Custom AI assistants, built with your team, in the tools you already own
Not a prototype and not a pilot. We sit down with the people who do the work, build the assistants for the jobs they actually do, and hand them over. Your team owns the customizations and can maintain them without us.
Tell us what's slow and we'll tell you whether it's worth building.
Built for you, or built with you?
Most vendors build something and hand you an invoice and a login. Six months later nobody knows how it works, the person who requested it has left, and it quietly stops being used.
We build alongside your team, so somebody in your building understands every piece of it. That takes slightly longer, and it's the entire difference between a tool that lasts and one that doesn't.
What we build
Custom AI assistants and agents
We build the assistant with the person who owns the process, inside the AI platform your company already pays for. Most of what we build gets built by the people doing the work, not by developers.
This is the right choice when a process is complex enough that teaching someone to build it would take longer than building it together.
Connectors, MCP servers, and platform setup
Most companies already own AI tools with the connections switched off. We turn on the connectors your platform already supports, set up MCP servers where your systems have a path, configure permissions, and confirm which license tier you hold actually includes the features you're counting on.
When a system has no connector and no API worth building against, we say so and design around it. That answer costs you one conversation instead of one project.
Skill packs by department
A skill teaches AI to do one job your way. A skill pack bundles the jobs one role does all day into a set that works together, so the knowledge lives in the company instead of in one person's head.
We build packs to order, scoped to how your team actually works. The departments below are where we see the most repeatable value.
What are these called in each platform?
The same thing has four names, which is most of the confusion. In Microsoft 365 Copilot they are agents, built in Copilot Studio. In Claude they are Projects and Skills. In ChatGPT they are custom GPTs. In Gemini they are Gems.
The concept is identical: a saved set of instructions, source documents, and connections that teaches the AI to do one specific job your way, every time, without being re-taught.
We build in whichever of these you already have. We'd rather configure the tool you're paying for than sell you a new one.
Skill packs by department
Each pack is built to order and scoped in the engagement. These are the jobs we see come up most often in each seat.
| Department | What tends to go in the pack |
|---|---|
| Marketing | The largest pack -- social media, email, lead generation, and content. Broken out below the table |
| Sales | Discovery prep, solution shaping and proposal drafting, lead response, agreement and follow-up, CRM hygiene |
| HR | Job analysis and job descriptions, handbook review, exit and stay interviews, I-9 review, workplace investigations, compliance document search |
| Finance | Transaction review and coding, month-end close checklists, variance commentary, vendor and spend review, board-packet drafting |
| Client service | Client follow-up, meeting recaps and next steps, escalation drafting, renewal and check-in prep |
| Executives | Meeting prep from the actual record, decision briefs, board and investor updates, reading a vendor pitch, weekly priorities |
| Executive assistants | Inbox triage into action items, calendar auditing and conflict-catching, travel and expense handling, drafting in the executive's voice |
| EOS implementers | L10 agenda building, IDS issue framing, scorecard commentary, rock and to-do tracking, quarterly and annual session prep |
Inside the marketing pack
Marketing is usually the biggest pack we build, because one team owns four different jobs that each run on their own cadence. We rarely build all of it at once. Most teams start with the one that's eating the most hours and add the rest as the first one proves out.
Social media. Drafting posts in your brand voice rather than a generic one, building and holding a content calendar, cutting one asset into versions for each channel, and drafting responses to comments and messages.
Email. Campaign and nurture sequence drafting, subject line variants worth testing, newsletter production from material you already have, and segment briefs so the right list gets the right message.
Lead generation. Building target lists against your actual ICP, drafting cold sequences that don't read like cold sequences, landing page and form copy, follow-up cadences, and the scoring criteria that decide what sales sees.
Content. Blog and article drafting from source material you already own, such as call recordings, webinars, and internal decks, plus SEO briefs and case studies built from client conversations.
How a pack gets built. We start from the work, not the list. We watch how the role actually spends its week, pick the jobs where a saved playbook beats a fresh prompt every time, build those, and test them against your real data rather than a sample.
How a build engagement runs
We start with your actual process. Not a workshop exercise. Bring the thing that's slow.
We build it in the room, with the person who owns it. They're not watching a demo, they're building.
We test it on your real data. Synthetic examples make everything look like it works.
You keep it. It runs on your systems, in the tools you already pay for wherever possible, and your team owns the customizations.
We stay until it works for you. Support after the build is scoped to the engagement, because a two-person finance team and a forty-person sales floor don't need the same thing.
Results
A client came to us with 41 workflows across four departments and no way to tell which ones were worth automating. We mapped all of them, ranked them, and built the four with the clearest return.
The largest was a custom Sales skill chain, with several skills chained together so one step hands off to the next across the sales process, connected to their HubSpot instance, so the team works the pipeline instead of maintaining it.
Two of the four assistants serve the whole organization. The client follow-up assistant touches 17 people; the handbook review assistant serves a 6-person team and was built in Microsoft Copilot alongside their own department lead, who now maintains it.
What you need before this
A build engagement works best when your team already has the basics. If nobody has used these tools before, the build won't stick, because the person who owns it needs to be able to maintain it after we leave.
If your team needs the groundwork first, that'sTraining, and it's a better use of your money right now.
Common questions
What tools do you build on?
Whatever you already have. Microsoft 365 Copilot and the Microsoft stack, Claude, ChatGPT, and Gemini are the four we work in most. We'd rather use what you're paying for than sell you something new.
Do we need engineers or developers?
No. Most of what we build is built by the people who do the work. Where a build genuinely needs engineering, we tell you that before you buy rather than after.
Can you connect AI to our CRM, ERP, or file storage?
Often, yes. Most major systems now have either a native connector or an MCP server, and knowledge sources need to sit somewhere the platform can actually read, which in the Microsoft stack means OneDrive or SharePoint rather than Box. When a system is proprietary and has no usable API, there is no path, and we'll tell you that in the first conversation instead of billing you to discover it.
What is MCP?
MCP, the Model Context Protocol, is an open standard that lets AI tools connect to other systems. It's frequently the reason a custom integration turns out to be unnecessary.
How long does a build take?
It depends on the process, and we scope it before you commit. A single assistant for one role is a different job from a chained workflow across a department, and we'd rather size it honestly than quote a number that fits every client.
Who owns what you build?
You own the customizations. The instructions, the configurations, the source documents, and the skills all belong to you, and they run in your tenant on your license.
What happens when the tools change?
They will, faster than you'd like. Ongoing currency is what The Current is for, and it's optional.
Bring us your slowest process
Thirty minutes and we can tell you whether it's worth building, what it would take, and whether you should train your team first instead.