Lead generation
Find the right people to talk to.
Research target companies, organize relevant contacts and prepare a shortlist your team can act on.
THE HANDOVERA researched prospect list with sources and next steps.
AI agent installation + integration
Give the research, follow-ups and everyday admin to an agent configured around your business.
Hi Alex,
Thanks for telling us about Maple Studio. Here are the next steps we discussed.
Would Thursday work for a quick call?
Speak soon,
Your team
Preparing a personal follow-up
01 / 06Illustrative workflow with sample data. Apps and actions depend on your setup.
One instruction.
Work across your tools.
Your context.
Kept with the task.
Your rules.
You stay in control.
PUT IT TO WORK
Start with one useful job. Connect more of the day as the system proves itself.
Lead generation
Research target companies, organize relevant contacts and prepare a shortlist your team can act on.
THE HANDOVERA researched prospect list with sources and next steps.
Outreach
Prepare personal emails, work through approved outreach and bring replies back into the conversation.
THE HANDOVERRelevant messages, scheduled follow-ups and fewer missed replies.
Client management
Log conversations, update your CRM, prepare client updates and flag customers who need attention.
THE HANDOVERA current pipeline and useful, regular communication.
Everyday operations
Pull together the agenda, summarize documents, prepare meeting briefs and turn decisions into assigned tasks.
THE HANDOVERA clear list of what is done, what is next and what needs you.
THE RIGHT AGENT FOR THE JOB
We choose and configure the platform around the work, your tools and the way you want to manage it.
A configurable agent with browser tools and local or cloud options. We set up the environment, connect the required tools and define the routines your business needs.
About HermesAn AI teammate that can work across apps on a persistent cloud computer. We help define its role, connect the tools it needs and turn tested tasks into repeatable routines.
About Grok BotPlatform eligibility, integrations and ongoing costs are confirmed when we scope your installation.
WHAT WE INSTALL
Map the task, desired result, information sources and points where your team needs to be involved.
Set up the agent and its environment. Connect approved accounts, business knowledge and the tools needed for the job.
Configure instructions, actions, schedules and review points. Test real scenarios, including missing information and failed steps.
Show your team how to use it, provide clear documentation and agree how the setup will be maintained.
A CAPABLE ASSISTANT. CLEAR RESPONSIBILITY.
You decide what it can access, what it can do and when it should ask. We build those boundaries into the workflow.
STRAIGHT ANSWERS
An AI agent combines a language model with instructions, business context and tools that let it carry out tasks. We configure those parts around a defined job, such as researching leads or preparing client follow-ups.
We assess your accounts, subscriptions and the actions you need. Where supported, we connect through integrations or configured browser access, then test the full workflow. The desktop above illustrates a possible setup, rather than a universal built-in integration.
You choose the rules. Start with drafts for approval, then allow specific routine actions once they are tested. Sensitive conversations, exceptions and commitments can stay with a person.
Not necessarily. The desktop demo makes the workflow easy to see. We choose an appropriate local or hosted environment for the agent, your tools and the way your team works.
We scope the first workflow, integrations and support requirements before quoting. You receive a defined implementation proposal, with any software subscriptions, model usage and hosting costs explained separately.
You receive tested workflows, documentation and a handover. Ongoing management can cover monitoring, troubleshooting, integration changes and new routines as your business grows.
PLAN MY AI INSTALL
Tell us about your business, the tools you use and one task you would like to make easier. We’ll map a practical starting point.
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