Clevr DataEmail & inbox
It reads your inbox, sorts what matters, and drafts replies to routine messages so you just glance and send.
Automated Assistant · The admin half
Your email, invoices & paperwork, handled.
The desk-work half of the Automated Assistant. It sorts the inbox and drafts the replies, reads invoices and receipts, builds the reports, and writes the proposals you send over and over. We set it up, test it, and train you in plain English.
Automated Assistant · AdminSummit Plumbing · Morning reviewDone by 9:00 AMThis morning22 items handledInboxInvoices
MAIL-3384Quote request from a GC, reply drafted for reviewDrafted8:12 AMAI
MAIL-3385Reschedule request, Thursday moved to 9:00 AMReplied8:13 AMAI
MAIL-3389Promos and newsletters, filed, inbox at zeroFiled8:14 AMAI
INV-1107Ferguson Supply, $1,248.60 read into QuickBooksSynced8:31 AMAI
INV-1108Mile High Parts, $312.40 read into QuickBooksSynced8:32 AMAI
RPT-0022Weekly jobs report, building in SheetsDrafting8:45 AMAI
INV-1107·Extracted detailsReviewed
VendorFerguson Supply
Invoice #1107
Amount$1,248.60
Due dateMar 28
CategoryMaterials
Entered in QuickBooks, nothing re-typed.
What it handles
The desk work it takes off your plate.
The everyday admin jobs your assistant takes over, the ones that quietly cost you hours every week.
Spreadsheets & reports
Tell it what you need and it builds the spreadsheet or report, totals, summaries, and the weekly numbers you’d otherwise type by hand.
Invoices & expenses
It scans invoices, receipts, and documents and pulls out the details, amounts, dates, names, so you never re-type them.
Proposals & routine documents
The proposals, quotes, letters, and forms you write again and again, drafted in seconds, ready for a quick check before they go out.
Repetitive tasks
Whatever you do over and over, copying, sorting, formatting, looking things up, we set the assistant up to handle it.
Scheduling & calendar
It books appointments, sends reminders, and keeps your calendar tidy, so you stop playing phone tag and never double-book.
Starting from $1,899 for the whole Automated Assistant, admin and phones. You own the setup, with 30 days of support included.See pricing ›
Done for you
Everything set up for you.
You already know something could take the admin off your plate. The hard part is setting it up and actually using it. That’s what we handle, start to finish.
We set up an assistant on your own computer and put it to work on the jobs that eat your week: email, spreadsheets and reports, reading invoices and receipts, and drafting the proposals you send over and over. Have a repetitive task all your own? We set it up for that too.
Then we test everything and train you in plain English using your real work, so you finish already getting hours back, not staring at a blank screen. The same engagement sets up the call-answering half, so the phones and the paperwork run off one calendar and one customer list.
- Triages and replies to your email
- Builds spreadsheets and reports for you
- Reads invoices & receipts and pulls out the details
- Drafts proposals & the tasks you repeat
- Answers your calls 24/7, in the same setup
- 1-hour hands-on training in plain English
- 30 days of email support included
FAQ
Admin half FAQ
See the full FAQ ›Is the admin work still sold on its own?
No. The admin work and the call answering are one service now, the Automated Assistant, scoped and priced together. This page covers the admin half in detail. The other half answers your phones around the clock and books the job, and both are set up in the same engagement, on the same calendar and customer list.
What does the admin half actually do?
It takes over your everyday desk work. It triages and replies to email, builds spreadsheets and reports, reads invoices and receipts, drafts the proposals and routine documents you send over and over, keeps your calendar tidy, and handles the repetitive tasks. We set it up, test it, and train you in plain English, so you finish already using it.
How much does the Automated Assistant cost?
Setup starts from $1,899, and that one price covers both halves, the admin work described here and the phones. It’s a starting price, not a flat one: the final number depends on how much work you hand over, your call volume, and which tools we connect. You own the setup, and there’s no required subscription.
Do I need any tech skills to use it?
None. We handle the whole setup, then walk you through it in plain English using your real work. Most clients are comfortable the same day, and every setup includes 30 days of free support.
How long does it take to get running?
Most setups are live within about a week of your first call. After a free 30-minute discovery call, we set up and test everything in a single session, then finish with a one-hour hands-on training so day one is already productive.
Is it a subscription, or do I own it?
You own it. It’s a one-time setup with nothing to keep paying for. Monthly Management is optional, separate, and cancelable anytime. Every setup includes 30 days of free support.
Ready to hand off the admin?
Book a free 30-minute call and we’ll show you exactly what your assistant would handle, paperwork and phones both, and how many hours it saves.
No commitment. Free 30-minute discovery call. Real answers.