AI agents

An AI agent for every team.

41+ agents. Built on your tools. A person approves what matters.

Book a workflow auditHow we keep them safe

In short

TribeHQ builds custom AI agents for growing businesses. Each agent takes one workflow off a team — like onboarding clients, chasing invoices, answering leads or tracking shipments — and runs on the tools you already use, with approvals and a full audit log.

Teams covered
Finance, sales, marketing, operations, customer support, HR and e-commerce
Built on
Microsoft 365, Google Workspace, your CRM, accounting, field or freight software
Timeline
One-week workflow audit, then a 2–4 week build sprint
Your team’s time
Under 10 hours of your team’s time from audit to go-live
Ownership
You own the code and accounts. No platform fees to us.

Finance.

Agents that keep the books current, cash coming in and month-end on time.

06 agents
QuickBooks · OutlookBills & payables agentReads supplier bills from email, codes them for review and routes approvals.Xero · Stripe · GmailInvoice chasing agentSends polite reminders on your schedule and matches payments as they land.QuickBooks · TeamsMonth-end close agentRuns your close checklist, nudges owners and flags uncategorised items.Gmail · Drive · XeroReceipts & expenses agentPulls receipts from inboxes and phones, matches them to transactions and files them.QuickBooks · SheetsCash report agentWrites a plain-English weekly cash, aged-debt and pipeline summary for the owner.TMS · QuickBooksFreight invoice audit agentChecks every carrier invoice against the agreed rate and drafts disputes.

Sales.

Agents that qualify leads, keep the pipeline clean and prep your team before every call.

08 agents
HubSpot · Salesforce · Zoho +2CRM agentUpdates deals, logs notes and researches accounts without anyone opening the CRM.HubSpot · Gmail · SlackLead qualification agentScores every inbound lead and routes it to the right person in minutes.Clay · Apollo · HubSpotLead generation agentFinds and enriches prospects that match your best customers and watches for buying signals.Calendar · CRM · GmailMeeting prep agentSends a one-page brief before every call: who they are, history and what to ask.Zoom · Teams · HubSpotCall notes agentSummarises sales calls, pulls out next steps, updates the CRM and drafts the follow-up.Jobber · Pipedrive · GmailQuote follow-up agentFollows up proposals and quotes on a cadence until the customer decides.CRM · SheetsPipeline report agentTurns pipeline and activity into a weekly report the owner actually reads.Twilio · Jobber · ServiceTitanMissed-call agentTexts back every missed caller in seconds and books the job.

Marketing.

Agents that research, write and run the marketing a lean team never has time for.

08 agents
HubSpot · Mailchimp · Canva +2Marketing agentResearches, drafts and schedules campaigns across your channels from one brief.Search Console · AnalyticsSEO agentKeyword research, site audits and content briefs, ranked by what will actually bring customers.Search Console · WordPressContent refresh agentFinds pages losing traffic and writes a prioritised plan to win it back.Docs · NotionContent agentTurns calls, notes and transcripts into blogs, newsletters and posts in your voice.ChatGPT · Claude · GeminiAI search visibility agentTracks whether ChatGPT, Claude and Google’s AI answers mention you — and what to fix.Google Business · SMSReviews agentAsks happy customers for reviews and flags unhappy ones to a person first.Web · SlackCompetitor watch agentTracks competitor pricing, offers and mentions and sends a short weekly digest.LinkedIn · Instagram · SheetsSocial media agentPlans posts, tracks what works and keeps a content calendar in a shared sheet.

Operations.

Agents that answer questions about your business and run internal workflows in the background.

10 agents
Sheets · Slack · Postgres +2Data agentAnswers questions about your numbers in Slack or Teams — no spreadsheets or SQL needed.Excel · SheetsSpreadsheet agentReads, cleans and updates spreadsheets and keeps them in sync with your other tools.Outlook · SharePointDocument processing agentReads invoices, forms and PDFs, checks them and files the data where it belongs.Outlook · Gmail · CalendlyInbox & admin agentSorts the inbox, drafts replies, books meetings and tracks deadlines.Calendar · Gmail · DriveChief-of-staff agentTurns your calendar, inbox and notes into a prioritised week every Monday.Jobber · ServiceTitanScheduling & dispatch agentKeeps schedules and job status current and warns you before things slip.Gmail · SheetsSupplier follow-up agentChases purchase orders, confirmations and deliveries so the office doesn’t have to.TMS · DAT · OutlookFreight desk agentQuotes rate requests, prepares bookings and shipping documents and chases carriers.Outlook · TMSFreight claims agentBuilds claim packets from the inbox, tracks deadlines and chases carriers to payment.SharePoint · Drive · TeamsKnowledge agentAnswers staff questions from your SOPs and documents, with links to the source.

