Create your first AI agent
Create an AI agent that does the work your team keeps repeating.
Nebulas sets up your first agent around one real job, such as lead follow-up, weekly reporting, inbox triage or admin prep. It works in the tools you already use and prepares the next action. A person approves anything sensitive.
- Works with your existing tools
- Own identity, scoped access
- You approve sensitive actions
Agent brief
Lead follow-up
- Watches
- New website enquiries and the shared sales inbox
- Reads
- CRM history, service notes and past replies
- Prepares
- A priority, a first reply in your voice and the CRM update
- Waits for you
- Before the reply is sent or the record changes
- Never
- Quotes prices, books work or touches billing
- Logs
- Every draft, approval and exception
Agents worth building first
Five jobs an agent can take off your plate
Each one starts from a job your team already does. The agent does the legwork; your team keeps the decisions.
Lead follow-up
Sorts new enquiries by fit and urgency, drafts the first reply and prepares the CRM record.
You decideThe reply and the record change
Reporting and admin prep
Pulls status from your CRM, project tools and Microsoft 365 into a weekly report or client update.
You decideWhat is shared and with whom
Inbox and calendar triage
Surfaces what needs a decision, drafts replies and prepares a daily list of next actions.
You decideWhich replies go out
CRM and workflow handoffs
Keeps records moving across GoHighLevel, n8n, spreadsheets or your CRM: updates stages, chases missing details, hands work to the right person.
You decideStage changes that affect customers
Your own workflow
If the job repeats and the tools are reachable through an API, webhook, inbox, export or database, it can be scoped the same way.
You decideWhere the agent stops
Not sure which to pick? Tell us the job and we will suggest the first agent
Control
Agreed before it runs: what the agent may do
Every agent gets its own identity and a written access level for each tool. Nothing is assumed.
Read
Look things up
Enquiries, CRM history, project status, the inbox it is pointed at.
Runs on its own
Draft
Prepare the work
Replies, summaries, reports, suggested record updates.
Runs on its own, lands for review
Act
Send or change
External messages, record changes, commitments, anything touching money.
Waits for a person
Never
Out of bounds
Whatever you rule out, such as pricing, billing or deleting records.
No access granted
Exceptions become tasks for a person. Drafts, approvals and actions are logged as agreed for the workflow. Read the full AI Agent Setup detail
The path
From one named job to an agent your team runs
Choose the job
Pick the workflow, name the owner and agree what good looks like.
Map tools and access
Confirm the integration path and what the agent may read, draft, change or never touch.
Run alongside your team
The agent prepares real work while your team reviews it and tunes the rules.
Hand over, then decide
Your team runs it. The next workflow is chosen from what the first one shows.
At handover
- A working agent on one workflow
- Written approval rules and limits
- An access map and activity log
- Where exceptions go and who checks them
- Operating notes and a next-step backlog
First step
Three ways to start
Timing and budget are typical ranges, not quotes. Scope is confirmed once tools, access and the approval owner are clear.
-
Clarify scope
Choose the workflow
When the pain is real but the job, tools or approvals are not clear enough to build yet.
Includes
- Candidate workflows ranked
- Tools, access and risk mapped
- A build-ready plan for the first agent, or advice to wait
-
Starter
One controlled workflow
When you can name the job and want one approval-gated agent before expanding.
Includes
- One agent connected to the tools in scope
- Approval rules, scoped access and activity log
- Handover so your team can run it
-
Professional
Multi-tool workflow
When several tools and handoffs connect, and escalation and reporting matter.
Includes
- Staged delivery across several tools
- Escalation rules and a monitoring cadence
- The same control model throughout
Good fit
Worth a conversation if…
- Your team repeats the same follow-up, reporting, triage or admin work every week.
- The work touches tools with an accessible API, webhook, export, inbox or approved integration path.
- You want an agent that works under approval rules, not an unsupervised chatbot.
- Someone can own the workflow and judge whether the agent is useful.
Not yet
Probably too early if…
- There is no repeatable workflow or clear outcome yet.
- You need an agent making external commitments with no human review.
- Nobody can approve access to the tools involved.
- You are after general AI training rather than a working system.
Buyer questions
Straight answers first
What owners and operators usually ask before they enquire.
What makes a good first AI agent?
Work that happens often, has clear inputs, touches tools you can approve access to, and has an owner who can judge whether the result is useful. Lead follow-up, reporting, inbox triage and admin prep are common starting points.
Can the agent work with our current software?
Where the software has an accessible API, webhook, export, database, inbox or approved integration path. Permissions, licences and feasibility are checked during scoping. GoHighLevel, n8n, Microsoft 365, Google Workspace, CRMs and accounting tools are familiar examples, not the limit.
Will the agent act without approval?
Only where you have explicitly allowed it. Reading, drafting, summarising and preparing can run automatically. External sends, record changes, commitments and anything touching money wait for a person.
How long does setup take?
A contained first workflow typically takes 2 to 4 weeks once the process owner, tools, approval rules and success measure are clear. Integration-heavy work is staged over a longer window. Timing is confirmed after scoping, not promised up front.
How is our data kept secure?
Each agent gets its own identity and only the access its workflow needs. Sensitive actions are set to wait for approval, and agent activity is logged so your team can review it.
What happens after I enquire?
Nebulas reads your enquiry and replies by email with a practical next step: a contained setup, a short discovery, or honest advice to wait.
Private intake
Tell us the job you want off your plate
The repeated task, the tools it touches and where you want a person to stay in control. A few sentences are enough.
What happens next
We read your enquiry and reply by email with a practical next step: a contained setup, a short discovery, or honest advice to wait. Sending the form does not book a call.
We use your details to review and reply to this enquiry, and keep a record of it. Privacy details
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