Sales Assistant
Researches prospects, qualifies leads, prepares outreach and manages follow-ups.
Explore a sales assistant ↗A capable AI assistant, built around your business.
Moonshot Monkeys designs, deploys and manages custom AI assistants that take on repeatable work across your inbox, browser, CRM and internal systems, using workflow automation tailored to your operation.
Built for your businessNo generic SaaS
Works with your toolsMinimal disruption
Managed end-to-endFirst workflow to ongoing support
LIVE WORKFLOW
Running
Work arrivesEmail, CRM or scheduled task
New
Assistant understandsContext, rules and business knowledge
Ready
Workflow runsAcross approved tools and systems
Active
Complete or escalateWith human approval where needed
Review
Assistant statusActivemanaged and monitored
Human approvalEnabledwhere it matters
AI automation for your existing stack
HubSpotMicrosoft 365SalesforceGoogle WorkspaceSlackExact
THE OPPORTUNITY
We remove the work that slows your business down.
We create AI assistants with a defined role, the right business knowledge and permission to perform specific workflows. They can research, prepare, update, organize, communicate and follow up while your team remains in control.
WHERE ASSISTANTS HELP
Give repeatable work a capable owner.
Each assistant has a clear role, approved workflows and the context to make business automation practical alongside your team.
Marketing Assistant
Conducts research, plans content, prepares drafts and reviews performance.
Explore a marketing assistant ↗Recruitment Assistant
Screens applicants, coordinates communication and prepares interviews.
Explore a recruitment assistant ↗Executive Assistant
Organizes inboxes, prepares briefings and keeps important actions moving.
Explore an executive assistant ↗Support Assistant
Classifies requests, finds information and prepares consistent responses.
Explore a support assistant ↗Operations Assistant
Moves information between systems, checks processes and handles repetitive administration.
Explore an operations assistant ↗Custom AI Assistant
Built around a specialized role, your business knowledge and the workflows unique to your operation.
Design a custom AI assistant ↗HOW WE WORK
You describe the role. We build and operate the assistant.
We work with your team from role definition to daily operation, adding workflow automation responsibility as the assistant proves itself.
01
Discover
We identify the responsibilities, workflows, systems and safeguards.
Role definition02
Build
We configure the assistant around your business and connect the required tools.
Assistant deployment03
Teach
We implement and test its first approved workflows using real business cases.
AI workflow validation04
Operate & improve
We monitor performance, resolve exceptions and add responsibilities over time.
Managed operation
WHAT WE HANDLE
One managed service, from first workflow to daily operation.
We bring together AI consulting, role design, business context, workflow engineering and ongoing oversight so your assistant remains useful, safe and reliable.
Discuss your assistantAssistant and role design
Define a focused role with clear responsibilities, boundaries and measures of success.
Business knowledge and context
Give the assistant the information, policies and examples it needs to work effectively.
Workflow automation engineering
Turn responsibilities into reliable workflows for real business cases and edge conditions.
Systems and application access
Connect inboxes, browsers, CRMs, internal tools and the other systems the role requires.
Guardrails and human approvals
Set permissions, review points and escalation paths so your team stays in control.
Monitoring and continuous improvement
Review performance, handle exceptions and improve the assistant as trust and responsibility grow.
THE ENGAGEMENT
Not another AI subscription. A managed assistant for your business.
We take responsibility for designing, deploying and maintaining the assistant. Your team gets additional operational capacity and business process automation without having to configure, monitor or troubleshoot another software platform.
01Launch
Role definition, integrations and initial workflows.
02Managed operation
Monitoring, maintenance and exception handling.
03Expansion
New workflows and responsibilities as trust grows.
LATEST THINKING
Insights on AI automation and operational capacity.
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Read article →How to Identify Business Processes Ready for AI Automation
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Read article →AI Agents vs AI Assistants: What's the Difference?
Understand the practical distinction between AI agents and AI assistants, what each is suited for, and why the difference matters for your business.
Read article →What Is Workflow Automation?
A clear, practical introduction to workflow automation: what it is, how it works, and why it creates operational capacity in growing businesses.
Read article →AI Assistants vs Chatbots: What's the Difference and Why It Matters
Understand the practical differences between AI assistants and chatbots, and why choosing the right tool changes how automation works in your business.
Read article →
FAQ
Practical answers before you build.
AI automation works best when the role, workflow and approval points are clear before implementation starts.
What does Moonshot Monkeys automate?
We automate repeatable business workflows across inboxes, browsers, CRMs and internal systems. Typical work includes research, lead qualification, follow-up, administration, reporting and support preparation.
Do you build custom AI assistants?
Yes. Each assistant is designed around a specific role, your business knowledge, approved workflows, tools, permissions and human approval points.
Is this AI consulting or implementation?
Both, with a bias toward implementation. We help define the right role and workflow, then build, deploy, monitor and improve the assistant as part of a managed service.
How do you keep teams in control?
We define clear permissions, review points and escalation paths. Sensitive work can require human approval before anything is sent, changed or committed in a system.
START HERE
What would you give to a capable new assistant?
Tell us which work is repetitive, time-consuming or consistently delayed. We will identify what an assistant could safely take over and propose the first workflows to implement.
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A practical first step: choose a clear role and a small set of valuable, repeatable workflows. Responsibility can expand as trust grows.