RSVP for the next Agentic Society Mastermind in Austin, TX

In this Boardroom, we worked on…

Building Company Brains in Google Drive

  • Friday, July 24, 2026 · 9:30 AM – 12:30 PM
  • Industrious, Austin, TX
From the room

This Session's Deep Dives

Builds members shared during Show & Tell, expanded into a step-by-step you can run yourself.

He walked the room through building a company brain in Google Drive, live

The AI Boardroom at Industrious East 7th, where Austin and Darby taught the company brain session live

The problemEvery founder's business knowledge lives in their own head, scattered files, and past conversations, with no shared system their team or their AI agents can actually query.

Austin and Darby Rollins spent the teaching half of the session building real company brains, live, using nothing but Google Drive. The framework has three levels: Level 1 is founder-only, just for you to query and solve your own problems; Level 2 opens access to your team, so a member's admin staff can ask the company brain questions instead of texting the founder on vacation; Level 3 is AI agents with full context that keep the brain current on their own. The structure is a shared drive, kept separate from anyone's personal Google Drive, organized into plain markdown files, chosen because they are the cheapest format for an AI agent to read without burning tokens on PDFs or spreadsheets. Members installed the Agentic OS MCP connector through the member portal, downloaded the company brain starter kit, and chose between Harvest mode, which pulls context automatically from every already-connected source like Drive, Gmail, and GitHub, or Interview mode, a from-scratch question-and-answer setup. Austin demoed both a browser-based harvest of his own franchisor's training system and a Gmail-keyword harvest that builds a contacts directory automatically, and walked through exactly how he structures permissions at his own spa business, from full founder access down to a front-desk employee who can ask company policy questions without ever reaching him.

What they built
  • Build a shared Google Drive folder, separate from anyone's personal drive
  • Structure it with plain markdown files: a router, a personality file, an org chart, and department folders
  • Install the Agentic OS MCP connector and run the starter prompt
  • Choose Harvest mode to pull from connected sources automatically, or Interview mode to build from scratch
  • Layer permissions exactly like your org chart, from founder to front-desk
Outcome

Every member in the room left with a working Level 1 company brain and a live install they could keep building on that afternoon.

Key takeaways
  • Markdown files are the cheapest format for an AI agent to read without burning tokens
  • Harvest mode can pull your existing context automatically; Interview mode works when you're starting from nothing
  • Layer AI permissions the same way you already layer employee permissions, by role and location
  • A browser-based agent can turn a source with no API into markdown files overnight
The playbook: build it yourself
  1. Create a shared Google Drive folder separate from your personal drive
  2. Install the Agentic OS MCP connector and download the company brain starter kit
  3. Run the starter prompt and choose Harvest mode (pulls from connected sources) or Interview mode (starts from scratch)
  4. Structure the folder with markdown files: a router file, a constraints file, an org chart, and department folders
  5. Set folder-level permissions that mirror your org chart, from founder down to front-line staff
  6. Point a browser-based agent at any source with no API and have it write markdown files from what it finds
Hand it to your AI employee
You are my chief of staff, modeled on the company brain framework taught at the Agentic Society Boardroom (July 2026). Help me build a Level 1 company brain in a shared Google Drive folder, separate from my personal drive. Interview me for: (1) my business's key departments and who runs them, (2) what documentation already exists and where (Drive, Gmail, Notion, GitHub, or elsewhere), (3) what should never be shared even internally. Then: (1) propose a folder structure using plain markdown files, including a router file, a constraints file, an org chart, and one folder per department, (2) if I have existing sources connected, harvest context from them automatically; otherwise interview me from scratch, (3) propose a permission structure that mirrors my org chart, from my own full access down to my most junior role. Do not delete or overwrite anything without asking me first.

Takeaway The scaffolding you build for yourself at Level 1 is what makes Level 2 (team access) and Level 3 (self-improving agents) possible later — skipping it means rebuilding later.

Get the Building Your AI Company Brain slides

He turned government RFP bids from 80 hours into 30 minutes

~80 hours of manual work per bid down to about 30 minutes

The problemBidding on government contracts took two people roughly 80 hours each to write, and most of the cost was in bids the company would never win.

