Custom AI Agents for Small Business

Custom Agentic Solutions

Focused agents for work that should not stay manual.

We design AI agents that research, monitor, prepare, route, and organize work across multiple steps—with human checkpoints where they matter.

Research

Monitor

Prepare

Human review

Route

Organize

Where agents fit

Automate the coordination around real work.

Many business processes are not a single task. Someone has to watch for new work, gather context, prepare the next step, move information to the right place, and know when a person needs to make the decision.

A focused agent can handle those repeatable steps while keeping people in control of approvals, exceptions, customer communication, and other high-impact decisions.

A useful agent has a defined job.

It should know what starts the workflow, which information it may use, what it is allowed to prepare or change, when it must stop, and who owns the result.

Trigger
Context
Action
Review
Outcome
Human review is added where business risk or judgment requires it.
Practical examples

Agents built around work your team already does.

Prospect research + outreach

Find likely clients, review fit against your criteria, prepare personalized first drafts, organize the queue, and keep follow-up work moving. A person can review outreach before it is sent when needed.

Research → qualify → draft → review → follow up

Always-on content publishing

Watch an approved content queue, prepare a post, add search metadata, prepare supporting imagery, route it for review, and publish it to the website when the workflow allows.

Queue → draft → SEO → image → review → publish

Operations coordinator

Watch forms, inboxes, task lists, or project updates; identify missing information; prepare a short brief; and route unresolved issues to the person responsible.

Monitor → summarize → flag → route

Customer request triage

Read incoming requests, classify the issue, gather known account context, prepare a response or next-step recommendation, and escalate exceptions instead of leaving everything in one inbox.

Intake → classify → prepare → escalate

Document preparation

Collect approved source information, assemble recurring proposals, reports, summaries, or internal documents, and send the draft to the right person for final review.

Collect → assemble → verify → review

Recurring compliance monitor

Check approved sources or internal records on a schedule, flag missing evidence or upcoming review dates, prepare the relevant context, and route the issue to an authorized owner.

Monitor → detect → prepare → notify

Built with boundaries

Automation should expand capability without hiding responsibility.

We define what an agent may read, what it may produce, what it may execute, when it must stop, and who owns errors or exceptions. That keeps the workflow useful without pretending the agent is the accountable manager.

Approved contextUse defined sources, systems, criteria, and business rules instead of unrestricted access.
Risk-based reviewLow-risk preparation can move quickly. Higher-impact outputs require an authorized person.
Visible handoffsExceptions, uncertainty, and incomplete work are routed rather than silently guessed through.
How we build them

Start with one recurring workflow.

We begin with the business process—not with a generic agent. We map the trigger, inputs, decisions, systems, handoffs, exceptions, and expected outcome. Then we decide which steps should be automated and which should remain human.

Good first projects are frequent enough to matter, structured enough to test, and narrow enough to measure. Once the workflow is reliable, it can be expanded or connected to additional business processes.

A practical first-agent checklist

Choose work that happens repeatedly, consumes employee attention, relies on information you already have, and has a clear definition of done.

Examples: intake, research, monitoring, document preparation, routing, follow-up, recurring reporting, exception review, and content operations.
Find your best starting point

See where AI could save your business time and money.

Answer a few questions about your organization, current tools, and where work gets stuck. The AI Solutions Advisor will recommend practical solutions, estimate potential cost savings, and provide preliminary implementation-cost ranges based on your needs.

It takes only a few minutes, and you can review the recommendations before deciding what—if anything—to pursue.

AI Solutions Advisor

Answer a few questions about your organization and where work gets stuck. Maisy will recommend AI solutions, estimate potential cost savings, and provide an estimated implementation cost for the solutions that best fit your needs.

Step 1 of 5 — Your Business