Does it actually execute Billsby tasks?

Yes. Unlike a copilot that only suggests actions, DoMyWork executes tasks directly in Billsby and your other connected apps based on your instructions.

How is this different from native Billsby features?

Native features handle core billing. DoMyWork connects Billsby to your entire stack, allowing you to trigger actions in other apps like Gmail, Slack, or your CRM.

Is this better than Zapier for Billsby?

Zapier requires building manual logic. DoMyWork uses AI to understand your plain-English instructions and execute multi-step processes across Billsby automatically.

Can the agent monitor Billsby for me?

Yes, you can set up autopilot jobs for Billsby that watch for events like payment failures or new signups and act on them 24/7 without your input.

Is my Billsby data safe?

We prioritise security. Your data is processed only to complete the specific tasks you authorise, and we maintain strict access controls for all integrations.

Can it connect Billsby to multiple apps at once?

Absolutely. You can instruct the agent to take a Billsby event and perform actions in several other apps, such as updating a CRM, sending an email, and posting to Slack.

AI Agent for Billsby

Manage subscription billing, payment failures, and customer data updates automatically. DoMyWork AI agents work with Billsby and 1,500+ apps to keep your revenue flowing.

Find customers with failed payments and email them

Summarise this month's subscription revenue

Update billing addresses for these accounts

Flag customers who cancelled this week

Sync new Billsby subscribers to HubSpot

Draft renewal reminders for expiring plans

Agent for

Billsby

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your subscription data into resolved billing issues

Fix failed payments, update plan details, sync customer records, and draft renewal notices.

12 failed payments notified

Catch up on every failed payment from this week

"Check Billsby for failed payments from the last 7 days, cross-reference with our support tickets in Zendesk to see if they already contacted us, and draft a friendly recovery email in Gmail for the rest."

Send Message

Reconcile subscription revenue against your bank statements

"Pull the last month of transaction data from Billsby and compare it against the deposits in our bank spreadsheet to flag any discrepancies."

Send Message

Identify customers nearing the end of their trial

"Find all customers with trials ending in 3 days in Billsby and draft a reminder email for each one."

Send Message

Generate a summary of all plan downgrades

"List all customers who downgraded their plan in Billsby this month and calculate the total monthly recurring revenue impact."

Send Message

Update tax information for international accounts

"Find customers in the UK and update their tax status in Billsby based on the document I just uploaded to Drive."

Send Message

Got a different task in mind? Describe it

Send Message

Audit customer records for missing billing info

"Scan Billsby for accounts missing a valid billing address and pull their contact details to create a task in Asana for the team to fix."

Send Message

Notify the team of high-value cancellations

"Monitor Billsby for cancellations from customers on the Enterprise plan and post an alert in our #retention Slack channel."

Send Message

Standardise plan names across systems

"Find all legacy plan names in Billsby and update them to match our new naming convention."

Send Message

Archive inactive customer accounts

"Identify accounts with no activity in Billsby for over 6 months and move them to a 'Legacy' tag."

Send Message

Export subscription metadata for the product team

"Pull the latest feature usage data from Billsby and format it into a report for our product roadmap meeting."

Send Message

Got a different task in mind? Describe it

Send Message

Personalise renewal emails for long-term customers

"Find customers who have been with us for over a year in Billsby and draft a thank-you note in Gmail with their specific plan details."

Send Message

Flag customers who haven't logged in recently

"Compare Billsby subscription dates with our app login logs to find customers who are paying but not using the service."

Send Message

Draft responses to subscription change requests

"Look at the latest support tickets regarding plan changes and draft a Billsby update confirmation for each."

Send Message

Create a list of customers eligible for an upgrade

"Find customers on the Starter plan who are consistently hitting their usage limits in Billsby."

Send Message

Prepare onboarding emails for new signups

"Pull new subscriber emails from Billsby and draft a welcome sequence in our email tool."

Send Message

Got a different task in mind? Describe it

Send Message

Get a quick pulse on current churn

"Summarise the churn rate from Billsby for this quarter and compare it to the previous one."

Send Message

Identify our top 10 revenue-generating customers

"Rank customers by total spend in Billsby and list their current plan and join date."

Send Message

Check the impact of our latest pricing update

"Compare subscription signups in Billsby from the week before and after our pricing change."

