What it does
An AI Employee executes the admin sequences you document: send this, update that, remind them, file the result. Exceptions come back to a person.
AI Workforce / Operations
Operations
Admin Workflows
ON THE RECURRING WORK YOU NAME
The problem
The office runs on habits. When the person who just remembers is out, the checklist does not run.
Trigger
Starts on the recurring work you name.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- SMS
- Slack
- Calendar
- CRM
- Google Sheets
What it reads
- Messages in the connected inbox
- Inbound texts on connected numbers
- Internal alerts and threads you route to Slack
- Availability and events on connected calendars
- CRM records, notes, and fields you map
- Rows and columns you map in Google Sheets
Actions it can take
- Reply or reach out on the connected channels you allow
- Check availability and book or update appointments when your rules allow
- Create or update CRM records with the fields you map
- Read and update mapped spreadsheet rows
- Notify the team in Slack with a summary
- Hand off to a person when the request is outside the playbook
Human controls
- You write the sequence. The AI does not freelance extra steps.
- Money movement, legal notices, and HR actions stay with a person unless you explicitly include them.
- Turn a sequence off without taking the rest of the workforce down.
Workflow steps
- 1You document the sequence, triggers, and exceptions.
- 2The AI Employee runs it on the schedule or event you set.
- 3Each step is logged.
- 4Exceptions pause for a person.
- 5Completed runs show up in a simple report.
Example use case
Every Friday the AI Employee sends the weekend on-call reminder, attaches the open-job list from the sheet, and confirms Slack got the packet. If the sheet is empty, it asks ops before sending.
Often handled by your AI Operations Employee, as part of the broader AI Workforce.
How to customize
This job is configured around your knowledge, hours, approval rules, and the systems in this deployment. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Related work
Sales Meeting Prep
Pulls the CRM history, last emails, and open questions into a prep note so your rep walks in ready.
CRM Updates
Writes the outcome of calls, texts, and emails back into the CRM so the record matches what actually happened.
Order Status
Looks up where an order or job stands and tells the customer, instead of making them wait for someone to check a screen.
See What an AI Workforce Could Do for Your Business
Walk through the work your team is already doing, then see which jobs an AI Employee could take on.