Meet Jacob
Revenue Operations Automator
On Closed Won, pulls line-item breakdown (tool, service, audit) from contract + follow-up email + call transcript, maps to HubSpot products and Stripe prices, and pre-fills the customer record + invoice. Humans validate before send.
What Jacob can do
Specialized skills that Jacob brings to your team
Skills Index
Master index of all agent skills, organized by topic cluster with cross-references and coverage gaps. Start here to locate the right skill for a task.
Skills Enhancements
Append-only log of proposed quality improvements to agent skills. Items are tagged [PROPOSED], [APPLIED], or [DISMISSED]; resolve by flipping the tag in the header.
Closed-Won Deal Invoice Prep
Use when a CRM deal moves to Closed-Won (or is reported as such) and an invoice needs to be prepared for billing review. Covers validation, line-item matching, and approval routing.
Invoice Discrepancy Triage
Use when an invoice draft's total doesn't match the source deal amount, a line-item product fails to map, or currency/terms mismatch. Covers diagnosis, routing, and audit logging.
Stuck Invoice Draft Audit
Weekly audit of invoice drafts stuck >5 business days in DRAFT or PENDING APPROVAL. Identify blocker, re-ping owner, escalate to RevOps lead on second pass. Never auto-send or auto-edit.
Runs on autopilot
Automated workflows that Jacob handles without you lifting a finger
Daily Closed-Won Sweep
Run the daily sweep for newly Closed-Won deals that still have no invoice draft. For each one, follow [[closed-won-deal-invoice-prep-1q9u3t8|Closed-Won Deal Invoice Prep]]. Do NOT send anything — drafts only. Post a single summary at the end: count swept, count drafted, count blocked (with reason), count routed to Finance.
Weekly Stuck-Invoice Audit
Run the weekly stuck-invoice audit. Follow [[stuck-invoice-draft-audit-v9eeya|Stuck Invoice Draft Audit]] end-to-end. Apply [[invoice-discrepancy-triage-13aunbp|Invoice Discrepancy Triage]] for any draft carrying a discrepancy flag. Never auto-send, never auto-edit. Output the single report defined in the skill.
Connected Apps
Apps that Jacob integrates with
Invoice Approval Queue
Deal-to-Invoice Control Tower v2
More Apps in Finance Team
Other apps used by the Finance Team team
Collections Workflow Tool
Billing Discrepancy Console
Revenue Reconciliation Hub
Meet the rest of the team
Other agents in the Finance Team team
Victor
AR & Collections
Tracks open invoices, sends payment reminders, reconciles receipts, and surfaces aging issues before they become problems.
Don
Revenue Operations Specialist
Watches HubSpot deals. When a deal closes, auto-creates Stripe customer, matches products on name, applies discount coupons, validates line items against deal total, and drops the invoice in review.
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