Ravi's company RoverPass bids on RV park and campground management contracts with counties and municipalities, and the bid documents themselves are 100-page proposals with heavy compliance and security requirements. He built a chain of agents connected to Claude and GitHub: one ingests each RFP and checks it against RoverPass's own codebase to find feature gaps, sizes those gaps against the committed product roadmap, and returns a bid or no-bid recommendation. A second set of agents drafts the entire proposal document, and an adversarial review agent loops through it roughly ten times checking for anything overlooked or hallucinated before a human reviews it. A design agent generates supporting images, and a Playwright-driven agent automatically captures screenshots of RoverPass's own software to include in the proposal. RoverPass also replaced Jira with an internal platform called CENTCOM that ties the same agent output into capacity planning, so sales commitments stay realistic against what the engineering team can actually deliver.

What they built
  • Source RFP leads by keyword through a bid-discovery tool
  • An ingestion agent checks each RFP against the codebase and scores gaps
  • Drafting agents write the proposal; an adversarial agent reviews it about ten times
  • A design agent and a Playwright-driven screenshot agent finish the visual package
  • A human reviews and submits
Outcome

The company can now bid on far more government contracts than it could staff for by hand, submitting its first bid built this way to Miami-Dade County the day before this session.

Key takeaways
  • An adversarial review agent that loops multiple times catches gaps a single pass misses
  • Point an agent at your own codebase before you draft a proposal, so the bid only promises what you can actually deliver
  • Automating the highest-effort, lowest-differentiation part of sales (bid writing) frees capacity for volume, not just speed
  • A capacity-planning system tied to the same agent output keeps sales commitments honest
The stack
The playbook: build it yourself
  1. Source RFPs by keyword through a bid-discovery tool
  2. Have an agent check the RFP's requirements against your own codebase and flag gaps
  3. Have the agent size each gap and score a bid or no-bid recommendation against your roadmap
  4. Draft the full proposal with one agent, then loop an adversarial review agent through it multiple times
  5. Generate supporting images and automatically capture product screenshots
  6. Route the finished draft to a human for final review before submitting
Hand it to your AI employee
You are my RFP-bid assistant, modeled on the system shared at the Agentic Society Boardroom (July 2026). I bid on contracts that require a detailed written proposal. Interview me for: (1) where my codebase or service documentation lives so you can check a new RFP's requirements against what I already have, (2) my proposal format and compliance requirements, (3) my product's visual assets or screenshot sources. Then: (1) ingest a new RFP and identify every requirement I don't currently meet, sizing how much work each gap is, (2) draft a full proposal document, (3) review your own draft at least five times as an adversarial critic looking for anything overlooked, inaccurate, or unsupported, (4) flag anything you are not confident about for my review before I submit. Never submit anything without my explicit approval.

Takeaway The constraint on government contract revenue was never the opportunity size, it was the hours available to write bids — solve the hours and the volume follows.

His command-line agent drafts a sales proposal in 5 seconds

Proposal drafting: ~30 minutes to ~5 seconds

The problemTurning an enterprise sales call into a custom proposal took about half an hour of manual work per call, on top of tracking every feature request the prospect raised.

Ravi built a command-line agent called SalesBot that runs after every enterprise sales call, which he records through Google Meet. It analyzes the call transcript, classifies the type of call, identifies any feature gaps the prospect raised and files them as tickets in CENTCOM, RoverPass's internal project-management platform, then drafts a fully custom proposal email and generates the proposal itself. Ravi reviews the draft and clicks send, which took the whole job from about 30 minutes of his own work down to roughly 5 seconds of review. Because those feature-gap tickets land in the same platform RoverPass uses for capacity planning, every promise made on a sales call stays visible to the engineering team that has to deliver it. On the CRM side, RoverPass still runs Zoho today but is replacing it with an in-house build this quarter after hitting persistent API rate limits, the same build-versus-buy call he walked the room through earlier.

What they built
  • Record every sales call automatically
  • An agent classifies the call and drafts a custom proposal from the transcript
  • The same agent files every feature gap the prospect raised as a tracked ticket
  • A human reviews and sends, so nothing reaches the client unchecked
Outcome

Proposal turnaround dropped from about 30 minutes of manual work to roughly 5 seconds of review before sending.

