The Build Lab · Case study · Admin

Nelly the Desk Assistant

A tiny elephant watching the inbox, diary, invoices and stock, drafting the next job for you.

Screenshot of Nelly the Desk Assistant

The problem

A small shop owner checks five apps a day to find out what needs them.

What I built

A desk assistant that watches Gmail, Calendar, Xero and Shopify, spots what needs you and drafts the reply, reschedule, chaser or reorder for you to approve.

What it replaces

Checking five apps a day to see what needs you.

Who it's for

Small product businesses and service owners who check four or five apps a day just to find out what needs them.

How it works

  1. Nelly watches your inbox, diary, accounts and stock in the background.
  2. When something needs you, like a diary clash, a customer asking where their order is, low stock or an overdue invoice, she flags it.
  3. She drafts the fix: the reply, the new meeting time, the purchase order or the polite chaser.
  4. You approve or skip it. Nothing is sent or changed until you say yes.

The result

Fewer apps to check, fewer things slipping through, and admin that is mostly a tap to approve.

Connects to

  • Gmail
  • Google Calendar
  • Xero
  • Shopify

Demo video

Watch it work

Live demo

Try it yourself

Everything below works. The business and data are made up; the real version is built around your business and your tools.

Calendar FileEditViewWindowHelp
Fri 25 Sep  10:42
Inbox (12) · rosie@wildrootcandles.co.uk · Gmail
PrimaryPromotionsUpdates1–50 of 1,284
  • Priya Shah Replied Orders Where is my order? #2291 · Hi, I ordered the Fig & Cedar gift set last Friday and it still says processing. Is it on its way? 10:31
  • Tom Harlow Replied Suppliers Call moved to 3pm today · Sorry Rosie, something's come up this morning. Can we push our call to 3pm? Same link. 09:58
  • Etsy You made a sale! Order #3318 · Salt & Driftwood 300g × 2. Ship by 28 September. 09:40
  • The Botanist Bath Wholesale Autumn wholesale order · Could we get 24 of the Smoked Oud and 12 Hearth for the shop window? Happy to pay upfront. 09:12
  • Royal Mail Collection booked for today · Your parcel collection is confirmed for 17:00 to 18:00. Please have items labelled. 08:47
  • Shopify Orders [Wildroot Candles] Order #2297 placed by Hannah Cole · £46.00 · 2 items · Standard shipping 08:30
  • Stable Yard Market Stall confirmed: Saturday 3 October · Pitch 14 is yours. Setup from 7am, gates open at 9. 24 Sep
  • Xero INV-0421 was viewed by The Botanist Bath · Your customer opened the invoice at 16:12. 24 Sep
  • Lou at Glasshouse Suppliers Re: Amber jars, new price list · Attached for October. The 300g jars stay the same, lids go up 4p. 23 Sep
Calendar
DayWeekMonth ‹Today›
25FridaySeptember 2026
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
Pour: Fig & Cedar batch Workshop · 40 jars
Pack and dispatch orders 14 orders
Photo shoot: autumn range Studio corner
Wholesale samples to post
Accountant check-in Google Meet
School pickup St Mary's
Harlow Wax Co call Google Meet 16:00 to 16:30 · moved by Nelly
Royal Mail collection
Inventory · Wildroot Candles · Shopify
SearchRW
InventoryExportAdd product
AllLow stock 2CandlesTins
ProductSold 7dAvailable
Fig & Cedar300g amber jar · WR-FC-300 41 +48 Tue Low 4
Linen Wash180g travel tin · WR-LW-180 18 Low 9
Smoked Oud300g amber jar · WR-SO-300 23 21
Hearth, Cedar & Clove300g amber jar · WR-HC-300 19 17
Salt & Driftwood300g amber jar · WR-SD-300 12 52
Invoices · Wildroot Candles Ltd · Xero
Wildroot Candles LtdSalesPurchasesReporting
InvoicesAwaiting payment £2,202.50Overdue £486.00
NumberToDueAmountStatus
INV-0418 Mossy & Co 11 Sep 486.00 Overdue Reminder sent
INV-0421 The Botanist Bath 2 Oct 312.50 Awaiting
INV-0422 Hearth & Home Ltd 3 Oct 1,140.00 Awaiting
INV-0423 Stable Yard Market 6 Oct 264.00 Awaiting
INV-0419 Little Fern Florist 15 Sep 198.00 Paid

How I built this

How I built this

I built Nelly with Claude as a quiet menu bar assistant rather than another app to check. The desktop, windows and notification panel are plain HTML, CSS and a little JavaScript for the event queue and the approvals.

