We turn ChatGPT, Claude, Gemini or the AI you already use into AI agents that take repetitive work off your plate, like follow-ups, inbox triage and weekly reports. Supported consequential actions wait for your approval before they happen.
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AI can take these jobs off your plate today, but only if you can trust what it does on your behalf.
Opportuna builds AI agents that can take recurring work off your plate, like inbox triage, follow-ups, scheduling and CRM updates. They run on ChatGPT, Claude, Gemini or the AI you already use. Each one works the same way underneath: an agent prepares the work, and supported consequential actions wait for your approval before they happen.
See pricing and full scopeAn agent picks up the work when it arrives: a message, a form, a scheduled trigger. It prepares the response, the update, or the action, and supported consequential actions wait for your approval. You approve, edit, or decline it, and what you approve goes ahead. On Operator and Managed Team, the week is compiled into one report.
An agent picks up the work when it arrives: a message, a form, a scheduled trigger.
INTAKEIt prepares the response, the update or the action. Supported consequential actions wait for your approval.
PREPAREYou approve, edit or decline it, and what you approve goes ahead.
APPROVEOn Operator and Managed Team, the week is compiled into one report.
REPORTThe Opportuna Method helps you pinpoint the job, improve the process, link your AI and tools, operate the workflow, and track and approve supported consequential actions.
We watch how the work happens today and write down each step.
We cut the steps that don’t need to exist. We don’t automate a broken process.
We connect the AI and tools you already use.
We build the skill that does the job and put it to work.
Supported consequential actions wait for your approval before they happen.
WHY THE NAMEOpportuna comes from Latin, for a favorable wind carrying a ship into harbor. That’s what we do for the work in your business.
Take the work off your plate. You approve each supported action before it happens.
All names and numbers in it are invented.
The review queue. When an agent prepares a supported consequential action, it waits here with the agent’s reasoning, so you approve or decline it before it happens.
The weekly report. One page showing what came in, what needed a decision, and what still needs a look. Included on Operator and Managed Team.
Coming soon. The delegate box: describe a job in one sentence and it becomes a standing task an agent runs.
Already using ChatGPT, Claude, Gemini or another AI? Keep it. We build your AI agents around the tools you already use, and we add the guardrails. Not using one yet? We'll help you choose. Your connected AI and software accounts stay under their own terms, pricing, availability and usage limits.
Access, approvals and data routing are scoped to your engagement.
Access is granted through your own systems. We don’t ask for passwords to your personal AI apps.
Supported consequential actions wait for your approval before they happen.
We can pause a supported AI agent at your request.
Built in the open. Here’s what’s running today, what we’re building now, and what comes next.
A managed AI agent for a single business function, live and available today.
SHIPPEDExpanding one agent’s job to cover a full department, not just one task.
ACTIVEA pause control on every plan: your agents stop at once and stay stopped until a person resumes them.
ACTIVESupervising more than one agent from a single queue.
PLANNEDAgents that can work directly with other companies’ agents, without a person relaying between them.
PLANNEDA running record of what was approved, edited, or declined.
PLANNEDAgents that start already knowing how your industry works, rather than learning it from scratch.
PLANNEDIf something you need isn't here yet, or isn't quite right, tell us. Submissions get read.
A task you keep wishing someone else would pick up.
A step in your own process that breaks more often than it should.
Something we offer that's close, but not quite what you need.
A submission is sent.
It is read in the weekly session.
It is either adopted onto the roadmap or it is not taken forward.
Email, text or call. A person on our team replies.
| Monthly plans | ||
|---|---|---|
| Operator | Managed Team | |
| Initial reply | Within 6 business hours | Within 4 business hours |
#breakglass | Within 4 business hours | Within 2 business hours |
Include #breakglass for a security concern, unauthorized access, a serious outage or a harmful AI agent action.
BUSINESS HOURSMON–FRI · 10AM–4PM ET
Gabriel Reynoso
4+ years as Fractional COO at Abrahamsen Financial Group, a boutique wealth management, retirement, and legacy-planning practice.
1998
In 15 minutes you'll know whether this is a fit and what your first AI agent would do.
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