Agents

Specialized AI agents you assign to your projects. Each one brings domain expertise and a structured workflow.

Research a topic, compile findings, and build the brief.

Reconciliation, client folders, and month-end on autopilot.

Proposals, follow-ups, and pipeline reports from your CRM notes.

Comps, deal tracking, and paperwork that files itself.

SOPs, process docs, and checklists that actually get followed.

Whole deal folders reviewed, compared, and summarized.

Job postings, onboarding docs, and policy updates.

Status reports, timelines, and risk logs that stay current.

Drop a folder of resumes, get a ranked pipeline.

One folder of content becomes a month of channels.

A client book that runs itself: sessions, programs, and check-ins.