AI Backoffice Agent

Your operations on autopilot

CRM updates, email drafting, scheduling, and reporting - handled automatically. Your AI backoffice agent eliminates hours of manual data entry and coordination.

What it can do

CRM management

Automatically update deal stages, log interactions, and maintain clean data across HubSpot or Salesforce.

Email handling

Draft responses, schedule follow-ups, and manage inbox triage based on priority and context.

Schedule coordination

Manage calendars, schedule meetings, and send reminders without back-and-forth emails.

Cross-system sync

Keep data consistent across Notion, Slack, CRM, and email. Changes in one place propagate everywhere.

How it works

1

Action detected

Call ends, email received, or task completed in any tool

2

Data extracted

Key information identified and structured automatically

3

Systems updated

CRM, calendar, project tracker, and docs updated in parallel

4

Follow-ups scheduled

Next actions created with reminders and deadlines

5

Team notified

Relevant stakeholders informed via Slack with context

Connects to your stack

HubSpot
Gmail
Notion
Slack
Google Calendar
Salesforce

Frequently asked questions

What kind of tasks can the AI Backoffice Agent handle?

CRM data entry, email drafting and triage, meeting scheduling, cross-system data sync, follow-up reminders, and status reporting. Anything repetitive and operational.

How does it keep data consistent across tools?

When something changes in one system (e.g., a deal stage in HubSpot), the agent propagates the update to Notion, Slack, and any other connected tools in real-time.

Can it draft emails in my tone?

Yes. It learns your writing style from past emails and follows your tone guidelines. You review and send — no generic AI-sounding copy.

Is my data secure?

Each AI employee runs in an isolated sandbox with dedicated credentials. All actions are logged with a full audit trail. Enterprise SSO and SOC 2 compliance available.

How much time does it typically save?

Most teams save 2-3 hours per person per day on operational tasks like CRM updates, email handling, and cross-system coordination.

Eliminate operational busywork today

Free 14-day trial. Setup takes 5 minutes. Works with your existing tools.

No credit card required · Setup in 5 minutes · Cancel anytime