An AI employee for back office work

Hire an AIemployee for thework that repeats.

Add Scope to Slack, Teams, or email and hand it the recurring admin: pulling numbers together, matching one list against another, and sending the same report every week. It starts the day you add it.

SlackMicrosoft TeamsEmailStripeHubSpot
D
Dana8:45 AM
@Scope can you take the Monday summary off me? Same three sources, same layout, every week.
⏳ 1
Scope
ScopeAPP8:58 AM
Done, and scheduled for Mondays at 9.
  • • Pulled from the three sources you named
  • • Same layout you have been using
  • • Two rows did not tie out, both flagged in the notes tab
XLSX
XLSX · ready to review
ApproveReject
✅ 2
What changes

What changes when the repetitive work is handed over

⚡
Starts today

no matching, no onboarding, no notice period

🕗
Any hour

it runs on the schedule you set, not a shift

In practice:Where it fits
A person is the better answer for work that needs judgement. This is for the other half: the same pull, the same match, the same report, every week.
📄
No hourly meter

a flat plan rather than billable hours

🧩
One thread

instead of three exports and a spreadsheet

How it works

Describe the job once.
Then stop doing it.

R
Rachel 9:10 AM
@Scope the numbers come from these two accounts and this folder.
Scope
Scope 9:11 AM
Got it. I can read all three. Tell me what you want out of them.

1Show it where the numbers live

Connect the accounts it should read, or just attach the exports you already download. It works within the access you give it.

D
Dana 9:14 AM
@Scope totals by account, one tab per month, flag anything that does not tie out.
Scope
Scope 9:15 AM
Understood. Should the flags go in a separate tab or inline with the row?

2Describe the job in a sentence

Say what you want, in what shape, and how often. No forms and no configuration. If something is unclear, it asks rather than guessing.

D
Dana 9:31 AM
@Scope looks right. Keep doing it weekly.
Scope
Scope 9:31 AM
Scheduled. I will say so here if a number moves more than usual.

3Check the first one, then leave it running

Look over the first output and correct anything that is off. After that it keeps producing it on schedule and tells you when something looks different.

Back office workflows

The jobs that repeat.
Handed over, not automated away.

Each of these is work someone currently does by hand on a schedule. Describe it once and it keeps happening.

Every week, same time

The report you rebuild by hand every week.

Point Scope at the places the numbers live. It pulls them together, puts them in the shape you already use, and posts the file on the day you ask for.

Deliverable: Recurring report
D
Dana9:02 AM
@Scope every Monday I rebuild this from three exports. Can you just do it?
⏳ 1
Scope
ScopeAPP9:14 AM
Built it from the three sources you named, in your layout. I will post it here every Monday at 9 unless you tell me otherwise.
XLSX
Posted weekly
✅ 2
Whenever two lists disagree

Match one list against another, line by line.

Orders against payouts. Invoices against the bank. Two exports that should agree and never quite do. Scope works through them and comes back with the rows that do not match.

Deliverable: Exceptions list
T
Tomas2:31 PM
@Scope these two exports should tie out and they do not. Find the difference.
⏳ 1
Scope
ScopeAPP2:48 PM
Worked through both. Most rows match. These are the ones that do not, with the amount and the reason where I could tell.
XLSX
Unmatched rows only
ApproveReject
Before the numbers are due

Chase the things that are still missing.

Scope keeps the list of what has not come in yet, checks it against what you expected, and tells you who and what is outstanding before the deadline rather than after it.

Deliverable: Status summary
R
Rachel4:15 PM
@Scope what is still outstanding for month end?
Scope
ScopeAPP4:16 PM
Four things are not in yet:
  • • Two supplier invoices, both due last Friday
  • • One expense report with no receipts attached
  • • The card statement, which has not been exported yet
Ad hoc, whenever it comes up

The pull nobody has time to do.

Ask a question that needs data from more than one place. Scope goes and gets it, shows the working, and gives you something you can forward on without rewriting it.

Deliverable: Answer plus file
P
Priya11:20 AM
@Scope how much did we spend with each supplier last quarter, biggest first?
⏳ 1
Scope
ScopeAPP11:33 AM
Pulled and totalled by supplier. Two of them changed name partway through the quarter, so I merged those and flagged it in the notes tab.
XLSX
2 tabs
📊 1
Once, then on a schedule

Turn a one-off request into a standing one.

When a pull turns out to be useful, say so. Scope keeps producing it on whatever schedule you name, in the same format, without being asked again.

Deliverable: Scheduled report
T
Tomas5:02 PM
@Scope this was useful. Do it on the first of every month.
Scope
ScopeAPP5:02 PM
Scheduled for the first of each month. I will post it in this channel and say if anything looks different from the month before.
✅ 3
As the work changes

Change the job by saying so.

The format moves, a source is added, a threshold changes. Tell Scope in the thread the way you would tell a colleague. There is no ticket and no retraining.

Deliverable: Updated output
D
Dana10:40 AM
@Scope add the new account to the weekly one, and split it by region from now on.
Scope
ScopeAPP10:41 AM
Added and split by region. Here is this week's again with the change, so you can see it before Monday.
XLSX
XLSX · ready to review
Where the work happens

It works in the tools
you already use.

Scope reads the accounts you connect, within the access you grant, and brings the result back to the thread you asked in.

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🔑 No API keys to manage
How it compares

Another option for the
work that repeats.

Here is how Scope sits alongside the other ways teams get recurring admin off their plate.

A virtual assistant

Brings real judgement, and needs matching, onboarding, hours and a timezone. Best kept for work that needs a person.

Starts the day you add it, with no hours to book, for the repetitive part.

An outsourcing firm

Works well at scale once a process is documented and handed over.

Takes the job from a sentence in a thread, and changes when you say so.

Spreadsheet macros

Fine until a column moves or a source changes, then someone has to go and fix them.

Adapts when the shape of the work changes, because you describe it in words.

Zap-style automations

Follow a fixed recipe and break when the input is slightly different.

Handles the messy middle rather than only the tidy path.

Chat assistants

Answer one person's question and forget the context afterwards.

Keeps the job, the format and the schedule, for the whole team.

Controls

You decide what it touches,
and what waits for you.

Handing over recurring work should not mean handing over control of it.

Approval where you want it

Choose which actions run on their own, which need a click first, and which it should never do.

Only the access you give

It reads the accounts you connect and nothing else, within the permissions of the person asking.

It shows its working

Output comes with the sources it used, so you can check a number rather than take it on trust.

Shared with the team

Anyone in the channel can ask, and it keeps the same context rather than starting over each time.

What teams ask before handing work over

No. Scope does the recurring work around the books rather than the books themselves: pulling numbers together, matching one list against another, and producing the same report on a schedule. It does not categorise transactions, close your books, or file anything, and it is not a substitute for an accountant.

A person brings judgement, and for work that needs judgement a person is the better answer. Scope is for the repetitive end: the same pull, the same match, the same report, every week. There is no matching process, no onboarding, no hourly minimum, and it is there at any hour.

Work that repeats, uses data from more than one place, and ends in a spreadsheet, a report, or a message. The more defined the task, the better it does.

Anything needing judgement, relationships, or a decision someone should own. It is built to do the repetitive part and hand the result to you, not to decide on your behalf.

Hire an AI employee for the work that repeats.

Pick the job you rebuild every week. Hand that one over first.