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Case study: AI agent install

Getting the admin off a designer's desk

How a regional NSW landscape architecture practice uses Viktor, an AI co-worker in Slack, to handle the inbox, invoicing, fee proposals and tenders, so the principal's time goes back into design.

2 promptsto a branded PDF fee proposal with project photos
  • 96pieces of work handled in one month
  • 62inbox briefings, none missed
  • 7routines running on their own
  • 0emails or invoices sent without approval
  • Drafts only: a person approves everything that goes out
  • Works in Slack, Outlook, Xero and Dropbox
  • Landscape architecture practice, regional NSW

The standout

A fee proposal in a couple of prompts

A polished fee proposal with images is work that would take hours in expensive design software. Now a couple of prompts produce a professional-looking PDF, branded exactly like the practice's own.

Siri, tell Viktor: create a fee proposal for the new acreage client using our standard hourly rate
Viktor
Fee proposal PDFbranded, with project photos
Add a cost breakdown on the letterhead
  • The practice's own format
  • Past project photos
  • The principal sets every fee

Spoken from the car between site visits. Waiting back at the office as a draft.

A couple of prompts, one polished proposal. The principal gives Viktor the client, the site and the hourly rate. Back comes a professional-looking PDF, branded exactly like the practice's own, with photos of past rural and acreage projects already laid out.

One more prompt for the numbers. Need a cost breakdown on the letterhead to go with it? Viktor prepares it as an editable Word document.

The principal stays in charge. Every fee is set by the principal and every send is approved. Viktor just does the assembling.

One month

What one month looked like

These figures come from the assistant's own monthly report. It says plainly they're a close approximation, not an exact count. It doesn't round itself up.

96

pieces of work handled in a single month

Work handled, month on month: about 73 to about 96
Inbox briefings delivered: 62 of 62
Industry
Landscape architecture
Location
Regional NSW
Challenge
The principal's time going to the inbox, invoicing, proposals and hunting for old records instead of design.

What gets asked for

  1. Fee proposals

    Professional, branded PDFs with past project photos.

  2. Invoices in Xero

    Maintenance invoices prepared as drafts to check.

  3. Documents on the letterhead

    Cost breakdowns, project summaries and a species list for a report appendix.

  4. Finding old records

    Like an engineering drawing from 2017, buried somewhere in Dropbox.

  5. Calendar and spreadsheets

    Dates added to the calendar and an editable site visit spreadsheet.

On autopilot

What runs on its own

Seven routines run without anyone deciding to do them. Most of the value is in things just happening.

RoutineHow oftenWhat it does
Every day

Inbox briefing

2xdaily

Reads the office inbox, summarises what's new, flags what needs the principal and matches senders to existing clients in Xero.

Files obvious marketing mail out of the way and lands as a message in Slack, morning and afternoon.

Every week

Maintenance invoicing

Autowhen hours land

Prepares the maintenance invoice as a draft in Xero, ready to check.

If something is missing, like the rate, it asks instead of guessing.

Maintenance hours reminder

Wedweekly

A short, friendly nudge in the maintenance channel asking for the week's hours.

Council tender scan

Monweekly

Searches open NSW council landscape architecture and design tenders.

Marks the new ones and lists closing dates, local councils first.

Client list refresh

Friweekly

Keeps client and customer records current from Xero and flags anyone new.

Usage check-in

Thuweekly

Scores how well the assistant is being used and suggests ways to get more out of the monthly allowance.

Every month

Monthly report

1stmonthly

A plain-English summary of what it's set up to do and what it actually did, emailed to the office.

Drafts only.

Nothing is sent from the inbox or authorised in Xero without approval. The one exception is a choice the practice made: filing marketing mail now happens without asking.

Two moments

The bits that stood out

Standout

From one request to a weekly routine

  1. Asked once

    The principal asked for a search of open NSW council tenders.

  2. Useful enough to keep

    The results were good enough to make it a standing routine.

  3. Every Monday morning

    New tenders marked, closing dates listed, local councils first. Nobody has to remember to look.

Trust

It asks rather than guesses

  1. Hours come in

    Twice in the month, maintenance hours arrived without everything needed to invoice them.

  2. Something is missing

    Instead of filling in a number and hoping, it noticed the gap.

  3. It asks

    Both times it messaged to confirm the hours or the rate. That's what you want from anything touching your invoices.

Why it works

Why it works in a small practice

This isn't replacing anyone in the practice. It's taking the admin layer off the person whose time is best spent designing.

Connected to the real tools

Outlook, Xero, Dropbox and Slack. It finishes the work in the systems the practice already uses, instead of explaining how to do it.

People approve, it drafts

Emails and invoices stay drafts until someone says yes.

Scheduled, not remembered

Daily, weekly and monthly routines run without anyone deciding to do them.

It asks rather than guesses

When a rate or a number is missing, it checks with a person first.

It reports on itself

A weekly check-in and a plain-English monthly report on what's running and what it actually did.

It only sees what it's invited into

Project channels stay private until the practice chooses to add the assistant.

What's next

Ready when the practice is

These skills are set up but not switched on yet. Each one is a single message away.

Drawing pre-checks

A checklist of missing initials, title block issues and sheet numbering gaps before a set goes to the client or council.

Ready to switch on

Google review replies

Unanswered reviews found, each with a short reply drafted for approval.

Ready to switch on

Site meeting notes

A recording turned into notes, decisions, an action list and a draft follow-up email.

Ready to switch on

Curious what this would look like in your business?

Book a free discovery session. We'll show you exactly how Viktor would work in your business, and tell you honestly if it's the right fit. No commitment.