Back Office Automation Software That Runs Your SOPs, Not Around Them
Ops does not need magic, it needs the same thing done the same way every day, with a human told the moment something is off. Officeagent executes your standard procedures step by step and routes every exception, and every outgoing action, to a person.
In one answer
Back office automation with Officeagent means the agent executes your standard operating procedures, order confirmations, data entry, reconciliation prep, follow-ups, exactly as written, drafts every outgoing action for human approval, and flags exceptions to a named owner instead of guessing.
Human approval on every send · 14-day money-back guarantee
Try it on a real task
Routing slip · Officeagent
Status: Ready
Action requested
Pick a task above and press RUN IT. Officeagent handles it end to end; you approve the send.
Reading page /
☐ Approve · nothing sends without you
In the product you edit the draft right here; the agent learns your correction.
Officeagent drafted, you approved, it executed.
Sample data · Officeagent always waits for your approval before anything is sent
SOPs the agent executes, step by step
Every ops team has procedures: when an order lands, confirm it, log it, notify delivery; when an invoice arrives, extract it, enter it, file the PDF. Today those procedures live in someone's head and get done at that person's energy level. You write the procedure once in plain language, and Officeagent runs it the same way at 9am and at 4:45pm on a Friday: reads the trigger, executes the steps, drafts anything outgoing for approval.
The steps lean on capabilities you can inspect one by one: data entry automation for invoices and forms, spreadsheet upkeep for the trackers and rollups, filing rules for the drive. If a step cannot complete, the procedure stops and a human is told, which is the difference between automation and a mess you find in March.
- Procedures written in plain language, versioned, owned by ops
- Same execution at any hour, no energy-level variance
- Outgoing steps always pause for approval
- A stuck step halts the run and pings the owner with context
Exception handling: humans get the judgment calls
Most automation fails on the 5 percent of cases that do not fit, and fails silently. Officeagent is built the other way around: anything that does not match the procedure, an invoice total that disagrees with the PO, a reply that is not the expected confirmation, a missing attachment, is not forced through. It is flagged to the step's owner with what the agent saw and why it stopped.
The routine 95 percent flows without you; the 5 percent that needs judgment arrives at a person with context already assembled. That split is deliberate and it is why ops teams can trust the system with real processes rather than demos.
The daily digest: process reliability you can read in two minutes
Every morning ops gets one digest: procedures that ran, actions approved and executed, items still waiting on an approval, and exceptions with their owners. No dashboard safari, no asking around. When something recurs three days running, you fix the procedure, not the symptom, and the agent runs the fixed version from that day on.
The full loop, connect, plan, draft, approve, execute, digest, is on the how it works page. The Office plan at $399/mo covers the whole team and 2,000 agent actions a month; details on the pricing page, and how it lands across a group is on the AI assistant for teams page.
Common back office processes and how Officeagent runs them
| Process | What the agent executes | Exception raised when |
|---|---|---|
| Order intake | Confirmation drafted, order logged to sheet and CRM, delivery notified | Order details incomplete or mismatched |
| Invoice processing | Data extracted, entered, PDF filed by naming rule | Total disagrees with PO, or vendor unrecognized |
| Vendor follow-ups | Chasers drafted on schedule until reply lands | Reply is a dispute, not a confirmation |
| Weekly reporting | Rollup tab updated, report drafted for approval | Source data missing or stale |
Pricing
Assistant $149/mo · Office $399/mo · Enterprise from $1,500/mo
Office covers the whole team, up to 10 people, with the follow-up engine and CRM sync. Full limits on the AI assistant pricing page.
Questions on this
How is this different from Zapier or Make?
Zap-style tools fire triggers between apps; you build and babysit every branch, and they cannot draft. Officeagent reads context, drafts the emails and entries a procedure needs, pauses for approval, and stops with a flag when reality does not match the plan.
Do we have to document our SOPs first?
No. Describe the procedure in plain language, or let the agent watch how a process is handled today and propose the written version, which ops then edits and owns. Most teams end up with better documentation as a side effect.
What systems does it work with?
Your existing calendar, inbox, drive and CRM; see the integrations, including Google Drive, for exactly what each connection reads and writes. No rip-and-replace, it operates the stack you already have.
Can it approve low-risk steps automatically?
Internal, reversible steps such as updating a tracker row run without a pause. Anything outgoing, email, CRM records shared with others, files sent externally, always waits for a human approval. That line is policy, not a setting.
Also on the routing slip
Your office admin, off your plate by Monday
Connect your calendar, inbox and drive. Officeagent drafts the work, you hit approve, and the busywork leaves your desk for good.
14-day money-back guarantee · Cancel anytime