Lasso AI Workforce

Keep recurring work moving.

Lasso designs, builds, and manages AI workers that prepare reports, organize incoming requests, research accounts, and draft follow-up. Your team sets the priorities and approves the decisions that need human judgment.

Plan Your AI SupportEstimate the Value
Scope
One clearly defined job
Tools
Connected to your workflow
Support
Managed by Lasso
Human
Review and key decisions
Scroll
Executive Operations ◆Sales Pipeline ◆Finance & Accounting ◆Customer Operations ◆Reporting & Data ◆People Operations ◆Compliance ◆Procurement ◆Executive Operations ◆Sales Pipeline ◆Finance & Accounting ◆Customer Operations ◆Reporting & Data ◆People Operations ◆Compliance ◆Procurement ◆

AI does the repeatable work. People direct it.

An AI worker is software configured for a defined job. For example, it might prepare a weekly report, organize incoming documents, or draft responses for your team to review.

Lasso scopes the role, builds and tests the worker, and manages it after launch. We confirm which tools can connect and what information the worker is allowed to use.

Your people set priorities, review sensitive work, and make the decisions that remain theirs. Lasso monitors the agreed work and handles support and improvement.

01

Define the Role

Agree what work the AI worker should do, what it should produce, and who is responsible for reviewing it.

02

Design the Worker

Design how the worker uses your tools and information, with clear limits on access and actions.

03

Test Before Launch

Test the work against agreed examples and have your team review the results before launch.

04

Manage the Work

Check outputs, investigate issues, and make improvements as the work and your needs change.

05

Expand When Useful

Add related tasks or workers when the first role is working well and the next scope is agreed.

AI support for recurring business work

Browse by industry or start with cross-industry roles. Every worker has a defined job, connected tools, review steps, and quality checks. Related roles can work together within a managed program.

E
AI Executive Operations Assistant
Managed worker profile: Executive Ops
Leadership gets the numbers, context, agenda, and open decisions before the meeting starts.
What I handle
  • Weekly leadership briefings from live data
  • KPI monitoring with deviation alerts
  • Meeting agendas from open action items
  • Email thread and document summaries
OutlookGoogle WorkspaceSlackNotionSalesforce
R
AI Revenue Operations Assistant
Managed worker profile: RevOps
Sales and growth teams get cleaner follow-up, better account context, and fewer stalled opportunities.
What I handle
  • Lead enrichment with company research
  • Personalized follow-up drafts for review
  • Stalled opportunity alerts
  • Weekly pipeline and win/loss reports
SalesforceHubSpotOutreachLinkedInSlack
F
AI Finance Operations Assistant
Managed worker profile: Finance Ops
Finance teams get reconciliations, variance notes, AR signals, and month-end packets prepared for review.
What I handle
  • Transaction reconciliation and mismatch flagging
  • Budget vs. actuals variance reports
  • AR aging monitoring and collection drafts
  • Automated month-end reporting packages
QuickBooksNetSuiteExcelBill.comStripe
C
AI Customer Operations Assistant
Managed worker profile: Customer Ops
Customer requests, complaints, renewals, and account risks get routed with context and escalation rules.
What I handle
  • Request triage and routing
  • First-response drafts for review
  • At-risk account escalation
  • Renewal timeline tracking and outreach
ZendeskIntercomSalesforceHubSpotSlack
R
AI Reporting Analyst
Managed worker profile: Reporting
Scattered data becomes scheduled reports, anomaly notes, and clean decision packets.
What I handle
  • Multi-source data consolidation
  • Scheduled daily, weekly, monthly reports
  • Anomaly and trend detection
  • Data cleaning and normalization
ExcelGoogle SheetsTableauSQL databasesAPIs
R
AI Research Analyst
Managed worker profile: Research
Market, account, competitive, and document research gets turned into usable operating context.
What I handle
  • Account and market research briefs
  • Source-backed summary packets
  • Competitive monitoring
  • Decision-ready research notes
Google WorkspaceNotionAirtableSlackWeb research
D
AI Document Intake Assistant
Managed worker profile: Document Intake
Documents are extracted, classified, checked, and routed before they become downstream delays.
What I handle
  • Document intake and classification
  • Field extraction and validation
  • Exception routing
  • Review packet preparation
SharePointGoogle DriveDocuSignAirtableCRM
Q
AI QA Analyst
Managed worker profile: QA
Outputs get checked against rules, samples, exceptions, and review requirements before release.
What I handle
  • Output QA and rule checks
  • Exception monitoring
  • Audit-ready review notes
  • Escalation queue preparation
JiraLinearSharePointGoogle DriveSlack
+

Plan a Team of AI Workers

Tell us the function. We will scope the roles, review gates, monitoring, and operating rhythm.

From a recurring task to managed AI support

INTAKE

Tell Us What You Need

Describe the recurring task, the volume of work, the systems involved, and what would make the work better.

MATCH

Agree the Scope

Review the proposed role, responsibilities, tools, review steps, and cost before approving the build.

PLACE

Onboard & Test

We build the worker, connect approved systems, and test the results with your team before launch.

MANAGE

Ongoing Management

After launch, we monitor the agreed tasks, review issues, and report on progress and improvements.

