Today
Manual, fragile, undocumented
- Copy and paste between CRM, inbox, and docs
- Follow-ups slip; nobody knows whose turn it is
- SOPs live in a doc nobody reads
- Your team is buried in admin work
- No one can say what AI is actually saving
Practical AI for small teams
AI agents that handle your repetitive work — without going off the rails.
We design, build, and configure AI agents around your real workflow — CRM updates, inbox follow-ups, research, reporting — with a person reviewing what matters before anything goes out.
- Fixed-price packages
- Human approval on what matters
- Docs you own
- No fake metrics or partnerships
Agent Core
Rules, tools, memory, review
CRMEnrich lead
InboxDraft reply
DocsRead SOP
SlackNotify owner
SheetsLog outcome
Why this exists
You don't need another AI tool. You need one workflow off your plate.
Most teams already have ChatGPT, Claude, and a Zapier account collecting dust. An agent is the small, scoped workflow that actually does the work — with the right access, a review step, and a runbook you can hand to a teammate.
After we set this up
One workflow, shipped and documented
- The agent moves work between your real tools
- CRM, inbox, and docs stay current automatically
- The SOP becomes the workflow, not a stale doc
- Sensitive actions wait for a named reviewer
- You keep the prompts, rules, and runbook
Example workflows
Pick the one workflow eating your team's week.
Start narrow. One repeatable workflow that touches your real tools, has clear rules, and gives your team time back inside a few weeks.
Sales follow-up agent
Researches leads, enriches CRM records, drafts follow-ups, and surfaces stale opportunities for a human send.
Inbox triage agent
Sorts email, drafts replies, flags anything urgent, and keeps owners on the hook for sensitive responses.
Customer support agent
Answers recurring questions, escalates edge cases, and keeps your helpdesk context current.
Weekly reporting agent
Pulls live data, drafts the weekly report, and highlights anomalies before a person signs off.
Admin agent
Prepares meeting briefs, processes forms, and keeps the operating rhythm without you chasing tabs.
Finance ops agent
Extracts invoice data, runs your rules, and flags exceptions before anything sensitive moves.
Recruiting agent
Screens applicants, summarizes resumes, and drafts next-step notes for the hiring team to review.
SOP agent
Turns a written process into an executable workflow with permissions, approvals, and escalation rules.
What a built agent looks like
Not a chatbot. A controlled workflow.
Each agent we build follows the same shape: context in, tools checked, draft prepared, human approval where it matters, systems updated, and a log you can read later.
Inbound request processor
Inbound email
A customer asks for pricing and implementation timing.
Intent extraction
The agent classifies the request, urgency, company type, and missing context.
CRM lookup
Existing account, prior notes, and owner are checked before drafting.
Draft response
A reply is prepared with approved language and next-step options.
Approval
A human reviews sensitive claims before sending.
Log action
CRM fields, notes, and follow-up tasks are updated.
Slack update
The owner gets a concise summary with links and next actions.
Current run
Inbound email
A customer asks for pricing and implementation timing.
Rules checkedHuman approval requiredCRM write pending
How it works
Four steps. No mystery.
Each engagement is fixed-scope: written plan, designed access, build and test against your real tools, then handoff with docs you keep.
Map
We map the workflow you most want off your plate, the tools it touches, and the gotchas.
Design
We design the agent: rules, prompts, permissions, escalations, and where a person reviews.
Build
We build against your real tools with sample inputs, test the failure paths, and document everything.
Hand off
You get the runbook, the prompts, the access plan, and a training session. You own it after that.
Who you're working with
An operator-led setup studio. Not an offshore Zapier farm.
Effortless Agents is intentionally small. One operator scopes the work, builds the workflow, and signs the handoff. You always know who is in your tools and why.
One operator, scoped engagements
Each setup is run by one operator from scoping through handoff. No silent subcontractors, no surprise faces in your accounts, and no contractors logging in we did not introduce.
Fixed prices, written deliverables
Every package has a published price, a written deliverable list, a timeline, and a refund policy. You see the scope before you pay. Scope changes are quoted, not absorbed silently.
Honest boundaries
We do not claim official partnership with Anthropic, OpenAI, or any automation vendor. We do not promise HIPAA, SOC 2, or fully autonomous no-review agents. We tell you what we will not do before you buy.
Trust and control
Production agents need boundaries.
The goal is not blind autonomy. The goal is repeatable execution with the right approvals, logs, fallbacks, and operational ownership.
Human-in-the-loop approvals
Sensitive sends, account updates, and money-adjacent steps wait for a named reviewer.
Permissioned tool access
Agents get the minimum app scopes needed for the workflow, with writes separated from reads when possible.
Audit logs
Key decisions, source records, drafts, approvals, and system updates are captured for later review.
Escalation rules
Ambiguous requests, missing context, edge cases, and high-risk actions route back to people.
Private data handling
We scope what data the agent can see, avoid unnecessary exports, and document sensitive boundaries.
Role-based access
Owners, reviewers, and operators have different responsibilities instead of one shared all-powerful flow.
Fallback workflows
When an API, model, or rule fails, the process degrades to a documented manual handoff.
Monitoring and maintenance
Launch includes review points for failures, drift, prompt updates, and workflow improvements.
