Prepared for your AI assistant build — April 2026
Scale yourself out. A team of AI agents that triages your email, drafts in your voice, monitors every channel, and keeps your CRM in sync. Add new capabilities by adding new agents, not rebuilding what works.
I build production agent teams on OpenClaw and Claude Code across operations, finance, data pipelines, GTM, outreach, and marketing. The systems I build handle real business workflows — CRM sync, task management, lead generation, client communication — not demos.
An OpenClaw agent that lives on WhatsApp. Interacts with clients, manages tasks on a kanban board, and syncs with our CRM — all through natural conversation. The agent maintains persistent memory across sessions and coordinates operational workflows without manual intervention.
Same pattern your email/chat/CRM setup needs: an agent handling communication and operational workflows across channels, with persistent memory and CRM sync built in.
Each tool solves one channel well. But your setup spans email, Slack, SMS, and vtiger — across multiple workflows. Stitching separate tools together creates the same brittle pipeline problem.
I've used n8n and Make.com on previous projects. They're fine for simple automations, but for agentic workflows with memory, context, and multi-channel coordination, they're too brittle. OpenClaw and Claude Code are the focus of my stack now. Happy to integrate n8n where it makes sense as an orchestration layer.
One coordinator talks to you in Slack. Specialists handle email triage, response drafting, CRM sync, and chat monitoring underneath. Each agent stays fast because it only carries the context it needs. The system scales by adding agents, not by overloading one.
Your single point of contact — Slack, Teams, WhatsApp, your channel of choice. Sees only what needs your decision — flagged emails, pending approvals, daily summaries. Can query your CRM, search across inboxes, and spawn agents for specific tasks on demand.
Fires on every incoming email via Gmail Push API. Classifies it (auto-respond, flag for human, or archive), routes it to the right handler, and moves on. Handles the volume so the coordinator doesn't have to.
Spawned per email that needs a reply. Reads the thread, checks vtiger for contact history, drafts in your voice (trained on your best sent emails), sends or queues for your approval, logs the interaction to CRM. Done — no lingering context.
| Classification | What happens | Your effort |
|---|---|---|
| Auto-respond | Response agent drafts in your voice, sends (for proven categories), logs to vtiger | Zero |
| Flag for review | Coordinator presents with suggested response. You approve, edit, or override. | One click |
| FYI / Archive | Labeled, archived, action items extracted if any, logged to vtiger | Zero |
| Spam | Archived and deleted | Zero |
Phase 1: Every email is flagged for your review. Nothing sends without your approval. You see exactly what the system does.
Phase 2: You loosen the leash category by category. "Auto-respond to standard acknowledgments." "Auto-archive newsletters." The system earns trust incrementally.
Gmail Push API sends a notification via Pub/Sub. The email triage agent spawns immediately — no polling, no delay.
The triage agent reads the email, checks the sender against vtiger contacts, and classifies: auto-respond, flag for human, or archive.
Auto-respond emails spawn a response agent. Flagged emails go to the coordinator in Slack with a suggested reply and context. FYI emails get labeled and archived.
The response agent reads the thread, pulls contact history from vtiger, and drafts a reply using your voice profile — trained on your best sent emails.
For proven categories, the email sends automatically. For everything else, you see it in Slack and approve with one click or edit inline.
The interaction is logged to vtiger — contact record updated, activity note created, action items extracted and tracked. Automatic, every time.
Every incoming email classified and responded to in your voice. Conversations summarized, action items extracted, vtiger updated automatically. Same pattern for Slack channels and SMS.
Your single point of contact. Shows only what needs a decision. Handles approvals, queries your CRM on demand, spawns agents for specific tasks. You talk to it like a team member.
Beyond email and chat, the system handles repetitive operational tasks — creating follow-up reminders, logging action items as tickets, scheduling recurring check-ins, surfacing stale threads. We define which ops tasks to automate together based on your daily workflow, then build agent skills for each one.
Full documentation, all skills are reusable and testable. Add new workflows (calendar scheduling, document generation, new channels) without rebuilding. You're not dependent on me after delivery.
Trained on your best sent emails. The response agent drafts like you write — matching tone, formality, and terminology for each business context. Improves over time as you give feedback.
Each agent maintains persistent memory across sessions. The coordinator knows your business context, priorities, and preferences. Quality stays high as volume scales because each agent only carries the context it needs.
OpenClaw setup, email-triage and crm-query skills built, Gmail Push listener connected, triage agent classifying live emails.
Voice profile trained from your sent emails. Response agent drafting replies. CRM integration logging every interaction to vtiger automatically.
Coordinator agent live in Slack. Approval flows working — review drafts, approve or edit with one click. Follow-up reminders for stale threads. Daily digest.
Live testing with real email volume. Voice profile refinement. Classification accuracy tuning. Slack and SMS channel monitoring activated.
In Phase 1, every outgoing email and message requires your explicit approval. In Phase 2, you opt in to auto-send per category — only for patterns the system has proven it handles correctly.
The system creates and updates vtiger records. It never deletes. Your data is safe.
Every summary, action item, and drafted response includes a reference to the original message. You always know where the information came from.
Self-hosted on your infrastructure. Full documentation. No vendor lock-in, no SaaS dependency. If you want to extend, modify, or hand it to another developer — you can.
Reply on Upwork and I'll send over a detailed scope within 24 hours.
Happy to jump on a call to walk through your vtiger setup
and figure out which emails to auto-handle first.