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Your working day · Custom agent · by proposal

Morning Brief

One page before you start: what happened overnight and what needs you today. The information you need to run the day is spread across five apps, and you open all five before you have done anything.

Agent facts

Morning Brief

Your working day · Custom build

Reads
Your calendar, email, Teams and Slack, your pipeline, tickets and tasks
May change
Sends you one brief each morning, and creates tasks for the items you accept
Never
Replies to anyone, or moves work on, without you
Approval
You decide what makes the list and what gets actioned
Written to
The HubSpot record, every action, with a timestamp
Run cost
AI usage at cost, 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 information you need to run the day is spread across five apps, and you open all five before you have done anything.
The agent
One page before you start: what happened overnight and what needs you today. It changes: sends you one brief each morning, and creates tasks for the items you accept.
A person approves
You decide what makes the list and what gets actioned.
Example run · 6:45am brief
YOUR DAY · Thursday3 meetings, first at 9:00 with Harbour Co
2 deals went quiet past 10 days: Nolan, Bright Co
1 ticket breached overnight, owner notified
Cash: 2 invoices paid, 1 now 31 days over

One page, from five systems:

  • Calendar, email, Teams and Slack readDone
  • Top 3 chosen and put in orderDone
  • You accept 2 → tasks createdWaiting on you

$3k to $9k to set up.

$175 to $300 a month to run, plus AI usage at cost, with a cap you set. All prices in Australian dollars, excluding GST.

How long until it is live?

Three to eight weeks, including testing on your real records and a pilot with a person in the loop.

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 decide what makes the list and what gets actioned.

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.

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MTYour working day

Meeting Agent

Turns the call into a record: what was said, what was agreed, what happens next.

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$750Prebuilt · buy now

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