Reduce repetitive workloads with five AI Workflow Specialists for your SMB, or choose five specialized support agents for your consulting practice, contracting business or small business.
An AI specialist is an AI assistant configured for a particular job. A TruTeam brings five of them together around your business.
You bring the business knowledge
Your services, documents, standards and the way you like work done.
Each specialist has a clear job
For example, preparing a proposal, organizing enquiries or finding repetitive steps worth improving.
Workflows connect the steps
A repeatable sequence moves the work forward—for example, an enquiry becomes a brief and then a draft reply.
You lead the team
You set priorities, check its work and approve the decisions that matter.
Your business. Your team.
The right roles depend on the work.
Start with Workflow Specialists for your small or medium-sized business, or specialized support for consulting and contracting. These are illustrative configurations; your assessment shapes your five roles.
Your AI improvement team helps you find, design and maintain better ways of doing repetitive work. It supports the build and oversight of workflows; each agreed workflow handles the day-to-day steps.
Find repetitive work worth improving.
Connect work across roles and tools.
Bring exceptions to the right person.
AI Chief of Staff
Organizes priorities and prepares decisions for the business owner.
Workflow Designer
Maps the steps, responsibilities and checks in a proposed workflow.
Workflow Engineer
Supports building and testing the agreed workflow.
Workflow Monitor
Surfaces exceptions and prepares performance summaries where configured.
Custom Workflows
Supports a repetitive task in your business, using the tools and steps agreed in your assessment.
See the workflow and example outputs
Example connected workflow
Team request → prioritized improvement → designed and tested workflow → exception review.
Useful outputs
Priority brief, custom workflow, workflow map, test record and exception summary.
Human review
Your named owner approves priorities, permissions, release and changes to the way work runs.
For consultants & small firms
More room for the work clients value.
Turn scattered notes and reusable expertise into clearer preparation, proposals and project follow-through.
Prepare for new clients.
Develop proposals from your expertise.
Keep delivery and follow-ups organized.
Client Intake
Organizes new client enquiries, gathers requirements and prepares a clear brief for your review.
Executive Assistant
Organizes priorities, prepares meeting briefs and keeps follow-ups in view.
Research Assistant
Organizes approved background material and identifies source gaps.
Proposal Assistant
Drafts a scope using your services, methods and pricing inputs.
Project Manager
Tracks milestones, dependencies and risks, and prepares delivery decisions for your review.
Source brief, draft proposal, action list and project update.
Human review
A person checks sources, advice, scope, fees and client commitments before use or delivery.
For contractors
Less chasing. Better prepared jobs.
Keep enquiries, job details and follow-ups moving while you focus on the work and your customers.
Organize enquiries and bookings.
Prepare quotes from your rates and scope.
Keep invoices and job records in view.
Booking Assistant
Organizes booking requests and prepares appointment options for confirmation.
Admin Assistant
Keeps job details, documents and customer updates organized.
Quote Builder
Prepares draft quotes from your scope, rates and approved inputs.
Project Manager
Tracks job milestones, schedules and follow-ups, and flags issues for your review.
Bookkeeper
Organizes receipts and transaction records for reconciliation and review.
See the workflow and example outputs
Example connected workflow
New email enquiry → job brief → draft scope in your estimating tool → reviewed customer reply.
Useful outputs
Booking options, organized job records, draft quotes, project updates and prepared bookkeeping records.
Human review
You confirm site conditions, prices, dates and commitments before anything goes to the customer.
Connections are scoped and tested against the tools and permissions available to your business. These examples do not promise compatibility with every platform.
Build beyond your first team
Your team can grow in any direction.
New priorities create new possibilities. Add AI Specialists around the work you want to improve, from finding customers to keeping the business running.
MarketingFrom campaign ideas to customer follow-through.CRM · Search Ads · Social Ads · ContentExplore possible rolesClose roles
CRM Assistant
Prepares contact updates, audience segments and follow-up lists from your customer information.
Search Ads Assistant
Develops keyword themes, ad variations and performance summaries around your offer.
Social Ads Assistant
Creates campaign concepts, creative briefs and copy variations for your review.
Content Assistant
Turns your expertise into draft articles, email campaigns and social posts in your voice.
SalesMore preparation. More consistent follow-through.Lead Research · Outreach · Proposals · Follow-upExplore possible rolesClose roles
Lead Research Assistant
Researches prospective businesses and prepares source-backed briefs for your sales conversations.
Sales Outreach Assistant
Drafts relevant outreach from your offer and approved prospect information.
Proposal Assistant
Builds draft proposals from your services, scope and pricing inputs.
Sales Follow-up Assistant
Turns meeting notes and pipeline activity into next steps and draft follow-ups.
AdministrationGive everyday details a dependable home.Executive Support · Inbox · Bookings · DocumentsExplore possible rolesClose roles
Executive Assistant
Prepares priorities, meeting briefs and action lists so you can focus on the decisions ahead.
Inbox Assistant
Organizes incoming requests and prepares replies using your guidance.
Booking Assistant
Gathers booking details and prepares appointment options for confirmation.
Document Assistant
Organizes approved documents and prepares summaries, templates and draft records.
OperationsKeep projects, knowledge and handoffs moving.Projects · Workflows · Reporting · KnowledgeExplore possible rolesClose roles
Project Coordinator
Brings milestones, dependencies and open actions into a clear project update.
Workflow Coordinator
Tracks agreed process steps and highlights handoffs or exceptions that need attention.
Reporting Assistant
Turns approved operating data into recurring summaries and questions worth investigating.
Knowledge Assistant
Helps your people find and use approved procedures, reference material and business knowledge.
These are starting ideas. We shape each role around your business, agree its tools and responsibilities, and define what needs your approval — including messages, publishing and ad spend.
No. Every starting TruTeam has five AI agents. Choose Workflow Specialists focused on repetitive SMB workloads or specialized support roles for consultants, contractors and small businesses. Your included two-week assessment recommends the configuration for your business.
Which platforms will you use?
We help you choose an intelligence platform such as ChatGPT, Claude, Gemini or Grokbot by xAI, then design around the tools you use — from Microsoft 365 and Google Workspace to project management, marketing and CRM systems. Connections, access and service terms are confirmed in scope.
What happens when we want more?
Add AI Specialists for marketing, sales, administration, operations or another defined job. Add workflows to connect their work with your tools, or learn suitable basic workflows with your deployed TruTeam. Each expansion has an agreed scope.
Who checks the work?
Your named people review outputs and approve consequential decisions. Testing and training cover the agreed review points and exception handling.
A practical first conversation
What would you like to take off your plate?
Tell Jared about the work you want help with. We’ll find a practical starting point together.
