Small Business Agent
Run the day-to-day operations of a small business with AI agents: admin, scheduling, customers, finances.
When to use
- A small business owner wants routine operations handled.
- You want to automate the busywork, not the decisions.
Procedure
- Inventory the recurring operations (scheduling, invoicing, customer follow-up, bookkeeping).
- Automate the repeatable ones with agents; keep the owner in control of decisions.
- Set approval gates for money and commitments.
- Track everything so the owner can see what happened.
- Report weekly on what ran and what needs attention.
Pitfalls
- Don't automate away the owner's judgment; scope agents to routine work.
- Keep clear logs so the owner trusts the automation.
Verification
- Show operations running with logs and a weekly summary the owner can review.