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Automations for Receptionists
Answer inquiries and provide information to the general public, customers, visitors, and other interested parties regarding activities conducted at establishment and location of departments, offices, and employees within the organization.
O*NET occupation: Receptionists and Information Clerks (43-4171.00). The software list and tasks below come from that record, not from guesswork.
Built for receptionists
- GDrMade to order
Gmail attachment → Google Drive folder + Filed label
Every PDF that lands in Gmail is in the right Drive folder before you open it.
Email triage & inbox$49 - ONCTMade to order
Outlook shared inbox → Claude draft reply saved in the thread + Teams ping
Open the thread and the reply is already drafted; you edit and press send.
Email triage & inbox$199 - GCTwMade to order
Google Calendar appointment → day-before SMS reminder via Twilio
Tomorrow's appointments get a text reminder from your Google Calendar each morning.
Scheduling & meetings$49
Runs on software receptionists already use
Matched through the tools this occupation is documented as using.
- GCDrQBMade to order
Gmail receipt → Claude reads it → QuickBooks expense + PDF filed in Drive
Invoicing, payments & bookkeeping$199 - DrCGDSMade to order
Google Drive PDF → Claude one-page brief → Google Doc + Slack post
AI drafting, summaries & agents$199 - GSDrGDDSMade to order
Google Sheets row → Google Docs contract → PDF → DocuSign envelope
Documents & e-signature$199 - QBXTMade to order
QuickBooks weekly finance KPIs → Excel table + Microsoft Teams post
Reporting & dashboards$99 - BCUDrSMade to order
BambooHR new hire → ClickUp onboarding tasks + Google Drive folder + Slack
Hiring, onboarding & HR$199 - CaHGDSMade to order
Calendly booking → HubSpot meeting + Google Docs prep sheet + Slack alert
Scheduling & meetings$199 - HQBCUSMade to order
HubSpot Closed Won → QuickBooks customer, ClickUp onboarding + Slack #wins
Sales & CRM hygiene$199 - HQBMade to order
HubSpot deal Closed Won → QuickBooks Online invoice + number back on the deal
Invoicing, payments & bookkeeping$99 - JfDrGSMade to order
Jotform submission → its own Google Drive folder with every upload filed inside
Data sync & backups$99 - QB{}In build
New QuickBooks Online customer → record created in any app with an API
Data sync & backups$49 - OAITMade to order
Outlook inbox → AI triage into categories + urgent alert in Teams
Email triage & inbox$99
Software receptionists use that we connect
What we can build for receptionists
The job’s documented tasks, most important first. Each is a request away.
- Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.Quote it
- Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.Quote it
- Receive payment and record receipts for services.Quote it
- Schedule appointments and maintain and update appointment calendars.Quote it
- Analyze data to determine answers to questions from customers or members of the public.Quote it
- Calculate and quote rates for tours, stocks, insurance policies, or other products or services.Quote it
Something specific to how you work?
Describe the apps and the outcome. A fixed quote and a delivery date come back within one business day, and the build is yours to keep.
Request a build for receptionists