Key takeaways
  • Automating the post-call paperwork, not the call itself, is where the time savings live
  • File every feature request from a sales call as a tracked ticket the moment it's spoken, or it evaporates
  • Route sales promises into the same system engineering plans capacity in, so sales can't outrun delivery
  • Keep a human review-and-send step, the speed comes from drafting, not from removing judgment
The stack
The playbook: build it yourself
  1. Record every sales call and get an automatic transcript
  2. Have an agent classify the call type and extract feature requests or objections
  3. File each feature gap as a tracked ticket in the tool your delivery team already plans in
  4. Draft a fully custom proposal email from the transcript for human review
  5. Review and send, and track how long the draft-to-send step actually takes you
Hand it to your AI employee
You are my sales-operations assistant, modeled on the SalesBot shared at the Agentic Society Boardroom (July 2026). After each sales call transcript I give you: (1) classify the call type, (2) draft a custom proposal email referencing what was actually discussed, (3) list any feature gaps or objections raised as trackable tickets in the format my project tool expects, (4) flag any promise made on the call that my delivery team hasn't already committed to. Never send anything to the client without my review.

Takeaway The half hour was never the call, it was the paperwork after it. Automate the artifact and keep the relationship.

Big ideas

The patterns that kept surfacing, with the people who said them best.

  1. 01

    This is the first Boardroom split into a teaching half and a deep-work half.

    Austin restructured the format itself this session: the first half of the day is training, and the second half is open for members to co-work and collaborate together in the room.

  2. 02

    You don't want to be the bottleneck in your business.

    If every employee left tomorrow, would they carry undocumented intelligence out the door with them? That's the case for building a company brain before you think you need one.

  3. 03

    Level 1 today is the scaffolding for Level 2 and Level 3 later.

    A founder-only company brain isn't the end state, it's the foundation that lets a team query it later, and eventually lets AI agents keep it current on their own.

  4. 04

    The most opportunity-rich businesses can't win more because they can't staff more sales work.

    Ravi's business wasn't limited by the size of the government-contract opportunity, it was limited by the hours available to write bids for it.

  5. 05

    Replace the platform once your own volume outgrows what it was built for.

    RoverPass replaced Jira with a custom internal platform, CENTCOM, once ticket volume and delivery forecasting outgrew what an off-the-shelf tool could do.

  6. 06

    85% of the time, a slow engineering team is a symptom, not the problem.

    Mike Couvillion, who consults for private equity firms on AI rollouts after 30 years as a CTO, said the real issue is usually that the CEO, COO, CFO and CTO don't agree on what's actually priority number one.

  7. 07

    Point an agent at any source with no API, and have it write the documentation for you.

    Austin used the Claude Chrome extension to turn his franchisor's entire training system into markdown files overnight, with no connector or API required.

  8. 08

    Separate your company's facts from your own voice.

    Justin's next step past a basic company brain is training a second layer on his own writing and speech patterns, so a chatbot can answer as him, not just with company facts.

  9. 09

    Run a nightly routine where your agents grade their own day.

    Mike's agents compact each day's work into lessons and refine their own instructions overnight, plus a recurring pass purely to cut wasted context in his core files.

  10. 10

    AI will make you do it wrong faster.

    Mike's warning to the room from years of private-equity AI rollouts: if leadership hasn't agreed on the real priority, automation just accelerates the wrong work.

Questions from the room

Asked out loud in the room, answered by the people doing it. Straight from the transcript.

What's the very first thing to build before I hand my team access to a company brain?

Build it for yourself first, at Level 1. That scaffolding, your folder structure, your permissions, your markdown files, is what makes it possible to open access to your team later without starting over.

Austin Distel

How do I harvest information into my company brain from a tool that has no API or connector?

Point a browser-based agent at it directly and have it write what it finds into markdown files. That's how an entire training library got turned into a working company brain overnight, with no integration required.

Austin Distel

Should I use Harvest mode or Interview mode to set up my company brain?

Harvest mode pulls context automatically from whatever you already have connected, like Drive, Gmail, or GitHub. Interview mode is better if you're starting from nothing and want to be asked questions from scratch.

Austin Distel

Is it worth spending months building a custom CRM instead of using something off the shelf?

Only if your volume has actually outgrown the off-the-shelf tool. It can take months to find every edge case, but once built, a workflow designed exactly around your own process can end up far better than any general-purpose tool.

Ravi Parikh

Why is a slow engineering team so often not actually about the engineers?

