For AI consultants and automation agencies
AgentHub keeps the record of every client change: what was asked, who approved it, what changed, how it was checked.
Forma Lead routing
Waiting on your decisionVerified · Sep 16
When Dana asks in November what changed, who signed off, and how it was checked, you open the record. There is nothing to reconstruct.
The request
Paste the message as it came in. Forward the email to your AgentHub address. Connect the Slack channels your clients use, or hand each client a link. Each one lands as a draft with the name, the date and the ask filled in. Nothing goes on the record until you say so.
Client requests
Drafts to review
Forma Automations
hey can you change the lead routing so EU leads go to marcus instead of the general queue? need it by monday
Oak Dental
Could we add a second reminder text 24 hours before the appointment? A few no-shows last week.
The update
A short update in your name and your colors, written from the record: what changed, who approved it, how it was checked, and what’s still open. You read it as Dana will, add a line if you want to, and send. She opens a link on her phone. No account, no login. If she replies, it lands as a draft on her record and you get an email.
Re: Your workflows, Aug 19 to Sep 17, 2026
Dear Dana,
Here’s where things stand. On Sep 16 you asked to route the inbound leads from our EU form to Marcus instead of the general queue. I made the change in Zapier that same day and checked that it works.
That’s everything for this period, and nothing is outstanding. If you’d like anything else changed, just let me know.
Sincerely,
JTConsultant, JT Consulting
Enclosed
What changed
Lead Routing · EU form leads now go to Marcus.
Your workflows
Lead Routing
Zapier · Dana on your side · JT on ours
Prepared from the record JT Consulting keeps in AgentHub. Each item was recorded when it happened.
Every morning
One sentence that is true right now. What needs you, with the days it has waited. Each client, with the last change, the last update sent, and how long since they heard from you. None of it is a score. Every number is a count of things on the record.
Operations desk · Sunday, September 20
JT, two things need you.
Two requests are waiting on your decision. This week three requests came in, one change was verified and three updates went out.
Needs you
Clients
The last six weeks
Hover a week for counts. Click one to see what happened.
Your tools keep running the workflows. n8n, Make and Zapier run them; HubSpot holds the client. AgentHub doesn’t run, edit or watch any of it. It keeps the record of what you decided and what you did.
Library
When a change is verified, save the workflow or the AI skill it took to your library, with your setup notes and the checks you ran. Next client, next month, you start from what worked instead of from memory. The library opens with a catalog of license-checked workflows and skills from public repositories, each with its author and license.
See the catalogMarketplace
The lead routing you built for Forma is the same one the next agency needs. Package it from your library: what it does, what it needs, an example of its output, a price. List it when you’re ready and it sells under your name. You keep ownership; buyers get a license to use it.
Listings and purchases aren't open yet. Prepare your first package now and it's ready the day they are.
See how selling worksLead routing by region
By JT Consulting
Routes inbound leads to the right rep by country, with the setup notes and the checks that were run on client work.
What’s included
$49 one-time
Buy licenseServices
Describe the service clients hire you for, who it fits, what they get, and how you price. A client asks for a proposal. You scope it. If you both agree, the engagement becomes client work on the record, same as any other request.
Public service listings open later. You can write yours now.
Write your services pageConsulting service
Lead routing setup and ongoing changes
Every inbound lead lands with the right rep on the day it arrives, and every routing change is checked and written up before your team hears about it.
Who it’s for
Sales teams of 3 to 20 running HubSpot with n8n or Make, with reps split by region or product. Not for teams still choosing a CRM.
What you’ll receive
A routing plan agreed with you before anything is built. The workflow, configured and documented. Fallback rules for leads that match nothing. A recorded check for every change, and a short update you can forward to your team.
Tools and platforms
HubSpot · n8n · Make · Zapier
What the consultant needs
Your current routing rules, HubSpot admin access for setup, and ten sample leads with personal data removed.
The trial is the full product: 30 days, up to three clients, no card. When it ends, your records stay readable and you can export them. A paid plan turns writing back on.
Every plan: unlimited requests, changes and updates. Paid plans start billing the day you choose them.
Start freeNo. They get a link. From it they can send a request, approve a scope or ask for a change to it, and read their update. Nothing to install or sign up for.
No. It doesn't run, edit or deploy anything. You make the change in n8n, Make, Zapier or wherever it lives, the way you do now. AgentHub keeps what you decided, what you did and how you checked it. Connections to n8n and Make are optional and read-only.
Yes. Paste it in, or forward it to your AgentHub address. Slack channels you pick and a client link can bring requests in too. Nothing goes on the record until you confirm it.
No. Approval records that your client said yes to the exact scope. You start the change when you start it, and you record when it's done.
Nothing is deleted. Your records stay readable and exportable. A paid plan turns writing back on. Accounts on the earlier permanent Free plan keep their one client.
No. The library and the marketplace are there if you want them. The client work is the product.
20% of the price before tax. Payment processing fees come out of your share. You keep ownership of what you sell; buyers get a license to use and adapt it for their own work and their clients, not to resell it.
Paste it in. That’s the whole setup.