Most organizations are still using AI as a better search engine. We help executive teams redesign workflows around AI as a trainable employee — with handbooks, tools, and verification loops. The gap between Level 1 and Level 3 isn't 30% better. It's 10x.
Every team is at one of three levels. The tools change every few months — the levels don't. Knowing exactly where you are is the first step toward what comes next.
Someone opens a chat window, pastes context, gets an answer, copies it out. No feedback loop. No accumulated context. Every conversation starts from zero.
AI executes specific tasks inside the existing workflow — reading emails, processing invoices, generating reports. Faster, but the workflow is still the old one.
AI operates as a managed employee — with procedures, a handbook, tools, self-verification, and a coaching loop. You manage it; it ships the work.
“The bottleneck is not the technology. The bottleneck is whether you can describe the work clearly enough that a new hire could follow it.”
We meet teams where they are. Some need a clear strategy. Others have a painful workflow that is obvious to automate today. The most ambitious are ready to onboard AI as a managed employee across the organization.
A focused executive engagement that maps where your team sits across the three levels, identifies the workflows with the highest ROI, and produces a 90-day plan with named owners.
Level 2 work shipped quickly. We build and deploy automations that eliminate the admin time buried in email, invoices, reporting, and data entry — typically payback inside a quarter.
Level 3 work: managed AI agents with procedures, a handbook, proper tools, evaluations, and a feedback loop so they improve over time — modeled on what we've built for our customers' ads, marketing, and analysis workflows.
The AI as Your Employee: Three Levels of Working with AI keynote is available for your team and industry conferences — grounded in real projects, with a practical framework the audience can use the next day.
The real value is not a better answer from chat. It is a repeatable system: a handbook, connected tools, verification steps, and a human coaching loop.
We turn ad generation into a managed workflow, where AI follows campaign rules, checks itself, learns from review, and prepares reusable assets for the next launch.
A team member prompts chat, copies the output, edits manually, remembers brand rules from memory, and repeats the same judgment every campaign.
The AI employee follows a campaign handbook, drafts variants, checks copy and policy rules, and asks for approval only when judgment is needed.
Why it matters: every correction becomes guidance for the next run, so the system gets more consistent instead of starting from zero each time.
A Level 3 ad workflow produced a complete campaign suite with source-truth checks, preflight review, and final delivery tracking.
A controlled production run from source truth to approved multi-size deliverables.
Copilot Studio routes requests, extracts invoice details, checks missing fields, and prepares approvals.
Campaign ideas become draft emails, audience notes, follow-up tasks, and review checkpoints.
Raw data turns into repeatable analysis templates, QA checks, and executive-ready summaries.
Clermont AI is an AI consultancy based in New York, building on the client work we shipped as VCT Infotech America. We don't demo slide-ware — we ship. We have helped customers implement email and invoice automation using Copilot Studio; set up Level 3 AI employees for ads generation with Codex; build marketing automation on Claude Cowork; and run analysis at scale through BigQuery.
That practice shows up in the work. Every engagement starts with understanding your business, not recommending a tool. Every agent we deliver ships with the handbook, the evals, and the coaching routine — so your team can keep improving it after we leave.
“You're not competing with AI. You're competing with the person next to you who already knows how to direct it.”
A 30-minute free conversation to understand where your team is on the three levels and where the biggest wins are. No slides. Bring one workflow that hurts.
