What We DeliverWe build and maintain a coordinated AI executive team that reports, plans, tracks, and communicates across your manufacturing, distribution, and retail companies.
Designs how specialized executive agents share work, context, decisions, and approvals.
Prevents separate department agents from working in silos or giving the owner conflicting, incomplete, or poorly timed information.
AI architecture diagram
Executive agent org chart
Agent role and handoff map
ChatGPT/OpenAIClaudeGeminiMicrosoft CopilotAbacus AICrewAILangGraph / LangChain
"The COO agent can pass an inventory issue to the CFO agent for cash review, then include the decision in the owner's briefing."
Produces daily briefings, task priorities, meeting prep, reminders, and decision support.
The owner must gather updates across several companies and departments before deciding what needs attention each day.
Daily briefing workflow
Priority and reminder rules
Meeting preparation flow
Google CalendarGmailGoogle WorkspaceMicrosoft 365
"Each morning, the CEO Assistant gathers key updates, prepares meeting notes, flags decisions, and lists overdue follow-ups."
Tracks manufacturing, production plans, inventory forecasts, warehouses, and SOPs.
Operations data spans manufacturing, warehouses, retail, wholesale, and import/export, making shortages and delays harder to spot.
Operations dashboard
Inventory forecast workflow
SOP tracking system
AirtableNotionGoogle DriveAPIs
"The COO agent compares production plans with warehouse stock and flags a likely shortage before replenishment is missed."
Builds financial reports, forecasts, reconciliations, expense reviews, budgets, and KPI views.
Financial review across multiple companies can leave cash, expenses, budgets, and performance measures scattered across separate records.
Financial report workflows
Cash flow forecast
Finance KPI dashboard
QuickBooksGoogle WorkspaceMicrosoft 365APIs
"The CFO agent prepares a profit-and-loss summary, checks cash movement, and flags unusual expenses for owner review."
Connects distributor tracking, CRM work, forecasts, campaigns, launches, and sales reporting.
Sales, distributor, territory, campaign, and launch work can drift when updates sit in different systems and teams.
Sales reporting workflows
CRM automation rules
Campaign and launch calendar
HubSpotZohoGoogle CalendarSlack
"The Sales Director agent reviews distributor movement and rep scorecards while the Marketing Director aligns the next product launch."
Tracks contracts, litigation, trademarks, filings, approvals, regulations, and deadlines.
Tobacco, nicotine, hemp, FDA, TTB, state, and trademark obligations create many dates and changes that can be missed.
Deadline tracking workflow
Regulation alert rules
Legal document library
Google DriveDropboxGmailGoogle Calendar
"The compliance agent alerts the owner when a state filing or product approval date changes and links the related documents."
Handles vendor, purchase, shipping, replenishment, onboarding, training, and performance tasks.
Purchase orders, vendor choices, shipments, hiring, onboarding, and training can stall when owners must chase each handoff.
Purchasing workflows
Vendor comparison process
HR onboarding and training flows
AirtableNotionGmailSlack
"The Purchasing Manager flags a delayed shipment while the HR Manager tracks a new employee's SOP training and onboarding tasks."
Builds agents for distributor support, email replies, ticket routing, FAQs, and executive research.
Distributor questions and executive research compete for attention with daily operating work across several companies.
Customer support agent
Ticket routing workflow
Executive research summaries
GmailSlackHubSpotChatGPT/OpenAI
"A distributor question is routed to the right team, while the research agent prepares a summary on competitors or packaging suppliers."
