Measure where your time goes in email first, then automate the work that repeats, one job at a time. A person approves anything that leaves your office.
4 questions owners asked us, from 2 calls. Updated 2026-10-23.
It can. Read a year of the sent emails and proposals, read only, to see how each one is built and where the time goes. Then an agent drafts the next proposal from the emails and call notes for that client, and a person reviews it before it is sent.
It may be able to, once the audit shows the notes are used often enough to be worth automating. Measure the work first, then automate what repeats, one automation at a time. A person checks anything that goes out to a client.
It can propose the reminder and stop it once the client replies yes. A person approves each message, and the first contact with a new prospect stays human.
Start by naming your own biases and writing them down. Teach your AI tool who you are and how you work over time, through its memory and project settings. Give it longer tasks with real research behind them, then check the result against your own judgment before you use it. A person still reads it, changes it and decides what goes out.
Today. Usually built by reworking an earlier proposal or statement of work by hand, one client at a time.
What changes. An agent could read the past emails and call notes for that client and produce the next proposal or statement of work as a first draft. A person checks it before it goes out.
Today. Often chased by hand with repeated emails, and the timing depends on someone remembering it.
What changes. An agent could watch for the date agreed with the client and propose a reminder, then stop once the client replies yes. A person approves each message, since the timing and the relationship need a human eye.
Today. Sometimes started from material already delivered, with an AI tool helping to find and reuse it.
What changes. An agent could pull together the earlier material for a new session and draft an outline, once the audit confirms this repeats often enough. A person shapes the design and runs the session.
Everything that matters in a business goes through an inbox at some point. Read a year of it, read-only, and you can see where each person's week goes. Then automate the work that repeats, one job at a time.
