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AI for management and office

The monthly report that makes itself, minutes that become actions, contracts that no longer expire.

Those hours go into deciding on the strength of the report, instead of into making the report.

Management and office is a department in Altramano with 9 ready-made templates for the monthly report, minutes and contracts.

What runs on its own

  • A monthly report from the books, the CRM and the planning.
  • Turning minutes into decisions and action points with an owner and a date, and watching them.
  • Contracts and expiring terms in view.
  • Every Friday at four o'clock, a summary of what is going on.
  • Answering questions from your own procedures and policy.

9 templates for this department

Every template comes with a manual in plain English. Choose one, point it at one or two integrations, fill in three settings at most.

SjabloonSoortWhat it does
Policy questions (your own documents)AI agentAn assistant that answers questions about policy, procedures and agreements from your own documents.
Contract expiry dates (suppliers and subscriptions)automationNinety days before a contract or a subscription expires you get a nudge with the notice period.
Mail drafter (management)AI agentAn assistant that writes business mails (internal and external) and puts them ready as a draft.
New supplier → details and approvalautomationA new supplier is registered through the form, checked and put forward for approval.
Minutes → action points and remindersautomation + assistantSend minutes to the folder you choose; the action points land in a table and the owners get a reminder.
Post and PDF → classify and fileautomationScanned post and PDF attachments are recognised (invoice, contract, letter) and put in the right OneDrive folder.
Travel expense claimautomationMileage and travel costs through a form; a monthly overview per employee for administration.
Schedule a meeting with an agendaautomationRequest a meeting through the form; an agenda proposal appears and the invitation lands in the calendar.
Weekly overview of open actionsautomationEvery Monday, an overview of the open action points per owner from the Action points table.

In the Studio

"Make a monthly report for the board from these three exports: revenue, outstanding items and occupancy."

AI agents for management and office

  • Inbox assistant

    Sorts your mailbox every morning and drafts a reply for the mails that need one.

    Saves, estimated: ± 4 hours a week

  • Diary manager

    Schedules meetings between several people, also outside your company, and keeps your diary workable.

    Saves, estimated: ± 1 hour a week

  • Minute taker

    Turns a meeting into minutes with decisions and action points, with owner and date.

    Benefit: Minutes with decisions and action points, ready.

  • Action item tracker

    Follows up the agreements from meetings: who was going to do what, when, and whether it happened.

    Saves, estimated: ± 1 hour a week, and fewer forgotten agreements

  • Work-related costs monitor

    Keeps track of the free allowance of the Dutch work-related costs scheme and warns before you exceed it.

    Benefit: A warning before you exceed the free allowance.
All AI agents

Industries where this comes up

What runs on its own in your industry

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Installation companiesConstruction and contractorsAccountancy and bookkeeping firmsWholesaleTransport and logistics

Choose a department

11 sjablonen voor operations and planningTake the free scan
13 sjablonen voor administration and financeTake the free scan
11 sjablonen voor salesTake the free scan

Work orders from the mail into the planning

Nu

Requests and work orders come in as mail or PDF and are retyped into the planning by hand.

Straks

Every new mail with a work order is read, the details (address, customer, fault, requested date) are put into the planning or a table and the planner gets a notification.

Limit: comes to you first by default.

Saves, estimated

± 3 hours a week

and no retyping errors in addresses and dates

Choose a department

11 sjablonen voor operations and planningTake the free scan
13 sjablonen voor administration and financeTake the free scan
9 sjablonen voor management and officeTake the free scan

Recording additional work from the site

Nu

Additional work is agreed verbally and only missed at the final settlement.

Straks

The site manager sends a photo or a few lines through a form or WhatsApp; an additional-work letter is prepared in the house style, for the project lead's approval and then the customer's.

Limit: comes to you first by default.

Saves, estimated

± 1 hour a week per project

Additional work that would otherwise not be invoiced

Choose a department

13 sjablonen voor administration and financeTake the free scan
26 sjablonen voor reporting and analysisTake the free scan
8 sjablonen voor knowledge and researchTake the free scan

A delivery list per client from the month's receipts

Nu

Staff mail clients for missing receipts and keep track of it in a spreadsheet.

Straks

Per company file it works out which receipts and bank statements are missing; the client gets a friendly list by mail, in your tone, once you have approved it.

Limit: comes to you first by default.

Saves, estimated

± 4 hours a week per member of staff on chasing paperwork

Choose a department

9 sjablonen voor webshop and paymentsTake the free scan
13 sjablonen voor administration and financeTake the free scan
11 sjablonen voor salesTake the free scan

Orders from the webshop into the books

Nu

Webshop orders are entered into the accounting package as invoices by hand.

Straks

Every new order in Shopify or WooCommerce is entered into Exact, Visma or AFAS as a sales order or an invoice, and the payment is matched to it.

Limit: runs by itself; you can look back at everything in Runs.

Saves, estimated

± 5 hours a week

no double entry

Choose a department

11 sjablonen voor operations and planningTake the free scan
13 sjablonen voor administration and financeTake the free scan
9 sjablonen voor documents and communicationTake the free scan

Transport orders from the mail into the planning

Nu

Orders come in as mail or PDF and are retyped into the planning board.

Straks

Every order is read (loading address, unloading address, time window, reference), put into the planning or a table and confirmed to the customer once approved.

Limit: comes to you first by default.

Saves, estimated

± 4 hours a week on planning

Integrations these templates use

One workspace

Everything in one place.

What you see on this page happens in one place. You ask the Studio, automations and AI agents do the work, and what your systems cannot do, you add with an app. Everything works with your Company Brain and with the systems you already have.

Start with what you need now. The rest is already included.

See what is in each tier

You set the limit

What falls within it runs by itself. What falls outside it comes to you first.

For example: it books invoices under €1,000 straight through; above that, they come to you first. You choose that amount yourself. You can look back at everything that has happened.

Frequently asked questions

How reliable is the monthly report?

Every sum sits in a script you can read back and that runs again every month. You see anomalies straight away.

Can I read the report on my phone?

Yes. Dashboards are readable on the phone; reports come as a PDF.

Who sees what?

Roles per department and separate administrator roles. The board sees the whole; a department sees its own work.

What if the AI makes a mistake?

You set the limit. Above it, it comes to you first, and you can look back at everything.

Is this yet another system?

No. Your systems stay. Altramano does the work between them, and builds what you are missing.

Are we allowed to do this with our customer data?

Your own environment is in Amsterdam. If the data has to stay in the EU, Altramano only uses providers that process in the EU.

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