The Agent Office / AI agents for your business
Clock out. Your crew clocks in.
We install a crew of Claude agents inside your business, each with one job, and run it for you every month. They answer, chase, sort and report through the night. Nothing a customer will read goes out until a person on your team says yes.
268 agent templates12 departments10 industry packs
7:00 AM / Morning brief
3 wait for your yes
- 9:14 PMSpeed to Lead Responder Drafted a reply to a new lead from the contact form.
- 10:02 PMShared Inbox Triage Sorted the evening inbox. Two emails need you; the rest are filed.
- 11:30 PMQuote Follow-Up Agent Drafted a check-in on three quotes that went quiet.
- 1:15 AMInvoice Follow-Up Agent Flagged two invoices past terms with friendly reminders drafted.
- 3:40 AMAgent Office Supervisor Every scheduled run finished. Spend is inside your cap.
- 5:55 AMReview Request Manager Lined up review requests for yesterday’s finished jobs.
- 7:00 AMChief of Staff Your morning brief is ready. Three drafts wait for your yes.
One night on the starter crew, for example
The Agent Office library
- Agent templates in our library
- 268
- Across 12 departments
- 152
- In 10 industry packs
- 116
- Learned on our own house crew
- 59
01 / Build your crew
Pick your trade. Meet your crew.
Every crew starts from a tested starter for your industry. Then we shape it to how your business actually runs, and add the agents your week needs from the other 260 in the library.
Starter crew / 8 agents
Any business
For a business with no pack yet: answer every lead, keep deals moving, protect the reputation, collect the cash, and give the owner one brief a day.
Built from the department library: 152 agents across 12 departments.
Talk with Sarah about this crew- 01Sales
Speed to Lead Responder
The first business to answer usually wins the work, at any hour.
Answers every new inbound lead within minutes, day or night, with a reply that confirms what they asked for, asks the one question needed to route them, and offers the next open time on the calendar.
- 02Customer Support
Shared Inbox Triage
Nothing in the main inbox waits more than a business day for a person.
Sorts the shared customer inbox every morning and through the day: labels each message by type and urgency, drafts replies for the common cases, routes the rest to the right owner, and makes sure nothing sits unanswered past the response target.
- 03Sales
Pipeline Manager
Every open deal has a next action, an owner and a date.
Keeps every open deal honest and moving: each opportunity has a next action, an owner and a date, stale deals get flagged, and the team starts each day with a ranked list of who to call and what to say.
- 04Sales
Quote Follow-Up Agent
Unanswered quotes are the quietest leak in most small businesses.
Follows up on every sent quote or estimate on a set cadence, answers the common questions from the approved FAQ, surfaces the real objection, and tells the team which quotes need a personal call today.
- 05Reputation
Review Request Manager
A steady, honest review base wins local search and the next sale.
Asks every customer for a review at the peak moment, such as a finished job, a solved problem or a thank-you message, with a direct link to the review form, the same ask for everyone, and no gating or incentives.
- 06Finance and Bookkeeping Support
Invoice Follow-Up Agent
Cash collected on time without the owner chasing it.
Keeps receivables moving with polite, accurate reminders on a set schedule, answers simple billing questions from the invoice itself, and hands disputes and hardship cases to a person before anyone feels chased.
- 07Leadership and Chief of Staff
Chief of Staff
One daily brief of what needs the owner, so nothing slips between tools.
Holds the whole picture so the owner only has to hold today: a one-screen daily brief of money, meetings, decisions waiting, what got done and what is stuck, ending in the three moves that matter most.
- 08Operations
Agent Office Supervisor
Watches every installed agent: eval scores, failures, cost caps and fallbacks.
Watches the business's installed AI agents as a team: runs each agent's evals before and after every prompt or model change, tracks spend against the cost cap, catches failures and loops, confirms fallbacks work, and reports a plain weekly scorecard.
An agent of your own
When a job in your week fits nothing in the library, we write a new agent for it from your Workflow Map, test it on your own examples, and it joins the crew.
Starter crew / 9 agents
Home Services and Trades
Trades win on speed, show-up reliability and reviews. Start where calls and estimates leak, then keep crews and cash moving.
11 agents in the Home Services and Trades pack, plus 152 across every department, to tailor from.
Talk with Sarah about this crew- 01Customer Support
Emergency Call Triage
Real emergencies reach the on-call tech after hours; everything else waits for morning.
Sorts after-hours and urgent calls for trades businesses by a written triage protocol: true emergencies wake the on-call technician, urgent jobs get the first slot tomorrow, and routine requests wait for the office, with safety instructions read word for word.
- 02Sales
Estimate Request Intake
Estimators quote from photos and skip wasted trips.
