Expert help to put the Office to work
Our team sets up the Office around how your company runs: which seats you need, what each may touch, and where your approval sits. We stay until the first routines earn their keep.
Talk to usPeople who guide your setup
Project lead
Own your setup from first call to first approved output, and tell you plainly what is and is not ready.
Process designer
Turn how your team works into seats, routines and approval rules, and agree with you what always waits for your yes.
Setup engineer
Connect Gmail, Calendar, Drive, Notion and HubSpot to your agents, and run the Office on your machine or in the cloud.
Setup, from org chart to approval
We work through your setup with you in stages, from mapping your org chart to the first routine that runs on its own schedule and waits for your yes.
Start small
Prove it on one desk, a few routines and real approvals before you add more.
Shaped to your org
Build seats on your own reporting lines and names, not a template company's org chart.
Control from day one
Hold every send, publish, CRM update and payment in your Inbox from the first run.
Room to grow
Add seats and workspaces as the first ones prove themselves.
Tailored setup, from first seat to first approval
From mapping your routines to connecting your tools and teaching your agents what they should know, our team walks through each step with you.
Key areas include:
- Org design: which seats, and who they report to
- Routine mapping and schedules
- Approval rules for every external action
- Connections: Gmail, Calendar, Drive, Notion and HubSpot
- Knowledge and preferences, based on how you work
- Quality bars and regular reviews
- Workspaces for an organization, a person, a community or a project
- Running on your own machine or in the cloud
Org mapped, five seats agreedStage 1
First routine waiting for your yesNow
Review after 25 outputsNextTune-ups that make seats better
Once the Office is running, we help it improve: fewer corrections, lower cost per run, and more of the right work handed to your agents.
Make your seats earn more trust
We review your seats against the Office's quality bars and fix what holds them back, focusing on:
- Seats below the 95% success, 70% first-try or 85% review bar
- Routines that keep coming back for edits
- Cost per run against the average for the same work
- Decisions worth saving as preferences, so they stop coming back
- Which seat to add next as Journey stages unlock
An operating plan for AI work
For companies deciding how much of their work AI should hold: a shared plan for which desks to staff, in what order, and where people stay in charge.
Find the busy work
Map where work piles up, repeats or waits on one person, using your own routines and calendars.
Choose the desks
Decide which seats to staff first, what each may touch, and what always comes back to a person.
Commit to a plan
Get a step-by-step plan of seats, workspaces and check-ins your team can act on.
What a first setup could look like
Picture a five-person agency staffing its first three seats. Here is how that setup would run with our team.
Challenge
The founders would spend their mornings on outreach, weekly client reports and chasing invoices, and want help without letting anything go out unchecked.
Approach
We would map their week, agree three seats and their routines, connect Gmail, Drive and HubSpot, and set every send to wait in the Inbox. Weekly check-ins would tune the routines until they met the quality bars.
Three seats, one Inbox
Start from what already works
Setup goes faster from a template. Plans with several workspaces share templates through the Store across all four workspace kinds, and we adapt a close fit to your company.
Start your setup with our team
Tell us what you want the Office to take on first. Our team starts there and stays until your first routines run.
Talk to us
