AI agent setup for owner-led businesses

Your own AI, sitting in the office, working for you.

AgentBox gives you a practical AI operator on a Mac mini or similar hardware, connected to the apps, files and workflows you approve.

It reads. It remembers. It prepares real work. It asks before anything sensitive happens.

AgentBox
Outcome Get today’s quote follow-ups ready.
1Checks inbox, job notes and photos
2Prepares the customer message
3Asks the owner to approve sending

Plain English version

ChatGPT helps you write. AgentBox helps work move.

Most people start with AI by asking it to clean up an email. Useful, sure. But small. AgentBox is for the admin, checking, chasing and preparing that keeps coming back every week.

ChatGPT

A clever notepad

You ask a question. It gives an answer. Then you still have to find the files, open the apps, remember the process and do the work.

AgentBox

A junior operator with a desk

It has a place to run, approved tools, local memory, written instructions and clear approval rules. It can help finish the job.

Agentic, without the nonsense

Objective-oriented, not just step-by-step automation.

Old automation follows a fixed recipe: do this, then that, then stop if anything changes.

An agent works toward an outcome. You can tell it, “prepare the overdue invoice follow-ups” or “get the quote pack ready.” It checks what it needs, uses approved tools, drafts the result, and asks when a human should decide.

That is the difference. It is not just pressing buttons in a line. It is trying to get useful work ready.

Why the monthly fee should feel small

The price is not the question. The leak is.

If AgentBox only saves a few minutes, do not buy it. The point is to attack work that quietly costs the business thousands: missed jobs, late quotes, document chasing, owner admin, compliance scramble and avoidable mistakes.

A$18k/year

Five admin hours a week

Five hours a week at A$70/hr is A$18,200 a year. That is before mistakes, delay and owner stress.

A$18k/year

One missed job a month

If slow replies lose one A$1,500 job a month, that is A$18,000 a year walking out quietly.

A$62k/year

Owner time doing admin

Two hours a day of owner admin at A$120/hr is A$62,400 a year in expensive brainpower wasted.

Avoidable pain

Compliance and paperwork drag

Site forms, accreditation folders, incident notes and missing documents are not glamorous. They are exactly where delays and risk hide.

Simple test: If one of those leaks is real, the monthly care should stop feeling expensive very quickly.

Illustrative numbers only. Every setup starts by picking one workflow where the saving is obvious enough to justify doing it properly.

What it can do

The useful stuff is usually boring. Good. That is where the money is.

If a careful admin can do it on a computer, the agent can usually be trained to help with the repeatable parts.

Inbox and calls Sort messages, capture call notes, find context, draft replies and chase missing documents.
Quotes and invoices Prepare quote drafts, check invoice data, follow up approvals and flag anything odd.
Site safety and compliance Prepare SWMS, JSA, toolbox-talk notes, audit checklists and project-specific form drafts.
Files and folders Find documents, rename files, build job folders and assemble handover packs.
Reports and summaries Pull data, explain what changed and prepare weekly owner, job or client summaries.
Bookings and rosters Check calendars, prepare reminders, watch roster gaps and draft booking replies.
Suppliers and stock Watch parts, supplies, purchase follow-ups, reorder notes and supplier ETAs.
Owner support Turn messy voice notes into actions and keep open loops from disappearing.

Business use cases

Start with one painful workflow. Then add the next one.

AgentBox works best where admin, paperwork and customer follow-up sit between the owner and the work that actually makes money.

Plumbers, electricians and field trades

Fewer missed jobs. Faster quotes. Less admin after 5pm.

  • turn calls, emails and photos into clean job notes
  • prepare quote packs from photos, supplier prices and previous jobs
  • draft invoices, follow-ups and maintenance reminders
  • organise compliance certificates, warranties and before/after photos

Builders, contractors and site teams

Project admin, site safety and paperwork kept moving.

  • prepare project-specific forms, SWMS, JSA and toolbox talk drafts
  • collect subcontractor paperwork, licences and insurance documents
  • summarise site photos, defects, RFIs and daily notes
  • build handover packs, variation notes and close-out folders

Accountants and bookkeepers

Less chasing. Cleaner files. Better prepared reviews.

