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
Onboarding Agent
Collects documents and chases what is missing. New clients are onboarded by email chain, and someone has to chase every missing document.
Agent facts
Onboarding Agent
Professional services · Prebuilt, runs inside HubSpot
- Reads
- Your onboarding checklist, what the client has supplied
- May change
- Reminder emails, the client record
- Never
- Accepts a client, gives advice, stores ID outside your systems
- Approval
- Staff sign off the finished file
- 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
- New clients are onboarded by email chain, and someone has to chase every missing document.
- The agent
- Collects documents and chases what is missing. It changes: reminder emails, the client record.
- A person approves
- Staff sign off the finished file.
ONBOARDING CHECKLIST · 7 itemsSigned engagement letter ......... received
Photo ID .......................... received
Prior year returns ................ missing
Bank authority .................... missing
Photo ID .......................... received
Prior year returns ................ missing
Bank authority .................... missing
Day 3, automatically:
Onboarding Agent · emailHi Priya, two things left before we can start: last year's return and the bank authority. Reply with them here and I will file them.
- Reminder sent, record updatedDone
- File complete → staff sign-offWaiting on a person
$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?
Staff sign off the finished file.
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
DBProfessional services
Debtor Agent
Polite chasing of overdue invoices, by your rules.
Builtest. 8 hrs a month back
$500Prebuilt · buy now
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