How we deliver

Engagements that stand up agents on the hosted Prana IQ platform.

Build it. Ground it. Connect it. Trust it.

Ground

Customer-scoped knowledge the agent searches on demand.

Define

Instructions and toolsets you set for each agent.

Connect

Built-in and customer-registered toolsets, per-customer availability.

Govern

Approval gates, session guards, and usage and tool-call records.

What we deliver

AI Automation Audit

We map workflows, tools, and pain points, then return a prioritized automation roadmap, typically within 14 days.

Deliverables

  • Operations map of current workflows
  • Ranked list of automation opportunities
  • ROI estimates per opportunity
  • Recommended tech stack
  • 90-day implementation roadmap

Custom AI Agents

We build agents for concrete ops work: reporting, support, finance, and onboarding.

How We Build Agents

1
Define the task

Map inputs, outputs, edge cases, and success criteria.

2
Build & test

Develop agent logic, integrate with your systems, test on real data.

3
Deploy & monitor

Launch in production with logging, alerts, and performance dashboards.

Workflow Automation

End-to-end automation connecting your existing tools: CRM, ERP, email, documents, databases. We build workflows that trigger automatically, route data correctly, and eliminate manual handoffs.

Example Workflows

  • New lead → CRM entry → Slack notification → Auto-email
  • Invoice received → Data extraction → QuickBooks entry → Approval request
  • Meeting ends → Transcript processed → Tasks created → Attendees notified
  • Order placed → Fulfillment triggered → Tracking sent → Support ticket created

Reporting and Knowledge Systems

Automated reports that generate themselves: investor updates, operational dashboards, performance summaries. We build systems that pull data from your sources, format it correctly, and deliver it on schedule.

We also build knowledge bases from your documents: searchable, queryable systems where your team can ask questions and get answers from your own data.

What We Build

  • Automated investor reports (quarterly, monthly)
  • Real-time operational dashboards
  • Document-based knowledge retrieval systems
  • Internal wikis with AI search

Content and Distribution Systems

Content pipelines that handle the full workflow: research, drafting, editing, formatting, and distribution. For investor communications, marketing content, and operational updates.

We don't replace your voice. We build systems that do the heavy lifting so you can focus on review and approval.

Content Pipeline Stages

1
Research & ideation

AI gathers relevant data, market context, and talking points.

2
Draft generation

First draft created in your tone and preferred format.

3
Review & distribute

You review and approve. The system handles formatting and delivery.

Grounded agents. Connected tools. Governed execution.

Training and Governance

AI systems need guardrails, documentation, and trained humans to operate them. We build the operational infrastructure around your AI: SOPs, monitoring, escalation paths, and team training.

The goal is systems that run reliably without constant oversight, with clear processes for when human judgment is needed.

What's Included

  • Standard Operating Procedures
  • Monitoring & alerting dashboards
  • Escalation workflows
  • Team training sessions
  • Documentation handoff

Not sure where to start?

Book a call. We will help you identify the highest-impact opportunities and build a plan.

Book a call