Office automation software that covers the whole desk, not one task
Office automation software usually means one point tool per job: a scheduler here, a notetaker there, a zap holding it together. OfficeAgent is one agent that owns all of it, with one approval queue and one audit log.
OfficeAgent, live task panel
Status: Ready
Try it now
Pick a task above and press Run it. This is a sample run that plays out in the page, not live work on your accounts: it shows how OfficeAgent drafts and how you approve the send.
Reading page /
Approve it. Nothing sends without you.
In the product you edit the draft right here; the agent learns your correction.
OfficeAgent drafted, you approved, it executed.
Nothing is sent until you approve it. Every action is logged.
The capability checklist
Email, triaged and drafted
Routine replies drafted in your tone, invoice chasers on schedule, triage labels and a short morning brief on what actually needs you.
AI email assistant →Meetings, scheduled without ping-pong
The agent reads calendars, proposes slots, writes the availability email and sends the invite the moment a slot is picked.
AI meeting scheduler →Meetings, remembered
Five-bullet summaries, action items with owner and due date, and follow-up drafts queued before everyone is back at their desk.
AI meeting notes →Tasks, captured and chased
Commitments made in email and meetings become tracked tasks with owners. The agent nudges until each one closes.
AI task manager →Data entry, without the typing
Invoices, receipts and forms become spreadsheet and CRM rows. Low-confidence fields are flagged for a human, never guessed.
Data entry automation →Documents, named and filed
Naming conventions enforced, files landed in the right folders, duplicates and stale drafts flagged, retrieval by plain-language ask.
AI document management →Follow-ups, never dropped
Every "I will get back to you" is tracked. The chase email is drafted at the right interval, with a polite escalation ladder.
AI follow-up emails →Spreadsheets, kept current
Weekly rollups refreshed, report tabs built from templates, anomalies noted in your digest before they become surprises.
AI for spreadsheets →The approval spine
Every capability routes through one approval queue
Whatever the job, the flow is the same: the agent plans, drafts, and waits. You approve, edit or decline. Approved work executes on time and lands in the audit log. That is why an office can hand real work to an agent without losing control, and why office managers and ops leads sign off on it.
Connected tools
Works inside the tools you already pay for
Gmail, Google Calendar, Outlook, Slack, Google Drive and your CRM. About two minutes each to connect, read and draft scopes only, one click to disconnect. Details per tool on the integrations pages.
By plan
Which OfficeAgent plan includes each capability
Assistant runs one person's inbox, calendar, meetings and tasks. Office opens the shared work a whole office needs, and Enterprise adds the controls a larger or regulated team asks for. Prices for each are on the AI assistant pricing page.
| Capability | Assistant, $149/mo | Office, $399/mo | Enterprise, $798/mo |
|---|---|---|---|
| Email drafting with approval | Included | Included | Included |
| Meeting scheduling | Included | Included | Included |
| Meeting summaries and action items | Included | Included | Included |
| Task tracking | Included | Included | Included |
| Shared office inbox | Not included | Included | Included |
| Follow-up engine | Not included | Included | Included |
| Data entry from invoices, receipts and forms | Not included | Included | Included |
| Docs and spreadsheet upkeep | Not included | Included | Included |
| CRM sync | Not included | Included | Included |
| SSO/SAML and role-based approvals | Not included | Not included | Included |
| Custom integrations | Not included | Not included | Included |
| Teammates and agent actions | 1 person, 300/mo | Up to 10, 2,000/mo | Up to 25, 4,000/mo |
Before you buy
Office automation software questions
Which office tasks can OfficeAgent automate?
OfficeAgent handles eight recurring office jobs: email triage and drafting, meeting scheduling, meeting notes and action items, task tracking, data entry from invoices and forms, document naming and filing, follow-up emails, and spreadsheet upkeep. One agent covers all eight, with one approval queue, instead of a separate tool for each job.
Does it send anything without my approval?
No. Every outgoing email, calendar invite, file change and CRM update waits in your approval queue until a person approves it. You can edit a draft or ask for a rewrite first, and neither counts against your plan. Only approved, finished work is executed and counted as an agent action.
Which plan do I need for data entry and CRM sync?
Data entry, CRM sync, the shared office inbox, the follow-up engine and document and spreadsheet upkeep are on the Office plan, $399 a month or $199 a month billed yearly, for up to 10 teammates. The Assistant plan at $149 a month covers one person's inbox, calendar, meetings and tasks.
What tools does OfficeAgent connect to?
It connects to Gmail, Google Calendar, Outlook, Slack, Google Drive and CRMs including HubSpot, Pipedrive and Salesforce. Each connection takes about two minutes, asks for read and draft access only, and can be removed in one click. Enterprise adds custom integrations for systems outside that list.
Hand your back office to OfficeAgent
Create your account, connect your calendar, inbox and drive, and approve the first drafts the same day.
Monthly or yearly, cancel in one click