Operations Coordinator: a Digital Employee that keeps your records and paperwork current
It chases documents, updates your CRM, and makes sure handoffs between people don't drop the ball.
The Operations Coordinator is a Digital Employee, also called an AI employee, that keeps your records, paperwork and handoffs current. It chases missing documents, updates your CRM after every job or meeting, and makes sure the next person has what they need before work moves on.
What it does
- Chases missing documents and signatures.
- Updates your CRM after calls, jobs and meetings.
- Prepares handoff notes between people and teams.
- Flags work that's stuck.
What your team approves
anything sent to a client, and any record change outside your rules.
Works with
your CRM, inbox, document storage and project tools.
Starts at USD $3,000 (AUD $3,500) as a single Digital Employee. See pricing
Chasing documents and signatures, updating your CRM, and preparing handoffs between people.
Only within the rules you set. Anything outside them waits for a person.
No. It takes the repeated admin so your operations lead can run the business.
A single Digital Employee starts at USD $3,000 (AUD $3,500), including two rounds of changes, handover documents and a training call. The monthly plan is optional.
Put an Operations Coordinator to work
The AI Diagnostic shows what it would take in your business, with one fixed price.