OfficeAgent pricing, security and approval questions
An AI office assistant schedules meetings, drafts email, summarizes meetings, files documents, enters data and chases follow-ups. OfficeAgent does all of it with human approval on every send. Below are the questions offices ask before they pay: what each plan costs, what counts against it, who can see your email, and exactly what the approval desk lets you do.
What it does
What can an AI assistant do?
A modern AI office assistant can schedule meetings, draft and send routine email, summarize meetings into action items, keep documents named and filed, enter data from receipts and forms into spreadsheets or a CRM, and chase follow-ups until they close. OfficeAgent does all of this end to end, with one rule: it drafts, you approve, it executes. The full capability list is on the office automation software page.
How is OfficeAgent different from ChatGPT or Copilot?
A chat box answers when you ask. An agent notices the work and does it. OfficeAgent connects to your calendar, inbox, drive and CRM, finds what is due (replies owed, meetings to book, threads going stale), drafts the work, and executes after your approval. You never copy-paste anything anywhere. The workflow is on the AI admin assistant page.
Which tools does it connect to?
Gmail and Google Workspace, Google Calendar, Outlook and Microsoft 365, Slack, Google Drive, and HubSpot, Pipedrive or Salesforce for CRM. Each connection is OAuth, takes about two minutes, and uses read and draft scopes only. Details per tool are on the integrations pages.
Do I need to train it or set up rules?
No setup projects and no rule-building. OfficeAgent learns your tone from email you have already sent and your conventions from how your drive and calendar are organized. Most offices see useful drafts on day one and near-final drafts inside two weeks.
Can it really handle a whole office, not just one person?
Yes. The Office plan covers up to 10 teammates with a shared office inbox, a shared task ledger and per-person approval queues. Solo founders start on Assistant and upgrade when they hire. See AI assistant for business for the multi-seat setup.
Approval, accuracy and limits
Will it ever send anything without me?
Never. Every outgoing email, calendar invite, file change and CRM update waits in your approval queue, and the audit log records who approved what and when. Human approval is the core design decision of the product, not a toggle someone can forget.
How accurate are the drafts?
Routine drafts are written in your tone and queued for approval, so nothing goes out unread. Some need a line or two of tweaking, which is still faster than writing from scratch. Anything the agent is unsure about is flagged low-confidence for a human, not guessed at.
Is this legal or financial advice?
No. OfficeAgent assists with and drafts routine office work. It is not a lawyer, an accountant or a licensed adviser, and its output is not professional advice. For contracts, tax and anything regulated, it drafts the admin around the work and leaves the judgment to your professionals.
What happens when it makes a mistake?
Because nothing goes out without approval, a bad draft costs you one click to decline, not an apology to a client. Declines are logged and the agent learns from your correction. The daily digest also lists everything done, so nothing happens silently.
Inside the approval desk
Can I edit a draft before I approve it?
Yes. Open the item, change any line of the draft and save it, and the edited version is what gets approved. If the draft is off because your brief was thin, rewrite the brief instead and ask the agent again, optionally in a different tone. Both are free; nothing is counted until you approve.
Does a redraft or a declined draft use up an agent action?
No. An agent action is counted once, at the moment you approve a finished draft. Asking for a fresh draft, editing one yourself and declining one all cost nothing, so the 300, 2,000 or 4,000 monthly actions on Assistant, Office and Enterprise are finished work, not attempts. How the allowance renews is on the AI assistant pricing page.
When OfficeAgent sends an approved email, where do the replies go?
Back to you. The approved email goes to the recipient with its Reply-To set to your office inbox, so the customer or vendor answers you directly and the thread stays in your mailbox. Only emails are sent automatically, and only after the approval stamp.
What is in a meeting invite the agent drafts?
A subject line, two or three sentences on why the meeting exists and what it should decide, an agenda of three to five items with rough minutes each, and one line on what to read first. On approval it becomes a calendar invite (.ics) carrying that agenda. The time, length and attendees are used exactly as you gave them and never invented.
What does the agent do with a figure it cannot find?
It refuses to guess. In a data-entry draft any value that is not in your brief is written as [missing] in its cell and listed under a Checks heading, together with totals that do not add up and likely duplicates. In meeting minutes, an action item with no named owner is marked Unassigned.
Do action items from meeting minutes get tracked?
Yes. When you approve the write-up of a meeting, each action item the agent pulled out of your notes becomes a tracked task in the shared ledger, and you can add your own lines before approving. The full routing is on the AI admin assistant page.
Security and data
Is my data safe?
Data is encrypted in transit and at rest, never sold, and never used to train models for other customers. Access uses OAuth scopes you can revoke at any time from your Google or Microsoft admin panel. Enterprise adds SSO/SAML, role-based approvals, an audit log and a DPA. The plain-English detail is in the privacy policy.
Who at OfficeAgent can see my email?
Nobody, in the normal course of business. Processing is automated; human access requires your explicit consent on a support ticket and is logged. We publish this policy because we would want to read it too.
Can I control what the agent is allowed to touch?
Yes. Connections are per-tool, so you can give it calendar and email but not the drive, or the shared inbox but not personal ones. Enterprise adds role-based approvals so, for example, only the office manager can approve outgoing invoices.
Plans and billing
How much does it cost?
Assistant is $149/mo for one inbox and calendar. Office, the most popular plan, is $399/mo for the whole office, up to 10 teammates. Enterprise is $798/mo for up to 25 teammates, with SSO, an audit log and a security review. Yearly billing takes 50 percent off: $74/mo for Assistant, $199/mo for Office and $399/mo for Enterprise. Full limits are on the AI assistant pricing page.
Can I cancel anytime?
Yes: cancel in the billing portal (Billing section of your desk), no phone call and no retention script. The plan stays active to the end of the paid period. Payments are final, so try the homepage demo before you subscribe.
Is there a free plan?
No. OfficeAgent replaces real payroll hours, so it is priced like the work it does. You can try the live product surface right now: run a task in the demo on the AI office assistant homepage and judge the drafts yourself before you pay.
Still routing a question?
Ask a human: email [email protected] or use the contact page, and a person answers within one business day. Or see the agent work first: the demo on the AI office assistant homepage runs a real task in about ten seconds.
The answer to admin is an approval queue
That is the queue OfficeAgent gives your office. Create your account and approve the first drafts today.
Monthly or yearly, cancel in one click