Partner Bootcamp · Session 01

Find the first workflow.

Mon Oct 26 · 11am ET

Today

  1. 01The AIOS you build, on Kylon
  2. 02Your discovery calls
  3. 03Workflows to start with
  4. 04Pricing: your turn
  5. 05Homework

01

You build the client's AIOS. Kylon is the infrastructure under it.

The client's AIOS

One workspace. The client's team and their agents, together.

Live: Brackenvale, a demo company in Open House Open live demo

Live: Brackenvale, a demo company in Open House

What you see is a chat. What makes it work is the harness: identity and access, agent routing, connections, runtime, build and ship, governance.

Every client AIOS

Built yourselfBuilt on Kylon
New clientStand up a server, redeploy your stackCreate a workspace in minutes
Their toolsPaste API keys into each buildThey click Connect on Gmail or HubSpot
UpkeepYou patch it and take the 2am callKylon runs it and keeps it updated
Their teamSees the output, not the workWorks next to the agents every day

Setting up a client: two ways we've seen

A · You set it up

  1. Create the client's workspace
  2. Invite their team
  3. They connect their own email, calendar and meeting notetaker
  4. You build Rooms, Agents, Automations

B · They sign up, add you

  1. The client signs up at kylon.io
  2. They add you to their workspace
  3. They connect their own email, calendar and meeting notetaker
  4. You build and support it

Connections and access

Connections

Each person signs in to their own accounts and picks which agents can use them.

Rooms

Public: anyone in the workspace can join.
Private: invited people only.

Agents

Shared: the whole workspace works with it.
Private: only the people you pick.

Kylon Connections page: my connections and ones shared by teammates, with owner and last access by agentAvailable connections: Gmail, Google Calendar, GitHub, Notion, Google Drive, each with Connect

Sensitive work goes in a private Room with a private agent. Anything going out is a draft a person sends.

Claude Code and Codex

For client builds, use agents hosted on Kylon.

Bringing in Claude Code or Codex? Run it on a machine that stays on: a Mac mini, a VPS or another server.

02

Your discovery calls.

You know this better than we do. Show us how you find the workflow.

Partner share · discovery calls

03

Some workflows to start with.

Quick wins first, then deeper builds. Then one real case, end to end.

Workflows to start with

Quick wins

  1. 1Stalled quote follow-up
  2. 2Low-stock reorder

Live in a week. One inbox or sheet, one person approves.

Deeper builds

  1. 3Month-end close
  2. 4Check and pay an invoice
  3. 5Repairs that need sign-off
  4. 6Find new clients

Money, approvals and new business. Several systems, more people.

01

Stalled quote follow-up

Starts
No reply in 7 days
Agent
Drafts a short nudge
Person
Lucas edits once, sends

Connects

  • GmailGmail
  • HubSpotHubSpot
Live in Open House · #wholesale Open live demo

Live in Open House · #wholesale

02

Low-stock reorder

Starts
Every morning at 7:00
Agent
Checks the stock sheet, drafts the reorder
Person
Theo sends it

Connects

  • Google SheetsGoogle Sheets
  • GmailGmail
Live in Open House · #ops Open live demo

Live in Open House · #ops

03

Month-end close

Starts
The month ends
Agent
Reconciles the bank, flags what doesn’t match, drafts the close pack
Person
Priya decides each exception

Connects

  • Ramp
  • Google SheetsGoogle Sheets
  • GmailGmail
Live in Open House · #finance Open live demo

Live in Open House · #finance

04

Check and pay an invoice

Starts
A vendor invoice arrives
Agent
Checks it against the PO and delivery, pays through Ramp once approved
Person
Priya and Maya approve

Connects

  • GmailGmail
  • Ramp
  • Google DriveGoogle Drive
Live in Open House · #finance Open live demo

Live in Open House · #finance

05

Repairs that need sign-off

For property, facilities and field services, where big repairs need the owner’s OK.

Starts
Something breaks
Agent
Gets a quote. Over the limit, it asks the owner
Person
Owner approves, manager books

Connects

  • GmailGmail
  • Google CalendarGoogle Calendar
Live in Open House · #ops Open live demo

Live in Open House · #ops

06

Find new clients

For any business that grows through outbound: a target list, a reason for each, and replies tracked.

Starts
“Find us 20 new retailers”
Agent
Researches, builds the list, drafts each intro
Person
Team cuts the list, sends the emails

Connects

  • LinkedIn
  • GmailGmail
  • HubSpotHubSpot
Live in Open House · #client-acquisition Open live demo

Live in Open House · #client-acquisition

A real case · lead to meeting booked

A workflow is never done on day one.

On paper, lead to meeting booked is six steps. Real bookings branch at every one of them.

So you ship the simple version and keep a loop running: the team flags a new case in the thread, the Agent updates the rule, and the next lead takes the new branch. Kylon is where that loop lives.

On paper

A new lead comes in

Send a booking link

They pick a time

Invite with a Meet link

The call

Notes and next steps

Follow-up email

In a real business

fits

not a fit

an agency

no host free

booked before

booked

no-show

no notetaker

held

offer promised

a case nobody planned for

next lead takes the new branch

New lead

Picks a time

A person decides,
sends a polite no

Goes to the
partner team

Show hosts in
other time zones

New host gets the
first call's notes

The call

Reschedule note,
nudge in 3 days

Host adds
the notes

Notes and next steps

Code made, checked,
put in the email

Follow-up email

Team flags it in the thread.
The Agent updates the rule.

Pick the first one

Good first workflow

  • Happens every week
  • One person owns it, the team joins in
  • Starts in an inbox, Drive or a sheet
  • A person approves what goes out

Save for later

  • An assistant for everything
  • A once-a-month task
  • Needs four sign-offs

04

Pricing: you're the experts.

What we've seen so far, then your turn.

What we've seen

  1. Way in

    Paid audit and a scope deck, or a paid workshop

  2. First workflow

    Setup fee

  3. Retainer

    A new workflow each month

Wisdom Technology, Japan: paid workshop, then setup and support. Those fees are 100% theirs.

Partner share · 10 minutes

Your turn · before Thursday

Start exploring the use cases and build your client's first workflows.

A few of you demo on Thursday.

Coming this week

Pitch decks and assets you can show your clients.

We're growing

Tell us what feels awkward and what you want to see.

Your pod's WhatsApp group, or DM us.

Q&A

Next: Thu Oct 29 · 3pm ET

How to set up a client workspace whose agents know the business in an afternoon