Send Message

Find customers who haven't received an invoice

"Search Billsby for accounts with pending invoices that are older than 30 days."

Send Message

Draft an announcement for our upcoming plan changes

"Find all active subscribers in Billsby and draft an email announcement for them."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Billsby AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Billsby AI Agent

🛸 Autopilot

Act on subscription changes the moment they happen — with agents on autopilot

The agents work across your apps 24/7.

They catch billing events, update records, and trigger follow-ups to keep your revenue on track.

Setting up an autopilot is too easy

New subscription is created in Billsby

Describe...

1. Handle failed payments instantly

WhenPayment failed in Billsby

Then

Check the customer's history, determine if this is their first failure, and send a recovery email with a link to update their card.

Put on Autopilot

2. Flag overdue invoices

WhenEvery Monday at 09:00 AM

Then

Scan Billsby for unpaid invoices over 14 days old and flag them in our finance spreadsheet.

Put on Autopilot

3. Verify new tax registrations

WhenNew customer is created in Billsby

Then

Check if the customer is based in a new tax region and notify the finance team in Slack.

Put on Autopilot

4. Report on daily revenue

WhenEvery day at 06:00 PM

Then

Summarise total subscription revenue from Billsby and post the figure to our #finance channel.

Put on Autopilot

5. Monitor refund requests

WhenRefund is processed in Billsby

Then

Log the refund details in our accounting software and notify the account owner.

Put on Autopilot

1. Sync new signups to CRM

WhenNew subscription is created in Billsby

Then

Create a contact in HubSpot and add them to the 'New Customer' list.

Put on Autopilot

2. Update internal records on cancellation

WhenSubscription is cancelled in Billsby

Then

Update the account status in our internal database and remove them from active mailing lists.

Put on Autopilot

3. Alert team on plan upgrades

WhenSubscription is upgraded in Billsby

Then

Post a celebratory message in the #sales channel with the customer name and new plan.

Put on Autopilot

4. Clean up duplicate accounts

WhenNew customer is created in Billsby

Then

Check if a customer with the same email already exists and merge the records if necessary.

Put on Autopilot

5. Track trial-to-paid conversion

WhenSubscription is upgraded in Billsby

Then

Log the conversion event in our analytics tool for the marketing team.

Put on Autopilot

1. Welcome new subscribers

WhenNew subscription is created in Billsby

Then

Send a personalised welcome email from Gmail based on the plan they selected.

Put on Autopilot

2. Reach out to churned users

WhenSubscription is cancelled in Billsby

Then

Draft an exit survey email and send it to the customer to understand why they left.

Put on Autopilot

3. Support for plan changes

WhenSubscription is downgraded in Billsby

Then

Create a support ticket in Zendesk to check if the customer needs assistance.

Put on Autopilot

4. Renewal reminders

WhenEvery day at 09:00 AM

Then

Find customers whose subscription expires in 7 days and email them a renewal link.

Put on Autopilot

5. Identify usage drops

WhenSubscription is updated in Billsby

Then

If a customer reduces their plan, check their recent usage and email them a helpful guide.

Put on Autopilot

1. Track daily growth

WhenEvery day at 08:00 AM

Then

Post the number of new Billsby subscribers from yesterday to our #growth Slack channel.

Put on Autopilot

2. Monitor high-value signups

WhenNew subscription is created in Billsby

Then

If the plan is 'Enterprise', email me the customer details immediately.

Put on Autopilot

3. Alert on revenue loss

WhenSubscription is cancelled in Billsby

Then

If the cancelled plan was 'Enterprise', send me a Slack alert.

Put on Autopilot

4. Weekly revenue digest

WhenEvery Monday at 09:00 AM

Then

Email me a summary of total revenue and churn for the past week.

Put on Autopilot

5. Track pricing feedback

WhenSubscription is downgraded in Billsby

Then

If the customer leaves a note, log it in our feedback spreadsheet.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Billsby

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Refund Processing Playbook

FormCollect data with form

1. Enter Refund Details

Enter Refund Details

Fill fields below 👇

Transaction ID *

AI AgentExecute agent from playbook

2. Check Eligibility

Agent

Check if transaction {{Transaction ID}} is eligible for a refund.

Complete in a clickSend data to 1500+ apps

3. Process Refund

Process RefundinBillsby

4. Update Ledger

Add RowinGoogle Sheets

Refund Processing Playbook

Process a refund and update internal ledgers.

