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Veracity

Co-CEO AI Agent for EOS-Aligned Leadership

Executive Workflow Automation via Chatbot System

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Case Study Summary:


Veracity Consulting, an IT services firm operating on the Entrepreneurial Operating System (EOS), set out to build an intelligent Co-CEO assistant for its founder, Angela Hurt. The vision: an AI partner that could answer internal questions, route requests to the right leader, and surface structured decision support in real time.


Halfway through the project, the team is focused on the foundation—building the data pipeline and training specialized AI agents to “think” like the company’s key influencers. By modeling the decision-making principles, leadership profiles, and operating rhythms of Veracity’s leadership team, the assistant is being shaped into a trusted counterpart. 


The goal is not just efficiency, but to provide data-driven clarity that balances the founder’s natural people-first, intuition-driven style with structured, evidence-based insight



The Challenge:


Veracity needed a way to bring more structure and clarity to decision making.

  • Often when key decisions arise, the right data isn’t available or connected

  • Input from the team tends toward consensus, not clear recommendations

  • Leading indicators aren’t consistently tied to long-term revenue outcomes

  • Important context (values, culture, performance patterns) lives in people’s heads, not systems


Our Approach:


We focused on building the foundation for an intelligent Co-CEO assistant that could deliver structured decision support in real time.

  • Designed a data pipeline to unify leadership profiles, EOS tools, and business metrics

  • Trained AI agents to “think” like Veracity’s key influencers and domain leaders

  • Embedded cultural values and decision-making principles into the system logic

  • Structured outputs to surface insights, route requests, and recommend next steps with clarity



The Result:


Halfway through the project, the Co-CEO assistant is already reshaping how Veracity captures and uses knowledge.

  • Weekly leadership meetings are recorded and saved into the database, giving Angi on-demand access to review notes

  • Prototype agents provide structured summaries that highlight key themes and action items

  • EOS tools, leadership profiles, and financial goals are being connected into a unified data foundation

  • Early outputs show clearer visibility into leading indicators and how they tie to long-term revenue targets

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