AI agents for operations work that repeats every week or month
TobyBot is an agentic bot. Set the goal once, like "match this month's invoices to purchase orders". It lists the mismatches, then runs again on a schedule once you save it as a bot.
Collect the month's invoicesOutlookDraft a query to each supplierOutlookResult ready
AI agents for operations: eight jobs to start with
Eight jobs that come round on a calendar, each one written as a plain request.
Month-end invoices
Collects invoices from the inbox and checks each against a purchase order list.
Knowledge baseNew starter set-up
Writes the welcome pack and drafts the first-week emails.
The weekly operations report
Pulls the week's notes and figures into one page.
DocumentsMeeting follow-ups
Turns meeting notes into a list of actions and a summary email.
DocumentsSupplier reminders
Finds what is due and drafts a reminder to each owner.
Policy questions
Answers staff questions from the handbook and policies you upload.
Knowledge baseRequest intake
Reads a new request, works out what it is and who should take it.
MCP serverThe monthly review deck
Drafts the slides from the report.
Slides
What starts an operations bot
A task can begin in six ways.
| When it starts | A job it fits | |
|---|---|---|
| A schedule | Fridays at 3pm, or the last working day of the month. | The weekly report and the month-end invoice check. |
| A webhook | Your people or ticketing system sends a signal. | The new starter pack, or a request from a ticketing tool. |
| A new Gmail message | A message lands in a shared inbox. | Request intake, or an invoice arriving in the finance inbox. |
| A typed request | You ask for it when you need it. | A one-off meeting summary or a list of suppliers. |
| The planner | A bigger request is split into steps. | A report that needs figures gathered and slides made. |
| A saved bot | You open it and run it again. | Any job you saved, on the day it comes up. |
An example run: setting up a new starter
Reads the offer and start detailsReturns the role, the start date and the manager.OutlookDrafts the first-week scheduleLists the meetings and who to invite.CalendarDrafts the welcome emailPuts it in drafts for the manager to read.OutlookResult ready. Save it as a bot and start it from a webhook when your people system logs a new hire.
Connect the systems operations already runs on
Native connectors cover Google, Microsoft, Meta and LinkedIn. Operations usually also runs on a ticketing tool, a people system, an asset register or an accounting package. Those connect through MCP servers. Someone technical sets each one up once, and after that agents use it like any other tool.
Map the job before you connect anything. The guide below shows how.
- Google and Microsoft connectors, ready to use
- MCP servers for other systems, internal ones included
- A goal on top
Two guides for the first operations agent
Building operations agents
Which work to hand over first, how to design the limits and what to track once it runs.
Connect your systems through MCP
How an agent reaches a system that has no native connector.
What an AI operations agent costs in TobyBot
Pro is $59 a month for 2 users and 5k actions and triggers a month. Team is $299 a month for 10 users and 25k actions and triggers. Enterprise is talk to sales, with unlimited users and actions, an implementation team and training. Details are on the pricing page.
AI agents for operations: frequently asked questions
Which operations jobs should an AI agent take first?
Pick work that repeats, follows rules you can write down and gives a result someone can check quickly. Month-end checks, onboarding packs and weekly reports are common first picks.
Can TobyBot work with our ticketing or accounting system?
Yes, through an MCP server. Systems beyond the native Google, Microsoft, Meta and LinkedIn connectors, including internal ones, connect that way.
Do we need developers to set it up?
Not for tasks that use the Google and Microsoft connectors and the knowledge base. Connecting an internal system through an MCP server needs someone technical, once.
How do I see what an operations agent did?
Every tool call and result shows while the task runs, with the token count. A running task can be paused, and each run keeps logs and traces.
What happens when something does not match?
TobyBot plans each task from your request, so say what you want done with exceptions. In the month-end example, the request asks for a list of the invoices that do not match, so a person can look at them.
Keep reading
TobyBot for support
Answers from your documents and replies drafted in your inbox.
The TobyBot AI agent platform
Knowledge, connectors, models and triggers in one workspace.
The TobyBot AI workforce
How the planner and five roles share out a request.
Bring the job your team dreads at month end.
Book a demo and we will run it in TobyBot while you watch.