Workflow agents for the work that still lands on the owner.
A lead follow-up at 9pm. An invoice reminder nobody sent. An inquiry that sat in the inbox all weekend. We build AI agents that take over one of those jobs, on the tools you already pay for, and we stay with you if something needs to be fixed.
Not a chatbot. A job, handled.
A chatbot waits for someone to ask it a question. A workflow agent is given a job. It watches for the trigger, does the steps, logs what it did, and hands anything unusual to a person. You decide what it's allowed to send and what it must never touch.
Who this is for
Owner-led firms of roughly 5 to 40 people, starting in Dallas–Fort Worth and across Texas. We also work remotely with firms anywhere in the US. It fits best if you are still the after-hours bookkeeper, receptionist, or follow-up desk.
First agents we build most often
Accounting and bookkeeping
Unpaid invoice follow-up, reminder language you control, exception queue, a short cash note to the owner.
Law, CRE, and advisory firms
Replies to after-hours inquiries, asks the intake questions, and books the consult.
Marketing and
creative firms
Brief, then draft, then social versions, all waiting in your review queue.
Why we don't sell you a login
Most "AI agents for small business" products rent you a seat and leave the setup to you. We do the opposite. We pick one painful workflow, not your whole company. We build it on QuickBooks, HubSpot, Google Workspace, Square, or Squarespace, whatever you already pay for. A person in Dallas owns the outcome. Paul runs the engagement. Drate builds the agent.
You set the rules before it runs.
Every agent ships with an owner playbook that covers what it does on its own, what waits for your approval, and what it must never do. You can see its log. At 30 days we look at hours returned, response time, error rate, and how many of your minutes it still needs.
FAQs
Do we need anyone technical on staff?
No. We build it, write the playbook, and train whoever approves the agent's work.
What does the agent get access to?
Only what its one job needs. The playbook lists what it can read, what it can send, and what it can't touch.
What does it cost?
The sprint has a fixed scope and a fixed fee, which we set after the audit. That way we never quote work we can't staff.
What happens after the first agent?
If it earns its keep, we can keep it current on a quarterly retainer, or pick the next workflow.