You know AI can
do this. Let us set it up for you.

You started building something with AI but got pulled back into running your business. We do the setup part. Connect your tools, configure the AI, and hand you something that works.

Set It Up For Me
Currently accepting new clients
Slack WhatsApp Telegram iMessage
your preferred channel
catch me up
Scanned emails, deals, and tickets Gmail + HubSpot + Zendesk
Pulled today's calendar Calendar
4 things need your attention:

Acme Sarah replied with the billing address we've been waiting on. I can create the Shopify order, generate the invoice, and send the payment email.

DataVault No reply in 6 days since your proposal. I noticed they just raised their Series A. Good timing for a follow-up.

Support 4 tickets in 2 days about mobile checkout failing on Safari. Pattern matches Friday's deploy.

NovaTech You have a call with Lisa Chen at 10am. Want me to pull a brief?
handle acme, send the datavault follow-up, prep me for novatech. flag the safari thing for the eng team
Created order, invoice, and payment email for Acme Shopify + Gmail
Drafted DataVault follow-up referencing their Series A Gmail
Built NovaTech call brief with talking points HubSpot
Filed Safari bug, notified #engineering Linear + Slack
All done. Acme invoice email is ready. Want me to send it, or do you want to review first?
westbrook deal just closed, set them up
Pulled deal details and line items HubSpot
Checked onboarding template Notion
Looked up primary contact HubSpot
Got it. Westbrook Media, $2,400/mo retainer. Primary contact is James Cole, VP of Marketing. They signed the proposal you sent last Tuesday.

I can create their project board, set up the invoice schedule, send the welcome pack with login credentials, and schedule a kickoff call. Want me to run it?
do it, and add them to our client newsletter too
Created project board from onboarding template Notion
Set up recurring invoice, $2,400/mo Stripe
Sent welcome email with login credentials Gmail
Scheduled kickoff for Thursday 2pm Calendar
Added to newsletter, notified #clients Slack
Updated deal stage to Active HubSpot
Created shared Google Drive folder with templates Drive
Westbrook is fully set up. James will get the welcome email shortly. Kickoff is Thursday 2pm with a calendar invite sent to both sides. Shared folder is ready with your standard onboarding docs. Anything else for this one?
someone just filled out the contact form
Pulled form submission details Webhooks
Researched company and funding history Web
Checked for existing contacts HubSpot
New lead: Rachel Park, Head of Ops at Meridian Health. 40-person team, just raised $8M Series A. They're already using Zendesk and Shopify. Her message mentions they're looking to automate order fulfillment.

No prior contact in your CRM. Strong fit based on company size, tools, and role. Want me to draft a reply and book a slot?
yes, personalize it and send
Created contact with enriched company data HubSpot
Drafted personalized reply referencing their growth Gmail
Included your Calendly link for next week Gmail
Added to inbound nurture sequence HubSpot
Logged lead source and form data HubSpot
Notified you in #sales with summary Slack
Sent. Rachel will see open slots for next Tue-Thu. I tagged her as high-priority in your CRM and added a note about the fulfillment angle. You also got a summary in #sales. I'll let you know when she books.
What this is

An AI that works inside your tools.

Not this
Not a chatbot you paste things into
Not a dashboard with more tabs to check
Not another app your team has to learn
Not a script that breaks when things change
This
One message replaces 2 hours of tab-switching
Onboard a new client in 30 seconds, not 45 minutes
Every lead gets a personalized reply in under a minute
It learns how you work and gets better every week
Works with your tools

Connects to what you already use.
Does things you didn't expect.

Your agent plugs into the tools you run your business on. And creates things you'd normally do by hand.

Tools it connects to
Gmail / Outlook
HubSpot
Shopify
Slack
Zendesk
Google Calendar
Notion
WhatsApp
+ anything with an API. We'll connect it.
Things it can do for you
Create PDF proposals
Generate invoices
Build spreadsheets
Draft emails
Create orders
Research contacts
Write documents
Proactive alerts
Update your CRM
Pull meeting context
Draft support replies
Remember everything
Set It Up For Me
Currently accepting new clients. 5-7 day setup.
Where this comes from

We built this for ourselves first.

