We build your firm’s intelligence layer and deploy AI analyst agents inside your tools, starting with one workflow. Agents prepare sourced research, reports, and dashboards. Your experts review the work, and the agents improve every week.

What’s Included

🧠 Company brain: your methods, definitions, and approved sources indexed so agents can find and cite them
🔌 Connected to your tools: built inside your CRM, project tool, file storage, and spreadsheets, as your setup allows
🗄️ Clean data for your workflow: the sources for the chosen workflow cleaned and organized into one source the agents read from
📋 Task system and shared memory: agents claim tasks, log their work, and share only reviewed memory
🛡️ Controls: read-only access first, separate credentials, and approval before anything external goes out
🧪 Tests and reporting: evals, cost tracking, and KPI reporting, with weekly improvement
📘 Handover: documentation and a runbook your team can follow

Max is a fit if you:

run or work in a consulting, recruitment, research, or advisory firm
have a recurring brief, report, or dashboard your team rebuilds often
have a named expert who can review the output
can give access to approved sources and tools
want this built and run for you, not set up yourself

Next step: click complete order or book a call from whop dashboard, and bring one brief or report your team rebuilds most often. We’ll scope one workflow around it.