Everything here is sample data for a made-up shop. In a real setup she connects to Gmail, Google Calendar, Xero and Shopify through their official connectors and APIs, and watches for the same kind of moments: a customer chasing an order, a diary clash, an invoice gone quiet, stock running low.

The important bit is the approval step. She drafts the reply, the reschedule, the chaser or the reorder, and you decide what goes. The time saved figure is an illustrative estimate, not a measurement.

Questions

Frequently asked

What is an AI desk assistant?

An AI desk assistant is a helper that watches the apps you check every day and tells you what needs you. In the demo, Nelly watches Gmail, Google Calendar, Xero and Shopify for a small candle business. She spots things like a diary clash, a customer asking about an order, low stock or an overdue invoice, then drafts the fix: a reply, a new meeting time, a reorder or a polite chaser. The owner approves or skips each one. Nothing is sent or changed without a yes.

How can AI help run admin for a small shop?

By doing the checking and the first draft, so you only make decisions. The daily admin in a small shop is mostly the same handful of jobs: answering where-is-my-order emails, chasing unpaid invoices, reordering stock and moving appointments. AI can spot each of those in your inbox, accounts and shop, then draft the response for you to approve. You can start without any automation by pasting a customer email into Claude and asking for a reply in your tone. Connect the apps once you know which jobs come up most.

Which apps can an AI assistant connect to?

The demo connects Gmail, Google Calendar, Xero and Shopify. Claude has built-in connectors for Gmail, Google Calendar and Google Drive, so reading your inbox and diary is possible without extra tools. Accounts and shop platforms such as Xero, FreeAgent, Shopify, WooCommerce, Etsy and Square usually connect through Zapier, Make, or a small custom build using their APIs. Outlook and Microsoft 365 work too. The cheapest start is to connect only the one app that eats most of your time.

How much does it cost to set up an AI admin assistant?

A basic version can run on Claude Pro, which is around £20 a month, using its built-in connectors to read Gmail and Calendar and draft replies. Adding accounts and shop data usually needs Zapier or Make. Both have free plans for light use, with paid tiers depending on volume. A fully custom assistant like the demo, watching several apps in the background, is a bigger build and depends on how many apps and actions are involved. Setup usually takes days for a simple version and a few weeks for the full thing.

Is it safe to give AI access to my email and accounts?

It can be, if you keep permissions tight and approvals on. Connect only the accounts it needs and use read-only access where you can, for example reading Xero invoices without being able to create payments. Keep every send, reschedule and order waiting for your approval, and keep a log of what the assistant did. Your inbox holds customers' personal data under UK GDPR, so use business accounts and tools with proper data processing agreements. Never give an assistant the power to move money.

Will an AI assistant send emails without asking me?

Not unless you choose to let it. In the demo every reply, chaser and reorder is a draft that waits for you to approve or skip. Some owners later let low-risk jobs go without approval, such as a standard order-status reply, once they have seen the drafts are reliably right. Start with everything on approval for at least a few weeks. The time saved comes from not having to check five apps and write each reply from scratch, not from skipping the final glance.

Can I get help building an assistant like this?

Yes. My 1:1 AI implementation is done-with-you support over six weeks: we build your assistant together around the tools you already use, so you understand every step and can keep it running without me. It is not a done-for-you service, and it suits people who want to learn the skill rather than hand it off. If you would rather go it alone, the answers on this page are enough to get a first version working, and starting small is the right call either way.

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