Turns every estimate request into a complete job file before anyone drives out: address, scope in the homeowner's words, photos of the problem area, access notes and decision makers, so estimators quote from facts and skip wasted trips.
- 03Sales
Speed to Lead Responder
Whoever answers first wins the trades job.
Answers every new inbound lead within minutes, day or night, with a reply that confirms what they asked for, asks the one question needed to route them, and offers the next open time on the calendar.
- 04Sales
Quote Follow-Up Agent
Unanswered estimates are the biggest revenue leak in the trades.
Follows up on every sent quote or estimate on a set cadence, answers the common questions from the approved FAQ, surfaces the real objection, and tells the team which quotes need a personal call today.
- 05Scheduling and Dispatch
Crew Daily Briefing
Cuts the morning calls from crews to the office.
Sends every crew lead a short morning briefing for their day: jobs in order, addresses, access notes, customer preferences, materials to load, permit status and anything that changed overnight, so nobody calls the office to ask.
- 06Operations
Job Photo and Completion Report
Before and after proof protects warranty work and feeds future sales.
Builds the before, during and after record for every job from crew photos and notes, then drafts a clean completion report for the homeowner that shows exactly what was done, what was found and what to watch.
- 07Reputation
Post-Job Review Request Timer
Review requests timed to the trade feed the map pack.
Asks for a review at the moment a trades customer is happiest, timed by trade and job type, and only after the job is truly closed with no open callbacks, using the direct review link and a note that mentions the actual work.
- 08Customer Support
Maintenance Plan Renewal Agent
Recurring maintenance plan revenue gets renewed, not forgotten.
Keeps seasonal maintenance and service agreement members on the books: tracks which visits are due and done, schedules tune-ups before the season turns, and drafts renewal notes that show members what their plan actually did for them.
- 09Finance and Bookkeeping Support
Invoice Follow-Up Agent
Cash gets collected after the job closes.
Keeps receivables moving with polite, accurate reminders on a set schedule, answers simple billing questions from the invoice itself, and hands disputes and hardship cases to a person before anyone feels chased.
An agent of your own
When a job in your week fits nothing in the library, we write a new agent for it from your Workflow Map, test it on your own examples, and it joins the crew.
Starter crew / 8 agents
Restaurants and Hospitality
Guests judge the phone, the reservation and the recovery after a bad night. Start with tables, allergens and the review that just landed.
11 agents in the Restaurants and Hospitality pack, plus 152 across every department, to tailor from.
Talk with Sarah about this crew- 01Scheduling and Dispatch
Reservations and Waitlist Host
Fills tables and cuts no-shows.
Takes reservation requests by phone, text and web, books only into real table inventory, runs the waitlist with honest quote times, and confirms and reminds guests so no-shows drop and the dining room fills.
- 02Customer Support
Menu and Allergen Answer Desk
The highest-risk guest question gets answered from the allergen matrix only, never a guess.
Answers guest questions about the menu, ingredients and allergens strictly from the kitchen's current allergen matrix, says "I do not know, let me ask the kitchen" whenever the matrix is silent, and never guesses about an allergy.
- 03Customer Support
Online Order Issue Desk
Takeout and delivery problems made right by the written policy.
Handles problems with takeout and delivery orders: missing items, wrong items, late deliveries and cold food. Matches the complaint to the order, applies the written make-it-right policy, and routes platform delivery issues to the right place.
- 04Reputation
Guest Review Recovery Agent
Unhappy guests move to a private conversation before the next review.
Watches restaurant and hotel review sites, drafts replies in the owner's voice within a day, and turns unhappy guests into a private conversation with a manager, while feeding the kitchen and front of house the patterns behind the complaints.
- 05Sales
Private Events and Large Party Coordinator
Event and large party inquiries are high value and easy to lose.
Handles private dining and large party inquiries end to end before a manager steps in: captures date, headcount, budget style and needs, checks room availability, sends the right event packet, and keeps every inquiry moving to a signed event order.
- 06HR and Hiring
Shift Swap Coordinator
Call-outs get covered by text within labor rules.
Runs restaurant shift swaps and call-out coverage by text: finds eligible staff for an open shift by role, certification and hours, keeps overtime and minor work hour rules in view, and puts the swap in front of a manager to approve.
- 07Compliance
Health Inspection Readiness Checker
Daily food safety checks instead of a scramble before inspection.
Keeps a restaurant inspection-ready every day, not the week before: runs the daily and weekly food safety checklists, tracks temperature logs, certifications and pest control, and turns misses into fixes with owners and dates.
- 08Customer Support
Phone Receptionist Tuner
Keeps the phone assistant accurate during the rush.
Keeps the business's AI phone receptionist accurate and pleasant: reads the live configuration, proposes prompt and tool changes from real call evidence, lints every change, and tests each changed call path before anything goes live.
