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ScaleAlphaAi
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Admin Agent

Inbox, calendar, documents

So your people can run the office, not the inbox.

  • Inbox triage: sort, draft, file, and surface the few messages that need a person.
  • Calendar holds, reschedules and buffers. Prevents double-booking the closer and the crew when your rules say so.
  • Documents from templates: proposals, work orders, COIs, W-9s, welcome packets.
  • The data entry that currently steals Friday from the closer.

~1 min · what the Admin Agent does, in plain English

Everything the Admin Agent handles

  • Sorts the inbox into file it, draft it for a person, or urgent for right away, and never auto-sends a reply that commits the shop.
  • Keeps one shared calendar with no clashes: holds and moves meetings, protects focus time and keeps travel buffers.
  • Preps meeting packets from your files and sends each action item to the right owner afterward.
  • Drafts trips inside your travel policy and holds flights and hotels. A person approves the spend.
  • Builds documents like insurance certificates and thank-you notes from your templates. A missing field blocks the send.
  • Files documents where they belong, keeps names tidy, and never copies one customer's details into another's thread.
  • Handles office supplies, keys, visitors, rooms and office vendors, and routes access requests to the right owner.
  • Runs onboarding and offboarding checklists, flags time-off clashes for the manager and reminds people before licenses expire.
  • Tracks insurance, license, lease and annual report dates, assembles signing packets and reminds the owner before each is due.
  • Never files a legal or tax form, changes pay, or sends as the owner without a person's approval.
  • Super easy to use: your team works with it inside the tools they already use, with nothing new to learn.
  • Each agent can be customized for your business's specific purposes, rules and wording.

Try the Admin Agent

Drop six emails on the agent and watch it sort them.

Pick a scenario

Each tab is one thing the agent handles. The demo plays the first one on its own.

The shop in this demo: Marcus owns it · Priya runs the office · Dana runs sales visits and callbacks.

Mail — the shop's inbox

No new mail for this one.

Team chat
    Inside your toolsInbox · shared calendar · documents

    Everything the agent does in your tools shows up here, and so does any choice it leaves to a person.

    Scripted simulation. Nothing here is connected to real tools.

    Want this in your shop? Book a free consult about the Admin Agent