Integrations
Agents that operate where your business already works.
We connect the practical stack: communication, CRM, documents, data, support, admin, automation platforms, APIs, and webhooks.
GmailOutlookSlackTeamsHubSpotSalesforcePipedriveGoogle DriveNotionSharePointSheetsAirtableDatabasesZendeskIntercomHelp ScoutStripeQuickBooksXeroZapierMaken8nAPIsWebhooks
What you actually get
Example deliverables, not screenshot fiction.
These are example builds drawn from the work we do, labeled as examples — not customer case studies. Real case studies will live on /case-studies/ once we have written customer permission.
Example · sales
Sales follow-up agent
- Rules doc: who to follow up, when, and how often
- Draft templates tuned to your tone
- CRM field map (read + write columns)
- Slack approval flow for anything customer-facing
- Weekly run log you can audit
Example · inbox
Inbox triage agent
- Label and routing rules in plain English
- Draft style guide for replies
- Escalation rules for VIPs and risk words
- Daily review queue with the agent's reasoning
- Kill switch you can flip in one click
Example · reporting
Weekly reporting agent
- Data sources doc with permissions
- Anomaly rules (what counts as worth flagging)
- Report template with placeholders
- Owner sign-off step before distribution
- Versioned archive of past runs
Example · engineering
Codex repo agent
- Task templates for repo work you want automated
- Branch and PR rules
- List of things that must hit human review
- Rollback notes for each task type
- Read-only runbook for the rest of the team
These deliverables are templates we ship and tailor per engagement. They are examples — not claims about specific customers.
Pricing
Start with a fixed package.
Buy the Audit or Personal Setup directly. Book a call when the workflow touches shared accounts, customers, or multiple systems.
Discounted setup
Etsy Shop AI Agent Setup
$499
A dedicated AI agent profile for an Etsy shop, designed and built from our founder's wife's personal Etsy shop workflow, then adapted for other sellers.
Timeline: 2-5 days
- Dedicated AI agent profile for the shop, isolated from personal assistant workflows
- Telegram/chat access or similar chat access depending on the setup
- Persistent shop/business memory with shop owner runbook
- Etsy listing link awareness for products you provide
- Draft listing titles, descriptions, tags, customer replies, and seasonal listing refresh ideas
- Voice-matched Facebook, Instagram, and X post drafts based on reviewed examples from your existing social media voice
- Ready-to-paste social listing captions you can review and add to your social pages
- Inventory/admin checklists, product photo/copy review prompts, launch prep, and restock reminders
- Safe platform write workflow with dry-run and explicit confirmation when official API access supports it
Best for shop owners who want help keeping listings fresh, improving product copy, planning social posts, tracking shop admin, and making day-to-day shop management easier.
View detailsOne-time
AI Workflow Audit
$399
A written plan that shows what to automate first, what to leave alone, and what it will cost to build.
Timeline: 5 business days
- 60-minute scoping call
- Written automation map for your top 3-5 workflows
- Tool recommendations with rough cost ranges
- Risk notes, dependencies, and a first-build recommendation
Best first step when you know AI should help but want a clean plan before spending more.
View detailsOne-time
Personal AI Agent Setup
$799
One personal AI assistant configured around your tools, files, and review habits — and a short handoff video so you can actually use it.
Timeline: 7-10 days
- One configured personal assistant (Claude Desktop + MCP, Hermes, or OpenClaw)
- A starter prompt library tuned to your work
- Tool access and permission plan
- Handoff video and written runbook
Best for one person who wants their own AI assistant working with their tools, not a generic chatbot.
View detailsFAQ
Straight answers before you buy.
The service is designed to be clear enough to purchase without a long sales process.
How much does this cost?
Fixed packages: $399 Audit, $499 Etsy Shop AI Agent Setup, $799 Personal Setup, $1,950 SMB Starter, and Ops Build from $5,000 after a scoping call. Effortless Care is $1,500 per month after a setup ships.
How long does it take?
The Etsy Shop AI Agent Setup ships in 2-5 days. The Audit ships in 5 business days. Personal Setup runs 7-10 days. SMB Starter runs 2-3 weeks once access and scope are confirmed. Ops Build is 4-6 weeks after scoping.
What do I actually receive?
A written scope, the configured agent or workflow, the prompts and rules behind it, an approval and access plan, a handoff video or training session, and documentation you own.
Do platform subscriptions cost extra?
Yes. Platform subscriptions, API usage, hosting, and third-party tools are billed by the vendor at cost. We do not resell platforms or quote fixed vendor pricing.
How do you handle private data and account access?
We scope the minimum access needed, avoid regulated workflows unless separately reviewed, and build a human approval step into anything that touches customers, money, or production systems.
Will the agent run on its own with no review?
No. We do not ship fully autonomous, no-review agents. Drafts and routine reads can flow; sensitive sends, account updates, and money-adjacent actions wait for a named reviewer.
What if I don't like it?
Audits are refundable within 48 hours if work has not started. Setup deposits are prorated before delivery. The full policy is at /refund-policy/.
Automation audit
Find the highest-ROI workflow in your business.
Book your Automation Audit and leave with a clear first build: workflow, tools, permissions, approval gates, and launch plan.