Case study 02 / 04 — Private Operations Agent
One command layer across the tools that run the business.
A private operations agent connected to email, calendar, SharePoint, Trello, Xero, and DocuSign — one system that prepares the work and routes it for approval, trained on Domus Property's own workflows.
- Client
- Domus Property
- Sector
- Commercial property
- Scope
- Private operations agent
- Approval workflows
- Integrations
- Platform & integrations
- Calendar
- SharePoint
- Trello
- Xero
- DocuSign
The challenge
Domus Property's work lived across email, calendar, SharePoint, Trello, Xero, and DocuSign. Managing follow-ups, documents, tasks, meetings, invoices, and client communication meant constantly switching between platforms — admin that amounted to a full-time assistant's workload.
What we built
We implemented a private operations agent connected to every tool in the operating stack. Instead of working across six platforms, the team asks one system to prepare the work and route it for approval.
The agent understands Domus Property's commercial property workflows, company documents, deal stages, and operating processes — so the business moves faster while keeping control over anything client-facing.
The outcome
One command layer across the tools that run the business. The agent has replaced the admin workload of a full-time assistant and given Domus Property a single place to manage work across its entire operating stack.
The numbers
1FTE
of admin workload replaced
6tools
unified under one command layer
