We run Main & Machine on the same agents we sell. This is the intake agent that reads assessment requests, drafts the prep notes, and routes them — logged, supervised, overruled when wrong.
The workflow before
- Someone reads each assessment request as it lands, whenever it lands, and works out what the business is actually asking for.
- Half the requests arrive missing the details that matter, so we write back, wait, and re-read the thread when the answer comes.
- Whoever happens to be in the inbox decides which advisor should take it and forwards the pile by hand.
The workflow after
- The agent reads the submission the moment it arrives and pulls out what the business does, what it's asking, and what's missing.
- It drafts the prep notes — a clean summary an advisor can walk into the call with.
- It routes the request to the advisor, with the draft attached. A person reviews every draft and can overrule it.
A sample week
The log is running
The intake agent started keeping score in June 2026. The first full month of numbers publishes here once we can verify them — the same standard we hold for client claims.
This is our own operation, shown because we don't publish client claims we can't verify yet.