Build Your Operating System
Mission control for your business — run by C-suite AI agent(s) that connect everything underneath. Pick what you want automated below.
LLM setup included as standard. Anthropic + OpenAI are wired in for every client, not counted against your integration limit.
01 — Choose your agent type(s)
Each one is a C-suite AI agent that runs its function day to day. Pick one or stack several — selecting an agent jumps the routines below to its function.
Oversees everything — a unified dashboard across every agent you activate.
Runs ops — internal tools, dashboards, admin, continuous shipping.
Runs finance — reporting, cash flow, forecasting, investor updates.
Runs marketing — campaigns, content, SEO, paid ads, social.
Runs revenue — lead scoring, follow-up, booking, pipeline.
Runs people — screening, onboarding, policy docs, meeting follow-ups.
A live visualization of every touchpoint you connect. Priced by how many integrations it pulls from, not a flat fee.
02 — Choose your routines
0 selected
These are outcomes, not plumbing. Pick what you want running, and we auto-add the integrations each one needs below. Can't find your exact routine? Advisory builds it custom.
Inbound leads, inquiries, and referrals get scored and routed automatically — nothing sits in an inbox.
Replies get drafted automatically on inbound inquiries, ready for a rep to send or auto-send on your rules.
Meetings get booked end-to-end — nothing waits in an inbox for a reply.
Pipeline and follow-ups stay current automatically — nothing goes cold because someone forgot.
Campaigns and positioning get reviewed before anything ships.
Existing content gets found and repurposed across every channel automatically.
New content and video run on an ongoing pipeline, not a one-off project.
Paid ad campaigns get managed end-to-end across platforms.
SEO is built into every page and post as a standing requirement, not an afterthought.
Social accounts stay scheduled and posted across platforms without anyone logging in daily.
Sites, portals, and internal tools get built and maintained like your own product team built them.
Website development and ongoing administration, handled continuously.
Payments, logins, and the features customers actually touch, built and kept running.
Live dashboards pull scattered data into one view, always current.
New features and fixes ship continuously, not on a quarterly release cycle.
Busywork gets handled without anyone touching it.
Small problems get caught before they turn into big ones.
Contracts, records, and recurring admin work stay organized and current.
Recurring reports arrive on schedule — no one chasing numbers.
Research and prep are ready before you even open the file.
Cash flow and AR/AP get tracked and flagged before they become a problem.
Demand forecasting and inventory analysis run in the background, continuously.
Investor and management reporting is prepared on a set cadence, not scrambled together.
Candidate screening gets handled automatically against your criteria.
Onboarding materials get prepared automatically for every new hire.
Policy and training docs stay current without a manual review cycle.
Meeting notes and follow-up actions get tracked automatically — nothing discussed gets forgotten.
Optional — we'll scope it with you directly, no extra charge for asking.
03 — Review your integrations
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ActiveCampaign
Adobe Sign
Airtable
Amazon Seller
Amplitude
Asana
BambooHR
Bill.com
Calendly
ClickUp
Dialpad
DocuSign
Fireflies.ai
FreshBooks
Freshdesk
GoHighLevel
Google Ads
Google Analytics
Google Workspace
Gusto
HubSpot
Intercom
Kartra
Klaviyo
Mailchimp
MeetGeek
Meta Ads
Microsoft 365
Mixpanel
Monday.com
NetSuite
Notion
Pipedrive
QuickBooks
RingCentral
Salesforce
Segment
Shopify
Slack
Stripe
TikTok Ads
Trello
Twilio
Webflow
WooCommerce
WordPress
Xero
Zendesk
ZoomOptional — we'll confirm it connects before your build starts.
04 — Compliance
For organizations in regulated industries. Adds dedicated infrastructure, compliance controls, and documentation tailored to your deployment. Includes a one-time setup fee and ongoing monthly coverage.
05 — Support
Two ways to stay engaged after launch.
06 — Your estimate
This is a planning estimate based on what you selected — final pricing is confirmed together on your discovery call.
Complete the sections above to unlock your estimate.
- ⬜ Routines selected
- ⬜ Integrations selected
- ⬜ Compliance reviewed
- ⬜ Support reviewed