phase 01
Scope
~1–2 weeks · from $5,000
We learn the workflow, map your systems, define success, and estimate ROI before you commit. The scoping fee credits toward your build.
Plan · success metrics · ROI estimate · fixed quote
Automated executive reporting
The weekly exec report, assembled before you ask for it.
Pulling the numbers, writing the narrative, and chasing the caveats eats senior hours every cycle. We build a managed agent that assembles the report from your systems — and holds it for a human to approve before it goes out.
Every figure links back to the system it came from.
exec-report · run #0488
▸ pull CRM · finance · product · supportOK
▸ compose KPIs · WoW deltas · narrativeOK
▸ check pipeline figure vs. sourceREVIEW
▸ flag churn up 2.1pts · needs contextREVIEW
▸ hold draft → CEO approvalHOLD
awaiting human approval · Draft report · 1 to approve
The problem
Who's spending Monday rebuilding the same report?
- Numbers get copied by hand from five dashboards into one deck.
- The narrative is rewritten from scratch every single cycle.
- By the time the report ships, the data is already a week stale.
- A wrong figure in an exec report costs trust, not just time.
BI dashboards show the numbers. They don't write the story, catch the anomaly, or own the last mile into the room where decisions get made.
We build an agent that gathers the data, drafts the narrative, surfaces what changed, and waits for a human to approve before anything is sent.
How it works
Scope. Build. Manage.
phase 02
Build
~4–6 weeks · quoted from scoping
We design, integrate, test, and launch the agent with review loops, source checks, and practical guardrails.
Launched agent · integrations · tests · docs · handoff
phase 03
Manage
ongoing · monthly
We monitor behavior, control costs, and tune the agent as your business changes.
Monitoring · exception review · cost control · support
Start with a free intro call.
Bring one workflow that already costs time or money. No spec needed — we'll map the first useful version and the path to a fixed quote.
Why you can trust it
Built to stay reliable in production.
Hands-on depth
We know when a lightweight agent is enough — and when a workflow needs real engineering.
Human review loops
Approval stays in the process wherever judgment, risk, or context matters.
Evaluation + monitoring
We measure what matters and catch issues before they reach the business.
Lean operating cost
Architecture and token discipline keep ongoing costs predictable.
Selected work
Production systems, not demos.
Each of these was a different business’s core workflow — the thing they fundamentally needed to operate, and the thing I got off the ground. That’s where it starts. Once your primary workflow is in place, you can begin collecting and augmenting your customer and business data. As that data compounds, so can your business intelligence — if you structure it thoughtfully. And as your intelligence compounds, so does your business. I can help you build that.
legalamazon bedrockaudit trailreview loops
Privylaw
Secure, attorney-supervised AI for privileged communication.
A matter-scoped platform that keeps AI inside attorney-controlled workflows — context selection, review loops, audit records, and Amazon Bedrock integration.
Read the case studyintakepricing engineops tooling8-day build
Five Star Quotes
A quote-qualification workflow with internal operator controls.
In 8 days, one lean production system: homeowner quote intake, contractor onboarding, configurable pricing, email delivery, and internal ops tooling.
Read the case studyContact
Ready to talk about a workflow worth fixing?
Tell us about the workflow. We'll share what's possible and what it would take.
We reply within 1 business day.