Private AI operations setup for founder-led teams – Book your workflow audit →
The process

From chaos to clarity in 3–5 days.

We learn your business, connect your tools, and build a custom AI ops partner around how you work - inbox, marketing, research, CRM, and repeatable workflows.

01

Setup call (30–45 min)

Setup call

We start with a call to learn how you work - inbox patterns, marketing needs, research cadence, key workflows, and priorities. You authorize integrations (Gmail, Calendar, CRM, docs/tools) so we can configure everything.

→ We learn your communication style, workflows, priorities, and authorize integrations.
02

AI training (2–3 days)

AI configured

We configure your AI with your preferences, tone, and business context. Custom automation rules are built for inbox, content support, research workflows, CRM updates, and reporting. Everything is tested before it reaches you.

→ Custom rules, tone calibration, morning brief setup, automation testing.
03

You review (Day 4)

Review & feedback

You see a full week of sample results before anything goes live. Review sample drafts and morning briefs. Tell us what's right, what needs adjusting. We refine based on your feedback — no going live until you're happy.

→ Sample drafts, morning briefs, workflow review, adjustments before launch.
04

Go live (Day 5)

Live operations

Your AI is now live and running your operations. You get your first morning brief at 7am. Drafts, research briefs, and workflow outputs start appearing in your queue. We monitor everything closely in week one.

→ Morning brief at 7am, draft queue live, active monitoring.
05

Ongoing optimization

Weekly check-ins

We check in regularly — weekly or bi-weekly depending on your plan. Optimize based on what's working, add new automations as your business changes, and keep your AI running at its best. You keep getting hours back.

→ Workflow optimization, new automations, continuous improvement.
Our commitments

You're always in control.

✓

Nothing auto-sent

Every draft waits for your approval. We write; you send.

✓

You own the inbox

We operate as a read/draft assistant. We never delete, archive without permission, or reply without review.

✓

Tone matched to you

We calibrate to your voice in the first week. Drafts sound like you, not like a bot.

✓

Cancel anytime

No contracts. No lock-in. If it's not working, you cancel and we disconnect cleanly.

✓

Credential isolation

Your login credentials are stored in a completely separate secure environment. Your access is never shared.

✓

Sensitive comms flagged

Anything ambiguous or sensitive comes to you. No AI decisions without your input.

Ready to start

Book your setup call.

15 minutes. We'll walk through your business, show you exactly how Pilotier would work for you, and get you live within the week.