Bring your apps together
Connect approved email, files, calendars, or business apps so your assistant can work with the information already there.
Platform setup · App connections · Access review
AI setup for business owners
Your business.
Your apps.
Your AI assistant.
Turn ChatGPT Work or Claude Cowork into a digital assistant that works with your business. We connect your apps, configure useful AI agents, and teach you how to put them to work.
NYC in person · Nationwide remotely · Setup from $249
YOUR CONNECTED WORKSPACEExample setup
Owner’s Assistant
Your context. Your tools. Your way of working.
GmailGoogle DriveHubSpotSlack
“Pull together what I need for the Acme proposal.”
ONE REQUEST, CONNECTED CONTEXT
1
Find the backgroundCustomer conversation + account notes
2
Build the first draftYour services + proposal template
3
Bring it back for reviewDraft proposal + suggested next steps
Built on the AI you choose.
ChatGPT WorkorClaude Cowork
We help you choose, connect, and get comfortable.
One focused service. A more capable owner.
An assistant that knows
how you work.
Start with the tools and tasks that matter to you. We turn the platform’s built-in capabilities into a setup you can actually use.
Give your AI a real job
We configure agents with your business context, reusable instructions, templates, and clear review steps for the work you want to delegate.
Business context · Agents & skills · Tested examples
Learn to run it yourself
Practice with your own work. Learn to delegate clearly, check results, manage usage, and adapt or create your next simple agent.
Hands-on training · Owner guide · Setup tune-up
Why bring us in?
Buying AI is easy.
Setting it up well is the work.
You can open an account and connect an app yourself. The harder part is deciding what the assistant should see, which model or mode suits the job, how much context it needs, and where you should approve the result.
We turn a blank AI workspace into a focused, tested assistant—and show you how to keep it useful.
Right tool for the job
We match the platform, available model or effort level, and workflow to the work you want done. A routine task should not automatically use the heaviest option.
Focused context, less waste
We load only the apps, instructions, and business context the agent needs. That keeps the workflow simpler and helps avoid unnecessary usage.
Tested access and review
We review permissions, test the workflow on real examples, and add approval steps before messages are sent or business records are changed.
Connected to your business
Keep your tools.
Add an assistant.
Email, documents, customer information, and project work can become useful context for AI. We check your exact apps and account permissions before you book.
HOME SERVICE WORKFLOWS
Jobber integration options
Customers, jobs, quotes & scheduling
Depending on the workflow, Jobber can connect through its supported automation options, private API integration, or a compatible MCP server. We verify the route, permissions, and expected actions during the fit check.Google Workspace
Gmail, Google Drive & Calendar
Find messages, work with documents, and prepare for your day.Microsoft 365
Outlook, OneDrive & SharePoint
Bring work email, shared files, and company knowledge into reach.Slack
Team conversations
Find decisions and pull context from the channels you approve.HubSpot
Customers & sales
Use account and deal context to prepare follow-ups and pipeline summaries.Notion
Notes & knowledge
Make your business notes and reference pages useful to your assistant.Asana
Projects & tasks
Bring project context into task planning and progress updates.Examples across supported platforms. App availability, read/write actions, scheduling, and admin approval vary by platform and plan. A listed app is not a promise of every action on both platforms. Jobber may require an additional automation service or separately quoted API/MCP work.
OpenAI
ChatGPT Work setup
Connect available apps, organize business context, and configure reusable skills or agents supported by your account.
Anthropic
Claude Cowork setup
Connect supported apps and approved folders, tailor skills or plugins, and set up repeatable work in Claude Desktop.
Each package covers one platform. We confirm your account has the required features first. Independent setup service; not affiliated with OpenAI or Anthropic.
What would you delegate?
Choose the work.
We’ll shape the assistant.
These are starting points, not a fixed menu. Your included agent is configured around an agreed workflow from your business.
EXAMPLE AGENT · OPERATIONS ASSISTANT
Get a clearer view of your business.
Find answers across approved files, turn notes into action lists, summarize project progress, or prepare a weekly owner update.
EXAMPLE AGENT · CLIENT ASSISTANT
Move the customer conversation forward.
Gather account context, draft a tailored follow-up, prepare a proposal from your template, or review open opportunities.
