AI_Biz_OS

Hands-On AI-Powered Workflows That Run Your Business.

You know AI and automations have the power to transform your business, but so far, they’ve felt out of reach. Just another set of prompts of an endless chat with ChatGPT or basic Zaps that don’t really save you much time (if they even work).

If you’re an OBM, operations manager, or business owner who cares about efficiency, you want more than surface-level hacks.

You want to save time, reduce manual work, and finally put AI and Automations to work in your day-to-day operations.

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Here’s the Shift You’ve Been Waiting For.

Introducing AI_Biz_OS

A hands-on, supportive program designed for women in operations who are ready to move beyond the basics and build real, working AI or Automation tools—no coding or tech expertise required.

Your Business, Your Build

Let AI & Automation Support You.

In just 4 weeks, you’ll:

  • Discover exactly where AI and Automations can save you the most time and effort in your business
  • Build custom automations, assistants, and workflows that streamline your operations
  • Get hands-on support every step of the way, so you never feel lost or overwhelmed

 

This is for you if:

  • You’re an OBM, ops manager, or business owner invested in better systems
  • You want to stop wasting time on manual tasks and start working smarter
  • You’re ready for practical, real-world AI—not just theory or prompts

Stop Guessing. Start Automating.

Week 1: Pinpoint your biggest opportunities for AI in your business

Week 2: Learn the tools and start building your first custom AI solution

Week 3: Test, troubleshoot, refine, and see your AI tool in action

Week 4: Demo your build, expand your toolkit, and get expert feedback

Live calls: Coming Sept. 24th – October 15th, Wednesdays at 3-4pm ET

All sessions recorded. Community support included.

That’s exactly what this audit delivers: a clear, simple roadmap designed for real businesses, not just techies.

Clarity, Savings, and a Plan

Choose Your Build Path

Everyone’s business is different — and so is how AI and automations can help you the most. That’s why AI_Biz_OS gives you Build Paths to follow. Each Build Path focuses on a specific area of your business operations. You’ll know exactly what to build, step by step, with live support and templates along the way.

Not sure which to choose? Don’t worry — in Week 1, we’ll help you choose the Build Path that makes the most sense for your business right now. Click the toggles below to get some inspirations for tools you can build.

Smart Communication Systems

Cut through inbox chaos, improve response times, and keep your team informed — without micromanaging email.

  • Inbox AI Assistant — Classify emails, draft replies, and notify your team about priority items.
  • Meeting Briefing Generator — Prep materials for upcoming meetings, with attendee and agenda details.
  • Meeting Follow-Up Drafter — Turn transcripts or notes into polished follow-up emails.
  • Newsletter Summarizer — Summarize incoming newsletters into a weekly digest.
  • Client Q&A Bot — A chatbot trained on your FAQs to handle common client questions.
  • Sentiment Detector — Flag urgent or frustrated emails so you can prioritize them.
  • Slack Alert Bot — Notify your team of high-priority messages or client needs.

 

Your result:
A streamlined communication hub that tags, prioritizes, and summarizes what matters — saving you hours each week.

Streamlined Content & Documentation

Take repetitive writing off your plate and deliver polished, consistent docs in minutes.

  • Proposal Builder Assistant — Generate client proposals in your brand voice.
  • SOP Generator from Loom — Turn walkthrough videos into step-by-step SOPs.
  • Content Brief Generator — Create SEO briefs from a keyword or URL.
  • LinkedIn Post Writer — Draft LinkedIn content from meeting notes or ideas.
  • Automated Event Agenda Generator — Plan events with clear agendas and timing.
  • Retro Content Analyzer — Review past posts and extract what’s working.

 

Your result:
Consistent, professional proposals, SOPs, and internal knowledge that free you up to focus on higher-level work.

Smarter Team & Talent Ops

Hire, onboard, and engage your team with less friction and more clarity.

  • Zero-Touch Client Onboarding System — Automatically create folders, tasks, and welcome emails from a form.
  • Role Design Assistant — Define roles with clear responsibilities and KPIs.
  • Candidate Screening Bot — Summarize and score applications or resumes.
  • Onboarding & Training Bot — Deliver instructions, quizzes, and track progress.
  • Team Morale Check-In Bot — Gather weekly feedback and summarize sentiment.
  • Interview Assistant — Prep questions and score answers live or async.
  • Delegation Map Builder — Analyze tasks and recommend what to delegate.

 

Your result:
A more efficient, happier team — with clear roles, automated onboarding, and real-time morale insights.

Organizational Scaling & Design

Map your structure, reduce risk, and build a foundation for growth.

