setupaiagents.com

Hand the busywork to AI. Set up for your business in a week.

We take one task your team loses hours on (answering customers, handling leads, checking invoices, building reports) and hand it to AI. We tune it on your real examples, wire it into the tools you already use (CRM, email, chat), and deliver it with a plain-English runbook. No jargon, no lock-in.

Free 20-min call. You leave with a clear plan and an estimate.

We work closely as a team. The AI runs in your account, under your access.
AI · live
example: handle leads

AI that works your leads

Connected to: CRM · Email

triggernew HubSpot contact · lifecyclestage = MQL
readcompany context, past CRM history, public news
decidefit score · stakeholder map · best opening hook
draftpersonalized first email → rep's Gmail drafts
humanrep reviews, edits, sends
build
On brief
handoff
Day 7

What we usually build

Three examples from real projects. Specifics redacted; full walkthroughs on the call.

01 · Answer customers
SlackWebsiteHelp docs
Before

Customers write in around the clock. Your team replies during work hours, so nights and mornings pile up. Some people don't wait, and they leave.

AI

AI reads every message, answers common questions from your own docs instantly, and hands anything tricky to a human with a ready-to-send draft.

Result

Customers get an answer in a minute, any time of day. 80% of messages close without a person. Your team only handles what actually needs them.

02 · Handle leads
CRMEmail
Before

A new lead comes in and a rep spends 30 minutes researching the company before writing a first email. Some leads sit for a day and go cold.

AI

AI spots the new lead, pulls the context itself, and writes a personalized first email in the voice of your best rep, straight into drafts.

Result

The email is ready before the rep opens the CRM. They review, tweak a line, send. First reply goes out in minutes, not a day.

03 · Check invoices
AccountingDrive
Before

Someone opens each invoice by hand, keys in the line items, compares against past spend, and hunts for errors and overcharges. Slow, and easy to miss things.

AI

AI reads incoming invoices, pulls the line items, checks them against vendor history, and flags the odd ones (new vendor, high amount, unusual category).

Result

Review time drops about 70%. Questionable charges show up before payment, not after. A human still signs off on every invoice.

proof point
3–5 days

From plan to live AI

proof point
30+

Real examples tested before go-live

proof point
5–15 hrs/wk

Typical time saved per task

Works with your stack
HubSpotSalesforceSlackGmailGoogle DriveNotionLinearBigQuery+ any REST API via Actions

Why AI isn't working for you yet

Most teams underestimate the connections, the guardrails, and how AI behaves on real data. Those are the parts that decide whether your first AI feels effortless or breaks on day one.

01

You don't know where to start

There are a dozen tasks you could automate, and no obvious way to pick the first. So it sits on the someday list. On the free call we pick the one task with the fastest payback together, and it's usually clear inside 10 minutes.

02

You don't have time to figure it out

Which model, how to connect it, how to set it up, that's a job on its own, and your team doesn't have a week for it. So we do the figuring out. You get the working result and a short runbook.

03

It works in the demo, breaks in real life

AI thrown together in an evening looks great in a demo and falls apart on the first real customers. We tune it on 20–30 of your real examples, find the weak spots first, and ship with guardrails, so it works on Monday, not just in the demo.

You're a fit if…

We scope each project tightly on purpose. If two of these match, it almost always pays back.

01fit signal

You have a task you do every day

Answering customers, handling leads, checking documents, building reports. Something that repeats on a clear pattern. That's exactly what AI takes off your plate best.

02fit signal

You can share 20–30 real examples

Not made-up ones, real threads, leads, invoices, replies. We tune the AI on those so it works on your data, not on some internet average.

03fit signal

The task lives in tools you already use

CRM, email, chat, spreadsheets, your site. Popular tools connect directly; the rest connect through simple integrations.

