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
WIP and Follow-up
Weekly work-in-progress and daily follow-ups. Nobody can say where work is up to without a meeting.
Agent facts
WIP and Follow-up
Professional services · Prebuilt, runs inside HubSpot
- Reads
- Deals, tickets, tasks and recent activity
- May change
- Nothing. It writes a summary
- Never
- Edits records or contacts clients
- Approval
- Read-only
- 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
- Nobody can say where work is up to without a meeting.
- The agent
- Weekly work-in-progress and daily follow-ups. It changes: nothing. It writes a summary.
- A person approves
- Read-only.
WEEKLY WORK IN PROGRESSWon this week: 3 · Waiting on clients: 5
Gone quiet for 10+ days: 4 (owners named)
Due next week: 7 · Overdue: 2
Gone quiet for 10+ days: 4 (owners named)
Due next week: 7 · Overdue: 2
Sent to the team, no meeting needed:
- Summary written from live CRM dataDone
- 4 quiet items assigned a follow-up taskDone
- Nothing edited, nothing sent to clientsRead-only
$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?
Read-only.
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
Not sure it fits?
Answer six quick questions and Kat will tell you whether this agent belongs in your cart.