  • chase missing client documents and receipts
  • prepare BAS, payroll and month-end checklists
  • flag odd Xero, MYOB or invoice items for review
  • draft plain-English client explanations and follow-ups

Doctors, dentists and allied health clinics

Front-desk pressure relief. Admin help only, not clinical advice.

  • find current policies, patient admin forms and clinic procedures
  • draft patient admin messages and recalls for approval
  • prepare accreditation evidence folders and audit checklists
  • watch rosters, rooms, supplies and common admin bottlenecks

Nursing, NDIS and home-care providers

Sensitive admin handled with clear approval rules.

  • summarise shift notes, handover items and incident-form drafts
  • track missing documents, training records and policy acknowledgements
  • prepare roster-gap alerts and staff follow-up messages
  • keep client/admin folders tidy without making care decisions

Mechanics and workshops

Job cards, parts, reminders and warranty paperwork without the mess.

  • turn booking calls into job cards and pre-check notes
  • chase parts pricing, supplier ETAs and customer approvals
  • draft service reminders, inspection summaries and invoice notes
  • organise rego, warranty, photo and compliance records

Property managers and Airbnb operators

Guest replies, owners, cleaners, supplies and maintenance kept moving.

  • draft guest, tenant and owner updates
  • coordinate cleaners, inspections and maintenance checklists
  • track maintenance photos, invoices and supplier follow-up
  • prepare owner summaries and recurring property reports

Real estate, conveyancing and professional services

Document-heavy work prepared, checked and chased.

  • prepare file-opening checklists and missing-document chasers
  • summarise long email threads and matter notes
  • draft appointment reminders and client updates
  • assemble documents for human review before anything is sent

Retail, ecommerce and hospitality

Orders, stock, suppliers and customer questions handled faster.

  • summarise customer questions, returns and complaints
  • watch low-stock items, supplier delays and reorder notes
  • draft roster, stocktake and daily-sales summaries
  • prepare supplier follow-ups and simple campaign drafts

Transport, fleet and mobile service teams

Vehicles, jobs, drivers and paperwork under control.

  • track service intervals, defect reports and registration dates
  • summarise delivery issues, proof-of-delivery notes and job exceptions
  • prepare driver document and licence follow-up lists
  • draft customer delay updates and weekly fleet summaries

Tools we can work with

It fits around the apps people already use.

Not formal partnerships. Just the sort of everyday software AgentBox can connect to, read from, draft inside, or work around when the client approves access.

Google Workspace Gmail, Drive, Calendar Microsoft 365 Outlook, OneDrive, Teams Xero Accounting and payroll QuickBooks Books, invoices and reports MYOB Local business accounts HubSpot CRM follow-up and notes Salesforce CRM and pipeline tasks Airtable Ops bases and trackers Notion Docs, wikis and SOPs Slack Team messages and alerts Microsoft Teams Approvals and meetings Dropbox Files and sharing Google Workspace Gmail, Drive, Calendar Microsoft 365 Outlook, OneDrive, Teams Xero Accounting and payroll QuickBooks Books, invoices and reports MYOB Local business accounts HubSpot CRM follow-up and notes Salesforce CRM and pipeline tasks Airtable Ops bases and trackers Notion Docs, wikis and SOPs Slack Team messages and alerts Microsoft Teams Approvals and meetings Dropbox Files and sharing
ServiceM8 Trades jobs and field admin simPRO Trade service workflows Tradify Quotes, jobs and invoices Shopify Orders, customers and stock Stripe Payments and records Calendly Bookings and reminders Cliniko Practice admin workflows Airbnb Guest and property ops Zapier Automation glue Asana Tasks and projects Zendesk Support queues Mailchimp Lists and campaigns ServiceM8 Trades jobs and field admin simPRO Trade service workflows Tradify Quotes, jobs and invoices Shopify Orders, customers and stock Stripe Payments and records Calendly Bookings and reminders Cliniko Practice admin workflows Airbnb Guest and property ops Zapier Automation glue Asana Tasks and projects Zendesk Support queues Mailchimp Lists and campaigns

How it works

Small hardware. Serious operating layer.