Examples of AI workers supporting a team

Food & Beverage Distribution

Spoilage and exception monitoring workflow

A modeled deployment where AI workers monitor purchase orders against receipts, flag temperature and shelf-life exceptions, and generate daily review packets.

Daily
Exception Review
3
Worker Roles
QA
Human Escalation

“Sample structure: order variance worker, shelf-life monitor, exception review queue, daily operating report.”

Modeled deployment
Professional Services

Executive operations and reporting workflow

A modeled deployment where an Executive Operations Worker and Reporting Worker prepare weekly client briefings, internal status reports, and meeting context.

Weekly
Leadership Brief
2
Worker Roles
Review
Decision Packet

“Sample structure: meeting brief worker, reporting analyst, open-decision tracker, leadership review packet.”

Modeled deployment
Construction & Trades

AI-assisted estimation workflow

A modeled deployment where workers pull project specs, assemble bid packages, compare pricing inputs, and prepare formatted proposals for review.

Specs
Extracted
Pricing
Checked
Queue
Estimator Review

“Sample structure: spec extraction worker, bid package assembler, pricing QA, estimator approval queue.”

Modeled deployment
Healthcare Administration

Document intake and scheduling workflow

A modeled deployment where workers process intake forms, verify eligibility status, and coordinate scheduling exceptions across offices.

Forms
Classified
Eligibility
Checked
Exceptions
Routed

“Sample structure: document intake worker, eligibility checker, scheduling exception queue, human review path.”

Modeled deployment

Model the first AI workforce plan

Tell us about the recurring work, systems, review level, and cadence. This produces a directional plan before a deeper design call.

Step 1 of 5

Tell Us About Your Business

Basic information helps us tailor the quote to your situation.

Model the business case for managed AI workers

Explore how time spent on recurring work relates to assumed annual service costs. Adjust the inputs to compare scenarios.

This illustrative model values time using salary and assumes annual service costs. It excludes setup and transition costs. Time released is capacity, not guaranteed cash savings. Confirm inputs and pricing during scoping.

30%
20%

Estimated Workforce Impact

Based on directional assumptions

Repetitive Work Cost$195K
Estimated Capacity Value$39K
Assumed Annual Service Cost$84K
Value Less Service Cost-$45K
Value / Service Cost
0.5x
Discuss Workforce Plan

From worker pilot to managed AI workforce

Start with one role when the job is clear. Combine related roles or plan a managed workforce program when the work spans a department.

AI Worker Pilot

For one defined recurring job with clear review and escalation rules.

Deployment Fee
Setup from $35,000
Managed Operations
Priced after role design
/ month
  • 1 AI worker role
  • Workflow placement and onboarding
  • Review gates and escalation rules
  • Monitoring and quality review plan
  • Operating dashboard plan
Scope Pilot

Managed Workforce Program

For organizations deploying AI workers across functions, locations, or business units.

Enterprise Program
Custom
Managed Optimization
Custom
  • Department-level AI workforce
  • Custom integrations and data access
  • Agreed security and review requirements
  • Rollout and adoption support
  • Monitoring and reporting under agreed service terms
  • Executive quarterly reviews

Pricing depends on the job, connected systems, review requirements, and ongoing support. We define the scope and service terms with your team before work begins.

What every AI worker has to prove

Define the job, connected tools, review steps, and a measure of useful work.

QA
Proof standard
Worker readiness

Compare the expected benefit, implementation effort, ongoing cost, and responsibilities before committing.

ROI
Business case
Investment logic

Start with one job, review the results, then combine related roles when the team is ready.

AI
Scale path
Managed workforce

Ongoing responsibility for the work

Clear responsibilities

We define what the worker may do, who checks the work, and when it must ask a person for help.

Built for operators

We start with how the work happens today and what your team needs to improve.

Tested before rollout

Your team reviews the proposed workflow and test results before the worker begins its agreed live tasks.

Continuous improvement

Lasso checks outputs, takes feedback, and updates the worker as your business and its systems change.

Business and technical experience

The team connects business priorities to the software, integrations, and support required to deliver the work.

Room to expand

Start with one job and agree additional work as you learn. Larger custom software needs can be scoped through Lasso Systems.

Frequently Asked Questions

Lasso handles the agreed design, build, and management. We still need someone on your team who knows the workflow, can arrange system access, and can make decisions about the work. We assess feasibility before agreeing to build.

The service is designed to support your team with repeatable tasks. We agree which work AI can handle and which decisions, relationships, and exceptions stay with people.

We agree the data access, hosting, permissions, and review requirements during scoping. The design depends on the information involved and your business requirements; sensitive or regulated data needs a specific review before use.

We confirm the schedule after reviewing the task, systems, access, and approval requirements. The first scope can focus on one recurring job before expanding to more work.

We review your existing tools and confirm the available integrations and permissions during scoping. Email, spreadsheets, databases, and business applications can be part of the design when access and compatibility allow.

Yes. Define one recurring job, evaluate the results with your team, and agree additional work when it makes sense.

AI can make mistakes. We define review steps, limits on actions, and a route to a person for uncertain or sensitive work. Monitoring and issue handling are part of the agreed management scope; they do not make the system error-free.

What recurring work needs more support?

Tell us where work piles up, which tools your team uses, and what you need to improve. We will help define the role, the scope, and the support it needs.

Email Us