Clone This Playbook

Manual Invoice Playbook

Generate and send a one-off invoice.

Clone This Playbook

Tax Reconciliation Playbook

Check tax settings for new regions.

Clone This Playbook

Subscription Audit Playbook

Review all active plans.

Clone This Playbook

Payment Method Update Playbook

Help customers update cards.

Clone This Playbook

New Account Setup Playbook

Provision new customer access.

Clone This Playbook

Data Migration Playbook

Migrate data from legacy systems.

Clone This Playbook

Plan Update Playbook

Bulk plan changes.

Clone This Playbook

System Cleanup Playbook

Archive old data.

Clone This Playbook

Integration Sync Playbook

Sync Billsby with other tools.

Clone This Playbook

Churn Prevention Playbook

Save at-risk customers.

Clone This Playbook

Upgrade Outreach Playbook

Reach out to potential upgraders.

Clone This Playbook

Onboarding Check Playbook

Check new user progress.

Clone This Playbook

Feedback Collection Playbook

Gather user feedback.

Clone This Playbook

Renewal Success Playbook

Celebrate renewals.

Clone This Playbook

Revenue Forecast Playbook

Project future earnings.

Clone This Playbook

Market Expansion Playbook

Analyse new market potential.

Clone This Playbook

Competitor Analysis Playbook

Compare pricing.

Clone This Playbook

Investor Update Playbook

Prepare investor reports.

Clone This Playbook

Strategic Pivot Playbook

Analyse business model changes.

Clone This Playbook

1500+ App Integrations

Connect Billsby + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

SafetyCulture (iAuditor)

Click Funnels

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

Wix

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

Clio Grow

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit.com (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New subscription is created in Billsby

Then

Recurring Work on autopilot

Autopilot

Failed Payment Recovery

Enter customer ID

Check payment status

Send recovery email

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Billsby

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Billsby AI Agent

An AI agent for Billsby is an autonomous assistant that executes tasks like managing subscriptions, reconciling payments, and syncing customer data across your business apps.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Billsby

Turn your subscription data into resolved billing issues

Catch up on every failed payment from this week

Reconcile subscription revenue against your bank statements

Identify customers nearing the end of their trial

Generate a summary of all plan downgrades

Update tax information for international accounts

Got a different task in mind? Describe it

Audit customer records for missing billing info

Notify the team of high-value cancellations

Standardise plan names across systems

Archive inactive customer accounts

Export subscription metadata for the product team

Got a different task in mind? Describe it

Personalise renewal emails for long-term customers

Flag customers who haven't logged in recently

Draft responses to subscription change requests

Create a list of customers eligible for an upgrade

Prepare onboarding emails for new signups

Got a different task in mind? Describe it

Get a quick pulse on current churn

Identify our top 10 revenue-generating customers

Check the impact of our latest pricing update

Find customers who haven't received an invoice

Draft an announcement for our upcoming plan changes

Got a different task in mind? Describe it

How Does a Billsby AI Agent Work

Act on subscription changes the moment they happen — with agents on autopilot

1. Handle failed payments instantly

2. Flag overdue invoices

3. Verify new tax registrations

4. Report on daily revenue

5. Monitor refund requests

1. Sync new signups to CRM

2. Update internal records on cancellation

3. Alert team on plan upgrades

4. Clean up duplicate accounts

5. Track trial-to-paid conversion

1. Welcome new subscribers

2. Reach out to churned users

3. Support for plan changes

4. Renewal reminders

5. Identify usage drops

1. Track daily growth

2. Monitor high-value signups

3. Alert on revenue loss

4. Weekly revenue digest

5. Track pricing feedback

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Refund Processing Playbook

Manual Invoice Playbook

Tax Reconciliation Playbook

Subscription Audit Playbook

Payment Method Update Playbook

New Account Setup Playbook

Data Migration Playbook

Plan Update Playbook

System Cleanup Playbook

Integration Sync Playbook

Churn Prevention Playbook

Upgrade Outreach Playbook

Onboarding Check Playbook

Feedback Collection Playbook

Renewal Success Playbook

Revenue Forecast Playbook

Market Expansion Playbook

Competitor Analysis Playbook

Investor Update Playbook

Strategic Pivot Playbook

Connect Billsby + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Billsby AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Billsby AI Agent