The Library Back-Office & Admin · AI automation

Your team should spend hours on real work — not admin.

Every week, invisible busywork eats hours your team could spend on clients: inbox triaging, dashboard-wrangling, CRM cleanup, document reading, hunting for files. We put an AI on each of those jobs — quietly, in the background.

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5 ready-to-build automations · each is an Agent at $497/mo + $1,500 setup · bundle several into a Transformation.

Back-Office & AdminExample: Property mgmt

Inbox Triage + Drafts

Urgent tenant issues buried under newsletters. Real questions lost in a mountain of "quick questions."

A custom AI reads every email, flags what's urgent, and drafts the reply. You review and hit send — nothing more.

28%
of the workweek is spent reading and answering email.
Source: McKinsey

✓Inbox zero — without the hours.

What we build it with
🔧Custom AI botClaude / GPT, trained on your businessGmail / Outlookconnected inbox
This is an Agent — $497/mo + $1,500 setup. Want several working together? That's a Transformation — not stacked fees.
Book a free demo →
Back-Office & AdminExample: Multi-location

Auto Dashboards & Reports

You shouldn't need an hour with spreadsheets to find out how last week actually went.

Your numbers are pulled, charted, and summarized automatically — landing in your inbox before your Monday coffee.

0
spreadsheets to wrangle for your weekly numbers.
Source: process metric

✓Always know your numbers — no effort required.

What we build it with
🔧Custom AIClaude / GPT — the summaryLooker / Sheetsdata
This is an Agent — $497/mo + $1,500 setup. Want several working together? That's a Transformation — not stacked fees.
Book a free demo →
Back-Office & AdminExample: Any business

CRM Cleanup & Dedup

Duplicates, stale contacts, wrong tags. Every bad record is a campaign that misfires — or a customer you call twice.

An AI runs through your CRM overnight: merges duplicates, corrects tags, flags dead records. You wake up to a clean database.

30%
of CRM data goes stale every single year.
Source: industry data

✓Clean data — so everything else actually works.

What we build it with
🔧Custom AI botClaude / GPT, trained on your businessYour CRMconnected
This is an Agent — $497/mo + $1,500 setup. Want several working together? That's a Transformation — not stacked fees.
Book a free demo →
Back-Office & AdminExample: Law firm

Document Summarization

A 40-page contract lands on your desk. You don't have an hour — so you skim and hope you didn't miss anything important.

Drop in any contract, report, or policy and get key terms, risks, and action items in plain English — in under a minute.

5×
faster than reading the whole document yourself.
Source: process metric

✓Understand any document in minutes — not hours.

What we build it with
🔧Custom AIClaude / GPT — summariesYour file storageconnected
This is an Agent — $497/mo + $1,500 setup. Want several working together? That's a Transformation — not stacked fees.
Book a free demo →
Back-Office & AdminExample: Operations

Internal File Assistant

"Where's that policy / template / number?" — someone stops what they're doing to answer it. A dozen times a day.

Your team asks one AI — trained on your own files — and gets an instant, sourced answer. No interruptions.

1.8h
a day lost searching for information — eliminated.
Source: McKinsey

✓Your whole company's knowledge, one question away.

What we build it with
🔧Custom AI botClaude / GPT, trained on your businessDrive / Notionyour documents
This is an Agent — $497/mo + $1,500 setup. Want several working together? That's a Transformation — not stacked fees.
Book a free demo →
Start risk-free

See it running on your actual business.

Book a free demo and audit. We'll show you which admin jobs are worth automating first — with a live AI built on your own data. You decide from there.

Book my free demo →
FAQ

Back-Office & Admin, answered.

How much does a Back-Office & Admin automation cost?
Each one runs as an AI Agent: $497/mo plus a one-time $1,500 setup. Want several working together? That becomes a Transformation (from $2,500/mo) — never stacked agent fees.
Do I have to commit before I see it work?
No. Every engagement starts with a free live AI demo trained on your own business and a free automation audit, so you see it working before you decide.
Will this work for my industry?
Yes. The examples here show specific industries, but each automation works the same whether you run a law firm, a med spa, a dealership, or a plumbing crew — and we only ever message your own opted-in contacts.
How much admin time can this save?
It varies by business, but the goal is to clear the repetitive busywork — inbox triage, CRM cleanup, document summaries — so your team spends hours on real work instead of admin. We scope the biggest time sinks first in your free audit.