Custom AI agents
and automations
without complexity.
We design, deploy, and support tailored agent workflows for each client, so your team gets enterprise-grade automation without the technical overhead.
- 09:41:02Signal MonitorEmail received: Fed rate update
Monitor, decide, act, report, and log it all
The demo above is not a chat window. It is a full business outcome: a market signal turned into re-screened properties, a held approval, a report in your inbox, and a clean record of everything that happened.
- TriggerEmail received
- ActionWorkflow runs
- PendingApprovalHeld for you
- 01
Trigger
An email lands. The Fed signals a 50 bps rate rise, and the agent reads it and classifies it.
- 02
Context
It pulls out the assumption, a +50 bps move, then loads the property portfolio it needs to re-screen.
- 03
Tool use
It reruns the screener across every property, scoring DSCR, cap rate, cash-on-cash, and financing sensitivity.
- 04
Approval
Any CRM change is held for your sign-off. Nothing sensitive happens until a person says yes.
- 05
Audit
Every step gets written to an audit log: the read, the decision, the tool call, the approval, the send.
Systems that do the work, not just answer questions
AI agents for business operations
Agents that run real operational tasks end to end, triage, routing, follow-up, and handoff, inside your existing tools.
Workflow automation
Multi-step pipelines that connect your apps and move work forward without anyone copying and pasting between tabs.
Client intake & support agents
Front-line agents that capture, qualify, and respond, escalating to a human exactly when your rules say they should.
Reporting & dashboards
Always-current operational reporting, assembled from your systems and delivered where your team already works.
Internal knowledge assistants
Assistants grounded in your documents and processes, so answers are consistent, current, and traceable.
CRM, email, calendar & task automation
The connective tissue, records updated, messages drafted, meetings scheduled, tasks created on the right trigger.
A deliberate path from discovery to live
No black boxes. Every engagement follows the same disciplined sequence, with you in control of scope and approvals at each step.
- 01
Discover workflows
We map the repetitive work, the systems involved, and where time and errors leak today.
- 02
Design the agent system
We define each agent's scope, approvals, and guardrails, what runs automatically and what needs a human.
- 03
Build integrations
We connect your tools and build the pipelines, with secure credential handling and clear audit trails.
- 04
Launch & train
We deploy in a controlled rollout and train your team so the system fits how you actually operate.
- 05
Support, audit & improve
We monitor, review outcomes, and tune continuously as your processes evolve.
core
Each agent sits between your tools and your outcomes, governed by an explicit policy, including which actions require human approval.
Built for teams that run on repetitive work
Service businesses
Intake, quoting, scheduling, and follow-up handled consistently across every new request.
Real estate
Lead response, document collection, and pipeline updates kept moving without manual chasing.
Admin-heavy teams
Routine paperwork, data entry, and routing automated to cut backlog. No medical or compliance claims, just workflow.
Sales teams
Enrichment, CRM hygiene, meeting prep, and timely follow-ups that reps would otherwise skip.
Operations teams
Cross-system reporting and exception handling so leaders see issues before they escalate.
Local businesses
Customer messages, bookings, and reminders managed reliably, even with a small team.
Autonomy you can actually audit
Leverage should not mean handing over the keys. Catalyst agents are visible, gated, and scoped by default.
- Classified a market signalGmail
- Reran the property screenerAirtable
- Generated a reportDrive
- Held a CRM change for approvalHubSpot
- Gmail Connecting
- Google DriveNot connected
- HubSpotNot connected
- CalendarNot connected
Full visibility
Every action an agent takes is recorded: what triggered it, which tool it used, and what it changed. All of it is searchable.
Approval gates
Sensitive or irreversible actions wait for a person. You decide per workflow what runs on its own and what needs a sign-off.
Scoped access
Agents get scoped, least-privilege access. One label, one calendar, one CRM pipeline. Never the keys to your whole account.
A control room for every agent you run
See active agents, pending approvals, live workflows, usage, and the latest reports at a glance, then drill into any agent's permissions, runs, and audit history.
- Classified as market signal · extracted +50 bpsCompleted
- Reran screener across 24 properties at +50 bpsCompleted
- Ranked properties · 2 dropped below DSCR thresholdCompleted
- Proposed flagging 2 properties 'review financing'Held for approval
Premium implementation, grounded in how you work
We're an implementation partner, not a self-serve tool. The difference shows up in security, fit, and follow-through.
Custom implementation
Every system is built around your processes and systems, not a generic chatbot template with your logo on it.
Secure & auditable
Scoped, least-privilege access, recorded actions, and approval gates on anything sensitive. Your data stays yours.
Human support
A real team behind the system, reviewing outcomes and improving it as you grow, not a fire-and-forget setup.
Built for non-technical teams
You describe the outcome. We handle the engineering, the integrations, and the maintenance.
Custom implementation packages
Pricing follows scope. We size an engagement to the workflows you want automated and the systems involved, then propose a fixed package, not a surprise.
Start with your highest-leverage workflow
- ·Discovery & workflow mapping
- ·Custom agent + integration build
- ·Guardrails and approval policy you control
- ·Launch, training, and ongoing support
Answers before you ask
Do we need technical staff to use this?+
No. We handle design, integration, deployment, and maintenance. Your team interacts with the workflows, not the infrastructure.
How do you keep our data and accounts secure?+
Agents get scoped, least-privilege access. Sensitive actions sit behind approval gates, and actions are logged so there's a clear audit trail. We document exactly what each agent can and cannot do.
What can the agent do on its own versus needing approval?+
You decide. During onboarding you set guardrails and risk tolerance per workflow, some run fully automatically, others pause for a human to approve before acting.
Which tools do you integrate with?+
Common business systems like Gmail, Google Calendar, Slack, Notion, CRMs, Stripe, Shopify, and Zapier, plus others through their APIs. We confirm exact integrations during discovery.
How long does it take to launch?+
It depends on scope, but most clients see a first workflow live within a few weeks. We start with your highest-leverage process and expand from there.
What does an engagement cost?+
We work in custom implementation packages scoped to the workflows you want automated. Book a call and we'll outline a fit and a range.
Give your team leverage, without the technical overhead.
Book a demo to see what a tailored agent system would handle for your business, or start onboarding and we'll take it from there.