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An assistant that prepares the work. Your team decides.
Some office work is repetitive but still needs judgement: summarizing a job history, drafting a reply, preparing a quote outline. A custom assistant can do the preparation and leave the decision to the right person.
The problem
Work that eats the day
- Looking up a site’s job history before every call.
- Rewriting the same kinds of emails and job notes.
- Information spread across inboxes, spreadsheets and documents.
The workflow
What it can do
Gathers context
Pulls the relevant records, documents or past messages you give it access to.
Prepares a draft
Writes the summary, reply, checklist or outline in your format.
Waits for approval
A person reviews, edits and approves. The assistant does not act on its own beyond what you allow.
Look up a fictional recordThe assistant gathers context and prepares a brief.
Sample data
Choose a site to see what the assistant prepares.
Human responsibility
What your people still decide
- Approving anything sent to a customer
- Decisions about pricing, safety and commitments
- What the assistant may and may not access
Scope
What we agree before building
- The specific tasks and the format of the output
- Which systems and documents it can read
- Permissions, logging and approval steps
- Model and hosting costs
Questions
Good to know
Works well with
Does it act on its own?
Only within limits you set. For anything customer-facing or financial we design an approval step.
Can it work with our documents?
Yes, where access can be granted safely. We agree exactly what it can read during scoping.
Start with a free 30-minute AI audit.
Bring one workflow you’d like to improve. We’ll look at how it runs today and talk through practical options. If there’s a fit, a tailored proposal review follows on a separate call.
Free · 30 minutes · Google Meet · No obligation