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Build It · Custom automation

We build it for you.

Some work is too big or too specific to set up on your own. We design and build custom Claude-powered systems around how your business already runs, so the work happens without you starting it every time.

Book a free call See example systems ↓

Fixed fee based on the outcome · Never hourly · Built inside the tools you already use

Three kinds of builds

Automations
Work that runs on its own when something happens: a form comes in, a deal changes stage, a file lands in a folder.
Example: intake that captures, qualifies and follows up.
AI agents
Claude handles a multi-step job, like talking a borrower through pre-screening or reading a data room, then hands the result to a person to approve.
Example: the loan pre-screener below.
Custom Claude skills
Your team's way of doing a task, packaged so Claude does it the same way every time: your proposals, your intake notes, your reports.
Example: a proposal skill that follows your format and pricing rules.

A person approves before anything goes out.

How a build starts

Three steps from first call to a system running in your business.

  1. 1

    Free 30-minute call

    Walk us through a normal day. We point out the 2–3 tasks AI can handle first and tell you whether a build makes sense.

  2. 2

    $497 Automation Audit

    A 60-minute working call and a written roadmap of your top 3 automation opportunities within 48 hours.

    The full $497 is credited toward your build if you sign within 30 days.

  3. 3

    Fixed-fee build

    We build the system inside your tools, test it on real work, and hand it over running. Priced on the outcome, never hourly.

After the build, Scale It keeps it running and adds the next workflow.

Systems we've designed

Concept designs from real discovery work, shown with client details removed. Each one uses the same pattern: one shared database every team member works from, AI that reads and flags, and your own rules making the decisions.

Concept designLending

Conversational Loan Pre-Screener

The problemBorrowers wait for a call back, and loan officers re-key the same facts into three systems.

  • An AI screening agent talks borrowers through it by chat, SMS, voice, video or document upload, filling a fixed set of fields as they go
  • Ratios, program terms and document checks run on the lender's own tested rules. The agent never calculates a ratio or quotes a rate
  • A loan officer reviews the pre-call brief before anything reaches the CRM or loan point-of-sale
Open full diagram →
Diagram: web chat, SMS, voice, video and document upload feed an AI screening agent, which writes to a rules-based database. The database produces a pre-call brief, readiness status, booking, loan officer review, and CRM and loan system hand-offs.
Concept designOil & gas private equity

Asset Acquisition System

The problemDeals live in inboxes and spreadsheets from first look to post-close.

  • Pre-screen agent reads data rooms, scores deals against the fund's thesis and flags risk
  • One shared deal record from pre-screen through LOI, diligence and close
  • Post-close tracking of actuals against the underwritten case
Open full diagram →
Diagram: deal sources feed a pre-screen agent and a shared deal database, producing IC memos, diligence alerts, closing checklists and post-close operations tracking.

Client case studies with measured results will appear here as clients approve them.

Have a process you want off your plate?

Book a free 30-minute call. Walk us through a normal day (yesterday works) and we'll tell you whether a build makes sense. No pitch deck, no pressure.

What happens on the call

  1. You tell us where your time goes.
  2. We point out the 2–3 tasks AI can handle first.
  3. You leave with a clear next step, whether or not you work with us.

Two paths after the call

Want it built for you?

A $497 Automation Audit, credited in full toward your build if you sign within 30 days.

Want to do it yourself?

The CoWork Accelerator. Six weeks, live, on your real work.

Book your free call