What happened yesterday?
The day starts with logins, exports, texts, and a round of “did you send that yet?” before you know where things stand.
AI agents, built and managed by Oxbow
Your business has work an agent should be doing.
Oxbow builds and runs AI agents for real workflows across sales, service, finance, reporting, and operations. We give each agent the access and tools to finish the job in your systems, and we keep it working behind the scenes.
Thanks for reaching out. We'll be in touch.
Illustrative daily brief
08:02 AM
Good morning, Alex.
Three things to know before your first meeting.
01
One location needs a decision
Labor is above target; manager context attached.
Review
02
One vendor still needs an answer
Four vendors replied; one contract is waiting on you.
Moving
03
Weekly operating report is ready
All locations included; exceptions highlighted.
Ready
12 locations reporting
3 systems checked
Built for the person everyone turns to
Multi-location owners
PE-backed operators
Family business leaders
Why your day disappears
Somehow, every loose end still finds its way to you.
The numbers are in one system, the backstory is in someone's inbox, and the latest update lives in a spreadsheet. To get a straight answer, somebody has to pull it all together. Most days, that somebody is you.
What actually needs me?
The one issue that matters is buried among routine messages and small variances, so you end up reading all of it.
Who still owes us something?
You remember the quote, the vendor reply, and the manager's promise because nobody else has the whole list.
Why are we doing this by hand?
The report gets rebuilt, the same questions get answered, and the same reminders go out again next Monday.
What Oxbow does
We take on the work between the systems.
We build an agent around a specific job in your business. That job might sit with you, inside one team, or pass between several teams. The agent reads from the tools you already use, does the work, and sends the result to the people who need it.
How an engagement worksBeyond the chat window
We give the agent the tools to finish the job.
A general AI assistant can help you think through the work. An Oxbow agent is set up to carry it out inside your business. It can pull the actual numbers, update the record, send an approved follow-up, and check that the next step happened.
We connect it to the systems you already use. When the job needs something those systems don't provide, we make what is missing and keep it running. You don't have to manage any of that.
Example workflow
Invoice #1048
Request
Follow up on this invoice and let me know if there's a problem.
- 01 Invoice and customer history checked Done
- 02 Approved reminder sent Done
- 03 Customer reply recorded Done
- 04 Customer disputed the charge Needs Alex
The agent completed the routine steps and sent the judgment call to a person.
Workflows we handle
Start with a real job inside the business.
Bring us a job that already exists. We learn how your team does it, build the agent around that process, and keep a person in the loop where judgment matters.
Prepare reports and spot exceptions
Your team exports data from several systems, cleans it up, and adds notes by hand.
Oxbow builds the report, flags unusual results, and sends it on schedule.
Work the shared inbox
Customer, vendor, and internal requests land in one inbox with no clear owner.
Oxbow sorts each message, handles the routine reply, and routes the rest.
Build quotes and follow up
New requests wait while someone gathers the details, builds the quote, and remembers to follow up.
Oxbow prepares the paperwork, keeps the next step moving, and tells sales when a person should step in.
Keep receivables moving
Past-due invoices sit on a spreadsheet until someone has time to chase them.
Oxbow sends the approved reminders, records the response, and raises disputes to the right person.
Coordinate recurring operations
Schedules, checklists, handoffs, and project updates depend on somebody keeping the whole process in their head.
Oxbow watches the steps, nudges whoever owns the next one, and calls out what is late or blocked.
Answer questions about the business
A simple question turns into three calls and five tabs because no one place has the answer.
Ask Oxbow. It checks the source systems and shows you where the answer came from.
What this looks like
An ordinary Tuesday, with less chasing.
This example is built around daily reporting for a multi-location business. Daily reporting is just one example; customer, finance, sales, and operations work can run through an agent too.
Get the morning readout
Yesterday's results are waiting, along with two missing inputs and the three items worth looking at.
One location looks off
Labor ran high. Oxbow checks the schedule, adds the manager's note, and asks you for the one decision only you can make.
