INProfessional services
Invoice Agent
Job reports and timesheets into draft invoice lines.
Builtest. 30 hrs a month back
$3k to $9kCustom · by proposal
Professional services · Prebuilt agent · buy now
Debtor Agent
Polite chasing of overdue invoices, by your rules. Overdue invoices get chased when someone remembers, in whatever tone they are in that day.
Agent facts
Debtor Agent
Professional services · Prebuilt, runs inside HubSpot
- Reads
- Invoice status and age, your escalation rules
- May change
- Reminder emails, a task when a person should call
- Never
- Threatens, offers payment terms, writes off debt
- Approval
- You set the rules and the tone
- Written to
- The HubSpot record, every action, with a timestamp
- Run cost
- Your HubSpot credits, with a cap you set
- Off switch
- One toggle. Nothing is lost
An example run, start to finish.
Press replay to watch each step, and where a person approves.
- The work
- Overdue invoices get chased when someone remembers, in whatever tone they are in that day.
- The agent
- Polite chasing of overdue invoices, by your rules. It changes: reminder emails, a task when a person should call.
- A person approves
- You set the rules and the tone.
- Invoice INV-2041 · 31 days overdueDetected
Debtor Agent · emailHi Tom, a quick note that INV-2041 is now past due. The pay link is below. If something is wrong with it, reply and a person will sort it out.
- Reminder 2 of 3 sent, in your toneDone
- No reply in 7 days → task for accounts to callRule
- No threats, no payment terms offeredBy design
$500 to set up.
Runs on your HubSpot credits, with a cap you set. All prices in Australian dollars, excluding GST.
How long until it is live?
Usually within a week. It is configured inside your HubSpot, tested on your real records, then switched on with a cap.
What happens when it gets something wrong?
Anything that matters stops at a named person before it takes effect. Every action is written to the HubSpot record with a timestamp, so mistakes are visible and reversible, and one toggle switches the agent off.
Who approves its work?
You set the rules and the tone.
What does it need from us?
A HubSpot account on Professional or Enterprise, someone who knows the process today, and an hour to agree the rules: what it may touch, and what it must never do.
Agents that read the same record.
They share one HubSpot record, so each picks up where the other left off.
PRProfessional services
Proposal Agent
Call transcript to proposal, quote and sign page.
Builtest. 10 hrs a month back
$3k to $9kCustom · by proposal
ONProfessional services
Onboarding Agent
Collects documents and chases what is missing.
Builtest. 12 hrs a month back
$750Prebuilt · buy now
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