What is DeskAgent?¶
DeskAgent is an AI assistant that lives on your desktop. It connects to your everyday tools - email, invoicing, support systems - and automates the tasks you do repeatedly.
The Problem¶
Every day, you probably:
- Sort through dozens of emails
- Create invoices from project details
- Check which customers haven't paid
- Respond to similar support questions
- Move files to the right folders
These tasks are necessary but time-consuming. They don't require creativity - just attention and clicks.
The Solution¶
DeskAgent handles these tasks for you. Just describe what you need:
"Check my emails from the last week and flag anything that needs a response"
"Create an invoice for Acme Corp based on the hours I logged"
"Archive this PDF as a contract from Supplier GmbH"
DeskAgent understands your request, uses the right tools, and gets it done.
How It Works¶
- You ask for what you need in plain English (or German)
- AI processes your request and plans the steps
- Extensions connect to your actual tools (Outlook, Billomat, etc.)
- You review the results before anything is sent or saved
Key Features¶
Chat Interface¶
Talk to DeskAgent like a colleague. Ask questions, give instructions, or request specific actions.
Pre-built Agents¶
Use ready-made workflows for common tasks:
- Daily Check - Scans emails, flags important ones, clears newsletters
- Create Offer - Turns an inquiry email into a formal quote
- Check Payments - Finds which invoices have been paid
Custom Workflows¶
Create your own agents for tasks specific to your business.
Multiple AI Backends¶
Choose your preferred AI provider:
- Claude (Anthropic) - Excellent reasoning
- Gemini (Google) - Cost-effective
- Local models - Complete privacy
Who Is DeskAgent For?¶
Freelancers & Consultants¶
- Invoice clients quickly from time logs
- Keep your inbox organized
- Track outstanding payments
Small Business Owners¶
- Process supplier invoices
- Create SEPA bank transfers
- Archive documents automatically
Support Teams¶
- Monitor ticket queues
- Draft consistent responses
- Escalate urgent issues
Administrative Staff¶
- Email management
- Calendar coordination
- Document organization
What Makes DeskAgent Different?¶
Runs Locally¶
DeskAgent runs on your Windows PC. Your data doesn't go to a server. This means:
- No cloud storage of your documents
- Works offline (with local AI)
- Compliant with strict data policies
You Stay In Control¶
DeskAgent creates drafts, not sent messages. It shows you what it will do and waits for your approval. You're always in the loop.
Connects to Real Tools¶
Not just a chatbot - DeskAgent actually does things:
- Reads and moves emails in Outlook
- Creates invoices in Billomat
- Uploads documents to ecoDMS
- Generates SEPA transfer files
Extensible¶
Developers can add new extensions using Python. The system is built on open standards (MCP - Model Context Protocol).
Next Steps¶
Ready to try it?
- Quick Start - Install and run in 5 minutes
- First Workflows - Try common tasks
- Connect Extensions - Set up your tools