Help us shape Tracker Agent: what should it do for you?

We are rewriting one of Alpha Tracker’s most popular tools, Tracker Filer, and we would love your input.

Talk to us! You have a chance to shape Tracker Agent

Many Alpha Tracker users already rely on Tracker Filer to help link emails and attachments to the correct Alpha Tracker document folders. By copying emails to a special Tracker Filer email address, the system can read the content of the email and file the email and attachments into the appropriate job or quote folder.

It can also help with tasks such as scheduling appointments into your diary.

But Tracker Filer was created before the current generation of AI tools, and there is now an opportunity to make it much more powerful.

Introducing Tracker Agent

Tracker Filer is being completely rewritten as an AI-powered agent that can work on your behalf.

The new tool, Tracker Agent, is already in development. The aim is to allow everyday Alpha Tracker tasks to be triggered directly from an email, saving time and reducing manual admin.

We are currently working on features that allow Tracker Agent to:

• file documents for you, just like Tracker Filer
• automatically add Purchase Order numbers to quotes when you forward an email containing the PO
• mark quotes as won and create the project or job for you
• close one or more projects or jobs
• add an appointment for a job into a surveyor’s diary, either on a specific date/time or in the first free slot

All of this can happen straight from an email. You simply send or forward the email to Tracker Agent, and it can take the appropriate action for you.

We think this could become a major timesaver for Alpha Tracker users.

Built with safeguards in mind

Of course, any AI-powered automation needs to be handled carefully.

As part of the development work, we are thinking carefully about permissions, audit trails and sensible safeguards, so that Tracker Agent only does the things it should be allowed to do.

The goal is not just to make Alpha Tracker more automated, but to make it more useful, more controlled and more accountable.

What would you like Tracker Agent to do?

This is where we would really value your ideas.

What everyday tasks do you think could be safely triggered from an email? Are there small admin jobs that take up time in your team? Are there common emails that always result in the same Alpha Tracker action?

For example, should Tracker Agent help with chasing missing information, updating job statuses, assigning work, adding notes, creating tasks, sending acknowledgements, or something else entirely?

We are especially interested in ideas from people who use Alpha Tracker every day, because you know better than anyone where the time savings could be.

If you have a suggestion, please get in touch and tell us what you would like Tracker Agent to be able to do for you.

You can also view the full Alpha Tracker roadmap for 2026 here: https://alpha-tracker.co.uk/roadmap