OAKMONTDevelopment bench

Offload routine back-office tasks

A monthly pool of recurring admin - drafts, data entry, formatting - AI-run, human-checked.

For a small office drowning in drafts, data entry and routine replies

From $149 per month

Typical timelineStarts with the first month of the plan

Start a sheet from itThe part this sheet is for: AI Back-Office

What this template does

Hand us the repetitive back-office work: document drafts, data entry, reformatting, routine email replies. Each task is executed by OAKMONT's AI and reviewed by a person before it reaches you.

Every office has a layer of work that is necessary and is nobody's job: drafting a standard document, entering data, reformatting a file, answering a routine email. This template describes handing that layer over as a monthly pool. Each task is executed by OAKMONT's AI and reviewed by a person before it reaches you. It makes sense when the work is recurring and routine, and when it currently lands on whoever happens to be least busy.

The pre-written request asks for a monthly pool of recurring back-office jobs, namely document drafts, data entry, formatting and routine email replies, handled for you. The systems line says email, documents and spreadsheets. Rewrite the list so that it names the jobs you actually want to hand over, and replace the general systems with the tools those jobs touch. It becomes an AI Back-Office order: thirty tasks a month for $149, confirmed in a quote first.

Prefilled for you

The brief it fills in

A monthly pool of recurring back-office jobs - document drafts, data entry, formatting and routine email replies - handled for us.

Systems it connects
  • Email
  • Documents
  • Spreadsheets
Kind of job
Automations - Any business

What you get

  1. Thirty routine tasks a month.
  2. The kinds of work the pool covers: documents, reports, email drafts and data entry.
  3. Each task executed by OAKMONT's AI and reviewed by a person before it reaches you.
  4. A published monthly price of $149, and $6 for each task beyond the thirty.
  5. Scope and price confirmed in a quote before any work starts.
  6. Finished work delivered to your customer panel, where you can ask for changes until you approve.

Who it is for

A small office where the admin work lands on whoever is least busy. It suits people who want routine documents, drafts and data entry done without them taking up somebody's working day.

What to change before you send it

  • The list of jobs: “document drafts, data entry, formatting and routine email replies” is a general list. Keep what applies and add your own recurring jobs.
  • The systems: the request says “Email, documents, spreadsheets”. Name the mail, the document tools and the spreadsheets the work actually runs in.
  • How each job is done today: for the ones that follow the same steps every time, write the steps down.
  • Where a decision is needed: mark the jobs in which somebody on your side has to decide, because the pool is for routine work.

What is not included

  • Thirty tasks are included. After that each one is $6, so the pool is not unlimited.
  • It is routine work, not somebody's judgement calls. What needs your judgement stays with you.
  • It is a monthly subscription, not a one-off project.

Questions about this template

  1. What does the pool cost?Offload routine back-office tasks opens a request for AI Back-Office, which is $149 per month. Thirty tasks a month are included, and each task beyond the thirty costs $6. The price is fixed and published, and it is confirmed with the scope before work starts.
  2. How does ordering work?Quote first. The template opens the request form with the brief already written. You adapt the list of jobs and submit. We confirm which kinds of task fit the pool and the price, you accept, and then work starts. Every task is reviewed by a person before it reaches you.
  3. What should I have ready?A list of the recurring jobs you want to hand over and the tools they involve. Only the brief is required, and the form has one optional field for tools and systems, such as your mail, your spreadsheets or your CRM. Jobs done the same way each time suit the pool.
  4. What does not belong in the pool?Anything that is a judgement call. The pool is for routine jobs: documents, reports, email drafts, data entry. A task that depends on a decision only you can make stays with you. Which kinds of task are in scope is confirmed in the quote before work starts.

Ready to run this recipe?

The sheet opens with this template's form already filled in. Change what is yours, and the price is set before anyone starts.