Skip to main content
HOW IT WORKS

From a fragmented stack to one AI agent team we run.

The exact motion, from the first call to an agent team that runs your operations every day.

AGENT TEAM
Northwind, shared record
LIVE
Delivery
Reporting
QA
Project
Comms
Billing
Reporting agent
Assembling June client report
Running
QA agent
Audit flow: welcome series
Needs approval
Onboarding agent
New client: Northwind
Running
Reconciliation agent
CRM ↔ billing pass
Idle
4 agents · 2 humans on judgmentv.OPS-1.4
THE AGENT TEAM01

One shared record. A team of agents that runs the work. Named-operator oversight.

Your agent team works from one shared record across delivery, reporting, QA, project management, and client comms; the agents run the repeatable workflows; a named operator owns the operating metric. All inside the tools you already use.

YOUR STACK TODAY
DISCONNECTED
a person, re-keying
HubSpot
Asana
Slack
Google Drive
Figma
Stripe
Notion
Klaviyo

8 tools, no shared record, the owner is the integration layer.

AGENT TEAM
Northwind, shared record
LIVE
Delivery
Reporting
QA
Project
Comms
Billing
Reporting agent
Assembling June client report
Running
QA agent
Audit flow: welcome series
Needs approval
Onboarding agent
New client: Northwind
Running
Reconciliation agent
CRM ↔ billing pass
Idle
4 agents · 2 humans on judgmentv.OPS-1.4
THE FOUR STAGES02

A de-risked ladder, one rung at a time.

STAGE 01
1 / 4

Discovery call

30 minutesFree

We diagnose, we do not pitch. No build is sold on this call. By the end, we both know whether an AI agent team is the right intervention for your stage and stack.

WHAT YOU LEAVE WITH
  • A working hypothesis of your single biggest leak
  • Whether to proceed to the audit
  • Pre-framed numbers for your segment
RISK REVERSAL03

Three rungs that take risk off your side of the table.

Credited audit

Your audit fee is credited 100% to the build. The Blueprint is yours either way.

Milestone-paid build

Paid against milestones, not big-bang invoices.

90-day proof

We operate at no additional retainer until your baselined number is hit.

THE ROLLOUT04

What the build and the first 90 days look like.

WK 1

Build sprint 1

Shared record live in your tools. First agent in QA.
WK 3

Build sprint 2

Reporting and reconciliation agents running on real client data.
WK 5

Managed Operations begin

Named-operator oversight. Weekly narration to your team.
WK 12

90-day proof

Metric review. If we did not hit it, we keep operating at no retainer.
INSIDE THE AGENT TEAM

Ask Inevi a question. The team already knows.

The shared record is queryable. So is everything the agents have run. Pull a status, draft a report, reconcile a number, without opening five tools to do it.

  • Lives inside Slack, your inbox, or as ⌘K.
  • Audit trail on every agent action.
  • Approvals routed to humans at the right moment.
⌘ K
ASK INEVI
  • REPORTNorthwind · June client report (draft ready)
  • QAWelcome series · 2 flags awaiting approval
  • OPSBilling ↔ time reconciliation · 3 deltas
  • AGENTReporting agent · running
QUESTIONS05

What owners ask before they engage.

We work with operations that already have repeatable volume to run, roughly $1.5M in revenue or 8+ active accounts for an agency, and comparable thresholds in other categories. Below that, a managed agent team is over-spec.

GET STARTED06

Run leaner and higher-margin, without hiring to do it.

Start with the discovery call. We will show you where your margin is leaking, then exactly how to fix it.

We onboard a limited number of teams each month, set by the number of named operators available to run them.