Repeated manual work
The same reports and follow-ups, rebuilt by hand every week.
AI agents for founder-led teams
Microsoft, Google, SAP, Salesforce, or spreadsheets. We build on what you already run.
First agent live in your systems within 10 business days of access, or next month is free.
Example agents. Yours is scoped on a free Live Audit.
Illustration: agent vehicles drive in along a highway with live work, pass under an overpass, and drive away with the work finished. Inbox agent, email and calendar: new email, email updated, calendar invite, then reply drafted. CRM agent, contacts and deals: crm record added, contact updated, reply logged, then record up to date. Project agent, tasks and status: project task updated, team message, report rows filled, then status report ready. Procurement agent, invoices and orders: invoice matched, spreadsheet updated, order checked, then sent for approval. Docs agent, documents and files: document filed, folder synced, brief drafted, then filed and linked. Tools named in the illustration are examples of software the agents work with: Outlook, Gmail, Proton Mail, Google Calendar, Teams, Proton Calendar, Zoom, Google Meet, HubSpot, Salesforce, Zoho, Odoo, Google Workspace, WhatsApp, Jira, GitHub Actions, Asana, GitLab, Trello, Jenkins, ClickUp, Bitbucket, Notion, Slack, Google Chat, Excel, Google Sheets, Airtable, BigQuery, SharePoint, SAP, QuickBooks, Xero, PostgreSQL, Snowflake, Google Drive, Proton Drive, Dropbox, Box, AWS, Azure, Google Cloud, Proton VPN, WireGuard, Word, Google Docs. Product names and logos belong to their owners; no partnership or endorsement is implied.
Why work gets stuck
The same reports and follow-ups, rebuilt by hand every week.
One person's head, not a document, so it can't be handed off.
Nobody owns it end to end, so it slips when the team gets busy.
More work usually means another hire, even with tools already in place.
How it works
The tools stay the ones your team already logs into. The agent works inside them, and a person checks the output.
Reply drafted for review
CRM record added and updated
Weekly status report ready
Invoice matched, sent to a person to approve
Document filed and linked
Example agents. A person approves the output until your team trusts it.
Tools, handled
One monthly subscription. You keep a queue of the processes you want gone; we ship them one at a time into the tools your team already runs. Your first agent is live within 10 business days of access, or next month is free.
Your stack
Microsoft, Google, SAP, Salesforce, or spreadsheets. We build on what you already run.
Agent: Reads new email, sorts it, drafts the reply.
Person: You approve before anything is sent.
Agent: Reads invites and proposes times from the thread.
Person: You accept the meeting.
Agent: Adds and updates records from emails and calls.
Person: You review the exceptions it flags.
Agent: Updates tasks and drafts the weekly status.
Person: The owner signs off the report.
Agent: Fills report rows and files documents where they belong.
Person: You check the numbers it pulls.
Agent: Matches each invoice to its order.
Person: A person approves every payment.
Access is scoped to the minimum the agent needs, in accounts you own. Every key and permission is listed at handoff, so you can revoke anything without calling us.
Fully tested and handed off. First version live in your systems within 10 business days of access.
Validation and proof
20 minutes, on your actual stack. No generic pitch.
Live Audit
What happens on the call
You bring
Your real stack
The tools your team already logs into every day.
You leave with
Your first automation, named
What to hand off, and why it comes first.
Track record
From EV Advisory's reporting, CRM, and operations work before the practice focused on AI agents. Agent projects run on the same method: find the real problem, build the fix, measure it.
Reporting speed
95%
Less time on reporting, so the team could work on margin and site issues instead.
Lifecycle revenue
$500k+
From a nurture and CRM redesign, not new ad spend.
Acquisition lift
500%
Monthly user growth in three months, from one restructured feedback loop.
Reviews and confirmations
Before you hire anyone to build an agent, including EV Advisory, ask to see agents running in production, not demos. That is the standard this practice holds itself to.
The method
Scoped, baselined, tested on real examples, measured after launch.
The work in public
With your sign-off, your Live Audit can become a public build post.
Earlier operating work
Reporting and operations work across commerce, retail, and automotive.
Confirmed outcome
More than $4,000 in monthly operating savings.
Read the case studyConfirmed outcome
A nurture and lifecycle redesign, not new ad spend.
Read the case studyPast clients
Enterprise commerce, premium retail, subscription, automotive, and complex operations.


Live Audit
You leave the call knowing the first process worth handing to an agent, and why it beats the rest. If it is a fit, you get a written scope and quote. If it is not, you still walk away with a next step you can run yourself.
Your screen, your tools, live. Not a canned demo.
A live audit of your real stack, not a demo environment. You share your screen and walk through the tools your team uses today.
For teams an agent can plug into. Your team already works in real tools and is open to adopting an agent.
Your call can become your case study. With your permission, it becomes a public post. Nothing goes out without your sign-off.