The agent does the chasing
A vendor and two managers still owe replies. Oxbow follows up and updates the list when they answer.
Close the laptop
The end-of-day note shows what got done, what is still waiting, and what Oxbow will pick up tomorrow.
Who it's for
For businesses where the owner is still in the middle of everything.
We work with different kinds of companies. What they have in common is an owner or GM who still holds too much of the business in their head.
Franchise & multi-location owners
You have managers in place, but you are still logging into five systems and texting three people to see how the day went.
- Yesterday's numbers by location
- Customer emails and location follow-up
- Vendor and manager tasks
CEOs of PE-backed rollups
You are trying to get several companies to report the same way while still running each one well.
- The same report from every company
- Open integration tasks
- Back-office work repeated across companies
Family & founder-led businesses
You know how everything works, which is exactly why every question and approval still comes to you.
- Quotes and customer follow-ups
- Invoice reminders and paperwork
- Work only the owner knows
A good first project usually has four things.
The work happens at least once a week.
It needs information from more than one place.
A person has to chase, combine, or check the inputs.
You can tell when the finished work is right.
Working with Oxbow
We stay on the hook after launch.
You show us how the job works today. We build the agent, test it with your team, and run it for you. When the work changes or something breaks, you call us.
Show us the work
You walk us through how the job gets done today, including the shortcuts, judgment calls, and places it usually gets stuck.
We wire up the systems
We connect the tools the job depends on and teach the agent your rules, terminology, and preferred way of working.
Your team tests it
We run the agent on the actual job and compare its work with yours. We fix the rough edges before it takes on more.
We own the upkeep
We watch the agent, repair broken connections, and adjust it when your people, software, or process changes.
This part stays with us.
Initial setup and build
Connections and permissions
Monitoring and repairs
Changes as the job evolves
Before anything goes live
You decide what the agent is allowed to do.
We write down the job, the systems it can use, and the actions it can take. Anything outside those rules stays with a person.
One job at a time
The first agent gets one job. We agree on what good work looks like before it starts.
Only the access it needs
If the job does not require a system or a set of information, the agent does not get it.
You set the approval line
You choose what can happen automatically and what must wait for someone on your team.
We keep an eye on it
After launch, we review the work and step in when the agent or one of its connections needs attention.
The people behind Oxbow have built and sold companies. Before Oxbow, we worked and studied at:
Backgrounds include
Google
MIT
Harvard i-lab
Brown
LendingTree
Deloitte
AIG
AWS
What is a managed AI agent?
It is software we build for a specific job in your business. Depending on that job, it can read information from your systems, prepare work, send follow-ups, or take actions you have approved. Oxbow builds it and keeps it running.
What kinds of workflows can an agent handle?
Good candidates include reporting, inbox triage, customer service, quote preparation, sales follow-up, collections, scheduling, project coordination, and recurring back-office work. The job needs a process we can learn, information the agent can reach, and a clear point where a person should step in.
Is this another dashboard my team has to learn?
Usually, no. We try to put the work in the tools your team already checks. If a small, dedicated screen would make the job easier, we will explain why before adding one.
What systems can an Oxbow agent work with?
Email, calendars, spreadsheets, documents, CRM, accounting, and industry-specific operating software are all common starting points. The exact list depends on the job and whether those systems make the right access available.
Does the agent act on its own?
That is up to you. A routine internal update might happen automatically. Sending a customer email or changing a financial record might wait for approval. We agree on that line before launch.
Does this replace an employee?
Usually, no. Most first projects are work that nobody wants to keep doing by hand: gathering updates, preparing reports, checking for exceptions, and following up. The people on your team still bring the context and judgment.
Where do we start?
Bring us the job you wish would stop coming back to you. If it happens often, follows understandable rules, and uses information we can reach, it may be a good place to begin.
Have a workflow in mind?
What is your team tired of doing by hand?
Tell us what the job is and where it gets stuck. We'll tell you whether it sounds like a good first project.
Thanks for reaching out. We'll be in touch.