AI operating systems · built & run · United States

A living operating system,
built around your business.

We learn how your team works, build the platform and agents around it, and run it with you — your strategy, integration, and operations partner.

RootWurx builds custom AI automation, agents, and operating systems for small and mid-sized businesses that have outgrown off-the-shelf software — designed around your data, your tools, and the way the day already moves.

Discovery, pilot, build, and operate as one continuous engagement. The team that ships the work is the team that maintains it. Pilot in 7 days. See it running before you commit.

Capabilities

5 disciplines · all custom
Build

AI Agents & Automation

Conversational agents that talk to your customers, qualify leads, draft replies, read photos, book appointments, and route work — inside the channels your team and customers already live in.

Build

Custom Platforms & Apps

Operating systems for your business. Deal portals, ledgers, dashboards, intake forms, internal tools — designed around your real workflows and unified into one source of truth.

Build

Knowledge & Document Intelligence

Private AI trained on your documents, SOPs, and contracts. Plus tools that read messy inputs — PDFs, photos, spreadsheets, scans — and turn them into structured intelligence.

Build

Custom Integrations & MCPs

When an integration doesn't exist yet, we build it. Custom MCP servers, API connectors, OAuth flows, webhook architectures — the plumbing that lets AI actually do useful work.

Partner

AI Strategy & Workflow Integration

An outsourced infrastructure partner. We map how your business actually runs, identify where AI fits (and where it doesn't), build the solutions, and stay close after launch to tune them to reality.

Talk to us →

Industries

proof first · patterns second

One operating model: system of record, knowledge layer, and AI agent — configured around how your business actually runs.

How the same model applies elsewhere The workflow changes by industry. The pattern stays the same: CRM, jobs or deals, documents, SOPs, invoices, and team knowledge connected into one operating layer.

Selected work

live in production

Example engagements pulled from active work. Each was built around the people who actually use it — and the same patterns run a lending desk, an insurance book, a law firm, or a clinic just as well.

Engagement · 01

Your whole business, answerable in Slack

● Live
Example · Commercial real estate · 20+ broker team

@mention it in any channel and ask in plain English. It reads the live deal pipeline, the CRM, every internal doc in Drive and Notion, and the books — then answers right in the thread, with its sources cited. Twenty-four tools across four live systems, one question.

It remembers. It learns the team's methodology and shortcuts, and it works ahead of you: “post the AR aging every Monday at 9am” becomes a standing job, and lease expirations, overdue receivables, and stale deals surface before anyone thinks to ask.

And it doesn't only read — mark a payment received or move a due date right from Slack, and the record updates.

24 tools
Across 4 live systems
Cited
Every answer sourced
Proactive
Digests + alerts on a schedule
In-thread
No new login for the team
Runs on: Slack · Supabase · Follow Up Boss · Notion · Google Drive
Asked in Slack — answered from the live pipeline, CRM, and your own docs, with citations.
northbridge.slack.com › Vera
RW Vera APP
MC
Maya Chen8:42 AM
@Vera what's our procedure when a client misses two payments?
Vera is searching your docs…
RW
VeraAPP8:42 AM
Send the Notice of Delinquency, pause service for 7 days, then route to Collections.
Sources · 6 cited
[1] collections.md §3.2[2] MSA §7[3] accounting.md §1.4[4] #ops-archive[5] counsel email[6] CRM · accounts
✅ 2👍 1
Engagement · 02

An operating system, not a stack of tools

● Live · In build
Example · Commercial real estate · 20+ broker team

Everything a 20+ broker team touches runs off one record. A deal entered once announces itself, posts to the team, tracks the receivable and the commission split, abstracts the leases, and fires the alerts that used to slip through — while the Slack agent above answers questions against all of it.

Each piece below shares one source of truth. The broker's view never changes — it all happens in the tools they already use.

