TL;DR
Five tools get wired before an agent goes live: email, calendar, CRM, documents, storage. The order matters — email is load-bearing, storage is last. You grant access live on a shared call; we never see your passwords.
What the Day 0 call looks like
We book one ninety-minute working session on Day 0. You sit at your computer. We share a screen. For each tool the agent needs, you log in, click the "allow this app" button on your own account, and the connection lights up on our side. You stay in the driver's seat the whole time — we never see your passwords, and every connection is yours to revoke from your own account at any moment.
By the end of the call, the agent has read-only access to the five tools below. Fewer if you do not use them all. Write access turns on tool by tool, once you have watched the agent draft enough work to trust what it sends.
The five, in the order we wire them
One — email. Email is the load-bearing tool. It is where the work shows up, where decisions get made, and where the agent picks up everything it needs to know about your day. We wire the agent into a new inbox inside your own domain (an address like [email protected]), point it at the threads and labels you want it to see, and leave your personal mail untouched.
Two — calendar. The calendar is the multiplier. Once the agent can see your meetings, it can prep you for them and defend your focus blocks. No more lunch booked over the school pickup. We connect the calendar second so the agent can already do real work by the time we are halfway through the call.
Three — the CRM (or the spreadsheet pretending to be one). Most owners do not have a proper CRM. They have a Google Sheet with names and notes, a Notion page, or sticky notes on a monitor. That is fine. The agent reads whichever one is the source of truth and updates it after every meeting. Follow-ups go on a schedule. If you do run a real CRM, we connect that one and skip the sheet.
Four — documents. Your brand voice lives in your old documents — past proposals, the welcome packet, the apology email you sent that one time and the customer still talks about. We point the agent at the folder that holds the good stuff so its drafts sound like you, not like a stock template.
Five — storage. Storage is last because most agents do not need it on Day 0. When the agent does start saving things (signed contracts, monthly reports, exported call notes), they land in your storage, in a folder you can see, with names you can read. Nothing disappears into a black box on our end.
What stays yours
Every connection lives in your accounts, under your login. The agent shows up as one of the apps you authorized, and you can revoke it in two clicks. We do not back up your data. We do not keep your passwords. The agent reads through your connection live, not from a copy on our side.
If you want to swap a tool later (move off the spreadsheet to a real CRM, change document storage), that is scoped separately. We do not lock you into the Day 0 wiring. Most of what the agent actually does for you lives on top of these connections. That is why we wire them first.
FAQ
What if I do not use one of those five tools?
We skip it. The Setup price covers the wire-up and the warranty, not the tool count. If you add a tool we did not wire on Day 0 (say you finally pick a CRM in month three), the new integration is scoped separately.
Can the agent read every email in my inbox?
Only the labels and folders you grant. You can scope the agent to one label, give it the whole inbox, or anything in between. Whatever you grant, you can revoke from your own account in two clicks.
Do you keep a copy of my data?
No. The agent reads through your connection live. When the connection is revoked, the agent stops being able to see anything. There is no shadow backup on our side.
Can I see exactly what the agent did?
Yes. The agent writes everything it does to a change log you read like an email digest. Every reply drafted. Every event moved. Every CRM row touched. Nothing the agent does is off the record. See your agent for the full picture.