An agent of your own
When a job in your week fits nothing in the library, we write a new agent for it from your Workflow Map, test it on your own examples, and it joins the crew.
Starter crew / 8 agents
Medical and Dental Clinics
Safety and privacy first, then a full schedule. The triage router goes in before anything that talks to patients.
12 agents in the Medical and Dental Clinics pack, plus 152 across every department, to tailor from.
Talk with Sarah about this crew- 01Customer Support
Clinical Triage Router
The safety floor: every symptom message is routed by the clinic protocol, never diagnosed.
Routes patient symptom messages and calls by the practice's written protocol: emergencies to 911 guidance, urgent concerns to a clinician the same day, and routine questions to the right queue. It never diagnoses, never advises treatment, and never decides that something can wait.
- 02Scheduling and Dispatch
Appointment Request Handler
Books the right visit type and slot length.
Handles appointment requests from the website, phone and portal for a clinic: matches the visit type to the right provider and slot length, books within the scheduling rules, and routes anything that sounds urgent to clinical triage instead of the next open slot.
- 03Customer Support
New Patient Intake Coordinator
Charts are complete before the patient arrives.
Gets new patients from first call to a complete chart before the visit: collects demographics, insurance, reason for visit and history forms through the practice's secure portal, checks what is missing, and gives the front desk a ready list each morning.
- 04Finance and Bookkeeping Support
Insurance Eligibility Prep
No coverage surprises at the front desk.
Checks insurance eligibility and benefits before each visit, records copay, deductible and coverage notes the front desk needs, and flags inactive plans or missing information days ahead so check-in is quick and patients are not surprised.
- 05Scheduling and Dispatch
Recall and Hygiene Reminder Agent
Keeps hygiene and follow-up schedules full.
Keeps recall schedules full: finds patients due or overdue for cleanings, checkups and follow-ups by the practice's recall intervals, sends reminders that respect communication preferences, and offers real open times.
- 06Customer Support
Front Desk Phone Agent Tuner
Weekly safety and privacy review of the phone assistant.
Reviews the clinic's phone assistant every week: reads call transcripts for missed bookings, privacy slips, wrong answers and triage failures, lints the configuration, and drafts specific fixes for staff to approve before anything changes.
- 07Finance and Bookkeeping Support
Patient Billing Question Desk
Answers balance questions only after identity checks.
Answers patient questions about statements, insurance payments and balances from the billing record, explains in plain words what the explanation of benefits says, and routes disputes, hardship requests and payment plan questions to the billing team.
- 08Reputation
Review Request Manager
Builds patient reviews within privacy and platform rules.
Asks every customer for a review at the peak moment, such as a finished job, a solved problem or a thank-you message, with a direct link to the review form, the same ask for everyone, and no gating or incentives.
An agent of your own
When a job in your week fits nothing in the library, we write a new agent for it from your Workflow Map, test it on your own examples, and it joins the crew.
Starter crew / 8 agents
Legal Practices
A firm lives on clean intake, never missing a deadline, and clients who feel informed. Nothing here gives legal advice.
11 agents in the Legal Practices pack, plus 152 across every department, to tailor from.
Talk with Sarah about this crew- 01Sales
Legal Intake and Conflict Check Prep
Screens inquiries and prepares the conflict check without giving advice.
Takes new inquiries for a law firm, captures the facts an attorney needs to decide whether to consult, collects every party name for the conflict check, and screens against the firm's practice areas, without giving legal advice or suggesting the firm represents anyone.
- 02Compliance
Court and Statutory Deadline Tracker
Calendaring support that an attorney verifies.
Supports the firm's docketing: extracts dates from court orders, notices and filings, proposes calendar entries with reminder chains, and holds every entry as unverified until a responsible attorney confirms the calculation.
- 03Scheduling and Dispatch
Consultation Scheduler
Books only conflict-cleared prospects.
Books consultations for screened and conflict-cleared prospective clients with the right attorney, collects the documents the attorney wants to see first, sends the consultation terms the firm uses, and confirms and reminds.
- 04Sales
Engagement Letter Preparer
No work starts before a signed engagement letter.
Prepares engagement letters from the firm's approved templates once an attorney decides to take a matter: fills in client, scope, exclusions and the agreed fee structure exactly as the attorney specified, and tracks signature and retainer status before any work begins.
- 05Operations
Client Document Collection Chaser
Client files get completed without staff chasing by hand.
Gets clients to send the documents their matter needs: sends a clear checklist through the client portal, tracks what arrived, explains in plain words what each document is, and follows up politely until the file is complete.
- 06Customer Support
Matter Status Update Drafter
Answers the most common client complaint: not hearing back.
