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.
Real estate agencies send us a listing link or their listing photos. We send back a ready-to-post short video with music, captions and the agent's contact card.
Pick a listing, pick a goal and set a daily budget. We launch the Facebook, Instagram and Google ads, apply the housing-ad rules, and report results in plain words.
Four hands-on workshops for Hudson Valley business owners. Build the thing you used to pay someone else for — your logo and flyer, a 30-second video, your website, your quotes — on your own accounts, with an instructor sitting next to you.
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.
Before, turning a listing into a social video meant downloading files, editing, finding music, adding captions and exporting. Now the listing goes in and a music-backed vertical video with captions and the agent's contact card comes out. The agent still reviews it before posting.
Clermont AI is an AI consultancy based in New York, building on the client work we shipped. 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.
