WorksBuddy

WorksBuddy is selling consolidation, and the packaging is unusually coherent for a suite this young. Buying eight agents in one login is only useful if they actually share state, and the docs describe a shared data layer that every agent reads and writes through, with a single pooled credit wallet rather than per-app AI meters. That is the real differentiator versus stitching HubSpot plus ClickUp plus DocuSign plus Zoho Invoice together — the agents see the same lead, contract, and invoice record instead of exporting CSVs between silos. The individual agents are concrete rather than vague. Lio enriches any lead with verified title, company, and contact details in one click, then scores intent 0–100 and routes. Taro converts email, Slack, and meeting content into self-updating tasks with overdue-risk flags and auto-prioritized backlogs, and supports board, list, calendar, Timeline, Gantt, OKRs, workload planning, and time tracking. Sigi does unlimited signatures with no envelope fees, AI clause review, conditional fields, bulk send, payment collection on documents, and advanced ID verification. Inzo covers unlimited invoices, recurring billing, multi-currency, OCR scanning, cash-flow forecasting, payment reliability scoring, bills/AP automation, and multi-entity support. Revo offers unlimited workflows with 1,000+ app triggers, webhooks, instant triggers, AI error resolution and failure replay, and version history with rollback — logic and filter steps are explicitly not counted against your workflow total. Where we'd push back. First, integrations are the whole promise of a suite: Revo claims 1,000+ app triggers and Taro claims to ingest Slack, yet the platform nav still lists Integrations as 'Soon' and the vendor's own banner says integrations, changelogs, and live platform status arrive with the next evolution. The trigger catalogue and the live connector status page are not the same thing, and buyers should confirm both in the trial. Second, Security & trust is also 'Soon' — SSO/SAML, RBAC, audit logs and data residency are listed as plan inclusions, but if your procurement requires published SOC 2 or GDPR documentation before you commit, you may be waiting. Third, no underlying model is named anywhere in the material we have, so we cannot tell you which foundation model is behind any agent; the pricing page does reference 'Premium AI models across the suite' and the plan includes API + MCP/Claude access. The pricing structure has a real quirk worth understanding before you sign. The headline $19 is per seat per month; there is no published annual discount noted, and Evox and Ranko sit outside the seat price entirely because their value scales with sends and prompts rather than headcount — Evox at $26/mo and Ranko at $49/mo on the pricing page. Credits are pooled and portable (each seat adds 1,999; top-ups at $25 for 2,500, $100 for 12,000, $400 for 60,000), which is friendlier than per-user AI caps, but AI consumption beyond your pool