AI Automation & Agent Setup
Put AI to work in how your business runs.
BraidNest sets up AI for operating companies: automation for the work your team still does by hand, agents that run whole processes, and AI tools built on your own knowledge.
How it fits together
One AI agent, connected to everything you run on
Your CRM, email, calendar and docs feed one agent. You text it like a teammate, and it builds a second brain of how your company works.
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Connect your tools
CRM, email, calendar, docs and the rest feed one agent, so work stops falling between systems.
CRM Email Calendar Docs Spreadsheets Support inbox Invoicing Team chat AI agent - 2
Text it like a teammate
Ask for updates, give instructions and approve actions from your phone, in plain language.
Example conversation. You: How did leads go this week? Agent: 12 new leads. 9 got a reply, 3 booked calls, 2 need you. You: Send Acme the proposal and remind me Friday. Agent: Done. Sent from your email, reminder set for Friday 9am.
Example conversation
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A second brain for your company
Emails, deals, docs and decisions become knowledge the agent uses, and that you can ask about.
Company second brain
- SOPs
- Deals
- Emails
- Docs
- Decisions
- Clients
Ask it anythingExample conversation. You: How do we onboard a new client again? Agent: 5 steps, from Maria's SOP. Want me to start it for Acme?
Example question
What we build
From first setup to full agents
AI automation
Manual, repetitive steps automated across the tools you already use.
Agentic setup
AI agents that run whole processes end to end, with people in the loop where it matters.
AI setup for your team
The right AI tools set up, connected to your systems and ready for your team to use.
Knowledge tools
Secure, domain-specific LLM tools built on your docs, tickets and inboxes.
Custom software
When AI needs a real product around it, product, design and engineering are on the same team.
Strategy and advisory
Help deciding what's worth automating first, and what to leave alone.
How we work
Pick the model that fits
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Project
A defined build with a clear scope and a finish line.
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Monthly support
An ongoing team that keeps improving and running what's been built.
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Advisory
Strategy and technical guidance when you need direction more than a build.
Why BraidNest
Built by operators. Designed for execution.
Built by operators
The focus is on what ships and keeps running, not on demos. Designed for execution.
One team, end to end
Product, design, engineering, AI and strategy in one team, so nothing gets lost between vendors.
Alongside your operations
Work fits into how your team already runs, from a single fix up to agents that run whole processes.
Get in touch
Tell us what you'd automate first
Share a few details. Your message goes straight to the BraidNest team, and we reply by email.
FAQ
Questions teams ask
What is an agentic setup?
AI agents that take a goal, use your tools and complete multi-step work, with people approving the steps that matter.
Do we need to replace the tools we use today?
No. Automation is built to run alongside your existing operations and the tools your team already uses.
We don't have an engineering team. Is that a problem?
No. Product, design, engineering and AI are all on the BraidNest side, so you don't need an in-house team to get started.
How do engagements work?
Three ways: a project with a defined scope, monthly support for ongoing work, or advisory. We'll suggest the right fit after a first conversation.
What happens after I send the form?
Your message goes straight to the BraidNest team, and we reply by email.