Field note · Work
An AI operations assistant, live inside a Florida fabrication shop.
The client is an owner-operated custom fabrication business in Southwest Florida. Not a tech company. No IT department. The owner runs sales, scheduling, and production the way most owner-operators do: personally, all day, out of an inbox.
We publish client names only with written consent. We don't have it here, so the shop stays unnamed. The install is running today and we can arrange a reference call.
The problem
The constraint on the business was the owner's attention. Every quote, every schedule change, every customer thread crossed one person's desk. Growth meant more hours, and the hours were gone.
What shipped
A dedicated AI operations assistant, installed on-site, built around the owner's day. It reads the business's email and calendar, surfaces what needs a decision, drafts the routine responses, and keeps the day's schedule and priorities in front of the owner without being asked. Anything that writes, sends, or books goes through the owner's approval: the assistant drafts, the owner decides.
How it was set up
- Deployed inside the business, on hardware the client owns, with access the client can revoke.
- Read-only integrations by default.
- Delivered as a working installation, not a strategy document. The owner used it the week it landed.
What stayed
The installation runs in the client's hands, and the owner operates it without us.
Our published field note is a small business because it is the install we can describe. If you run a $100M-plus operation, ask for the reference call: the constraints we work inside are ERP integration, security review, and change control, and we will walk you through how we handle each.
Want the version of this for your business? Start with the read.
Get your free read Book a 15-minute call