IBYour working day
Inbox Agent
Sorts your inbox, drafts the replies, and turns the rest into next actions.
Builtest. 10 hrs a month back
$750Prebuilt · buy now
Your working day · Prebuilt agent · buy now
Meeting Agent
Turns the call into a record: what was said, what was agreed, what happens next. The call goes well, then the notes never make it into the system and the agreed actions quietly disappear.
Agent facts
Meeting Agent
Your working day · Prebuilt, runs inside HubSpot
- Reads
- Call and meeting recordings, the CRM record for the people on the call
- May change
- Writes the summary and agreed actions to the record, creates tasks with owners
- Never
- Shares a recording or a summary outside your team
- Approval
- The meeting owner checks the actions before they go out
- 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
- The call goes well, then the notes never make it into the system and the agreed actions quietly disappear.
- The agent
- Turns the call into a record: what was said, what was agreed, what happens next. It changes: writes the summary and agreed actions to the record, creates tasks with owners.
- A person approves
- The meeting owner checks the actions before they go out.
CALL SUMMARY · Harbour Co · 24 SepAgreed: staged rollout, sales first
They need board sign-off by 10 Oct
Open: who migrates the old ticket history
Next: scope and price by Friday
They need board sign-off by 10 Oct
Open: who migrates the old ticket history
Next: scope and price by Friday
Written to the deal record:
- Summary on the deal and both contactsDone
- 2 tasks created with owners and datesDone
- Nothing shared outside your teamBy design
$750 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?
The meeting owner checks the actions before they go out.
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.
MBYour working day
Morning Brief
One page before you start: what happened overnight and what needs you today.
Builtest. 14 hrs a month back
$3k to $9kCustom · by proposal
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