Small Business Workflow AI

I’m ready to deploy an end-to-end AI agent that runs our day-to-day workflow across three core pillars:

• Sales and Marketing – the agent must autonomously handle lead generation, craft and schedule email campaigns, and keep our social channels active with targeted posts.
• Customer Relationship Management – it should field routine support questions, guide new clients through onboarding steps, and collect feedback after every interaction to refine our offerings.
• Finance & Accounting – I need basic bookkeeping, invoice creation, payment reminders, and weekly cash-flow snapshots automatically compiled and surfaced on a simple dashboard.

Tech-wise I’m open, but prefer a modular stack that lets us plug GPT-4 (or equivalent LLM), vector search, Zapier/Make for SaaS integrations, plus Stripe, QuickBooks and HubSpot APIs where relevant. A no-code UI for quick rule tweaks would be ideal.

Deliverables
1. Architecture diagram and brief tech rationale.
2. Working prototype connected to our email, social, CRM and finance tools.
3. One-page SOP showing how to adjust prompts, add new data sources and set confidence thresholds.
4. Recorded hand-off call and two weeks of post-launch bug fixes.

Acceptance criteria: the agent should reply to a customer email within 1 minute, post at least one social update per preset schedule, and deliver an accurate weekly P&L report without manual intervention.

If you’ve built similar multi-function agents, I’d love to see a quick demo link or repo sample alongside your proposal.