Customer support.

Agents that answer customers fast, spot patterns and keep your team in the loop.

04 agents
Zendesk · Gmail · SMS +1Support agentAnswers email, chat and text questions from your own policies and hands tricky ones to a person.Twilio · CalendarPhone agentAnswers calls, books appointments and passes anything complex to your team.SMS · Email · TMSStatus update agentTells customers where their job, order or shipment is before they have to ask.Zendesk · SheetsFeedback insights agentReads every ticket and review and reports the patterns worth fixing.

HR & people.

Agents that take the admin out of hiring and onboarding — people still make every decision.

03 agents
Gmail · Calendar · SheetsRecruiting coordinator agentCollects applications, schedules interviews and keeps candidates updated. People decide who to hire.Microsoft 365 · Google WorkspaceEmployee onboarding agentSets up accounts, sends documents and training, and checks off the first-week list.SharePoint · TeamsHR policy assistantAnswers staff questions about leave, expenses and policies from your handbook.

E-commerce.

Agents that watch stock, orders and ad spend around your store.

02 agents
Shopify · Slack · GmailStore operations agentFlags low stock and order problems and drafts replies to common customer questions.Google Ads · Meta AdsAd spend agentReviews campaign spend every week and points out what to pause, fix or scale.

Not on the list?

If it’s repetitive and lives in your inbox or software, we can usually build it.

Book a workflow audit Custom agent development
Controls

Safe with client data.

The controls a bigger company would insist on — sized for yours.

  1. 01Approvals built inNothing reaches a client, moves money or changes records until a person on your team approves it.
  2. 02Every action loggedA plain log of what each agent did, when and why — so you can always check its work.
  3. 03Runs in your own accountsAgents run in your Microsoft 365, Google Workspace or cloud account. Your data never moves into a TribeHQ system.
  4. 04Least-privilege accessEach agent gets only the access its job needs, through your existing sign-in and permissions.
  5. 05Your choice of AI modelClaude, ChatGPT or Gemini — we pick the right model for each job and only use the ones your policies allow.
  6. 06Usage and cost alertsSee what each agent does and costs each month, with alerts before anything runs over budget.

Your tools.
No migration.

APIs and MCP servers — or email and spreadsheets where a tool has neither.

Independent — not a partner of these vendors.

Microsoft 365 & Google Workspace
Outlook · Teams · SharePoint · Excel · Gmail · Drive · Sheets · Calendar
CRM & sales
HubSpot · Salesforce · Pipedrive · Zoho CRM · Apollo · Clay · Calendly
Finance & accounting
QuickBooks · Xero · Stripe · NetSuite · Dext
Field service & projects
ServiceTitan · Jobber · Housecall Pro · Buildertrend · JobNimbus
Logistics & freight
TMS platforms · WMS platforms · Samsara · Motive · DAT · Truckstop
Support & communication
Zendesk · Freshdesk · Slack · Twilio · WhatsApp Business
Marketing & SEO
Mailchimp · Google Ads · Meta Ads · Search Console · WordPress · Canva
E-commerce
Shopify · WooCommerce · Amazon Seller Central
AI & automation
Claude · ChatGPT · Gemini · n8n · Zapier · Make · MCP servers

Questions about our AI agents

What AI agents can a small business use?

The most useful agents take repetitive admin off a team: onboarding new clients, chasing invoices, answering leads, updating the CRM, processing documents, answering customer questions and tracking shipments. Most businesses start with one agent for the team that’s most overloaded.

Are these off-the-shelf agents?

No. Each agent is custom-built around how your team already works and runs on the tools you already pay for. You own the code and accounts — there’s no TribeHQ platform to subscribe to.

Which AI model do the agents use?

Mostly Claude, with ChatGPT or Gemini where they’re a better fit — and only the models your policies allow. We pick per job and you’re never locked in.

How do you keep agents safe?

Approval steps before anything reaches a client or changes money or records, least-privilege access, a log of every action, and testing on real examples before go-live.

How long does it take to get an agent live?

Usually 2–4 weeks after a one-week workflow audit. Under 10 hours of your team’s time from audit to go-live.

Can you build an agent that isn’t on this list?

Yes. This list shows what growing businesses ask for most. If a workflow is repetitive and runs on tools with an API or email, we can usually build an agent for it.

Find your first agent.

Book a 30-min auditContact us