Most of the time, it's not the software team that's the problem, they're the symptom. The real issue is usually that leadership doesn't agree on what the top priority actually is.

Mike Couvillion

Do I still need Zapier now that Claude has its own connectors?

For most non-technical operators, yes. It fills the small gaps Claude's connectors don't cover yet, and its visual, testable interface is still more approachable than working from a terminal.

Austin Distel

AI tools mentioned

Every tool, skill, and build that came up, with links to go try them.

  • Building Your AI Company Brain — the slides

    The full slide deck from this session's live company brain training — the Level 1/2/3 framework, the folder structure, and the install path.

    drive.google.com/file/d/1wlX3iDI4GvSysZn7bKiMrHM3eOF5e-5D/view?usp=sharing
  • Agentic OS — member portal

    Where members installed the MCP connector and downloaded the company brain starter kit used throughout this session.

    os.agenticsociety.com
  • RoverPass

    Ravi Parikh's management software company for the outdoor hospitality industry, and the business behind both deep dives in this recap.

    www.roverpass.com
  • Google Drive

    The free, already-installed tool the entire company brain framework runs on.

    workspace.google.com/products/drive
  • GitHub

    Where Ravi's RFP-bidding agents check new contracts against RoverPass's own codebase.

    github.com
  • Fathom

    The call recorder whose API auto-files transcripts into the right client folder using fuzzy name and email matching.

    fathom.video
  • GoHighLevel

    The platform behind the room's build-vs-buy discussion, and how Austin runs his spa's lead-calling accountability and member onboarding.

    www.gohighlevel.com
  • Zapier

    Discussed at length for filling the small gaps Claude's own connectors don't cover yet, especially for non-technical operators.

    zapier.com
  • All event recaps

    The full archive of AI Boardroom and Mastermind recaps.

    agenticsociety.com/events
$500 Referral Reward

Refer a friend — Earn $500

The Agentic Society is a private room of owners & operators becoming Agentic CEOs by building their companies with smart teams and AI Agents. If you know someone who would be a good fit to join our Mastermind, email the intro to Austin Distel. If they become a member within 90 days, you'll receive a $500 referral reward.

Email austin@agenticsociety.com

Meet with attendees of the Boardroom

Follow up with the smart people who attended this event to build meaningful connections and make progress implementing AI Agents in your business.

Austin Distel

Founder, Agentic Society

Founder of the Agentic Society — a private room of owners and operators becoming Agentic CEOs.

Darby Rollins

Chief Agent Officer, Agentic Society

Builds the Agentic OS — skills and agents for the community; founder of GenAI University.

Ravi Parikh

Founder, RoverPass

Runs RoverPass (management software for RV parks, campgrounds and outdoor hospitality), an agentic accounting firm, and Maker Square, an AI training program.

Justin Day

Founder, Day by Day (local SEO)

Runs a local-SEO agency for home services; built the Invisible Business Scan and an overnight 'Dreaming' system.

Jay Douglas

Founder, KeyFive

Built a CFO agent that produces on-demand P&L statements and 13-week what-if cash-flow reports.

Mike Couvillion

Founder, Alexa Guru

30 years as a CTO across SaaS companies, now advising private-equity firms on AI rollouts and technical due diligence. Runs a fleet of Claude and Codex agents behind an orchestrator that assigns work to developer agents at the right level.

Prashant Vanka

Agentic real estate, Austin

Runs an AI-powered direct-to-seller wholesale and high-end spec engine in Austin.

AZ Moyer

Founder, AZ Does Taxes

Austin tax pro shipping on-brand, Claude-built client deliverables and automating the busy work so the firm can scale advisory.

Will Sayasenh

Video & Photography, Agentic Society team

Content lead capturing member stories on video — freshly relocated to Austin, with home-services clients of his own.

Rohan Karunakaran

Founder, Frontier Studio · Bitterclip

Grows founder-led content on LinkedIn; built Bitterclip, an AI video-clipping app.

Cristian Aguilar

Agentic Society team

On the Agentic Society team.

Adam Weisberg

Restaurant owner · Lucky Robot, Nomade & ZEN

27-year Austin restaurant owner (Lucky Robot, Nomade, ZEN) building AI dashboards for his restaurant group — OpenTable and Toast cover-count prediction, P&Ls — and exploring businesses beyond the industry.