14 agents · Running daily across our clients
What runs every day
Every agent below was built for a real service business, is running in production, and is documented with real results. These are the same agents that would run for you.
Morning Briefing Agent
Open your phone and know exactly what the day looks like before it starts.
The problem
Every morning, the owner spent 20–30 minutes pulling appointment data, calculating revenue projections, checking team capacity, and building a mental picture of the day.
What it does
Runs at 7:00 AM every operating day. Pulls live appointment data. Calculates: appointment count, projected revenue, team utilization, unconfirmed bookings, and a retention scorecard. Delivers a structured briefing to the leadership channel before the team arrives.
Morning briefing accuracy: 97%. Owner morning report time: 0 minutes.
MORNING BRIEFING — May 9 · 7:00 AM Appointments today: 31 Projected revenue: $3,890 Team utilization: 87% Unconfirmed: 4 (follow-up needed) Recovery: $640 recovered this week
Win-Back Recovery Agent
The follow-up list that builds itself — only real opportunities, every day.
The problem
Cancelled appointments and cold leads are the most recoverable revenue in any service business. The 48–72 hour follow-up window closes permanently when nobody acts.
What it does
Runs every operating day. Queries the CRM for customers who cancelled without rebooking or leads that went cold. Filters out customers who already rebooked. Surfaces a prioritized follow-up list with context: how long it has been, what service they had, what their history looks like.
Recovery rate became a trackable number. Revenue recovered from follow-up is a line item in the morning briefing.
WIN-BACK LIST — May 9 · 11:30 AM 14 guests need follow-up 1. Sarah M. — cancelled 2 days ago (highlights, $180) Last visit: Mar 12 · 8 visits total → Ready to rebook 2. James K. — quote pending 5 days ($340 job) Opened quote, no response → Follow up today
New Hire Onboarding Agent
A complete, consistent onboarding experience — every time, not when someone remembers.
The problem
Onboarding a new employee takes 40+ manual tasks across 5–7 systems. Half live in the manager's head. Steps get missed. The new hire notices — and it shapes their first impression of how the company operates.
What it does
Triggered by a single form submission. Executes a 15-step automated cascade: creates employee record, sends Microsoft guest invite, generates AI-written bio, creates SharePoint folders, adds to distribution lists, assigns mentor, creates 30/60/90-day check-ins, posts welcome announcement, and delivers phased onboarding checklists.
15 automated steps vs. 40+ manual tasks. Zero steps missed since deployment.
ONBOARDING TRIGGERED — Jordan M. · May 9 Step 1/15 Employee record created ✓ Step 2/15 Microsoft guest invite sent ✓ Step 3/15 AI bio generated ✓ Step 4/15 SharePoint folder created ✓ Step 5/15 Roster updated ✓ Step 6/15 Distribution lists added ✓ ... Step 15/15 Day 1 checklist delivered ✓ Status: Complete · 0 steps missed
Review Response Agent
Every review responded to within hours. Negative reviews in front of the owner the same day they post.
The problem
Reviews go unanswered for days. When finally responded to, the reply is generic. Negative reviews are discovered weeks later — when the moment to rebuild trust is gone.
What it does
Monitors Google Business Profile three times daily (9 AM, 1 PM, 5 PM). 4–5 star reviews: generates a warm, personalized response using context from the review, posts automatically. 1–3 star reviews: generates a professional draft, routes to owner for approval before posting.
Review response time: under 2 hours for all reviews. Previously: 2–3 days average, many going unanswered.
REVIEW DETECTED — May 9 · 9:14 AM Rating: ★★★★★ | Sarah L. "Absolutely love this place! My stylist was amazing and the whole experience was..." → Response generated and posted (2 min) "Thank you so much, Sarah! We're so happy to hear you had a wonderful experience..."
And more
Compares actual vs. projected revenue, utilization, and outreach completion every close of business. Quantifies every variance the same day it happened.
Monitors inbox for monthly data exports. Parses revenue, team KPIs, and vendor benchmarks. Generates a plain-language summary of what moved and the 2–3 things most worth your attention.
Monitors inbox for vendor promotional emails. From a single email generates a Teams marketing calendar update, a newsletter draft, and signage copy. One email in → three assets out.
Tracks product sales and stock daily. When a product drops below par level, generates a PO proposal and routes to owner for one-tap approval. On approval, creates the PO automatically.
Monitors a former employee's inbox. Uses AI to classify every email as IMPORTANT or NOISE. IMPORTANT emails forwarded instantly. NOISE silently archived. The owner sees only what matters.
Monitors inbox for career fair announcements. Extracts event details, posts to recruiting channel, creates calendar events with reminders, and deduplicates so the same event is never posted twice.
Runs every morning. Posts a recognition card to the team channel for birthdays, work anniversaries, and milestones. Consistent, automatic — every time, not when someone remembers.
The governance layer
Beyond task automation: operational intelligence.
Seven AI agents, each owning a lane of the business, keeping leadership always current and decisions always data-informed.
| Agent | Lane | What it produces |
|---|---|---|
| Brain Agent | Information nervous system | Daily scan of all inbound information. Routes updates to each agent's knowledge base. Flags anomalies. |
| CEO Agent | Strategic synthesis | Weekly owner brief. Monthly scorecard. Quarterly strategic review. Cross-department risk flagging. |
| Chief of Staff | Owner efficiency | Inbox triage. Drafted replies. Follow-up tracking. Calendar preparation. Daily priority list. |
| COO Agent | Operations | Guest experience monitoring. SOP compliance. Scheduling optimization. Operational checklists. |
| CMO Agent | Marketing & visibility | Marketing calendar. Campaign performance. Local SEO health. Reputation management reporting. |
| CFO Agent | Financial clarity | Monthly revenue scorecards. Labor cost analysis. Bonus calculations. P&L variance analysis. |
| People & Education Agent | Team development | Coaching flags. Career path planning. Performance summaries. Culture initiatives. |
Stop executing. Start governing.
The worst case: you do the mapping session and leave with a clearer picture of what's costing you — before spending anything on a build.
Start with an operations audit →