We run a bootstrapped software company. E-commerce doing $10M+, lean team, the whole stack. Email, CRM, Shopify, Zendesk, Slack. None of it talking to each other.

So we connected AI to all of it. Not a side project. Our actual production system that we run operations through, every day.

Setup For You is that same system, built for your business. We learn how you work, connect your tools, configure the AI, and hand you something that works on day one.

See what this costs →
From clients

I was hiring VAs to keep up with Zendesk. Now the agent drafts every reply and I just approve the ones that actually need me. Went from 6 hours a day in support to maybe 45 minutes.

M. DTC brand, 8-figure revenue

The morning briefing alone is worth it. I open Slack and already know what happened overnight. New orders, support issues, deals that moved. I used to spend the first hour just catching up.

R. services company, 12-person team

Almost didn't pay 5K for something I thought I could build myself. Tried for two months and got nowhere. They had it running in a week.

D. agency owner

Client onboarding used to take me 45 minutes each. Now it's about 90 seconds of reviewing what the agent put together. Proposals, welcome emails, calendar invites, all of it.

S. consulting, solo practice

Biggest surprise was how fast it started paying for itself. Like week two.

J. e-commerce, Shopify Plus

We sell B2B and every inbound lead now gets a personalized reply within a few minutes. Our close rate went up and I honestly think it's just because we stopped being slow.

A. SaaS, 4-person team

I don't think my team even realizes how much of the prep work is automated now. Meetings just have context ready, follow-ups go out on time. It's invisible in the best way.

K. professional services

Finally stopped paying for three different Zapier plans that broke every other week.

T. operations, D2C brand
Pricing

Everything you saw above.
That's 50+ hours of your month back.

A part-time EA costs $1-2K/month and works limited hours on a few tools. This works 24/7 across all of them.

$5K

First, we build it.

We connect your tools, learn your workflows, and configure your agent. 5-7 days of hands-on work. You don't have to do anything.

$1K /mo

Then we run it.

Claude Opus 4.6, hosting, maintenance, tuning, and dedicated support. Monthly check-ins to keep it sharp. It gets better the longer it runs. All included.

Set It Up For Me
Currently accepting new clients. 5-7 day setup.
No contracts Your infrastructure Cancel anytime
FAQ

Questions you probably have.

What tools does it work with? +

Gmail, Outlook, Zendesk, Shopify, HubSpot, Slack, Google Calendar, Notion, and more. If your tool has an API, we can connect it.

Does the agent just read things, or can it actually do stuff? +

It does stuff. Creates orders, drafts emails, updates your CRM, follows up on deals. It works inside your tools, not just alongside them. You control what it can do on its own vs. what it asks you about first.

Where does my data live? +

In your tools. The agent runs on infrastructure under your account. You own everything. If you leave, you keep it all.

How long until it's working? +

5-7 days for most setups. We start with the workflows that save you the most time and expand from there.

What happens if the agent makes a mistake? +

You set the boundaries. Every agent has an approval mode. It can draft things for you to review, or act on its own for low-risk tasks. You decide what needs your OK and what doesn't. And everything it does is logged, so you can always see what happened and why.

Can I see what it's doing before it does it? +

Yes. You control the leash. For anything sensitive like sending emails, creating orders, or replying to customers, you can require approval first. For routine stuff like pulling meeting context or updating a CRM field, you can let it run. You configure the line.

Do you have access to my accounts? +

No. The agent runs on infrastructure under your account using API keys you control. We set it up, you own the keys. If you revoke access, it stops. We don't store your credentials.

Is my data used to train AI models? +

No. We use Claude via Anthropic's API, which has a zero data retention policy. Your emails, orders, conversations, none of it is used for model training. It stays in your tools and your infrastructure.

Who are you? +

A small team led by a founder who built this for his own company first. Not a VC-backed startup. Not an agency with 50 people. Just people who know how to set this up because we use it ourselves.

What if it's not for me? +

Cancel anytime. No contracts, no penalty. We'll tell you honestly if this makes sense for your setup.

Your AI agent is ready.
We just need to plug it in.

$5K setup · $1K/mo after
Currently accepting new clients. 5-7 day setup.
Rather talk to a person first? Book a free call — no pressure, no pitch.