Operations & admin
Keeps the daily work coordinated and documented.
Operations coordination · Executive assistant · Inbox triage · Documentation, SOPs & reports
All Tasks
Recents
Sort the morning inboxWorking · piedmont/inbox
Draft the follow-up repliesWorking · piedmont/sales
Refresh the services pageWorking · piedmont/web
Reconcile the week’s receiptsWorking · piedmont/books
Equip the team you have with AI agents — not more hires.
Most employers are stuck between two bad options: pile more work onto their strongest people until they burn out, or hire more staff just to keep things flowing. There’s a third option. Equip the Team You Have trains your current team to build AI agents that carry the routine work — your strongest people get support instead of a bigger pile, and the business handles more work without adding headcount.
01 · The Program
Workforce multiplication.
More support, not more hires. Two levels, taught online — recorded modules plus live video labs and Q&A. Level 1 — Using AI at Work — teaches everybody the everyday skills, billed by the hour. Level 2 — Building AI Agents — is eight hands-on workshops where your leads learn to design, build, and deploy AI agents on your own systems — the same agents we run this business on. No PhDs required, no vendor lock-in: when the training ends, the agents — and the know-how — stay with you. See a sample AI Opportunity Map → See the course & platform tracks →
piedmontitadvisors.com/agent
New Customer Inquiry — From the Website
Example run
Read the inquiry · checked Thursday’s open slots
On it. I’ll draft the reply in your voice, offer the two open times, and put a hold on the calendar.
Matched the job to the morning crew · drafted the reply
Worked for 0m 00s
Done — here’s the follow-up, ready for your approval.
Follow-up — ready to send
To: New customer — via your website
Subject: Your Thursday options
Thanks for reaching out. We can come Thursday at 9:00 or 11:30 — reply with either time and we’ll hold it for you.
Calendar hold placedLogged to the board
Nothing sends until you approve it.
Summary
Inquiry answered in your voice, two real times offered, hold placed — one tap from you and it sends.
Add a follow up…∞ Agent · Elliot
How an agent works
An AI agent is software you give a job to — not a chat window you talk to once. You set the goal and the rules. The agent does the work inside the programs you already use, step by step, and brings anything that matters to a person for approval before it counts.
STEP 1
You set the job
What done looks like, what the agent may use, and what it must never do without asking first.
STEP 2
It makes a plan
The job gets broken into steps, worked in order: read the message, pull the numbers, draft the reply.
STEP 3
It does the work
In your email, documents, and spreadsheets — the tools your team already uses, not a new system to learn.
STEP 4
A person approves
Nothing leaves the building on an agent’s say-so. Sends, quotes, and changes wait for a human yes.
One job, start to finish
A customer emails asking for a quote. The inbox agent reads it and sorts it. The quoting agent pulls your pricing and drafts the quote. The documentation agent files the paperwork. Your team gets one finished draft to approve — the sorting, gathering, and drafting already done.
What an agent is not
A chatbot, a program you set and forget, or a stand-in for your judgment. It’s a focused assistant — one job, clear rules, and a person in charge.
Agent Types
These are our primary agent types — a starting point, not a fixed catalog. Every business runs differently, so your team learns to design agents around your own processes and build them to your own specification, inside the software you already use.
Finance
Keeps the books current and the quotes going out.
Bookkeeping & cash flow · Quoting
Sales & marketing
Keeps the pipeline full and the follow-ups done.
Sales outreach · Marketing
Legal review
First-pass contract review — flags risky clauses and summarizes contracts for your attorney. Always consult an attorney before acting on what it finds.
IT & systems
Keeps your technology watched, patched, and running.
Monitoring · Patch management · Infrastructure · License audits · IT support & triage
Be first in line when enrollment opens. The first teams in get early access and the lowest price.
One email when enrollment opens — no spam.