Drafts plain-language status updates for clients from the matter record: what happened since the last update, what happens next, what the client needs to do, and when they will hear again, for the attorney to review and send.
- 07Scheduling and Dispatch
Client Court Date Reminder Agent
Clients show up to court, on time, with what they need.
Makes sure clients show up to court and depositions prepared: sends reminders with the verified date, time, place, what to bring and what to wear, confirms attendance, and alerts the attorney at once if a client says they cannot make it.
- 08Sales
Speed to Lead Responder
Answers inquiries first, with the non-engagement disclaimer.
Answers every new inbound lead within minutes, day or night, with a reply that confirms what they asked for, asks the one question needed to route them, and offers the next open time on the calendar.
An agent of your own
When a job in your week fits nothing in the library, we write a new agent for it from your Workflow Map, test it on your own examples, and it joins the crew.
Starter crew / 9 agents
Real Estate
Agents win on response time and lose on missed contract dates. Start at both ends of the deal. For property management, swap in the maintenance, rental inquiry and tenant screening agents for the open house and listing writer.
12 agents in the Real Estate pack, plus 152 across every department, to tailor from.
Talk with Sarah about this crew- 01Sales
Buyer Lead Responder
Replies in minutes using listing facts only.
Answers buyer inquiries from listing portals, the website and signs within minutes, confirms the property they asked about is still available from the listing service, captures timeline, financing status and must-haves, and books a showing or call with the right agent.
- 02Sales
Seller Lead and Valuation Request Intake
Turns value requests into appointments without stating a value.
Handles homeowners asking what their home is worth or thinking about selling: captures the property details, timeline and reason, sends the brokerage's approved market information, and books a listing appointment, without ever stating or promising a value.
- 03Scheduling and Dispatch
Showing Scheduler
Keeps showing logistics and access rules straight.
Schedules property showings across buyers, buyer agents, sellers and occupants: checks listing showing instructions, requests and confirms windows, builds efficient showing routes for buyer tours, and collects feedback afterward.
- 04Operations
Transaction Deadline Tracker
No contingency date slips.
Tracks every date in a purchase contract from acceptance to closing: earnest money, inspection, appraisal, financing, title and closing deadlines, with reminders to agents and parties, and alerts when a contingency date is about to pass.
- 05Compliance
Transaction Document Checklist Chaser
Files are ready for broker review before closing.
Keeps each transaction file complete for broker review: tracks required disclosures, signatures and initials on every page, and missing documents by transaction type, and chases agents and parties until the file passes compliance before closing.
- 06Marketing
Fair Housing Listing Description Writer
Listing copy that passes the fair housing check.
Writes listing descriptions, feature sheets and social captions from the agent's notes and photos that describe the property, not the people who should live there, and checks every line against fair housing guidance before the agent reviews it.
- 07Marketing
Past Client Nurture Agent
Repeat business and referrals from past clients.
Keeps the brokerage in touch with past clients in ways they value: home anniversary notes, an annual home value review offer, useful local updates, and quick personal check-ins, so referrals and repeat business come back without spam.
- 08Sales
Open House Follow-Up Agent
Every visitor who agreed to contact hears back.
Follows up with every open house visitor within a day: thanks them, answers questions about the home from the listing facts, finds out if they work with an agent, and routes buyers and future sellers to the right person, respecting every visitor's contact preferences.
- 09Sales
Pipeline Manager
No deal dies of neglect.
Keeps every open deal honest and moving: each opportunity has a next action, an owner and a date, stale deals get flagged, and the team starts each day with a ranked list of who to call and what to say.
An agent of your own
When a job in your week fits nothing in the library, we write a new agent for it from your Workflow Map, test it on your own examples, and it joins the crew.
Starter crew / 8 agents
Churches and Ministries
A church grows when guests are followed up, people in need are cared for confidentially, and children are safe. Safety and care go in first; the agents never add doctrine.
12 agents in the Churches and Ministries pack, plus 152 across every department, to tailor from.
Talk with Sarah about this crew- 01Customer Support
First-Time Guest Follow-Up
Guest follow-up is where most churches lose new people.
Makes sure every first-time guest hears from a real person at the church within days of their visit: a warm welcome note, an answer to anything they asked on the connect card, and one easy next step, without pressure or a sales tone.
- 02Customer Support
Prayer Request Intake
Confidential care routing from day one, never counseling.
Receives prayer requests from forms, texts and cards, protects their confidentiality, sorts each one by who may see it, and routes urgent or pastoral needs to the right person the same day. It never counsels and never shares a request beyond what the person allowed.
- 03Compliance
Child Check-In and Safety Policy Steward
Child safety comes before anything else scales.
