Find the client contact
Ask who the contact is at a company, or look someone up by name. Toby reads HubSpot.
AI for agencies that keeps client work moving in the thread
AI for agencies has to work where the account team already talks. Toby is an AI coworker in Slack and Microsoft Teams. Ask who the contact is at a client, add a call note to HubSpot once you approve it, or ask where a project stands. Toby breaks the job into steps and finishes it in your tools. Hosted in Australia.
Start with 2,000 free credits. No card, no sales call. Starter is $25 a month after that.
What AI for agencies takes off the account team
Client facts live in four or five tools. Toby reads them for you and answers in the channel.
Prepare a call brief
Before a meeting, Toby pulls the company record and its contacts into a short brief you can read in a minute.
Add a note after a call
Tell Toby what was agreed. It shows you the note and adds it to the record once you press Approve.
Check where a project stands
Ask where a client project is up to. Toby reads the tasks in Asana and reports what is done, what is open and what is late.
Find the client's brief
Ask for the page about a client or a project. Toby finds it in Notion and links it in the thread.
Monday project digest
Each Monday Toby posts the tasks due this week and anything overdue for the project you name.
A client check-in, start to finish
One channel, three tools. Toby does the lookups and writes the note after a person says yes.
Dana
@Toby which contacts do we have at Tidewater Foods?
Toby
Two. Anna Webb and Tom Okafor.
Dana
@Toby add a note to Tidewater Foods: client approved the revised scope, kickoff next week.
Toby
Here is the note for Tidewater Foods: “Client approved the revised scope, kickoff next week.” Add it in HubSpot?
Add note to Tidewater FoodsApproveReject
Toby
Note added to Tidewater Foods.
Sam
@Toby where is the Tidewater website refresh up to?
Toby
Most tasks are done. Two are open: the case study draft, owned by Sam, and the image list, which is one day overdue.
Where each client fact lives
Connect the tools your team already uses. Toby asks each one and puts the answer in one thread.
| Tool | You ask | Toby answers with |
|---|---|---|
| HubSpot | Who is the contact at this client? | The contacts and the company record |
| Asana | Where is the project up to? | What is done, open and late |
| Notion | Where is the client's brief? | A link to the page in the thread |
| Jira | What is blocked this sprint? | The blocked issues and their assignees |
A weekly client update, drafted for you
The Monday scramble is mostly collecting facts from different tools. Give Toby a schedule and it collects them before anyone asks.
Toby posts the project status in the client channel. The account lead edits it and sends the update to the client.
- Task status from Asana
- The client's page from Notion
- Posted in the channel on the schedule you set
- You review and edit before it goes anywhere
How AI for agencies should handle client notes
Written after you approve
Toby shows you the note first. It adds it to HubSpot only after you press Approve or Reject.
A straight answer when there is no match
If Toby cannot find the record, it says so and asks for another name or detail.
One price for the whole agency
Start with 2,000 free credits. Starter is $25 a month after that, and nobody pays per seat.
Set up the account team in about two minutes
Add Toby to Slack or Teams
Sign in, then choose which channels it can see.
Connect HubSpot and your project tool
You approve each connection by name before Toby can use it.
Ask a client question
Ask who the contact is at a company you know.
Schedule the weekly update
Give Toby the project and the day. It posts on schedule.
Common questions
What can Toby do in HubSpot for an agency?
It works with contacts and companies. It reads them, builds call briefs from them and checks for gaps. It adds a note to a record after you approve it.
Can Toby write the weekly client report?
Toby gathers the status from your connected tools and posts a draft on the schedule you set. Your account lead reviews and edits it before it goes to the client.
Which tools do agencies connect first?
Most start with HubSpot for contacts and companies, then Asana, Notion or Jira for project work. Toby reaches 3,000+ tools over MCP.
Can we use Toby across several client channels?
Yes. You choose which channels Toby can see, so you can add it to the channels your account teams already use.
What does AI for marketing agencies cost with Toby?
Start with 2,000 free credits. Starter is $25 a month for the whole workspace and nobody pays per seat.
Put Toby in your next client channel.
Connect HubSpot and ask who the contact is at a client. 2,000 free credits to start.
Start with 2,000 free credits. No card, no sales call. Starter is $25 a month after that.