04fit signal

Someone will own it

Not necessarily a techie. Just someone who'll notice if the AI starts answering oddly, and who we hand the solution and the runbook to.

not for
  • You want "AI that runs the whole business", that's not how this works
  • Nothing repeats; every task is one-of-a-kind each time
  • Life, health, money without review, or legal liability are on the line
  • You want a finished product in an hour, with no data and no involvement
SA
AI agency · done for you
Built by Setup AI Agents
We plan it, build it, and hand it off.

We scope, build, test, and hand off your AI end to end. On the intro call we map the tasks, then we write the plan and set everything up for you. We pick the right model per task (ChatGPT, Claude, GigaChat, YandexGPT), so you get a working setup, not a promise to get back to you.

How we work →

Six AIs we can set up for you this week.

Each is a task we've scoped and built before. Your version runs on your data, in your tools, under your access.

Not sure which fits? Take the 2-min quiz →
01 · GTM

AI that works your inbound leads

Every new lead gets researched and a personalized first email drafted before your rep opens their inbox. 30–45 min saved per rep per day.

inNew contact in HubSpot
doEnrich via web + LinkedIn, cross-reference past deals, draft a personalized email
outDraft in rep's inbox, tagged in HubSpot
HubSpotGmailWeb
On brief · in a weekdetails →
02 · CX

AI that answers customers 24/7

Every support message classified, routed, and drafted, grounded in your docs. Median first-response drops under 5 minutes and reps handle 2–3x the volume.

inNew message in Slack #support
doClassify severity + product area, check recent changelog, draft a reply
outThreaded reply with draft, routed to the right owner
SlackLinearNotion
On brief · in a weekdetails →
03 · RevOps

AI that writes your reports

Monday narrative of what moved, why, and what to do, pulled straight from your warehouse. 2–3 analyst hours saved every week.

inMonday 8am schedule
doQuery the warehouse, compare week-over-week, write a plain-English summary
outSlack post in #leadership with chart links
BigQueryGoogle SheetsSlack
On brief · in a weekdetails →
04 · Finance

AI that checks invoices & documents

AP team reviews the 5% of invoices that actually need attention. AI handles the other 95%: duplicates, policy checks, and QBO entry.

inNew file in /Finance/Invoices on Drive
doExtract line items, compare to policy + prior invoices, flag anomalies
outException list in Sheets, clean entries pushed to QBO
Google DriveGoogle SheetsQuickBooks
On brief · in a weekdetails →
05 · GTM

AI that preps you for meetings

A one-page brief lands in every external meeting invite 30 min before start. Your reps stop opening LinkedIn on the way to the call.

inUpcoming external meeting on Calendar
doResearch attendees, pull CRM history, summarize last touchpoints
outBrief doc linked in the calendar invite
Google CalendarHubSpotWeb
On brief · in a weekdetails →
06 · GTM

AI that drafts RFPs & forms

New RFP becomes a full first draft grounded in your approved-answer library, in under an hour. Saves your SEs 8–16 hours per questionnaire.

inNew RFP uploaded to Drive
doMatch questions to your approved answer library, draft the rest, flag gaps
outDraft document with confidence scores and gap list
Google DriveNotionGoogle Docs
On brief · in a weekdetails →
process · under two weeks

How we work

We scope one workflow, build it, and hand it off clean. That is how we keep the timeline short.

01

Day 0, a 20-min call

You describe a task your team does over and over. We tell you if it's a fit for AI. If it isn't, we say so and point you elsewhere. Free.

02

Day 1, a plan in your inbox

What the AI will do, what data it uses, what goes in and what comes out, all on one page. You approve or change it. No invoice until we agree.

03

Days 2–5, we set it up

In your account, under your access. We connect your tools, set up the AI, and test it on 20–30 of your real examples. We won't ping you over little things.

04

Day 7, we hand it over

A short video walkthrough, a plain runbook, and one owner on your team. We leave with no access. The AI is yours and keeps running without us.

It's safe

Clear on who gets access to what, and everything stays under your control.

01 · control

We work in your account

The AI lives in your workspace, under your access, from day one. Not on our laptop, not in our account. No extra software for you to buy.