Keeps children's ministry safe and in line with the church's written child protection policy: watches check-in and pickup procedures, ratios, background check and training expiry, incident reports and allergy alerts, and never relaxes a safety rule for convenience.
- 04Scheduling and Dispatch
Ministry Volunteer Scheduler
Sunday coverage without burning out the same few people.
Builds the serving rotation for greeters, kids ministry, worship, tech, parking and hospitality, respects each volunteer's availability and limits, finds substitutes when someone drops, and makes sure every kids role is filled only by cleared volunteers.
- 05Operations
Sermon Series and Service Planning Helper
Gives the pastor back preparation time, quoting scripture only from the source.
Helps the pastor and worship team plan sermon series and weekly services: lines up dates with the church calendar and liturgical seasons, pulls exact scripture text from the connector, builds the run sheet, and keeps every team on the same order of service.
- 06Marketing
Bulletin and Announcements Editor
One weekly communication done right.
Collects ministry announcements each week, edits them into a clean bulletin, slides and email newsletter in the church voice, keeps the most important items first, and holds back anything private or unapproved.
- 07Finance and Bookkeeping Support
Giving Statement and Donor Thank-You Preparer
Accurate giving statements and prompt thank-yous; it never handles funds.
Prepares annual and on-request giving statements from the church giving records, drafts thank-you notes for first gifts and significant gifts, and reconciles donor names and addresses, without ever touching funds, bank details or giving amounts in public.
- 08Customer Support
FAQ Answer Desk
Answers service times and kids ministry questions all week.
Answers customer questions across email, site chat and messages from one approved knowledge base, cites the source for every answer, says plainly when it does not know, and turns every unanswered question into a proposed new entry.
An agent of your own
When a job in your week fits nothing in the library, we write a new agent for it from your Workflow Map, test it on your own examples, and it joins the crew.
Starter crew / 8 agents
Retail and E-commerce
Online and storefront retail live on order trust and inventory truth. Start with where is my order, returns and stock, then recover carts and fix the funnel.
12 agents in the Retail and E-commerce pack, plus 152 across every department, to tailor from.
Talk with Sarah about this crew- 01Customer Support
Order Status Desk
Where is my order is the top support load.
Answers "where is my order" by email, chat and text: verifies the customer, reads the real order and tracking status, explains it plainly with the next date, and opens a carrier or supplier case when something is stuck.
- 02Customer Support
Returns and Exchanges Desk
Consistent policy, and returns turned into exchanges where the customer wants one.
Handles return and exchange requests exactly by the store policy: checks eligibility and window, issues the right instructions, prefers an exchange when the customer wants one, and sends refunds, exceptions and suspected abuse to a person.
- 03Operations
Inventory Sync and Stockout Watcher
Stops selling what is not on the shelf.
Keeps online and in-store inventory in agreement, warns before best sellers run out based on sell-through, catches listings that are live but cannot ship, and drafts reorders for approval.
- 04Marketing
Abandoned Cart Follow-Up
The fastest recovered revenue, sent only with consent.
Writes and times reminders for shoppers who left items in their cart, only to people who gave marketing consent, answers the usual hesitation such as shipping cost or sizing, and stops the moment they buy or opt out.
- 05Operations
Product Listing Builder
Complete listings, checked live after publishing.
Takes a new product from concept to a complete, accurate listing: title, description, variants, sizes, materials, care, images with alt text, collection placement and search fields, then reads the live product page back to prove it shows what was intended.
- 06Marketing
Store Conversion and Offer Analyst
Finds the funnel leak every week.
Reads the store numbers each week, finds where shoppers drop between product page, cart and checkout, tests offers and bundles that suit the brand, and reports revenue, conversion and average order with the evidence behind every recommendation.
- 07Reputation
Review Request Manager
Honest product and store reviews, with approval.
Asks every customer for a review at the peak moment, such as a finished job, a solved problem or a thank-you message, with a direct link to the review form, the same ask for everyone, and no gating or incentives.
- 08IT and Security Hygiene
Email Deliverability Guard
Order and shipping email has to land in the inbox.
Keeps business email landing in inboxes, not spam: checks the domain authentication records, reads the DMARC reports for anyone sending as the business, watches bounce and complaint rates, and catches a forgotten tool sending mail without permission.
An agent of your own
When a job in your week fits nothing in the library, we write a new agent for it from your Workflow Map, test it on your own examples, and it joins the crew.
Starter crew / 7 agents
Fitness and Wellness Studios
Studios grow by turning trials into members and keeping classes full, and protect their name by cancelling the way the law and the contract say.
11 agents in the Fitness and Wellness Studios pack, plus 152 across every department, to tailor from.
