Prepared for your AI-first wealth education platform — April 2026
You have six platforms and workflows stitching them together. Every new workflow is another rigid pipeline to maintain. The answer isn't more workflows — it's AI agents that understand your business and have the tools to operate across it.
I build AI agent teams that run real business operations — task management, client interactions, CRM, research pipelines. Each agent has tools to access your systems and skills written in plain English that define what to do. Not chatbots. Not workflows. Agents that operate as part of your team.
Same architecture we'd build for you: an agent with tools (CRM, task management, messaging) and context about the business. Not a rigid workflow — an intelligent operator that navigates your systems the way an employee would.
Consolidating workflows makes the spaghetti neater. It doesn't make it intelligent. You'll still be building new pipelines for every new process.
New process? Write a skill file in plain English. The agent reads it, uses its tools, and executes. No workflow to build. No branches to maintain. No new pipeline to break.
The top-level agent. Has visibility across your projects, calendar, inbox, and member pipeline. Surfaces priorities based on what's actually moving, connects dots across systems, and delegates to specialist agents.
Triages the executive inbox — classifies, prioritises, drafts responses in the founder's voice, and routes delegated items to the right team member.
The audit maps your workflows and identifies which processes should become specialist agents. Content delivery, member onboarding, advisory scheduling — each becomes an agent with its own skills and shared tools.
Map every active workflow across N8N and Make.com. Identify legacy integrations replaceable by modern agent tools, Frankenstein workflows that should become agent capabilities, and where custom tooling is needed. Build the context layer — what each system holds, how data flows, what matters.
Prioritised plan showing which workflows become tools, which become skills, and what order to build. This is the blueprint for your agent team — it defines the tools, context, and skills each agent needs.
The first specialist agent on your team. Equipped with tools for your inbox, GHL, and Supabase. Triages, classifies, drafts responses in your voice, and routes delegated items. Your inbox becomes review-and-approve instead of active management.
The manager agent. Sits above the email triage agent with visibility across your projects, calendar, and member pipeline. Surfaces priorities, manages context across projects, and reduces cognitive load. Not a reminder tool — an agent that connects dots across your business.
The audit identifies the next specialists. Content delivery agents, member onboarding agents, advisory pipeline agents. Each uses the same tools and context layer — every new agent is additive, not a new system to maintain.
Full mapping of active workflows across N8N and Make.com. Identifies legacy integrations, redundant workflows, and custom tooling needs. Produces a prioritised roadmap to build your agent team.
The business knowledge your agents need — what each system holds, how data flows, what matters. This is what makes agents intelligent operators instead of blind pipelines.
Your first specialist. Triages, classifies, drafts responses, routes delegated items. Learns from your corrections. Turns your inbox from active management to review-and-approve.
The manager agent. Surfaces priorities, manages context across projects, reduces cognitive load. Knows your member pipeline, content schedule, and advisory commitments.
Shared tools (GHL, Supabase, email, calendar), skill files, and context layer. Every future agent you build uses the same foundation. No new systems, no new maintenance.
Reply on Upwork and we'll walk through the architecture on a call.
Happy to discuss which workflows are causing the most friction right now.