02 · control

Access to only what's needed

We request exactly the access the task needs. If the AI handles leads, it doesn't see your books. If it reads one folder, it doesn't get the whole drive.

03 · control

You review everything first

For the first weeks nothing goes to a customer or into your systems without a human's OK. We switch on auto-send only once you've seen the AI get it right.

04 · control

A clear plan before any setup

Before we touch anything, you get one page: what data we use, what the AI will do, and what it won't. You approve it, then we start.

05 · control

You keep everything at the end

On day 7 our access is removed. The AI, the setup, the runbook, all yours, running without us. No lock-in, no monthly fee to us just for access.

06 · control

We'll sign an NDA

If you need one, we sign it before we start. Your data stays yours.

Priced on brief

Implementation and automation aren't an off-the-shelf product: the scope depends on the task, your systems, and your data. We price on brief after a short call and lock it in the spec before we start. No procurement, no hidden add-ons.

What's included
  • A 20-min call and a plan within a day
  • Tuning on 20–30 of your real examples
  • Connection to your tools (CRM, email, chat)
  • A runbook and a video walkthrough at handoff
  • 30 days of email support
  • You keep everything. We leave with no access.
How we work
  • One-time project: one task, done for you in a week.
  • Retainer: several AI solutions a month, plus support for everything live.
Day-7 guarantee

If the AI doesn't work as agreed on day 7, you don't pay the final invoice, and you keep everything we built.

priced on brief · AI model usage billed separately

Request an estimate

Four commitments that decide whether this build is worth it for you.

We take one focused build at a time, so we don't lean on a 10-year case study library. The way we build trust is by naming what we promise, in writing, before you commit to anything.

01 · Day-7 guarantee

If the AI doesn't do what we agreed, you don't pay the final invoice.

The Day-1 plan is your acceptance criteria. Miss it on Day 7 and we either fix it on our time, or you keep the deposit as credit against a future build. You never pay for something that doesn't work.

02 · Full ownership

Your AI runs in your account, under your access.

We build inside your tools, under your logins. On Day 7 we walk away with no access. The setup, the connectors, the runbook, the video walkthrough, all yours. No SaaS dependency, no retainer trap.

03 · One team, full stack

The team scoping the work is the team building it and handing it off.

No account managers, no juniors, no 'let us get back to you.' We run the intro call, we write the plan, we set up the AI, and we run the handoff. You get the same team for all 7 days.

04 · Focused by design

We only take work we can ship well.

One scoped task at a time. If your use case is outside what we can deliver (regulated data, highly custom systems), we say so on Day 0 and point you elsewhere. You won't pay for a dead end.

Who builds this

We're Setup AI Agents. We've spent the last few years shipping AI products, and we've seen plenty that look great in a demo and fall apart in real use. We keep each engagement tightly scoped, and only take on what we can finish in a week. We scope the spec, we set up the AI, we do the handoff. No hand-offs to juniors, no runaround, no "let me get back to you."

More about how we work →
How the engagement feels
01

One team, full stack

The team that scopes your agent is the same team that wires the connectors and tunes the prompt.

02

Opinionated delivery

We keep the scope narrow enough to ship quickly, then expand only after the first workflow works.

03

Handoff over lock-in

You keep the agent, the docs, and the operational context when we step back.

Common questions

resources · read more

Everything worth reading before you hand a task to AI.

Guides, comparisons, and real examples. Start with what matches your role; the rest is here when you need it.

weekly dispatch · 2-min read

One AI tip for small business owners, every week.

No filler. Unsubscribe any time.

20-min call · no deck

Tell us about one task.

20 minutes on a call. We'll tell you which task to hand to AI first, how it would run, and what it would save, before you commit to anything. Price on brief. If we can't help, we'll say so and point you where to go.

Best use of the call
01

What team this is for and which tools hold the workflow today.

02

Where the process breaks or burns the most operator time.

03

Which AI you already use, or whether you're still choosing.

If it’s a fit, we send a written spec within 24 hours. If it isn’t, we tell you what we’d do instead.