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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.

  1. 1

    Connect your tools

    CRM, email, calendar, docs and the rest feed one agent, so work stops falling between systems.

    CRMEmailCalendarDocsSpreadsheetsSupport inboxInvoicingTeam chatAI agent
  2. 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

  3. 3

    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 anything

    Example 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

  1. 01

    Project

    A defined build with a clear scope and a finish line.

  2. 02

    Monthly support

    An ongoing team that keeps improving and running what's been built.

  3. 03

    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.

Goes straight to the team. 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.