Worker Integration
Connect a worker to the tools you already use. Tool Setup from $1,500. It drafts, and a person approves, until it is accurate on that task. Workflow Automation from $2,500 per workflow. Custom Integration: Contact our sales team.
Who it's for
Businesses in the US and Canada ready to put one worker on one workflow in the tools they already use.
What it includes
Worker Integration from $1,500. The worker drafts, and a person approves, until it is accurate on that task.
- Agent definition: role, tools, triggers, escalation
- Integrations with ledger, practice, email, or property systems
- Agent running the job: sends, posts, and follow-ups
- Training pack: procedures, examples, and rules
Where this service fits
Audit the workflows, clean the data, and put one AI worker on one live job in the tools you already pay for.
View the solution: AI readiness for small businessProcess
- Onboard — connect tools, scope clients/properties/mailboxes
- Teach — versioned procedures and golden examples
- Launch — the agent runs the workflow on live work
- Operate — audit log, monitoring, and fixes when something breaks