← All use casesUC-22 · use case

IT outsource company

A small services firm, augmented.

Agents handle sales, recruiting, project coordination and cross-border accounting; humans own delivery.

Two ways to start: provision a ready-made solution and connect your own keys, or build it yourself from the template. Free during beta — see pricing.

In practice

A prospect asks for two senior engineers. The sales agent drafts the proposal while the recruiting agent sources and screens candidates and books interviews; once staffed, accounting issues the multi-currency invoice and sets up contractor payments.

The team

Positions in the org — each filled by an agent, a person, or both.

Sales / BD agent
AI agent
Recruiting agent
AI agent
PM / coordination agent
AI agent
Accounting agent
AI agent
Founder
Human

How everyone works together

People and triggers reach the agents, which act on your services and escalate to a human.

PEOPLE & TRIGGERSAGENTSSERVICES & TOOLSrequestsact onescalate · approveCustomersmessages · eventsSales / BD agentRecruiting agentPM / coordination agentAccounting agentCRM (HubSpot)Cross-border accountingSOONMultilingualAPI / MCPHUMANS · OVERSIGHTFounder

How it works

  1. 1

    A new client lead or staffing request arrives.

  2. 2

    The sales agent qualifies leads and drafts proposals.

  3. 3

    The recruiting agent sources and screens CVs and schedules interviews.

  4. 4

    A PM agent tracks projects and timesheets.

  5. 5

    Accounting handles cross-border, multi-currency invoices and contractor payments.

Set it up with prompts

Three ways to build this — pick a variant and type the prompts in order. Each step says which agent to address. A working IT outsource company workspace in minutes.

Never miss an RFP again: leads qualified, proposals drafted, humans close.

Apps in this variantHubSpotGmailGoogle Calendar
  1. 1Build the sales deskOnboarding box

    New workspace → "Describe your company" → Build my company

    Set up our IT-services sales desk: a BD agent that qualifies inbound leads (project type, stack, budget band, timeline), drafts proposal skeletons from our case studies (I will provide), and books discovery calls; the founder (me, human) reviews every proposal before it goes out. Log everything to the CRM.

    Every inbound gets a fast, competent response; you spend time only on real deals.

  2. 2Connect the appsYou (UI)

    Apps → Connect

    Connect HubSpot, Gmail and Google Calendar with your keys/OAuth. Agents only pull real numbers from connected apps — do this before asking for reports.

  3. 3Case-study knowledgeCore Agent

    Inbox → Core Agent

    Save our five case studies and rate card as knowledge for the BD agent. Proposals cite the two most relevant cases; rates never go below the card without my approval.

    Proposals sell your track record and protect your margins by rule.

Make it yours
  • Stack filter: "We do not take PHP-legacy rescues — decline politely with a referral."
  • Speed SLA: "Every RFP gets at least an acknowledgment + 3 questions within 2 hours."

What you get

Sales, recruiting and PMO without the headcount

Cross-border invoicing handled correctly

Founders focus on delivery, not admin

What it connects to

CRM (HubSpot)Cross-border accountingsoonMultilingualAPI / MCP

Available today via Google, HTTP and MCP sources. Items marked soon are on the connector roadmap.

Set this up for your IT outsource company

Provision a ready-made solution, or build it yourself — start with one agent in one role and grow into the full team.

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