By job
Automations for Office Managers
Directly supervise and coordinate the activities of clerical and administrative support workers.
O*NET occupation: First-Line Supervisors of Office and Administrative Support Workers (43-1011.00). The software list and tasks below come from that record, not from guesswork.
Built for office managers
- GAIPSMade to order
Gmail enquiry → AI-extracted Pipedrive person + lead, Slack alert to the owner
Enquiry emails turn into Pipedrive leads with the details already filled in.
Lead capture & routing$199 - HQBCUSMade to order
HubSpot Closed Won → QuickBooks customer, ClickUp onboarding + Slack #wins
Won deals hand themselves to finance and onboarding within a minute of the stage change.
Sales & CRM hygiene$199 - OAITMade to order
Outlook inbox → AI triage into categories + urgent alert in Teams
Incoming Outlook mail sorted by intent, with the urgent ones posted to Teams.
Email triage & inbox$99 - ONCTMade to order
Outlook shared inbox → Claude draft reply saved in the thread + Teams ping
Open the thread and the reply is already drafted; you edit and press send.
Email triage & inbox$199 - FdTMade to order
Freshdesk SLA breach check → Microsoft Teams escalation + priority bump
Overdue Freshdesk tickets reach a Teams channel and go Urgent within 15 minutes.
Customer support & tickets$49 - TfGSSMade to order
Typeform CSAT response → Google Sheets log + Slack alert on low scores
Low satisfaction scores reach a support lead within a minute, and every score is logged.
Customer support & tickets$99 - ZdAISMade to order
Zendesk new ticket → AI triage: tags, group, priority + Slack for urgent
Every new Zendesk ticket is tagged, routed and prioritised before an agent opens it.
Customer support & tickets$99 - GCDrQBMade to order
Gmail receipt → Claude reads it → QuickBooks expense + PDF filed in Drive
Receipts in your inbox become QuickBooks expenses with the PDF filed by month.
Invoicing, payments & bookkeeping$199 - HQBMade to order
HubSpot deal Closed Won → QuickBooks Online invoice + number back on the deal
Won deals become sent QuickBooks invoices with the number written back to HubSpot.
Invoicing, payments & bookkeeping$99 - StGGSMade to order
Stripe failed payment → customer email from Gmail + retry log in Sheets
Every failed card gets a personal payment-link email and a row in your log.
Invoicing, payments & bookkeeping$99 - XeGMade to order
Xero overdue invoice → chase email from Gmail on days 7, 14 and 30
Overdue Xero invoices get chased from your own inbox on a fixed schedule.
Invoicing, payments & bookkeeping$49 - QBXTMade to order
QuickBooks weekly finance KPIs → Excel table + Microsoft Teams post
Invoiced, collected and overdue for the week, in an Excel table and a Teams channel.
Reporting & dashboards$99 - ZdSMade to order
Zendesk weekly ticket volume → Slack summary
Last week's ticket counts by channel and group, posted to #support before Monday standup.
Reporting & dashboards$49 - JfDrGSMade to order
Jotform submission → its own Google Drive folder with every upload filed inside
Each application gets a Drive folder, the uploads inside it, and a row in the index sheet.
Data sync & backups$99 - QB{}In build
New QuickBooks Online customer → record created in any app with an API
Add a customer in QuickBooks once; the same record lands in your CRM by API.
Data sync & backups$49 - TfGSTMade to order
Typeform response → Google Sheets tally → Teams alert at capacity
Teams tells the organiser when a form reaches the number you set, and not before.
Notifications & alerts$99 - AtSGMade to order
Airtable contract register → renewal reminders in Slack + Gmail
Notice deadlines on auto-renewing contracts reach the owner with time to act.
Documents & e-signature$99 - DSSPTMade to order
DocuSign envelope completed → signed PDF filed in SharePoint + Teams post
Signed contracts land in the right SharePoint folder before anyone downloads them.