EXAMPLE AGENT · CONTENT ASSISTANT
Turn your expertise into useful content.
Use your brand notes to draft a newsletter, repurpose approved material, research competitors, or compare suppliers for a decision.
We agree on the sources, output, and review step, then test the workflow with you. Recurring runs are configured when your platform and setup support them.
A practical place to start
Your first AI assistant.
A clear one-time price.
Setup, app connections, configured agents, and owner training in every package.
REMOTE SETUP
Assistant Starter
$249 one time
Get connected and put your first agent to work.
Up to 2 apps1 configured agent
- One owner · One AI platform
- Business context & reusable instructions
- One agreed workflow, tested together
- 30-minute hands-on training
- Owner guide + 7-day setup tune-up
REMOTE SETUP · MORE CONNECTED
Business Assistant
$399 one time
Connect more of your business and delegate two workflows.
Up to 4 apps2 configured agents
- One owner · One AI platform
- Business context & reusable instructions
- Two agreed workflows, tested together
- 45-minute hands-on training
- Owner guide + 14-day setup tune-up
NEW YORK CITY · IN PERSON
NYC On-Site
$499 one time
The Business setup with an expert beside you.
Up to 4 apps2 configured agents
- Everything in Business Assistant
- One NYC setup visit
- 60-minute owner working session
- Practice on your own computer
- Owner guide + 14-day setup tune-up
You own the accounts. AI subscriptions, app fees, and usage charges are paid directly by you and are additional to setup. No required monthly service contract.
Clear scope before you book. Packages use existing supported connectors, one account per app, and one workflow per configured agent. Gmail and Google Drive count as two apps. A simple Jobber route may fit the Business package; custom APIs, MCP development, data migrations, and company-wide rollouts are quoted separately.
Built for confidence
Leave with a working assistant.
And the skills to use it.
We help you understand what to delegate, how to review it, and how to refine the instructions as your business changes.
- 01
Choose the right setup
Review your apps, subscription options, and highest-value workflow.
- 02
Connect and configure
You sign in and approve access. We set up the connections, instructions, and agents.
- 03
Practice on real work
Run the workflow, check the output, adjust instructions, and learn how to create your next simple agent.
Before we connect
A few good questions.
What do you mean by an AI agent?
A reusable assistant setup for one agreed workflow, with a clear job, instructions, approved sources, and an output to review. Depending on your platform, this may be a saved agent or an assistant with a configured skill or plugin. It is not a separate employee or a custom software application.
Which apps can you connect?
We use supported connectors available for your chosen platform and account. Common options include Google Workspace, Microsoft 365, Slack, HubSpot, Notion, and Asana. We can also assess Jobber integration routes. We confirm the exact apps and permitted actions in your fit check. Some connections need your workplace administrator’s approval.
Can you connect my Jobber account?
Often, yes—but it is not presented as a one-click connection. Jobber supports automation through Zapier and private integrations through its API. A compatible MCP server may also be possible. We first confirm the exact data and actions you need; simple setups may fit a package, while custom API or MCP development is quoted separately.
Should I choose ChatGPT Work or Claude Cowork?
We help you decide based on the apps you use, the work you want to delegate, and the features available in your account. Each package sets up one platform; you do not need to subscribe to both.
Can it run on a schedule?
Where supported, we can configure your agreed workflow to run on a schedule. Availability depends on the platform, plan, and connected tools. Some desktop workflows need the computer awake and the app open. We explain the operating requirements before setup.
What will I learn in training?
You will practice delegating a task, checking sources and results, editing agent instructions, and adapting or creating a simple agent. We also cover access permissions, when to approve an action, and how to keep an eye on usage costs.
Who owns the accounts and pays the subscriptions?
You do. AI and app subscriptions stay in your name and are billed directly by their providers. Our one-time fee covers the agreed setup, training, and tune-up period. We confirm any required paid plan or extra usage cost before booking.
Does the assistant send or change things automatically?
We start with drafts and review steps. Sending messages or changing business records requires the supported tools, appropriate permissions, and your agreed approval process.
Let’s make AI useful in your business
Tell us your apps.
We’ll map your first assistant.
A free 20-minute fit check to choose the platform, confirm your integrations, and agree on a practical starting point.