FOUNDATION
AIOS — Your Firm's AI Operating Layer
Outcome
A unified intelligence layer that connects every tool your firm runs on — CRM, ERP, project management, knowledge base, comms — and lets your team query, update, and act across the whole stack in plain language. Every other AI agent in your firm is built on top of it.
Stack
Claude + OpenAI + HubSpot / Salesforce + Asana / Monday / ClickUp + Notion / Confluence / Google Drive + Slack + Custom API
Workflow
A trigger event fires. An incoming email, SMS, or PM software event such as a maintenance request, inspection notice, or routine communication
The AI pulls context from your connected systems and client knowledge base to understand the situation and formulate the right response and action
The response is sent via the appropriate channel and the action is logged and updated automatically across all connected software
ADMIN
AI Admin Agent
Outcome
A configurable AI assistant that handles the operational admin work across your firm — triaging inboxes, prepping meetings, drafting documents, updating records, and chasing the small things that pile up. Deployed to individuals, teams, or partners depending on where the leverage lives.
Stack
Claude + OpenAI + Outlook / Gmail + Google Calendar + Notion / Google Drive / SharePoint + HubSpot / Salesforce + Asana / Monday / ClickUp + Slack
Workflow
The agent connects through AIOS to your firm's inbox, calendar, document storage, CRM, and project tools — with scope and permissions configured for the person or team it serves.
It works continuously in the background: triaging email, prepping for meetings, drafting documents from templates, updating records, and surfacing what needs human attention.
Anything client-facing or system-changing is queued for human review and approval before it's sent or executed, with every action logged and auditable.
Research
On-Demand Research for Every Engagement
Outcome
configurable AI researcher that runs the work behind every pitch, project, and proposal — profiling prospects, scanning markets, pulling competitive intel, and surfacing the firm's own past work. Deployed for BD teams, project leads, or partners, with outputs shaped to how your firm actually uses them.
Stack
Claude + OpenAI + Web Search + LinkedIn + Crunchbase + Notion / Google Drive / SharePoint + HubSpot / Salesforce + Custom API
Workflow
The agent connects through AIOS to your firm's internal knowledge base, CRM, and project archive — alongside public web sources, news, and specialized databases for company, market, and industry intel.
A request kicks it off: a new opportunity in the pipeline, a brief from a client, or a prompt from a team member. The agent pulls from across internal and external sources, synthesizes the findings, and structures the output.
Results are delivered in whatever format the work needs — a briefing doc, a CRM record, a project doc, or a Slack summary — with cited sources so partners and team leads can verify before acting.
Meetings & Communications
Turn Every Meeting Into Actioned Work
Outcome
Every internal and client meeting ends with a structured summary and a set of tasks already created in your project tools — assigned, deadlined, and ready to go. No more "I'll write it up after lunch," no more decisions buried in transcripts.
Stack
Claude + OpenAI + Otter / Fireflies / Granola + Zoom / Google Meet / Teams + Asana / Monday / ClickUp + HubSpot / Salesforce + Outlook / Gmail + Slack
Workflow
The agent joins the meeting live, or works from the transcript after — whatever the meeting setup supports. It captures decisions, commitments, and next steps as they happen.
Through AIOS, it identifies the owners and context for each action — matching names to your team, projects to your PM tool, and clients to their accounts.
A structured summary is delivered to attendees, and the action items are created directly in your project tools, CRM, or client docs — with owners and deadlines assigned, ready for review before anything goes out externally.
See us in Action
Manual doesn’t scale. AI does.
Manual Process
Inbox overload from clients, and internal teams
Chasing stakeholders for approvals and inputs
Manually drafting repetitive client updates
Tracking deadlines and deliverables in spreadsheets
Missed follow-ups and slipped commitments
With Transpera AI
AI triages and drafts inbox responses instantly
Automated follow-ups and approval reminders
Pre-drafted client updates and status reports
Deliverable deadlines automatically tracked
Clear task queue with prioritized actions
FAQ
Frequently asked questions
Will this replace my team?
No. Our AI systems prepare, draft, organize, and track work — but your team stays in control. Nothing is sent or finalized without human approval unless you choose otherwise.