Talk with Sarah about this crew- 01Sales
Trial and Intro Offer Follow-Up
Trial to member is the core revenue moment.
Turns intro offer and free trial sign-ups into members: confirms the first visit, checks in after each class of the trial, answers questions about schedule and memberships from approved info, and hands ready-to-join people to staff before the trial ends.
- 02Scheduling and Dispatch
Class Booking and Waitlist Manager
Full classes and a fair waitlist.
Keeps classes full and fair: answers booking questions, runs the waitlist in order, notifies the next person when a spot opens, applies the late cancel and no-show policy consistently, and tells staff about classes that are chronically over or under capacity.
- 03Compliance
Waiver and Intake Form Chaser
Nobody steps on the floor without signed forms.
Makes sure every client has a signed liability waiver and a completed health intake before their first class, session or treatment, reminds them in time, blocks nothing on its own, and alerts front desk staff about anyone booked without forms.
- 04Customer Support
Membership Freeze and Cancellation Desk
Lawful, respectful cancellations protect the reputation.
Handles requests to freeze, downgrade or cancel memberships exactly as the contract and the law allow: makes cancelling as easy as joining, offers a freeze or downgrade once when it truly fits, confirms in writing, and never uses dark patterns.
- 05Sales
Lapsed Member Win-Back
The cheapest growth comes from former members.
Reaches out to former members and people who stopped coming, at a sensible moment, with a short honest note about what is new and an easy way back, respecting every opt-out and never shaming anyone for leaving.
- 06Scheduling and Dispatch
Reminder and Confirmation Agent
Cuts late cancels and no-shows.
Sends appointment reminders on a fixed cadence through each customer's consented channel, reads the replies, confirms, cancels or reschedules through a person, and gives the front desk a morning list of unconfirmed visits to call.
- 07Reputation
Review Request Manager
Reviews drive local discovery for studios.
Asks every customer for a review at the peak moment, such as a finished job, a solved problem or a thank-you message, with a direct link to the review form, the same ask for everyone, and no gating or incentives.
An agent of your own
When a job in your week fits nothing in the library, we write a new agent for it from your Workflow Map, test it on your own examples, and it joins the crew.
Starter crew / 8 agents
Professional Services and Agencies
Agencies and firms win on clear scope, steady communication and getting paid. Changes to what was built are included; new deliverables are a new set package.
12 agents in the Professional Services and Agencies pack, plus 152 across every department, to tailor from.
Talk with Sarah about this crew- 01Sales
Discovery Call Intake
Discovery time goes to clients who fit.
Prepares and captures discovery calls for a consultancy or agency: sends a short pre-call questionnaire, books the call, and afterward turns the conversation into a structured intake of goals, constraints, decision makers, timeline and fit against the firm's services.
- 02Sales
Scope of Work Drafter
Clear set-package scopes with included and not included spelled out.
Drafts statements of work for set-price packages: deliverables, what is included and excluded, milestones, client responsibilities, acceptance and the rule that adjustments to what was built are included, so the engagement is clear before it starts.
- 03Operations
Client Onboarding Questionnaire Builder
Signed to started quickly, with access collected.
Builds a tailored onboarding questionnaire and access checklist for each new client from the signed scope, chases missing answers and access politely, and tells the project lead exactly what is blocking kickoff.
- 04Customer Support
Client Status Report Writer
Clients never have to ask where things stand.
Writes the weekly or biweekly client status report: what shipped, what is next, decisions needed from the client, risks, and progress against milestones, pulled from the project tool and written in plain language a busy client reads in two minutes.
- 05Operations
Client Work Deadline Tracker
No missed hard dates.
Tracks hard external deadlines in client work such as filing dates, launch dates, regulatory submissions, event dates and contract renewals, works back to internal due dates, and warns the team early enough to act.
- 06Leadership and Chief of Staff
Retainer Health Monitor
Early warning before a retainer client leaves.
Watches every retainer client for health: delivery against what the retainer promises, response times, client engagement, open issues and payment status, and gives leadership an early warning with the evidence before a client drifts away.
- 07Sales
Pipeline Manager
No deal dies of neglect.
Keeps every open deal honest and moving: each opportunity has a next action, an owner and a date, stale deals get flagged, and the team starts each day with a ranked list of who to call and what to say.
- 08Finance and Bookkeeping Support
Invoice Follow-Up Agent
Cash collected on time without awkward chasing.
Keeps receivables moving with polite, accurate reminders on a set schedule, answers simple billing questions from the invoice itself, and hands disputes and hardship cases to a person before anyone feels chased.
An agent of your own
When a job in your week fits nothing in the library, we write a new agent for it from your Workflow Map, test it on your own examples, and it joins the crew.