Documents & e-signature$99 - BCUDrSMade to order
BambooHR new hire → ClickUp onboarding tasks + Google Drive folder + Slack
Add the hire in BambooHR once; the checklist, the folder and the announcement follow.
Hiring, onboarding & HR$199 - CaGSGMade to order
Calendly interview booked → Google Sheets tracker + Gmail interviewer pack
Interviewers get the candidate's file the moment the slot is booked, not the morning of.
Hiring, onboarding & HR$99 - GSGMade to order
Google Sheets employee roster → Gmail probation and review reminders
Managers hear a week before each probation end and review date, from the roster sheet.
Hiring, onboarding & HR$49 - GrGSSMade to order
Greenhouse stage change → Slack job channel + Google Sheets pipeline log
Every stage move in Greenhouse reaches the job's Slack channel and one shared sheet.
Hiring, onboarding & HR$99 - AsSMade to order
Asana overdue tasks → Slack DM to each assignee + project channel summary
Overdue Asana tasks reach their owner by Slack DM at 08:30 every weekday.
Projects & operations$49 - moTMade to order
monday.com board → Monday-morning status roll-up in a Microsoft Teams channel
Board status lands in Teams at 08:00 on Monday, with stalled and past-due items named.
Projects & operations$99 - TfCUSMade to order
Typeform work request → ClickUp task in the right list, assigned + Slack post
Work requests arrive as assigned ClickUp tasks, not as a form email someone retypes.
Projects & operations$99 - SAISbNMade to order
Slack @mention → AI agent answering from your Notion wiki
Ask the bot in Slack and get the answer from your own wiki, with the page linked.
AI drafting, summaries & agents$199
Runs on software office managers already use
Matched through the tools this occupation is documented as using.
- CaHGDSMade to order
Calendly booking → HubSpot meeting + Google Docs prep sheet + Slack alert
Scheduling & meetings$199 - CaSFSMade to order
Calendly booking → Salesforce status update, logged task + Slack alert
Sales & CRM hygiene$99 - fAISMade to order
Facebook Page comment or mention → AI-sorted Slack alert
Social media & community$99 - DrCGDSMade to order
Google Drive PDF → Claude one-page brief → Google Doc + Slack post
AI drafting, summaries & agents$199 - WfSFTMade to order
Webflow form → Salesforce lead, assignment rules, campaign member, Teams alert
Lead capture & routing$199 - AtCSMade to order
Airtable new record → Claude tags + summary → Slack flag for review
AI drafting, summaries & agents$99 - AtMcSMade to order
Airtable newsletter calendar → Mailchimp campaign + test email + Slack
Marketing & content publishing$99 - GSDrGDDSMade to order
Google Sheets row → Google Docs contract → PDF → DocuSign envelope
Documents & e-signature$199 - HSMade to order
HubSpot deal moves to Closed Won → announcement in Slack #wins
Notifications & alerts$49 - HGSSMade to order
HubSpot pipeline snapshot → Google Sheets trend + Monday Slack summary
Reporting & dashboards$99 - IcAIGHSMade to order
Intercom conversation tagged 'bug' → GitHub issue + note back + Slack
Customer support & tickets$199 - JCUSMade to order
Jira issue created or moved → ClickUp task mirrored, status kept in step
Projects & operations$199
Software office managers use that we connect
What we can build for office managers
The job’s documented tasks, most important first. Each is a request away.
- Supervise the work of office, administrative, or customer service employees to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems.Quote it
- Resolve customer complaints or answer customers' questions regarding policies and procedures.Quote it
- Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.Quote it
- Review records or reports pertaining to activities such as production, payroll, or shipping to verify details, monitor work activities, or evaluate performance.Quote it
- Discuss job performance problems with employees to identify causes and issues and to work on resolving problems.Quote it
- Prepare and issue work schedules, deadlines, and duty assignments for office or administrative staff.Quote it
Something specific to how you work?
Describe the apps and the outcome. A fixed quote and a delivery date come back within one business day, and the build is yours to keep.
Request a build for office managers