AI admin assistant that runs your office step by step
An AI admin assistant is software that connects to your inbox, calendar, drive and CRM, plans the routine work, drafts every email and invite, waits for your one-click approval, then executes and reports back in a daily digest.
OfficeAgent is that assistant for the whole office: one AI office assistant instead of a stack of point tools, one approval queue, one audit log. The full capability list lives on the office automation software page. Here is the routing slip every task follows.
The routing slip · 5 steps
Step 01
Connect your tools
OfficeAgent connects to Gmail or Outlook, Google Calendar, Slack, Google Drive, and your CRM (HubSpot, Pipedrive or Salesforce). Each connection is OAuth, takes about two minutes, and uses read and draft scopes only.
You choose what it can touch. Give it the calendar and the shared inbox but not the drive, or everything at once. One click in your Google or Microsoft admin panel disconnects it.
Connections · your office
GMAIL ✓ · GOOGLE CALENDAR ✓ · SLACK ✓ · DRIVE ✓ · HUBSPOT ✓
Step 02
OfficeAgent plans the work
Every morning the agent reads what changed: new email, calendar conflicts, meetings that ended without follow-up, threads going quiet, files dropped in the drive. From that it builds the day's work plan.
The plan is a routing slip, not a black box. You see every item it intends to handle, in plain language, before anything is drafted.
Work plan · Tue 8:04 AM
14 items queued: 6 replies owed · 3 meetings to book · 2 follow-ups due · 2 files to name · 1 CRM update
Step 03
It drafts everything
The agent writes the actual work: email replies in your tone, calendar invites with the right attendees and buffers, meeting summaries with action items, and spreadsheet or CRM updates row by row.
Tone comes from email you have already sent, so a payment reminder reads firm and a client welcome reads warm. The drafting engine is the same one behind the AI email assistant.
Draft ready · Re: March invoice, second reminder
96 words · your tone · attachment referenced · CC: accounts
Step 04
You approve
Every draft waits in your approval queue. One click approves, one click declines, or you edit a line first. Nothing leaves your office without a human approval, and every action is logged with who approved it and when.
Most offices clear the queue in minutes with their morning coffee. Routine drafts arrive written and waiting, so approving is a read rather than a rewrite.
Approval queue · 1 of 14
Re: March invoice, second reminder · logged 8:12 AM by C. Alvarez
Step 05
It executes and reports
Approved work executes on schedule: the reply sends, the invite books, the file lands in the right folder, the CRM row updates. Follow-ups fire at the right interval until the thread closes.
At 5:00 PM a daily digest lists everything done, everything waiting on you, and tomorrow's plan. Meeting recaps route the same way through AI meeting notes, so nothing happens silently.
Daily digest · 5:00 PM
23 actions executed · 4 awaiting your approval · 0 sent without approval
What lands in your approval queue
Every job comes back in one of six fixed draft formats you can check in under a minute
Every job you hand OfficeAgent comes back in the same shape every time. That matters more than it sounds: when you know exactly where the subject line, the agenda or the missing figure will be, approving is a scan of known fields, not a careful read of free prose. Follow-ups are drafted in the email format and spreadsheet upkeep in the data format, so the eight jobs on the features page all land in one of these six shapes.
| Job | You give it | The draft waiting for you | When you approve |
|---|---|---|---|
| Email to send | The topic, the recipient and a few lines on what to say | A subject line and a 60 to 180 word body in short paragraphs, in the tone you picked | The email goes to the recipient with Reply-To set to your office inbox, so the answer comes back to you |
| Meeting to schedule | Purpose, start time, length, place and attendees | The invitation note, two or three sentences on why the meeting exists and what it decides, an agenda of three to five timed items, and one line on what to read first | A calendar invite (.ics) carrying that agenda. Your time, length and attendees are used exactly as given and never invented |
| Meeting to write up | Your raw notes and who attended | Minutes in three blocks: a short summary, the decisions, and action items written as owner, what, by when | Each action item becomes a tracked task. Items with no named owner are marked Unassigned, not guessed |
| Document to file | What the document is and anything about it you know | A filing slip with a dated filename such as 2026-09-13-vendor-contract-acme.pdf, a folder path, a two to four sentence summary, a retention period and the next step with its date | The slip is logged against the item, so anyone can find where the file went and why |
| Data to enter | The figures, pasted in from a receipt, form or email | The destination sheet or CRM object, the column names, one row per record, and a Checks list | Rows ready to enter. Any value not in your brief is written as [missing] and listed under Checks, never made up |
| Task to track | What needs doing and by when | What done looks like, three to six steps in order, and the one or two things that usually go wrong | The task sits in the shared ledger with its due date until someone closes it |
Four tones, chosen per job
Each email and invite is written in one of four registers: warm and personal, plain and businesslike, firm and direct (still polite), or formal and precise. You set it on the job, not once for the whole account, because a second payment reminder and a welcome note to a new client should not sound alike. Change the tone and ask again, and the agent rewrites the draft from your brief.
What counts against your plan
An agent action is counted once, at the moment you approve. Correcting your brief and asking for a fresh draft costs nothing, editing the draft yourself costs nothing, and a declined draft costs nothing. So the 300, 2,000 or 4,000 monthly actions on Assistant, Office and Enterprise are finished pieces of work, not attempts. The agent also cannot hand you an empty draft to approve: if a draft failed, the approve button refuses until it has been written.
What happens on day one
Connected before your coffee, drafting by the afternoon
9:00 AM
Connect
You connect your inbox, calendar, drive and CRM over OAuth. About ten minutes total, no IT project and no sales call.
9:15 AM
The agent observes
OfficeAgent reads your sent email to learn your tone, and your calendar and drive to learn your conventions: naming, folders, meeting lengths, who books whom.
Same afternoon
First drafts arrive
The first replies, invites and follow-ups land in your approval queue the same day. You approve, edit or decline, and the agent learns from every correction.
Plans start at $149/mo for a solo founder and $399/mo for the whole office. Full limits and the plan comparison are on the AI assistant pricing page.
Approval and safety
Drafts always wait for a human
No email, invite, file change or CRM update leaves your office without your approval. That is the core design of the product, not a setting someone can forget. Every action, approved or declined, is written to an audit trail with a name and a timestamp.
One honest limit: OfficeAgent drafts and executes routine office work. It is not a lawyer, an accountant or a licensed adviser, and nothing it produces is legal, financial or professional advice. It handles the admin around that work and leaves the judgment to your professionals.
Five steps between you and an empty admin pile
Connect your tools, let the agent draft, approve in one click. Create your account and run the first step today.
Monthly or yearly, cancel in one click