What teams ask TobyBot to do first

AI agent use cases for sales, support, marketing, HR, ops and research. Each one is a goal a team sets and the bot that does it.

Sales

Briefs before every call, invites sent and recaps after.

SalesExample

Pre-meeting PrepperA one-page brief before every call. LinkedIn

Meeting SchedulerFinds the slot and sends the invite. Calendar

Follow-up ActionerTurns meeting notes into recap emails and tasks. Gmail

MCP

Customer success

New customers set up, accounts watched, reviews ready.

Customer successExample

Onboarding GuideWalks new customers through setup, step by step. Gmail

Health WatcherWatches usage reports and flags accounts that drift.MCP Drive

QBR Deck BuilderAssembles the quarterly review deck.MCP Drive

Marketing

Posts from a brief, channel reports and first drafts.

MarketingExample

LinkedIn ManagerBriefs become posts and visuals.

Social ReporterThe weekly channel report. LinkedIn

Content DrafterLong-form drafts in your voice, sources cited. Drive

HR

Interview panels, screening and day one.

HRExample

Interview SchedulerCoordinates panels across calendars.

Candidate ScreenerScreens applications against your rubric.MCP LinkedIn

Onboarding BuddyIntros and checklists for day one. Teams

Support

Overnight email sorted and answers from your documents.

SupportExample

Inbox TriageLabels, prioritises and routes overnight email. Gmail

FAQ ChatbotA website widget that answers from your knowledge base.MCP Drive

Escalation RouterSpots when a person is needed and finds the right one. Gmail

MCP

Ops

Invoices filed, reports written and systems in step.

OpsExample

Invoice ProcessorReads, codes and files invoices. Flags the odd ones out. Gmail

MCP

Weekly ReporterCompiles the ops report from your systems. Drive

MCP

Data SyncerKeeps your CRM, sheets and billing in step through MCP.MCP Drive

Research

Competitors watched, market briefs and answers from your data.

ResearchExample

Competitor TrackerWatches competitor sites and posts, digests changes weekly. LinkedIn

Market BriefA cited morning brief on your market, in your inbox at 7am. Gmail

Data AnalystAsk your data anything through your warehouse's MCP connection.MCP Drive

From one goal to a team of bots

One goal
Say what you want done. TobyBot plans it, runs it and comes back with the result.
A saved bot
Save the work you keep repeating, with its role, model, tools and knowledge.
A team of bots
A planner hands out the steps and specialists do them.
Your own product
Put bots in your product through the API, a chat widget and the SDK.

Guides for each use case

SalesBuilding AI agents for sales teams OperationsBuilding operations agents Choosing a platformEnterprise AI agent platforms compared Before go-liveAI agent governance: 5 controls MarketingAI agents for marketing teams: what to hand over first SupportAI email triage: how to sort a shared inbox with AI Multi-agentWhat is a multi-agent system?Getting startedHow to choose an AI agent platform

Want it inside Slack or Teams?

That is HiToby, a ready-made AI coworker from the same team.

Pick the first goal.

Book a demo and bring the goal your team puts off. We will run it while you watch.

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