One closed deal, entered once — six systems update automatically.
northbridge.platform · one record → six systems
1 deal entered
Cardinal Pointe
Multifamily · 184 units · $42.8M
Closed by Marco · 04/16
fans out automatically →
Announcement graphic
Branded announcement card rendered
Social posts
LinkedIn + Instagram drafted
Slack alert
Posted to #deals for the team
Accounts receivable
Receivable + draw schedule tracked
%
Commission tracking
Splits & payouts calculated
Proactive AI alerts
Lease expirations & overdue AR flagged
A public-safe view of the actual operating system — sample company, synthetic records, and no client data.
portaldemo.rootwurx.com › dashboard
Harbor Ridge Commercial demo portal dashboard showing brokerage operations, receivables, pipeline, and closed production
A lease PDF parsed into a structured abstract, with an LOI drafted from the same data.
lease-intelligence · abstract + LOI
Meridian_Lease.pdf · 38 pp
Extracted abstract
TenantMeridian Health LLC
PremisesSuite 400 · 6,200 RSF
Term7 years
CommencementAug 1, 2026
Base rent$28.50 / RSF NNN
Escalations3% annual
RenewalTwo 5-yr options
TI allowance$45 / RSF
Security2 months
Drafted LOI
Meridian Health to lease 6,200 RSF (Ste 400), 7-yr term at $28.50/RSF NNN, 3% annual bumps, $45/RSF TI, two 5-yr renewals. Ready for review.
New deal → webhook → Canva auto-generation → Slack delivery with one-click approval and caption.
content-engine · auto-marketing
Deal closed · webhook received · Canva assets generating…
OFFICE
TENANT
REPRESENTED
12,500 SQFT
Northbridge Commercial
1450 Commerce Blvd, Suite 200 · Austin, TX (sample)
LinkedIn post · caption drafted
NC
Northbridge Commercial
Just now · 🌐
Proud to announce the closing of Cardinal Pointe — a 184-unit multifamily community in Tampa, FL. Our team represented the buyer from underwriting through close at $42.8M. Another result built on disciplined, tenant-first representation. #CRE #Multifamily #TampaRealEstate #JustClosed
20+ broker team · multi-state · one source of truth · Portal, Slack agent, CRM, documents, finance, and marketing workflows connected around the same operating record.
Engagement · 03

AI Lead Intake Agent

● Live
Example · Home services

Built for local service businesses. An inbound lead agent that responds instantly over SMS and qualifies around the clock, paired with an automated Google review system that builds your reputation on its own.

No more missed leads. No more chasing reviews. Every conversation lands in the CRM as a structured lead with appointment, price, and next step.

2 min
Avg response
0
Humans touched
100%
Logged to CRM
24 / 7
Coverage
Runs on: Twilio · Google Business Profile · Calendar
Inbound text: qualified, booked to calendar, owner notified
Customer's phone
9:41
SRSummit Remodel ⌄
Today 8:42 PM
hey — looking for a quote on a bathroom remodel. master bath, ~80 sq ft
Hi! Happy to help 👋 Keeping the existing layout, or moving plumbing?
same layout, keeping plumbing where it is
Great. Finish level — builder, mid, or high-end?
mid finish. tile shower, double vanity
Got it. Is this your primary residence or a rental?
primary
And what's your ideal window to start?
next month if possible
Perfect. For that scope, typical range is $18–26k, about 4–6 weeks. Want me to grab a site visit? I've got Thu 10 AM or Fri 2 PM.
thursday 10 works
Delivered
You're booked for Thu 10 AM ✓ Calendar invite sent. Our PM will confirm Wed.
APR16
Site Visit · Maya Chen
Thursday, 10:00 – 10:45 AM
✓ Added to Google Calendar
+Text Message
RWRootWurx · Bookings ⌄
Today 8:43 PM
✅ New booking — Maya Chen · bathroom remodel (master, ~80 sf). Mid finish, keeping plumbing. Est. $18–26k, 4–6 wks.
APR16
Site Visit · Maya Chen
Thursday, 10:00 – 10:45 AM
✓ Added to Google Calendar
Site visit's on your calendar. I'll text Maya a reminder Wed AM.
👍 nice
+Text Message

Where we work

Every industry · every workflow

Whatever sector you operate in, we study it, learn your workflows, and build tools designed for the way your business actually works.

Real Estate| Mortgage & Lending| Insurance| Accounting & Wealth| Family Offices| Legal| Professional Services| Construction & Trades| Home Services| Healthcare & Clinics| Manufacturing| Logistics| E-Commerce & Retail| Hospitality| Education| Media & Publishing| Non-Profits
Don't see yours? It still applies. If your team repeats the same work every week, we can help.
Tell us about your workflow →

Engagement

4 phases · each ships before the next

No mystery roadmaps. No quarter-long discovery. You see something running before you commit further.

01
Discovery
Free · 1 call

We map your current workflow — your people, your process, where things slow down — before writing a single line of code.

02
Pilot
7-day trial

One concrete use case, built and shown live. You see the work function in your environment before committing.

03
Build
Phased delivery

We ship in phases. Each phase goes live in production before the next phase begins.

04
Operate
Ongoing

We run the infrastructure, tune the agents to reality, and stay close as your business changes.

Let's build something
that Wurx.

Tell me what you need. I'll tell you what's possible.

The Practice · One operator, small bench

RootWurx is run by Nik Mirando — builder, with a background in institutional real estate and sustainability. Day job: data management and reporting lead — investor diligence, disclosure frameworks, fund-level compliance, portfolio aggregation. Turning scattered information into something decision-ready is the work.

Most software is built for everyone, which means it isn't quite built for anyone. RootWurx is the quieter version — closer, custom-fit, built around how your team actually operates.

Off hours: gardening, fishing, and a running list of projects to bring back to life.

RAX01'26
Discovery Intake

Tell me about your business
and what you're trying to solve.

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