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Solutions/Functions/Executive and office support/Office management

AI workflows for office management.

Keeping the office and its administration running: supplies, vendors, visitors and everyday requests.

Who does this work

  • Office manager
  • Office administrator
  • Workplace coordinator

2 workflow templates ready to adapt, and 5 workflows identified.

Updated 12 November 2026

Request this workflowBook a fit call
Examples of the workflows identified
  1. Plan a shared folder tidy
  2. Produce the staff newsletter and FAQ roundup
  3. Plan a desk and seating changeIllustrative
  4. Plan an internal team offsiteIllustrative
  5. Prepare the office for the week's visitorsIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Plan a shared folder tidyProposes a folder structure and a list of file moves with owners, plus duplicates and access questions, for the office coordinator.Workflow templateProduce the staff newsletter and FAQ roundupTurns team updates into one staff newsletter with answers to recurring questions, each quoted from an approved source.Workflow template
Plan a desk and seating changeProposes a seating plan for a team move or headcount change from the floor plan, team list and requests, with the equipment, access and phone moves it needs.Illustrative · not built yet
Plan an internal team offsiteBuilds the logistics plan for an internal offsite: venue options with prices, travel, rooms, catering and dietary needs, the agenda timings and the bookings to confirm.Illustrative · not built yet
Prepare the office for the week's visitorsLists the week's expected visitors with hosts, arrival times, rooms, access passes, parking and dietary needs, and flags bookings with missing details or clashing rooms.Illustrative · not built yet

Workflow templates

Shared folder filing planThe office coordinator gets a plan for tidying a shared folder: a proposed folder structure, every file's move with its owner named, and the duplicates and access questions to settle first. Owners approve their own moves; nothing is moved, renamed or deleted.Workflow templateStaff newsletter and FAQ roundupEach month the office manager turns what teams send in into one staff newsletter, with answers to the questions people keep asking, each quoted from an approved source and its owner named. Nothing about one person's pay, health or performance goes in, and a person approves the issue before it goes.Workflow template

Request this workflow

Tell us the office management work you need and the team that does it, and we build the workflow with you from your own procedures.

Request this workflowStart your plan

Related reading

  • ArticleA workflow, an automation tool or an agent: what this piece of work needsAn automation tool moves data, an agent acts alone, a workflow carries your team’s judgment. One signed contract three ways, and five questions to choose.Read
  • ArticleWhat happens on a fit call, and what you leave withA 30-minute fit call is the first working session in your plan: your teams laid out, their repeated work marked, a named next step. No card needed.Read
  • ArticleYour current AI platform, specialist software or a built workflow: how to chooseCompare three routes for one client-status update: your AI platform as it comes, specialist software or a built workflow. Criteria and a checklist.Read
  • ArticleA plan before agents: decide what each team should do with AI firstPlan by team before you buy or build agents: about five workflows for each team, the work between teams, the roles that do it, one owner each and what to build first.Read

Where to go next

All of executive and office supportEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of executive and office support

  • Board and governance support
  • Calendar and meeting management
  • Executive assistance
  • Inbox management
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