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Getting started

What it is and how to set it up

OfficePilot is an AI assistant that works inside your existing Gmail or Outlook inbox. As new emails arrive, it sorts and labels them, writes replies for you to check and send, books meetings into free time in your calendar, and sends you a short briefing each morning. It's built for Australian small businesses.

Small business owners and teams who spend too much of their day in the inbox: trades and builders, real estate and property managers, consultants, clinics, accountants and anyone who answers customer emails between jobs. OfficePilot is currently available to Australian businesses.

About five minutes. Choose a plan, check out with Stripe, create your account, then sign in with Google or Microsoft to connect your inbox. OfficePilot creates its labels and gets to work straight away.

OfficePilot works through the emails you received in the last 24 hours, so you'll see labels and drafts appear within a few minutes instead of waiting for the next email to arrive. After that, it handles each new email as it comes in.

Gmail (including Google Workspace) and Outlook (including Microsoft 365). Meetings go into Google Calendar or Outlook Calendar, depending on the account you connect.

No. There's nothing to install. OfficePilot works in the background, and you keep using Gmail or Outlook as normal, on your computer or your phone. Labels and drafts show up right in your inbox.

It's where you tell OfficePilot about your business: what you do, your hours, how you handle prices, how customers can pay and the questions you get asked a lot. Your drafts use these details, so they need fewer edits before you send them.

It's optional, but the more you add, the closer your drafts are to ready to send. Plus adds your services, starting prices and service area, and Pro adds a full price list.

Email and drafts

Labels, replies and what gets touched

New emails that land in your inbox, usually within seconds of arriving. Even if you open an email straight away, it still gets its label and draft. Spam, newsletters and promotions are skipped.

Never. Every reply, follow-up and payment reminder is saved as a draft in the same email thread. You read it, edit it if you like, and send it yourself. OfficePilot never deletes your emails either.

The only emails OfficePilot sends are ones to you, like your morning briefing and new lead alerts. They come from hello@officepilot.au.

In Gmail they're labels, and in Outlook they're categories. They mean the same thing:

  • Draft ReadyA reply has been written for you and is waiting in your drafts.
  • ScheduledA meeting was booked into your calendar.
  • To ReviewA sensitive email, like a complaint or legal matter, that needs you personally.
  • FYIA useful notice, like a statement or booking confirmation, with nothing to reply to.
  • New LeadA new customer enquiry. Plus and Pro
  • Follow UpA follow-up drafted for a quote or question that went quiet. Plus and Pro
  • Payment ReminderA reminder drafted for an overdue invoice. Pro
  • OfficePilotEmails from OfficePilot to you, like your morning briefing.

They're left alone. OfficePilot doesn't label them, reply to them or move them. It only drafts replies to real people, and useful automated notices are labelled FYI so you can find them easily.

On Plus, you can also set auto-archive rules to move emails containing words you choose, like "webinar", out of your inbox automatically.

Complaints, payments and legal matters are labelled To Review and set aside for you, with no automatic reply. On Plus, you can switch on drafts for these too from your dashboard.

Yes. On Plus, choose from Neutral, Formal, Friendly, Concise, Confident or Empathetic in Account Settings. Essential replies are written in Neutral, a natural, plain style that suits most businesses.

Yes. Copy your existing signature from Gmail or Outlook and paste it into Account Settings. The layout, logo and icons are kept exactly as they are, and it's added to the end of every draft. On Essential, drafts end with a simple sign-off with your name and business name.

Only prices you've given it. When someone asks what something costs, OfficePilot follows the choice you made in your business profile: give your starting price, offer a free quote or site visit, or say you'll confirm the price. On Pro, it can also work out an estimate from your price list. It never makes up a price.

Yes. Switch Auto-pilot off in your dashboard whenever you like, and switch it back on when you're ready.

Calendar and briefing

Meetings and your morning summary

When someone emails asking to meet at a set time, OfficePilot checks your calendar. If you're free, it adds the event with the sender as a guest and labels the email Scheduled.

Nothing is booked, so you're never double-booked. Your existing event stays exactly as it is, and a reply is drafted for you instead.

To book meetings, it only checks whether you're free or busy. For your morning briefing, it reads the times and titles of today's events so it can list your day. OfficePilot only ever adds new events. It never edits or deletes the ones you already have.

