Cut repeat office work

Tools for AI Agents & Automation

Agents and automations that move a lead, a photo, or an invoice from one system to the next without a person retyping it.

Independent research on tools that take the office work off your plate. We may earn a referral fee when you visit a vendor through our links. Learn more

How we pick tools. Every tool here helps with this. Paid spots are labeled.

Team sizeBudget

n8n

What it does for you

Connects the apps you already use so a lead or invoice does not get retyped.

Open SourceGeneral

Zapier

What it does for you

Moves a new lead, invoice, or review between the apps you already use.

FreemiumGeneral

Claude

What it does for you

Helps with longer writing, reading a spec, and rough internal notes.

FreemiumGeneral

Ollama

What it does for you

Runs a private assistant on your own computer so project notes stay with the business.

Open SourceGeneral

Jan

What it does for you

A private desktop chat you can run on your own computer.

Open SourceGeneral

FieldPulse

What it does for you

Handles booking, estimates, and invoices, with an assistant inside the software.

PaidBuilt into FieldPulseHVACPlumbingElectricalLandscaping+4 more

Rilla

What it does for you

Reviews in-home sales visits so the rep can see what to do differently next time.

PaidHVACPlumbingElectricalRoofing+1 more

ChatGPT

What it does for you

Drafts customer replies, hiring posts, and a first pass of a proposal.

FreemiumGeneral

Retell AI

What it does for you

Lets a technical owner build a phone agent and put it on a line.

PaidGeneral