The client does not need to know the plumbing. But the plumbing matters, because this is what turns a chat window into a working business agent.

Physical setup

Not another AI tab. A real box with approved tools, memory and care.

Most AI products live in a browser and disappear when the owner closes the tab. AgentBox is installed as a small local operating layer: hardware, runtime, workflows, app access and human approval rules working together.

  • Mac mini or similar local machine
  • AgentBox mark, setup notes and support handover
  • Connected only to apps and files the client approves
Mac mini style local AgentBox hardware setup with a small orange AgentBox mark Installed on a Mac mini or similar local machine in the office.
01

The box

A Mac mini or similar machine runs the agent close to the business, under agreed access and support rules.

02

The runtime

Hermes or OpenClaw lets the AI use tools, workflows, messages, browser sessions and approved connections.

03

The memory

Plain-language notes, SOPs, preferences and source maps tell it how your business works.

04

The connections

Clean APIs where possible, MCP connectors where useful, and controlled browser work where an app has no better option.

05

The approvals

Draft first. Ask before money movement, payroll, medical, legal, sensitive messages or critical record changes.

06

The care

We keep the setup useful: fix connectors, improve workflows, add skills and review what is working.

What we set up

We install it, teach it, and keep it working.

Three good workflows beat thirty half-working ideas. We start small enough to trust, then expand.

Hardware Mac mini or similar local machine, prepared and documented.
Agent runtime Hermes or OpenClaw configured so the AI can use tools and workflows.
Tools Approved actions: email drafts, file search, browser work, API calls, tasks and reports.
Skills Written recipes for repeat jobs like quote follow-up, document chasing or weekly reports.
Memory Plain-language business notes, SOPs, source maps, preferences and approval rules.
Integrations Google, Microsoft, Xero, CRMs, booking tools, property systems, support desks and more where access allows.
Monthly care Connector fixes, backups, updates, new skills and workflow improvements.

Who is behind it

Founded by Nadun Perera and Ben Tavai.

AgentBox is built by operators already using agents inside real businesses, not by people selling theory from a slide deck.

Behind the setup is a bench of AI specialists and practical advisors across marketing, finance, accounting, trades, operations, transport, property and business systems.

When your workflow needs field knowledge, we bring the right advisor into the setup so the agent is trained around how the work actually gets done.

Premium pricing

This is not a $49 bot subscription.

If the workflow is not worth thousands to fix, we should not build it. The monthly care should be easy to justify against recovered time, faster quoting, avoided hires, cleaner paperwork or fewer expensive mistakes. If the first workflow cannot plausibly pay for the care, we should pick a better one or not start.

Workflow Start

From A$9,500 setup

Then from A$1,250 / month

Best for proving one painful workflow properly.

  • one local AgentBox setup
  • one to two app connections
  • one or two workflows
  • business memory and approval rules
  • handover and monthly care

Business Operator

From A$18,000 setup

Then from A$2,500 / month

Best for owner-led businesses with several repeat admin jobs.

  • three to five workflows
  • more app connections
  • team usage and training
  • advisor input where needed
  • monthly improvement cycle

Complex / Sensitive

A$35,000+ setup

Managed care quoted

Best for sensitive data, multi-site operations or deeper systems work.

  • private model options
  • custom integrations
  • larger memory and governance
  • higher approval and audit requirements
  • specialist advisor involvement

* Hardware, model usage, paid app subscriptions and specialist compliance work are separate unless included in a written quote.

Human control and safety

Useful control. Not chaos with a nicer logo.

Drafts first

Emails, quotes, reports and updates can be prepared for a person to review.

Approval rules

Money, payroll, medical, legal and sensitive actions stop for a human yes.

Visible memory

The business can inspect the notes, SOPs and rules the agent is using.

Tested workflows

We use real examples before trusting the agent with repeat work.

Start simple

Bring one expensive workflow.

We will help you choose the workflow where AgentBox can pay for itself first: what it costs now, what access is needed, what should stay human-approved, and what it will likely cost to set up.

Good first call: “Here is the admin job we repeat every week and quietly hate.”
Book a quick call