Each morning at 7am (Brisbane time), OfficePilot sums up what needs your attention: who's waiting on a reply, new leads, follow-ups ready to send and what's in your calendar today. On Pro, it also covers your pipeline and money owed.

It's on your dashboard on every plan, where you can tick items off as you go, and it can be emailed to you too. You can turn the email off any time from your dashboard.

Leads and follow-ups

Catch every enquiry and chase quiet quotes

When a new customer enquiry arrives, OfficePilot tags it New Lead and emails you an alert within seconds, with a one-line summary of what they're after and a button to open the draft reply.

You can send alerts to a different email address and set quiet hours so nothing comes through overnight. Leads that arrive during quiet hours show up in your morning briefing instead.

When you've sent a quote or a question and haven't heard back, OfficePilot drafts a polite follow-up in the same thread for you to send. You choose how long to wait: 2, 3, 5 or 7 days. It skips emails that don't need a follow-up, like thank-yous and automatic notifications.

Every new enquiry gets a card that moves through New, Replied, Quoted, Won or Lost as emails go back and forth, so you can see at a glance which jobs are worth chasing. If a card is in the wrong stage, you can move it yourself and your choice sticks. The pipeline tracks new enquiries from the day you switch it on.

Quotes and payments

Estimates, invoices and getting paid

Add your prices to the price list in your business profile, per item, metre, hour or job. When a new customer asks what a job would cost, OfficePilot works out an estimate and puts it in the draft, making clear the final price is confirmed after a site visit. You can turn estimates off in Account Settings.

OfficePilot spots invoices you email to your clients. If one is still unpaid after its due date, it drafts a polite reminder in the same thread 1, 7 and 14 days after the due date. You'll find them in your drafts, tagged Payment Reminder.

Before each reminder, it checks the client's replies, so it stops as soon as they say they've paid or give you a date.

OfficePilot uses your default payment terms instead, which you set in Account Settings: 7, 14 or 30 days. For example, with 14 days, an invoice sent on 1 November is treated as due on 15 November, and the first reminder is drafted on 16 November.

It adds up the unpaid invoices OfficePilot has found in your sent emails, so you can see how much you're owed and what's overdue without opening a spreadsheet.

Plans and billing

Pricing, changes and cancelling

Essential is $14.99 a month for one inbox. Plus is $29.99 a month and adds a second inbox, lead alerts, follow-ups and more. Pro is $49.99 a month and adds the lead pipeline, payment reminders and price estimates. Pay yearly and save 20%. Prices are in AUD. Compare plans.

Yes. Your first month of Plus is free. You won't be charged until the free month ends, and if you cancel before then, you won't pay anything.

You're billed through Stripe, monthly or yearly, starting on the day you sign up. There are no setup fees and no lock-in contract.

Yes, any time from Manage subscription in your dashboard. Upgrades switch on straight away, and the price difference for the rest of your billing period is added to your next bill. If you move to a smaller plan, you keep your current plan until your billing period ends.

Yes, from Manage subscription. Switching to yearly starts your year today, with a credit for the unused part of your current month. Switching back to monthly takes effect when your current year ends.

Yes. Cancel from Manage subscription and OfficePilot keeps working until the end of the billing period you've already paid for.

Plus and Pro let you connect two inboxes, in any mix of Gmail and Outlook. Your dashboard shows stats for each one, and your morning briefing covers both.

Privacy and security

What happens to your data

No. You sign in directly with Google or Microsoft, who give OfficePilot permission to work in your inbox. Your email password is never seen or stored.

It only uses your email and calendar to run the features you use. Email content is processed as it arrives and isn't kept. Your data is never sold, never used for advertising and never used to train AI models. See exactly how your data is used.

No. Emails are handled automatically. A person would only look at a specific email if you ask us to for support, if it's needed to keep the service secure, or if the law requires it.

In your dashboard, click the bin icon next to the inbox and confirm. OfficePilot's access to that account is removed straight away.

When your subscription ends, OfficePilot's access to your inbox is removed straight away. The rest of your account data is permanently deleted 30 days later, in case you change your mind. To have everything deleted sooner, email hello@officepilot.au from your account email.

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