number.

01Intake & triage

Every request that lands in a shared inbox, a form, or a ticket queue gets read, classified, and routed to the right person with the context attached.

What it watches: A shared inbox, a web form, a ticketing queue, a voicemail transcript — whatever the requests already arrive through.
What it drafts: A classification (what it is, how urgent, who owns it), the record it belongs to, and a first reply or work order.
Where the person approves: The person who reads that inbox today approves or edits before anything sends or dispatches.

02Drafting & routing

The agent writes the reply, the quote, or the work order from your templates and your data, then routes it to the person who signs off.

What it watches: Approved intake, a CRM or order system, your templates, your price lists.
What it drafts: The document itself — reply, quote, order, summary — with its sources listed so the approver can check them.
Where the person approves: The owner of the relationship: sales, support, or the manager who signs today.

03Reporting rollups

Numbers from three systems become one Monday-morning summary — written, checked against last week, and sent for review.

What it watches: Spreadsheets, exports, and the reports people already pull by hand, on the schedule they already keep.
What it drafts: The rollup: totals, deltas against last period, anomalies with a likely cause, and the questions worth asking.
Where the person approves: The person who presents it. Nothing goes to leadership without their read.

04Dashboards

Live views of the metrics people pull by hand today, built on the systems you already run — no new platform to adopt.

What it watches: The same systems, read on a schedule; the same definitions the team already argues about, written down once.
What it drafts: The dashboard and its data notes: what each number means, where it came from, when it was last refreshed.
Where the person approves: The owner of each metric signs off on its definition before it goes live; the agent never redefines a number.

LIVE SIMULATED DEMO · SCRIPTED · ILLUSTRATIVE DATA

Watch an agent work. Then watch it stop.

An input arrives, the agent classifies it, reads what it needs, drafts, routes — and waits for a person. Everything below runs in your browser on sample content: no model call, no network, no client data. The reasoning is scripted for demonstration.

INCOMING01 · INTAKE & TRIAGE

SHARED INBOX · SUPPORT@11:42 PM

From: Priya N. — customer (sample)

Wrong bracket in order 48213 — install crew Thursday

Hi — our order arrived today but the mounting bracket is the B-14; we ordered the B-16. We have an install crew booked Thursday morning. Can you overnight the right one?

● IDLE · READY

AGENT TRACE · REASONING, TOOLS, DRAFT, HAND-OFFSCRIPTED

Press Run the agent. The trace appears here the way an operator sees it: what the agent read, which tools it used, the draft it wrote, and the person it is waiting for.

AUDIT LOG0 EVENTS · EVERY STEP RECORDED

No events yet — run the agent.

HOW WE THINK ABOUT IT

“We stay on the leading edge of agentic systems, learning constantly, and we build them to make a company more efficient without disrupting how its people already work — so teams adopt the change instead of fighting it.”
— DRAYTON HIGHLANDER, DH STUDIOS

FIVE PLAYBOOKS — ANONYMIZED

Five first workflows we have already mapped

Five operating companies, five first workflows. The names are withheld; the shape is the point: a problem, an agent, a person who approves, and a pilot small enough to start.

A display-hardware maker's after-hours support queue

PROBLEM: Tickets pile up overnight across email and chat; the first hours of every morning go to sorting instead of answering.
AGENT: Reads each ticket, tags the product and the issue, pulls the order and device record, and drafts the reply with the fix steps attached.
HAND-OFF: A support specialist approves every reply before it sends.
FIRST PILOT: One inbox, one product line, two weeks of drafts before anything auto-sends.

A strength-equipment manufacturer's intake

PROBLEM: Quote requests arrive as emails, calls, and forms, and each one needs a needs-analysis before anyone can quote it.
AGENT: Turns the request into a structured needs sheet, matches it against the catalog, and drafts the first-pass quote with its sources listed.
HAND-OFF: A sales rep reviews, edits, and sends the quote under their own name.
FIRST PILOT: Web-form requests only, one product family, four weeks.

A grip-tape brand's returns desk

PROBLEM: Returns and exchanges eat the founder's mornings; every case is a judgment call made from scratch.
AGENT: Classifies the return, checks the order and the policy window, and drafts the label email or the exchange order.
HAND-OFF: A person approves every refund above a set amount; in-policy exchanges go out on a one-click approval.
FIRST PILOT: Exchanges only, one sales channel, then refunds.

A regional property manager's maintenance triage

PROBLEM: Resident and owner requests land in several inboxes, and urgency gets judged by whoever happens to read first.
AGENT: Classifies each request, matches it to the property and the vendor on file, and drafts the work order and the reply.
HAND-OFF: The property manager approves dispatch; anything flagged as an emergency pages a person immediately.
FIRST PILOT: One district, one request type, with the existing on-call list unchanged.

A startup fund's reconciliation

PROBLEM: Reconciling trades and positions between broker files and the internal book is manual, late, and done by the same two people every day.
AGENT: Matches the records, flags every break with a likely cause, and drafts the daily break report.
HAND-OFF: The operations lead signs off on every break before anything is booked.
FIRST PILOT: One broker, one book, daily, for a month.

01 / 05 · DRAG OR ARROW KEYS

DISCOVERY — FIVE QUESTIONS BEFORE ANY BUILD

Bring the answers, or bring the questions.

These are the five things discovery settles. If you can answer them now, the intake takes ten minutes. If you can't, that's what the Drawing is for.

01Which workflow would you hand off first if you trusted the result?
02Where does that work live today — an inbox, a ticket queue, a spreadsheet, or a system with an API?
03How many of those requests arrive in a week, and how many need a judgment call?
04Who approves the outcome today, and what would they need to see to approve an agent's draft?
05What must never happen — the one failure that would end the pilot on day one?

Book a 30-min callTHE INTAKE ASKS THE FIRST FOUR

Specified. Built. Signed off.

Start with one workflow.

Book a 30-minute call. We look at one workflow together, and you leave with a yes, a no, or a smaller first step.

The first call is free. Pricing is built around your workflow.

Book a 30-min callUsually answers within one business day

AI agents for operations, drawn before they are built

How an AI agent engagement runs

Who we build for

Which workflow should an agent take first?

Intake and triage

Drafting and routing

Reporting rollups

Dashboards and integrations

What it watches. What it drafts. Who signs.

Intake & triage

Drafting & routing

Reporting rollups

Dashboards

01Intake & triage

02Drafting & routing

03Reporting rollups

04Dashboards

Watch an agent work. Then watch it stop.

Five first workflows we have already mapped

A display-hardware maker's after-hours support queue

Bring the answers, or bring the questions.

Start with one workflow.

A display-hardware maker's after-hours support queue