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How agents can help you
run your business

A plain-English guide for busy business owners. No tech skills needed, and no need to change the apps you already use.

So, what is an agent?

Think of an agent as a helper that sits alongside the apps you already use, like Xero, MYOB and your email. You tell it what you need in everyday words, and it gets on with the fiddly bits.

It can draft a quote or an email, check your figures against your bank, and remind you when something's due. Nothing gets sent or paid until you say so. You approve every time.

What it's good at

Turning your notes or a voice message into a tidy draft
Spotting things that don't match and asking you about them
Remembering the dates you'd rather not
Doing the same job the same way, week after week

What to keep in mind

It can make mistakes, so check figures before they go anywhere
It's not your accountant or tax agent
It only knows what you give it
You stay in charge. It suggests, you decide

A gentle way to start

You don't need to switch anything. Keep Xero, MYOB, your email and your phone just as they are. Pick one small job that bugs you, let an agent help with it for a few weeks, and see how it feels. Add another job when you're ready.

Pick one job

The one that eats your Sunday nights.

Run it alongside

Your current apps stay exactly where they are.

Check, then trust

Review its work until you're comfortable.

Everyday wins to try first

Small jobs, real time back.

Quoting

Quote from a phone call

Tell it what the customer said and get a ready-to-check quote draft.

Invoicing

Overdue invoice reminders

It checks who owes you and drafts friendly reminders for your OK.

BAS & tax

BAS checklist

It walks you through the quarterly checks before you lodge.

Bookkeeping

End-of-year pack

It pulls together a tidy summary and question list for your accountant.

How the playbooks work

One admin job each. Find the job, not your industry.
Simple steps you can follow with a cuppa.
Copy-paste instructions to give your agent, word for word.
A listen button so you can hear it in the car or while you work.

Ready when you are

Set up your own helper

The setup guide walks you through every tap on your phone or tablet.

Set up your own Grok Bot →

Every Friday

The Agent Admin HQ Brief

Three admin wins for your business. Five minutes to read, hours back each week.

Got a question or a story?

Tried an agent yet? Got stuck, found a shortcut, or have an admin headache you'd like us to tackle? We'd love to hear from you. Get in touch with Agent Admin HQ. Your story might help another business owner, and we read every message.