Starter crew / 8 agents
Nonprofits
Nonprofits run on donor trust and funder promises. Thank fast, keep donors, find eligible grants, and never miss a report.
12 agents in the Nonprofits pack, plus 152 across every department, to tailor from.
Talk with Sarah about this crew- 01Finance and Bookkeeping Support
Donor Thank-You and Acknowledgment Letters
Prompt thanks and complete acknowledgment records.
Sends every donor a prompt, personal thank-you and the written acknowledgment the organization requires for its records, with the exact receipt language the finance lead approved, the right gift details, and a specific line about what the gift does.
- 02Marketing
Donor Retention and Lapsed Donor Outreach
Keeping a donor costs far less than finding a new one.
Keeps donors giving year after year: spots donors who have not renewed, tells them what their past giving accomplished, invites them back with a specific need, and keeps first-time donors from becoming one-time donors.
- 03Finance and Bookkeeping Support
Grant Prospect Researcher
Only grants the organization is actually eligible for.
Finds grant opportunities that fit the organization's programs and eligibility, from federal listings and foundation sources, reads the eligibility and deadlines carefully, and delivers a ranked shortlist with the reasons each one fits or does not.
- 04Compliance
Grant Report and Deadline Tracker
Every funder promise kept on time.
Tracks every awarded grant's obligations: interim and final reports, spending deadlines, outcome measures promised in the application, and restrictions on use, and prepares report drafts from program data so no funder obligation is missed.
- 05HR and Hiring
Volunteer Recruitment and Onboarding
Screened volunteers who show up.
Brings in and onboards volunteers: posts clear role descriptions, answers inquiries, screens for required checks on roles with vulnerable people, schedules orientation, and tracks each volunteer from interest to first shift.
- 06Customer Support
Recurring Giving Desk
Protects monthly giving from failed cards and lapses.
Looks after monthly donors: welcomes new sustainers, catches failed payments and asks donors to update their card through the secure link, answers questions about changing or pausing gifts, and makes cancelling as easy as starting.
- 07Leadership and Chief of Staff
Board Meeting Packet Preparer
Board packets on time, every meeting.
Assembles the board packet for each meeting: agenda, prior minutes, financial statements from the finance lead, committee reports, program dashboard and decisions requested, sent on time so directors can read before they vote.
- 08Finance and Bookkeeping Support
Cash Position Reporter
Leadership knows the cash truth every week.
Gives the owner one honest screen on money each week: what came in, what is owed to the business, what went out, what is due soon, and the three money moves worth making this week, with every number pulled fresh from its source.
An agent of your own
When a job in your week fits nothing in the library, we write a new agent for it from your Workflow Map, test it on your own examples, and it joins the crew.
The library by department, industry packs included
- Sales33
- Marketing33
- Customer Support39
- Operations41
- Finance and Bookkeeping Support20
- HR and Hiring14
- Scheduling and Dispatch22
- Reputation12
- Compliance18
- IT and Security Hygiene13
- Leadership and Chief of Staff13
- Product10
02 / How it works
From your week to a working crew.
Five stages, each with a signature, so nothing goes live that you have not seen. Managed for you, end to end.
- 01
Discovery
Two recorded conversations: one with you, one with whoever does the work. We walk your week, list every tool you use, and collect real examples of the work: the emails, quotes, invoices and reviews. Every task becomes a card on your Workflow Map.
You sign the Workflow Map
- 02
Tailoring
We match your map against our library and shape a crew around it. Each agent gets a charter: its one job, the tools and data it may touch, what it must never do, when it hands to a person, and the number it is measured on.
You sign the Crew Sheet and the Authority Matrix
- 03
Rehearsal
The crew works your real triggers in a rehearsal lane, and every draft is compared with what your people actually did. No agent leaves rehearsal until it passes tests built from your own past examples.
We sign the rehearsal report
- 04
Go-live
Agents go live one at a time, the most reliable first. Your approvals inbox opens, and the first morning brief lands at the start of your day.
You say go
- 05
Monthly results
Every month we tune the crew, test every agent again, and send a results report with plain numbers against the baseline from discovery. We review it before it reaches you, then walk you through it on a short call.
We review every report first
Every month
The results report
One page, one email. Plain numbers with sources. No vanity metrics, no letter grades.
- Work done
- Runs completed, items handled per workflow, and how many drafts you approved as written, edited or declined.
- Outcomes
- The one number each agent is measured on, against your own baseline from before we started.
- Reliability
- Scheduled runs against completed runs, every incident, and what now stops it from happening again.
- Quality
- Each agent’s test score this month against last, with new tests added from real misses.
- Spend
- Your AI usage for the month against the cap you set, read from your own account.
- Next month
- The one or two changes we are making, and why.
03 / Guardrails
Agents propose. People approve.
