AI Office Aide

Streamline Your Business with Intelligent Automation

We help small and medium businesses choose the right tools and implement end‑to‑end workflow automation and AI Office Aides (AI “employees”).

Faster Operations Fewer Manual Tasks Measurable ROI
See Demo Our Services

Why choose us

Right Tools, Not More

We audit your processes and recommend only what you need—clearly mapped to ROI.

Done‑For‑You Build

Design, integration, testing, and documentation. Your team just uses it.

AI Office Aides

Reliable AI “employees” to answer calls/chats, qualify leads, log updates, and more.

Security First

Least‑privilege access, logging, and data retention controls from day one.

What we do

Workflow Automation

  • Lead routing, quote → invoice flows
  • Approvals, inventory sync, vendor POs
  • Project handoffs, notifications, SLAs
  • Dashboards & data pipelines

Tools: Zapier/Make, Airtable, Google Workspace, Slack/Teams, HubSpot/Zoho, Twilio, Freshdesk, Notion, custom APIs.

AI Office Aides (AI Employees)

  • AI Receptionist: calls/chats, books meetings
  • AI Sales Assistant: qualifies leads & follows up
  • AI Ops Coordinator: reminders, logs, triggers flows
  • AI Support Agent: FAQs, tickets, summaries

How it works

1) Discovery

Free 30–45 min audit to map goals & bottlenecks.

2) Design & Tooling

Choose the stack, privacy, and security plan.

3) Build & Test

Iterative sprints with demo checkpoints.

4) Launch & Handover

Training, SOPs, monitoring, and support options.

Example use cases

Lead‑to‑Cash

Form → AI qualification → CRM → quote → invoice → receipt.

Customer Support

AI triage → KB answer → ticket creation → escalation.

Operations

Job intake → scheduling → supplier POs → status SMS → dashboard.

HR/Admin

Onboarding packs → account setup → policy acknowledgements.

Demo

AI Office Aide Demo ▶

Click the image to play/pause the conversation 🎧

© AI Office Aide


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