  • Dynamic Org Chart Builder — Visualize your team with roles and reporting lines.
  • SOP-Linked Org Chart — Add clickable SOP links to your org chart.
  • Risk & Redundancy Report Generator — Identify knowledge silos and outdated processes.
  • Competitive Researcher — Track competitors and deliver actionable insights.
  • Weekly Reflection Analyzer — Turn team reflections into actionable recommendations.

 

Your result:
A clear, documented organizational structure and delegation plan — so you’re ready to scale confidently.

Finance & Admin Operations

Automate back-office tasks so you can stay on top of the numbers with less effort.

  • Automated Finance Tracker — Log expenses by extracting data from invoices, emails, or uploads.
  • Invoice Approver — Review and approve incoming invoices with minimal clicks.
  • Email Invoice Extractor — Process invoice emails and track payment status.
  • Google Drive Invoice Extractor — Extract invoice details from uploaded files.
  • QuickBooks Expense Tracker — Sync spreadsheet expenses to QuickBooks Online.
  • Financial Risk & Redundancy Report — Highlight risks in financial workflows or documentation gaps.

 

Your result:
A streamlined back office with clean, accurate financial records and fewer manual errors — so you can focus on decision-making, not data entry.

Your Business, Your Build

The Results

By the end of the program, you’ll have at least one custom AI or Automation tool running in your business—plus the skills and confidence to build more.

  • Hands-on implementation: Build as you learn, with real-world projects
  • Supportive community: Connect with like-minded women in ops
  • Real results: Walk away with tools that save time, reduce manual work, and make you indispensable
Innovative Tech Solutions

What Others Say

Woking with Alexis and Meagan made creating an AI agent a breeze without getting lost in the weeds. Their framework created space for me to think through my process and identify bottlenecks, pain points, and repetive tasks that were taking up valuable time. I highly recommend AI Biz OS for Director of Operations and CEOs/Founders who want to learn how to ethicialy create AI Agents that save time, money, and mental bandwidth. With one AI workflow alone, I saved myself an hour and a half of work. I can’t wait to continue to implement the framework and skills I learned through AI Biz OS so that I can better serve my clients and open up valuable time for my business to grow. 

– Ixchel Alcantara, Founder & CEO, Iolite & Sodalite, LLC

Real Builds. Real Examples.

Here’s what participants built in our last cohort, and what’s possible for you, too.

Every business is different, and so were their builds. These real-world examples show how you can put AI to work in your operations starting right now.

  • Automated Contractor Invoice Processing: AI extracts contractor invoices from email and classifies email data, routes invoices to Slack for approval, AI parses data into the company’s invoice template with automatic addition of accounting codes and internal signatures.

 

  • Automated Revenue Reconciliation: Pulls Stripe and CRM reports into email, AI parses totals and fees, copies data into a shared spreadsheet, AI compares dates and amounts to calculate net revenue after fees, and outputs results to a new sheet. Condenses three spreadsheets into one.

 

  • Curriculum Builder Tool: A custom usable interface which allows the user to select certain criteria and then generate a custom curriculum based on needs to stop the endless cycle of creating curriculum plans from scratch.
Common Questions

Most Popular Questions

It all depends on where you need AI’s help the most. Depending on what problem you want to solve, you may build a customGPT, an AI agent, an AI automation, or an AI-power custom tool.

Again, that depends on what you decide to build. You may need a paid ChatGPT or Claude account or an account with Lindy.ai, Relay.app, Make.com, Zapier.com, Chipp.ai, or other AI tools.

Nope! This program is built for operations pros, not developers. We’ll guide you through using no-code or low-code tools that make building with AI accessible and achievable—no technical background required.

Yes. Week 1 is all about identifying the right opportunities for you. We’ll help you brainstorm and decide where AI will have the biggest impact in your work so you don’t waste time building tools that don’t matter.

All sessions are recorded, and you’ll have access to a community space where you can ask questions, get feedback, and share progress anytime. You can go at your own pace and still get the full value of the program.

This isn’t about giving you another folder of prompts to try. This is a hands-on, build-with-support experience designed specifically for operations work. You’ll walk away with actual tools running in your business—not just ideas.

If you’ve dabbled but want to move beyond surface-level use (like rewriting copy or asking for business ideas), this is exactly for you. We’re focused on implementation, system integration, and real-world ROI.

Plan for about 2–4 hours a week. That includes the live call, time to work on your project, and optional community engagement.

Yes! Whether you’re an in-house ops lead or a fractional operator, the skills and tools you build can be applied to your own systems or client businesses.

Join The Cohort

Stop Consuming Information.

Start Doing.

We’re limiting this cohort to just 10 participants to ensure you get the hands-on, personalized guidance you need.

With a small group, you’ll have plenty of time to ask questions, get feedback on your builds, and work directly with us to make sure your tools actually work for your unique business.