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AI agent use cases for every team

These AI agent use cases are jobs Toby does today in Slack and Microsoft Teams. Each one starts as a message in a channel. Toby breaks it into steps, finishes it in the tool behind it and posts the result in the thread. Hosted in Australia.

Start with 2,000 free credits. No card, no sales call. Starter is $25 a month after that.

AI agent use cases for operations

Rosters, files and project status, asked for in the channel instead of looked up in three apps. Tools: Google Drive, Asana and Notion.

Find in Google Drive

Find the supplier agreement

Describe the file in words. Toby finds it and links it in the thread.

Update in Google Drive

File this week's meeting notes

Ask Toby to move the notes into the right project folder. It asks you to approve before it moves anything.

Scheduled in Asana

Monday project digest

Each Monday Toby posts the tasks due this week and anything overdue for the project you name.

Find in Notion

Find the page you keep losing

Ask for the page about a client, a project or a process. Toby finds it and links it.

Finance questions, answered in the channel

Nobody needs to log in to Xero for a quick lookup. Toby reads Xero and Outlook and answers in the thread.

Find in Xero

Look up an invoice

Ask for an invoice by number or by customer. Toby returns the status and what has been paid.

Find in Xero

Check the bank account

Ask what came in yesterday or what left the account last week, without opening Xero.

Across tools

Open invoices next to the contact

Before a renewal call, Toby lists the customer's open invoices from Xero next to the contact and company record from HubSpot.

Draft in Outlook

Answer a payment question

A customer emails about an invoice. Toby finds it in Xero and drafts the reply in Outlook for you to review.

AI agent use cases for sales

Contacts, companies and call prep from HubSpot, plus notes that wait for your Approve.

Find in HubSpot

Find the contact at a company

Ask who the contact is at a company, or look someone up by name.

Summarise in HubSpot

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.

Update in HubSpot

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.

Scheduled in HubSpot

Friday tidy-up check

Toby lists contacts with no email address and companies with no contacts, so someone can fix them.

Rosters and timesheets for people teams

Managers ask in the team channel instead of opening the rostering tool. Tools: Deputy and Outlook.

Find in Deputy

Who is working on Saturday

Ask who is on shift today, or who is rostered on Saturday at a location.

Find in Deputy

Which timesheets are unapproved

Ask which timesheets are still waiting for approval, and whose they are.

Scheduled in Deputy

Roster summary on Sundays

Each Sunday Toby posts a short summary of the week ahead, including shifts that have no one assigned.

Draft in Outlook

Email each manager their list

Toby drafts an email to each manager listing their team's unapproved timesheets. You approve the drafts before they go.

AI agent use cases for marketing

Checklists, status pages and tasks that get done before the Monday meeting. Tools: Notion, Google Drive and Asana.

Summarise in Notion

Work through a launch checklist

Toby goes through the checklist item by item and tells you what is still missing.

Update in Notion

Keep the status page current

Each week Toby updates the status page from the channel discussion and shows you the change first.

Draft in Google Drive

Start from the last proposal

Ask for a new proposal based on an old one. Toby drafts it and saves it in the folder you choose after you approve.

Create in Asana

Turn a chat into a task

Say what needs doing, who owns it and by when. Toby shows the task and creates it after you approve.

Support queues, sorted before anyone opens them

Toby reads the conversations in Intercom and can draft the Jira issue when one turns out to be a bug.

Scheduled in Intercom

Morning support summary

Each morning Toby lists the conversations still open and which have waited longest.

Summarise in Intercom

Spot the repeat questions

Ask what customers raised most this week. Toby groups the conversations by topic.

Draft in Intercom

Draft a reply

Say what to tell the customer. Toby drafts the reply and posts it only after you approve.

Across tools

Turn a bug report into a ticket

Toby summarises a bug conversation from Intercom and drafts the Jira issue. You approve it before it is created.

AI agent use cases for founders

The short list for someone with no time: the inbox, a project, what shipped and the latest proposal.

Scheduled in Outlook

Morning inbox summary

Each weekday Toby posts what arrived overnight and what needs you first.

Summarise in Asana

Where a project stands

Ask where a project stands. Toby reads the tasks and reports what is done, what is open and what is late.

Scheduled in GitHub

What shipped this week

Each Friday Toby posts what was merged, grouped by repository, for the channel to read.

Across tools

Note the proposal on the company

Toby finds the latest proposal in Google Drive and adds a note about it to the company record in HubSpot, after you approve.

Common questions

What are AI agent use cases for a small team?

Lookups, summaries and weekly round-ups are the usual starting point: who is rostered on Saturday, what is the status of an invoice, what shipped this week. They repeat, they have a clear finish and they read from tools the team already pays for.

Can Toby do a job that spans two tools?

Yes. Connect two tools and Toby can work across both in one thread. For example, it can list a customer's open invoices from Xero next to their contact record from HubSpot.

Does Toby change anything without asking?

Toby asks before anything goes out under your name. Before it sends or writes, it shows Approve or Reject, and the last call stays with a person.

Do these use cases work in Microsoft Teams?

Yes. Toby works the same way in Slack and in Microsoft Teams, with one credit pool and one set of connected tools for both.

What if my tool is not on the list?

More than 3,000 tools can be connected over MCP, so it may already work. Don't see the tool you need? Talk to us about adding it.

How much does it cost to try these?

You start with 2,000 free credits and no card. After that, Starter is $25 a month for the whole workspace. Nobody pays per seat.

Pick one job from the list.

Connect the tool behind it, ask Toby in a channel and see the finished work come back in the thread.

Start with 2,000 free credits. No card, no sales call. Starter is $25 a month after that.