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Family-office staff each built a working AI agent for their own recurring job

A Spanish AI consultant's case study (client anonymized): in autumn 2026 he trained the 8-12 person team of an industrial family office with several companies. Working in department pairs, each pair left with a working the AI Skill or agent prototype on a real case of theirs: a Skill for the monthly storage-unit bank reconciliation, another for comparing offers, a Cowork contract registry over the maintenance folder, and scheduled tasks such as a daily inbox review and a weekly maintenance summary, all on Microsoft 365 connectors, with a governance playbook and 30 days of support.

Meeting transcripts become Slack recaps, and the AI offers to take his tasks on

His meetings are recorded with Fireflies. On a set routine, the AI takes each transcript and posts a Slack recap to everyone who was in the meeting, with the action items and who owns each one. A second routine scans his meetings for tasks that fall to him and works out which ones the AI could do instead, then offers to run them in separate sessions.

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