The volume is there
Dozens of quotes, invoices or requests every week. One hour saved repeats itself, so the setup pays for itself fast.
Systems & AI agents · design, install, train
The tasks that come back every week run without you, on your own accounts. You approve what commits the business, the system does the rest.
Training is the right format when you want the skill in house. Custom work takes over when volume, time or complexity leave you no room.
Dozens of quotes, invoices or requests every week. One hour saved repeats itself, so the setup pays for itself fast.
Inbox on one side, CRM on the other, accounting somewhere else. Copying between tools is exactly what a machine does better.
You could learn. Not right now. I build the system, your team learns to run it.
My video production company and my software Imotrack run on these systems. What I sell, I use every day.
Sales
A client asks for a price.
The quote is ready when you open your inbox.
Five days with no answer: the follow-up leaves without you thinking about it.
Admin
A supplier invoice arrives.
Amount, VAT, supplier: extracted and filed.
Anomalies come to you, the rest goes through.
Meetings
The meeting is recorded.
Decisions and tasks come out, with names on them.
The notes are waiting in your tool.
More cases are covered in the guide AI agent examples for small business.
01 · Scoping
The process as it actually happens, your decision rules, the edge cases, and what must stay reviewed by a human.
02 · Build
Your tools, your access, your environment. You watch it take shape and test on real cases as we go.
03 · Go live
First alongside your current method, long enough to compare results. Only once it is clean do we switch.
04 · Handover
Training, documentation, control points. You know what to watch, what to fix, and who to call when a case falls outside.
Your tools change, so do your rules. A monthly follow-up is possible, never required: the system keeps running without it.
A price, a reply to an unhappy client, a payment. The system prepares, a person approves. Always.
When the rules change depending on who handles the file, they have to be written first. Automating vagueness produces vagueness faster.
A task done twice a year does not justify a system. I say so before the quote, not after.
A first useful system takes a few weeks. A full plan coming out of an audit is usually deployed over 4 to 8 weeks.
Usually Claude to read and draft, n8n to orchestrate, and your existing tools for the rest. The choice happens during scoping, never before.
The systems run on your accounts, with your subscriptions. During scoping we decide what can be sent to a model and what stays with you.
No. Documentation handed over, teams trained, accounts in your name. Maintenance is an option, not a condition.
Not mandatory, but useful as soon as several projects compete. The AI audit exists to set the order.
Quoted after scoping, broken down piece by piece. It depends on the number of processes, the tools to connect and the level of control you want.
Thirty minutes to describe your heaviest process. I tell you whether it can be automated, how, and what it takes.
Book a free callOr in writing: theo@my-agent.io