Services · AI operations
AI Operations Setup.
For professional services firms. We come to your office, follow your team through the day, then set up AI agents to take on routine paperwork, scheduling and admin.
- Office shadowing
- Paperwork
- Scheduling
- Admin
- AI agent setup
What it is
We learn how your firm runs. Then we set up AI agents.
We come to your office, shadow your team and follow the day-to-day.
We list the routine work that comes up again and again. Then we set up AI agents that take on that routine paperwork, scheduling and admin, and we show your team how to use them.
How it works
Shadow, map, set up, hand over.
- 01
Shadow
We spend time in your office and follow the daily routine.
- 02
Map
We list the routine work: paperwork, scheduling and admin.
- 03
Set up
We set up AI agents for those tasks.
- 04
Hand over and tune
We show your team how to use them and adjust them as you go.
What gets automated
The routine work that fills a firm's day.
Daily paperwork
Documents, forms, records and filing: the paperwork your team handles every day.
Scheduling
Client meetings and appointments, kept in order on the calendar.
Admin
The routine office tasks that keep a firm running day to day.
Who it fits
Built for professional services firms.
- Professional services firms, such as accounting and bookkeeping, law, consulting, clinics, agencies and property management
- Small teams whose staff spend much of the day on paperwork, scheduling and admin
- Firms that want AI agents set up around how they already work
- Other businesses with a busy front office, studios among them
Case study
Case: a dance studio
We started at the studio office.
ZeekersDanz, a K-pop dance studio in Markham. We shadowed the studio office day-to-day, then set up AI agents to automate daily paperwork, class scheduling and admin.
See the ZeekersDanz case
The front desk at ZeekersDanz. Photo: 852 Tangram.
Questions
Frequently asked questions
Do you need to be in our office?
Yes, for the first step. We spend time in your office and follow the daily routine, so the setup is built around how your team really works.
What is an AI agent?
Software set up to carry out a routine task, such as filling in a form or booking a meeting, by following steps we agree with you.
What kind of work can the AI agents take on?
Routine work that comes up again and again, such as documents, forms, records, filing, client meetings, appointments and office admin. We agree the list with you after we map the work.
Our work involves confidential client files. Is that a problem?
Tell us at the start. You decide which tasks and files are in scope, and we agree that with you in writing, including who holds the accounts, before we set anything up.
Do we need technical staff?
No. We do the setup and show your team how to use it.
What happens after setup?
We hand it over, show your team how to use the AI agents, and adjust them as you go.
Next step
Tell us how your firm runs today.
Tell us where the routine work piles up. We will reply with questions and next steps.