Operations and process teams
Cut handoffs, reduce rework, and keep operations moving.
For businesses
Put AI to workin the tools your team already uses.
We start with one process that wastes time. Then we set it up in your tools so your team moves faster, misses fewer follow-ups, and gets clearer reporting.
Sales follow-up that doesn’t slipSupport inbox sorted and routedReports and approvals that move
Start with a free 30-minute call and leave with a clear plan for one workflow.
How this works
- 1
30-min Discovery (free)
Pick one workflow, review real examples, and agree on what success looks like.
- 2
AI Workshop (3h, in-person)
Learn the basics in plain English and practice on your real work.
- 3
Hands-on setup + training
Set up access, connect tools, create templates, and train your team.
Optional monthly tune-ups after setup.
Improvement loop
Pick one workflow. Train your team. Set it up. Improve it with real numbers.
Who this is for
Built for teams with lots of repeat work.
If your work is spread across email, spreadsheets, apps, and approvals, AI can help right away.
Revenue and support organizations
Keep follow-ups and support moving without adding headcount.
Finance and procurement functions
Automate regular reports, document handling, reconciliations, and approvals.
Leadership teams scaling work
Turn scattered AI tests into a clear system tied to business metrics.
What we set up
AI that runs inside your current tools.
We start with simple helpers and automations. We only use agents when it’s safe day to day.
01
Discovery (30 min)
Pick one workflow. Review real examples: emails, sheets, docs. Agree on constraints and what success looks like for a live demo.
02
AI Workshop (3h, in-person)
AI basics in plain English. When to use ChatGPT vs Claude. A simple prompt template. Live practice on your real work.
03
Hands-on setup + training
Set up accounts. Connect Drive, Gmail, Calendar, Slack, and your CRM. Create templates and step-by-step guides. Deliver a rollout plan.
What we can set up
- Pick the right tools + set up team access
- Prompt library + simple reference docs (rules, policies, tone)
- Connect Drive, Gmail, Calendar, Slack, and your CRM
- Quick wins: draft emails, create reports, write step-by-step guides
- Team training + handoff docs
- Optional monthly tune-ups
What we need from you
- One owner to make decisions.
- A few real examples from the current process.
- Access to the tools where work already happens.
Your team's AI backbone
A system your team owns. Not a subscription you're stuck with.
Most AI tools are closed boxes. Your data goes in, their servers process it, and if the pricing changes, you start over. OpenClaw is the open-source infrastructure that runs your team's AI workflows. We deploy it inside your environment, connect it to the tools your team already uses, and train everyone to run it.
You own the infrastructure. Your data stays where you put it. And when you need to add a workflow or onboard a new team member, you're not calling us to unlock anything.
Learn about OpenClaw →No vendor lock-in
OpenClaw is open-source. Your business owns the infrastructure. If anything changes, you don't start over.
Data sovereignty
Customer records, internal docs, email history: it stays where you put it. No third-party servers processing your business data.
Agents built for your functions
Operations, support, finance, leadership. Each team gets purpose-built workflows, not a generic chatbot.
Your permissions, your rules
You control what each agent can access and what it can't touch. Enterprise-grade security without enterprise-grade complexity.
Engagement
Pricing depends on scope
We don’t publish a price list. Price depends on how hard the workflow is, which tools we connect, your security and approval needs, and how fast you want to roll it out.
No need to replace your toolsTraining includedWe scope it with you first
Step 1
30-minute discovery (free)
- Pick the workflow
- Gather examples
- Define success
- Prep the demo
Step 2
AI Workshop (3h, in-person)
- AI basics in plain English
- A simple prompt template you can reuse
- Connect tools: ChatGPT/Claude + Google Workspace + Slack + CRM
- Practice: emails, reports, step-by-step guides
- Quick-win list to try next
Step 3
Hands-on setup + training
- Set up accounts and access
- Connect your tools
- Templates + step-by-step guides
- Train your team
- Optional monthly tune-ups
Contact for pricing
After discovery, we send a clear scope and price based on your workflow, your team, and how much setup you want.
No public rate card. Every engagement is scoped to your context.
FAQ
Common questions
What happens after setup?
If you want, we can keep helping each month: improve prompts, add workflows, and train new team members.
How quickly will we see a first result?
Most teams get a first workflow running after discovery and initial setup. Then you add more from that base.
Do you build custom software/tools?
Usually no. We set up proven tools inside what you already use and teach your team to run them. If custom software is the right next step, we plan it separately.
What do you need from us?
One workflow, a few real examples (emails, reports, docs), and access to the tools you use today.
How do we start?
Most teams start with a free 30-minute call, then an in-person workshop, then hands-on setup + training.
Who owns workflows and documentation?
You do. Ownership and handoff are built into delivery.
Is this a software license?
No. This is a setup + training engagement focused on workflows and business results.
Plan your first AI workflow
Tell us where work gets stuck and what tools you use today. We’ll map the simplest path to a workflow that saves time, without adding new tools.
- 01Book a 30-minute discovery call
- 02Get a clear plan + price within 48 hours
- 03Pick a workshop date and start setup
Prefer email? hello@zerotoagent.com