Sample build · For a four person investment firm
Deal desk agent
Reads every inbound deal, fills the pipeline sheet, flags what breaks the mandate and drafts the pass notes.
Work
Sample builds and sample runs you can step through. The firms and figures are invented to show how an agent handles the work.
Sample builds
Sample build · For a busy family with three properties
Household ops agent
Tracks bills, renewals, vendors and school calendars, and chases quotes when a price jumps.
Sample build · For a boutique search firm
Recruiting inbox agent
Screens applicants against the scorecard, briefs the shortlist, books interviews and writes humane declines.
Sample build · For a two dentist practice
Practice front desk agent
Confirms tomorrow's book, fills cancellations from the waitlist and has intake forms ready before the doors open.
Sample runs
Four common jobs, step by step. Each run stops where a real agent would stop: at a decision that's yours to make.
The names and numbers are made up for illustration. They aren't client records.
Deal desk agent · sampleWorking
Sample run- 07:02Read 3 new CIMs that landed overnight
Nothing is sent or paid until you approve.
What's one task you'd hand off this week?
Describe it in a sentence or two. Phil reads every one and replies by email.