Hire software for the work your team repeats.
Custom AI agents that handle the busywork.
Agents that read, decide and act across your tools — with approvals wherever a mistake would cost you.
Trigger
New lead in HubSpot
Agent
Research & score
Tools
Web · CRM · Email
Output
Draft for approval
› trigger: hubspot.contact.created id=4821
Monday morning, before and after.
The same weekly reporting task, done two ways.
Before: done by hand
After: done by an agent
Export numbers from five tools
The agent pulls the numbers at 7am
Paste them into a spreadsheet
It checks them against last week
Spot what changed — if you notice
It flags anything unusual, with the reason
Write the summary at 6pm
It drafts the summary for you to approve
How we approach Custom AI Agents. Specific results depend on your starting point — we'll be honest about yours in the audit.
What's included
Everything we do on Custom AI Agents, in plain terms. No hidden extras.
- Discovery
- We find the repetitive tasks worth automating.
- Agent design
- Inputs, tools, decisions and approvals mapped out.
- Integrations
- Your CRM, sheets, email, Slack and internal APIs.
- Guardrails
- Limits, approvals and logs on every action.
- Monitoring
- Quality checks and alerts after launch.
Examples by team
Real jobs agents do today.
Sales
Research a lead, enrich the CRM record, draft the first email for approval.
- CRM enrichment
- Meeting prep notes
Why Optimml for Custom AI Agents
Built around your tools
Your CRM, sheets, email, Slack and internal APIs.
Guardrails first
Approvals on risky steps, spending limits and a full log of every action.
We run agents ourselves
Our own products use the same patterns in production.
A good fit if you're…
- Ops-heavy teamsRepetitive work spread across many tools.
- Teams with clear processesIf you can write the steps down, an agent can follow them.
- Growing companiesMore output without more headcount.
Probably not for you if…
The task changes every time and needs judgement at every step. Automate something more repeatable first.
How we work, week by week.
01
1 week
Discover
We map the task, the data it needs and where a human must stay in the loop.
02
2–3 weeks
Prototype
A working version on your real content, tested by your team, not a slide deck.
03
4 weeks
Pilot
Live with a slice of traffic, guardrails on, every conversation reviewed.
04
Ongoing
Scale
Roll out to every channel, monitor quality weekly and keep improving.
Packages
Production
Customquote in USD
- Every channel you need
- CRM and tool integrations
- Monitoring and guardrails
- Monthly improvement cycle
Enterprise
Customsecurity review included
- Private deployment options
- SSO and audit logs
- DPA and custom terms
Questions, answered
Something else? Ask us directly — a person replies within one working day.
What's an AI agent?
Software that can take a goal, decide the steps and use your tools to complete them — with limits you set.
What if it gets something wrong?
Risky steps need a human approval, every action is logged, and you can roll back.
Start with a free audit.
We'll review your Custom AI Agents set-up and send three things to fix first — whether or not you hire us.