Automation & business systems

Custom AI Assistant

A role-specific assistant configured around the team’s approved knowledge, tone, boundaries, and repeatable work.

Opens this package’s inquiry in Creekwise. No software subscription is needed. Sending a request does not book time or start paid work.

What you’ll receive

Configured assistant
Named skill library
Approved knowledge/source map
Usage and safety guidance
Test scenarios and acceptance results
Live team training and quick-reference guide

How the work happens

Select the role and highest-value jobs
Inventory approved source material
Design named skills and safety boundaries
Build prompts, retrieval, and workflows
Test with realistic scenarios
Train users and refine from feedback

What a completed engagement looks like

The assistant is tested against agreed tasks and acceptance criteria. Users understand the review rules, and ownership is documented.

A good fit when

Teams of 3–50 with repeatable knowledge work concentrated in a few people.

Timing

Typically 4–8 weeks

A planning estimate. Your start date and schedule are confirmed in the written scope.

What to expect

Collaborative design and testing. The assistant will be measured against defined tasks and examples; it will not be described as replacing judgment or acting without appropriate review.

What I’ll need from you

Approved documents, representative examples, subject-matter reviewers, access decisions, and staff participation in testing and training.

Outside this package

Unlimited content cleanup, autonomous high-risk decisions, unsupported private-system access, enterprise licenses, or ongoing maintenance after the agreed stabilization period.

Pricing

Provided after a fit review, with agreed deliverables, responsibilities, and terms.

Talk through your project.

Request Custom AI Assistant ↗

What you’ll receive

How the work happens

What a completed engagement looks like

Related services

First Automation Bundle

Internal Toolkit

Operations Build

Talk through your project.