You already have the information. The hard part is connecting it.
You're an expert on your business. Let me help you turn AI agents into the sidekick you need, well informed with exactly what you want it to know so you can surface useful info about your business on demand.
Spreadsheets you can talk to
The real numbers live in Excel. Bids, jobs, hours, stock — a handful of files that have grown for years, with the useful parts spread across tabs and sprawling tables.
An AI agent can read those files and answer in plain English. Which jobs ran over on labour last quarter? What did I quote this customer in March? Can you summarize last week for me?
I set up the connection, decide what the agent is allowed to see, and test it against questions you already know the answers to — so you find out whether to trust it before it matters.
Your workbooks connected to an assistant — Claude or whichever you're already paying for.
Read-only by default. It answers from your files; it doesn't rewrite them unless you ask for that.
A short list of the questions it handles well, and the ones it gets wrong.
Written down plainly, so the next person can pick it up without me.
AI can help in many ways
Answers out of your own documents
Contracts, manuals, insurance policies, the folder of PDFs nobody wants to open. An assistant that searches them and shows you the line it took the answer from, so you can check it.
AI joined up to the tools you use
Your CRM, invoicing, calendar and inbox. The useful version isn't a chatbot in a browser tab — it's an assistant that can look things up in the systems where the work already lives.
Deciding what's worth paying for
A dozen tools claim to do the same job, and most small businesses end up subscribed to three of them. I'll tell you which one fits the way you work, and which invoices to stop.
Rules for what staff can paste in
Free AI tools are already open on your team's browsers, with your customer data going into them. One page of plain guidance on what goes in and what doesn't, and a setup where the sensitive work happens somewhere you control.
Tell me what you need
We start with a call about what you'd most like to streamline with AI. I'll scope it and give you a quote. If AI turns out to be the wrong tool for that job, we'll discover that quickly and it'll cost you nothing.
No mailing list, no automated follow-ups — just me reading it.