Optima AI Employee Builder
You’ve written your SOPs. Maybe you’ve mapped out your roles too. But the work still lands on you, because nobody has been handed it cleanly. Not a person, and not AI.
I built the Optima AI Employee Builder to make that hand-off.
Who it’s for
Small business owners who have SOPs, a Role Builder package or a job description, and want to know which of those tasks AI can take off their plate. It’s for you if you keep hearing about AI employees and don’t know where to start in your own business.
What’s inside
- The Optima AI Employee Builder skill for Claude (.zip)
- A How to Use guide
- A sample report, job description, workbook and AI employee, so you can see what you’ll get
How it works
This is the Automate step on the Optima Path (Assess → Act → Build → Automate).
- Attach your SOPs, your Role Builder package or your own job description.
- Claude reads them first and only asks about what your documents don’t already say.
- It checks your job description against your SOPs and tightens it. No job description? It writes one.
- It lays out what the role does every day, week and month.
- It checks every task with five questions and shows you which ones an AI employee can take. You OK the list before anything gets built.
- It builds your AI employee, ready to upload into Claude.
What you get
- Your job description, tightened against your SOPs (Word)
- The role’s daily, weekly and monthly tasks, and who does each one
- A 10 to 15 minute daily check for managing your AI employee
- Every task sorted: AI runs it, AI drafts and a person approves, stays with a person, or needs an SOP first
- Your AI employee as a Claude skill (.zip), built from your own SOP steps
- An Excel workbook to track the role and the build
Your AI employee does the prep and the drafting. You or your team approve anything that goes to a client or moves money. That’s built in, and you can’t switch it off.
Works in your own Claude account with code execution turned on.
One-time payment, lifetime use in your own business.
Haven’t written your SOPs yet? Start with the Optima SOP Builder.
Haven’t taken the free Business Foundation Assessment yet? Start there: optimaoperationsconsulting.com/business-foundation-assessment
License: optimaoperationsconsulting.com/tool-download-license-and-disclaimer