AI AUTOMATION / BUILT AROUND YOUR TEAM

Less busywork.
More flow.

Connect the tools you already use. Let automation handle the handoffs, so your team can focus on the work that needs them.

Book a free 30-minute callSee a real workflow ↓
YOUR TOOLSONE CONNECTED WORKFLOW

01 / BUILT, NOT JUST PROPOSED

Public records.
A practical next step.

A permit-data workflow for the Mike McCann Team. From Philadelphia records to a review queue, then into Follow Up Boss.

Mike McCann Team permit dashboard with manual review, lead scores and routing by team
THE ACTUAL TOOL / PHILADELPHIA PERMIT DASHBOARDExplore the McCann case study ↗
  1. 01 / COLLECT

    Find the signal.

    Bring permit, property and owner information together.

  2. 02 / REVIEW

    Keep the judgment.

    Score and sort records. Give the team a place to check them.

  3. 03 / HAND OFF

    Work where you work.

    Send selected records to Follow Up Boss for agent follow-up.

A working process, not a promised return. Permit signals still need review and follow-up. Dashboard figures are from the captured example, not live metrics.

02 / MORE WORK WITH THE MCCANN TEAM

Less repetition.
More room to work.

Different workflows. The same principle: help people do their work, without taking judgment out of their hands.

CONTRACT → DRAFTS → REVIEW

Agreement → Four drafts → Human review. Every draft needs human review.

TESTED & DEMOED

CLOSINGS INTRO DRAFTER

One agreement.
Four drafts.
You make the call.

Reads the agreement, calculates deadlines using the department’s rules, and prepares four intro emails. The team checks every draft. Nothing sends automatically.

Tested against real agreements and the department’s answer key. Refined through five versions and demoed to the closings team.

PLANNED WORKFLOW / TWO BRANDS, ONE KNOWLEDGE BASE

Documents → Knowledge → Answers. Brand-labeled sources inform answers. Phase two is planned.

IN DEVELOPMENT

AI ONBOARDING AGENT

New team.
Less searching.
A clearer start.

Helping new agents find onboarding answers in their team’s own documents, with sources organized by brand so the guidance matches the right team.

Phase one is in setup: a NotebookLM knowledge base built from Google Drive. A shared, centrally hosted agent is planned next.

03 / FROM IDEA TO EVERYDAY USE

Start small.
Make it work.

One workflow. A defined scope.
A team that knows how to use it.

01

Find the bottleneck.

Map the handoffs. Pick one workflow worth fixing.

02

Build the connection.

Connect your tools. Test the exceptions. Keep people in control.

03

Make it yours.

Train your team. Hand over the playbook. Agree on ongoing support.

No mystery scope. Deliverables, pricing and timing are agreed before we build.

No surprise handoff. Training, software costs and support are clarified in your proposal.

YOUR TOOLS. YOUR PEOPLE. LESS FRICTION.

What keeps getting
done by hand?

Bring one repetitive task. Let’s find a better way through it.

Book a free 30-minute call