01
Sales follow-upKeep every opportunity moving.
Find the deals waiting on a reply. Prepare the next follow-up, keep the CRM current, and bring the right decisions back to you.
YOUR AI OPERATIONS TEAMMATE
Meet Tobin.
Keep the work moving.
An AI teammate for the work between your apps.
Configured around your tools, your processes, and your team.
Hands-on setup. Start with one workflow.
A day with TobinInteractive workflow preview
Follow up on Alex’s quoteAlex Morgan · Website refresh
Ready for reviewCheck the quote we sent to Alex. If there’s no reply, prepare a follow-up for me to review.
Checked the latest email thread
Matched the open opportunity in HubSpot
Prepared a follow-up using your team’s tone
Alex hasn’t replied to the quote. I’ve prepared a short follow-up and linked it to the opportunity. It’s ready for your review.
Progress, sources, and the next decision. In one place.
Review the actions that matter.Illustrative examples. No emails, tasks, or invoices are sent.
Start with the tools your team already knows.
GGmailHHubSpotaAsanaxXero△Google Drive
Connections are scoped around your workflow.THE WORK IN BETWEENFewer loose ends.
Fewer loose ends.
More work carried through.
The follow-up after a quote. The tasks after a meeting. The paperwork after a job. Choose a place to start.
02
Meeting follow-throughGive decisions a next step.
Turn meeting commitments into tasks with owners and dates. Keep the follow-ups visible so the work carries on after the call.
03
Documents & billingFinish the work after the work.
Turn completed jobsheets into customer reports and invoice drafts. Use your price book, review the details, and file the finished package.
THE BIGGER PICTUREA clearer start
A clearer start
to your day.
Bring together the work that’s waiting, running late, or ready for a decision. Keep the source and the next step close at hand.
Build around your businesstYour morning brief
Illustrative exampleYour decision
Alex’s follow-up is ready
GmailReview the draft before it goes out.
Waiting
Delivery date confirmation
AsanaSam’s next step is due Friday.
Ready to review
Job J-1042 document package
DocumentsReport and invoice details prepared.
The work stays visible. You keep the decisions.
BUILT AROUND YOUR BUSINESSA teammate needs
A teammate needs
a proper introduction.
We handle the setup with you, from understanding the work to making it part of your day.
Start with how you work.
Walk us through the tools, people, and decisions in one workflow. We define what Tobin should handle and what should come back to you.
Connect. Configure. Test.
We connect the relevant tools, capture your process, and test real scenarios with your team before putting the workflow into use.
Keep it working.
We scope ongoing support to monitor issues, adjust the workflow, and help it evolve as your business changes.
Your process.
Your boundaries.
Approval where it matters.
Decide which actions need a human review before they happen.
Context you can check.
Keep the original email, document, or record connected to the work.
A clear path for exceptions.
Route missing details and uncertain cases to the right person.
A FEW DETAILSBefore we get
Before we get
to work.
What is Tobin?
Tobin is an AI operations teammate configured around your business. We work with you to understand a workflow, connect the relevant tools, and set up how tasks, exceptions, and approvals should be handled.
Do we need to change the tools we use?
We start with the tools and processes you already have. During discovery, we confirm what can be connected, what access is needed, and where a simpler process might work better.
Can we start with just one workflow?
Yes. We start with a focused workflow and test it with real examples before expanding. The examples on this page show possible configurations, rather than a fixed bundle of features.
What happens when Tobin needs a decision?
We define approval and escalation rules with your team. Important communications or changes can wait for review. Missing information and exceptions should be brought to the right person, with the source and next step attached.
How does setup and ongoing support work?
We scope setup around your tools, workflow, and requirements. Ongoing operation and support are scoped separately, based on the work involved and usage. We agree the scope and costs before implementation.
LET’S FIND YOUR STARTING POINTWhat keeps falling
What keeps falling
through the cracks?
Tell us about one workflow you’d like to improve. We’ll talk through where Tobin could help and what it would take to set it up.
A focused first workflow. A practical plan.