AI Agents & Automation
We build intelligent AI agents: software that doesn't just automate a single task but handles entire workflows end-to-end, making decisions, pulling data from your existing systems, and escalating to humans only when needed.
30 minutes to explore where AI agents can transform your operations.
Looking to replace legacy software entirely? That's our Custom AI Software service.
How We Work Together
A proven three-phase approach that minimizes risk and maximizes results.
Discover
AI Operations Audit
We map your operational workflows, identify the highest-ROI automation opportunities, and deliver a prioritized roadmap with projected savings.
What you get:
A clear, prioritized plan showing exactly where AI agents will deliver the most value, before you invest in building anything.
This is a paid engagement, not a free assessment. You receive a comprehensive deliverable regardless of whether you proceed to Phase 02.
From $5,000
Build
Custom AI Agent Development
We design and build AI agents tailored to your specific workflows, connecting directly to your existing systems (CRM, ERP, accounting, project management) without requiring platform migrations.
What you get:
Autonomous systems that handle end-to-end processes like accounts payable, tenant communications, reporting, sales pipeline management, and proposal generation.
Custom-scoped based on your Operations Audit. Book a call to discuss.
Maintain & Grow
Agent Management & Optimization
Monthly retainer for ongoing monitoring, optimization, new agent development, and team training on working alongside AI agents.
What you get:
Your AI systems keep improving, new workflows get automated as your team identifies opportunities, and you never need to hire an internal AI team.
AI agents need care and feeding to perform at their best. This retainer ensures your systems stay sharp and evolve with your business.
Monthly retainers from $3,000
Real-World Results
What happens when AI agents take over the busywork.
Tenant Communications Automated
Property management company automated tenant communications, saving 15+ hours per week on routine messages, follow-ups, and scheduling.
Hours to 2 Minutes
Financial services firm reduced a monthly process from hours of manual work to just 2 minutes with an AI agent handling data pull, analysis, and reporting.
RFP Response Generation
Construction company automated RFP response generation, pulling from past proposals, pricing data, and project specs to draft responses in minutes.
Real Results
“The Work Smarter Company helped us automate a monthly process that used to take hours and now takes just two minutes. They listened carefully, built exactly what we needed, and delivered a solution that saves us time every single month.”
Nicole Garton
President & General Counsel, Heritage Trust Company
Common Questions
What exactly is an AI agent, and how is it different from basic automation?
Basic automation follows rigid rules: "if this, then that." An AI agent can understand context, make decisions, handle exceptions, and adapt to variations in data or workflows. Think of it as the difference between a script that forwards every email and an assistant who reads, prioritizes, drafts replies, and only escalates what actually needs your attention.
Will AI agents work with our existing software, or do we need to switch platforms?
No migration required. We build agents that connect directly to your existing tools: CRM, ERP, accounting software, project management, email, and more. The whole point is to make your current systems work better together, not replace them.
How long before we see ROI?
Most clients see measurable time savings within the first month of deployment. The Operations Audit (Phase 01) gives you projected ROI before you commit to building anything. Typical payback period is 2-4 months depending on the workflows automated.
What happens if something goes wrong? Are we dependent on you?
Every agent is built with error handling, monitoring, and human escalation triggers. On a management retainer (Phase 03), we're alerted to issues and resolve them proactively. Without a retainer, we document everything and train your team so you can manage independently.
Is our data secure when using AI agents?
Security is built into every agent from day one. Your data stays in your systems. Agents connect to them but don't create new data stores. We follow best practices for credential management, access controls, and data handling. We can also work within your existing security and compliance requirements.
Ready to Eliminate Manual Work?
Book a discovery call and we'll map out where AI agents can save your team the most time.
30 minutes. No commitment. Just clarity on what's possible.