Before anything goes live, you sign an Authority Matrix: which actions each agent may take on its own, which wait for a person, and which it may never touch.
| Level | For example | Who acts |
|---|---|---|
| R0 Read | Checking the calendar, reading a new lead, pulling last month’s numbers. | The agent, on its own |
| R1 Draft for your team | Notes, summaries, the morning brief, a sorted inbox. | The agent, on its own |
| R2 Anything a customer will read | A reply to a lead, a quote follow-up, a review response. | The agent drafts, a person approves |
| R3 Money, deletes and public posts | Refunds, payments, removing records, posting for the business. | A person approves, then the Desk carries it out |
Approvals inbox / waiting for your yes
Quote Follow-Up Agent drafted a reply
Hi Dana, checking in on the deck estimate we sent Tuesday. Happy to walk the plan with you on site this week if that helps. Which afternoon suits you?
Says it is an AI when asked. Every agent that speaks to a customer discloses what it is.
Never makes a promise you did not approve. No unapproved price, no discount, no guarantee, no timeline.
Tested every week. Every agent reruns its tests weekly, and every real miss becomes a new test within two days.
Watched every day. A watchdog checks that every expected run happened, and tells you in the brief when one did not.
Spend has a ceiling. Usage runs in your own account under a cap you set, so a runaway agent stops at the limit.
04 / Stewardship
We run it. You own it.
Managed for you, end to end: we build the crew, run it, tune it and report on it every month, and changes to what we built are included. Every piece of it lives in your own accounts from the first day, so ownership is never something you have to ask for.
It lives in your accounts
- Your Anthropic account
- The agents, their schedules, the credential vault and every transcript. Your card pays for usage directly, with no markup from us.
- Your database
- Your Workflow Map, approvals, results and audit log live in a database project in your name.
- Your Desk
- The approvals inbox, morning brief and results page, on your own subdomain. The code sits in your repository.
- Your tools
- Every connection to your email, calendar and software is authorized by you, and you can revoke any of them in one click.
Hand Off at any time
- 01
Export
One button downloads every agent definition, every test, your map, crew sheet, authority matrix and full audit log.
- 02
Transfer
The Desk code and its hosting move to your own accounts.
- 03
Revoke
You remove our access. We never held a long-lived key, so there is nothing of yours to rotate.
- 04
Runbook
A plain operating manual: what runs when, how to pause an agent, how to change a charter, how to read a test.
The crew keeps running through all four steps. You can leave without anything stopping.
05 / Proof
We run on our own crew.
Modern Mustard Seed is two people. Sarah Scarano builds; Anthony Scarano runs sales and marketing. Behind us, 64 specialist agents and Mr. Mustard, our chief of staff, draft, check and chase under the same rule we install for you: they propose, we approve. 59 of the templates in your library were learned on that crew first.
- Specialist agents on staff
- 64
- Safety hooks on every session
- 10
- Standing laws they read first
- 20
Nine of our tools are listed in Anthropic’s Claude directory.
Claude is a product of Anthropic. Modern Mustard Seed is an independent studio and is not affiliated with or endorsed by Anthropic.
06 / Questions
Asked and answered.
Do the agents act on their own?
They read and draft on their own. Anything a customer will read, and anything that moves money, deletes a record or posts in public, waits in your approvals inbox until a named person on your team says yes. You sign which actions sit at which level before anything goes live.
Who owns the agents and the data?
You do, from the first day. The agents run in your own Anthropic account, your data sits in a database project in your name, and every tool is connected with your own consent. We manage it all for you, end to end, from inside the access you grant us.
What happens if we want to run it ourselves?
Hand Off any time. You export everything with one button, the Desk moves to your accounts, you remove our access, and we write you a runbook. The crew keeps running the whole way through.
Which industries do you build crews for?
We keep tested starter crews for Home Services and Trades, Restaurants and Hospitality, Medical and Dental Clinics, Legal Practices, Real Estate, Churches and Ministries, Retail and E-commerce, Fitness and Wellness Studios, Professional Services and Agencies, Nonprofits, plus a starter for any business. Every crew is tailored from there to how your business actually runs.
What does it cost?
The Agent Office is a set package with one fixed price, agreed after a conversation with Sarah and written into a proposal before any work starts. Your AI usage is billed by Anthropic straight to your own account, under a cap you set. Changes to what we built are always included.
Who runs it month to month?
We do. Sarah Scarano builds and runs every crew, and Anthony Scarano leads sales and marketing. Each month we tune the crew, test every agent, and send you a results report we have reviewed ourselves.
The next step is a conversation
Let’s build your crew.
Tell Sarah how your week runs and where the work piles up. We will show you which crew fits, what it would own, and what stays with your people.
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