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AI agents for small businessAI agents that do real work in a small business.
An AI agent is an assistant that knows your company and takes action. It answers questions from your policies, turns meetings into tracked tasks, recruits candidates and follows up so nobody has to. We set them up for owner-led companies, inside the assistant each person already likes.
Six jobs AI agents take off a small team's plate.
New hires work on day one
Each new person gets an assistant that already knows your org chart, your policies, where the files live and how the team works. They skip the binder and do real work the first morning.
How day one works →Meetings turn into tracked tasks
The meeting is recorded and turned into tasks for the right people, with due dates, before everyone is back at their desks. Every follow-up gets chased until it's done.
From meeting to done →An AI recruiting agent
It finds candidates, screens them, sends a free DISC assessment and follows up, so your hiring manager only meets people who fit.
See the recruiting agent →Answers from your own policies
Time off, payroll, benefits and "how do we do this here" questions get answered from your current policies, not someone's memory.
What goes into the setup →Apps for the work you still do by hand
We build small apps with Lovable. Our own payroll for 75 hourly employees went from 9 hours to 1, and time-off admin went from 12 hours a week to zero.
See the apps →AI-driven marketing
For growth, we recommend OwnersFirm, an AI-driven marketing firm for owner-led companies.
Meet OwnersFirm →AI agent, chatbot or automation: what's the difference?
All three get called "AI." They do very different jobs.
| Chatbot | Automation | AI agent | |
|---|---|---|---|
| What it does | Answers questions in a chat window | Runs the same fixed steps every time | Understands the task, uses your information and takes action |
| Knows your company | Usually not | Only the steps it was given | Yes: your policies, files, roles and way of working |
| Handles something new | Gives a general answer | Stops or breaks | Works it out, or asks the right person |
| Follows up | No | Only on a schedule | Yes, until the task is done |
| Best for | Website questions | Repeating back-office steps | Onboarding, meetings, recruiting and day-to-day work |
How we set up AI agents in your business.
- Free discovery callWe learn how your company runs and where the time goes.
- We build your setupYour org chart, where the data lives, how you work, your policies, the files each role needs and role training.
- One pasteEach person pastes it into the assistant they like: ChatGPT, Claude, Gemini, Copilot, Grok Bot or Muse.
- You hold the keysAccess starts with what the role needs. Anything more comes to you for approval, and it's all logged.
Not sure which assistant fits your team? Compare the AI agents we use.
Built for owner-led companies.
Small teams get the most out of AI agents because every hour counts. We've set them up in:
- Medical clinics
- Marketing agencies
- Consulting firms
- Manufacturing
- Roofing and trades
- Utilities
AI agents for small business, answered.
What is an AI agent?
An AI agent is an AI assistant that knows your business and can act on it. Instead of only answering questions, it uses your policies and files, hands out tasks, follows up and asks the right person when it's stuck.
Do I need a tech team to use AI agents?
No. We do the setup. Your people paste one setup into the assistant they already use, and we stay with you after day one.
Which AI assistant should my team use?
The one they like. We work with ChatGPT, Claude, Gemini, Copilot, Grok Bot, Muse and more. The setup belongs to you, so switching assistants takes one paste.
Is my company's information safe?
Access starts with only what each role needs. Anything more is a request that comes to you to approve, every request is logged, and when someone leaves their access ends with one click.
How fast can we start?
New hires are up and running on day one. Book a free discovery call and we'll map out where AI agents save your team the most time.
Will AI agents replace my employees?
They take the busywork: note-taking, chasing follow-ups, hunting for files and answering the same policy questions. Your people spend that time on the work only they can do.
Let's get your next hire working on day one.
Tell us about your team. We'll show you exactly what we'd set up and how it works in your business. No pitch, just a conversation.
- Free discovery call. Book any open time on Rob's calendar
- Works with the assistant your people already use
- Up and running on day one. Guaranteed.