Ranked by how often each tool actually appears in our 25 Agencies workflows — not by who pays us. Nothing here is a sponsored placement.
The 25 Agencies workflows in our library use 22 AI tools between them. Make.com and OpenAI API tie for the most used, at 13 workflows each. HubSpot (7) and Claude API (6) follow. 9 of the 22 have a free or freemium tier you can evaluate without a sales call.
The ranking below counts how many published Agencies workflows list each tool in its recommended stack. It is a measure of how broadly a tool is useful across the niche, not a quality score.
| # | Tool | Category | Pricing | Used in |
|---|---|---|---|---|
| 1 | Make.com | Automation | freemium | 13 of 25 |
| 2 | OpenAI API | AI / LLM | paid | 13 of 25 |
| 3 | HubSpot | CRM | freemium | 7 of 25 |
| 4 | Claude API | AI / LLM | paid | 6 of 25 |
| 5 | Zapier | Automation | freemium | 6 of 25 |
| 6 | Notion AI | AI / LLM | paid | 4 of 25 |
| 7 | GoHighLevel | CRM | paid | 3 of 25 |
| 8 | Granola | AI / LLM | freemium | 2 of 25 |
| 9 | Puzzle.io | Finance & Admin | paid | 2 of 25 |
| 10 | Ramp | Finance & Admin | freemium | 2 of 25 |
| 11 | Fathom | AI / LLM | freemium | 2 of 25 |
| 12 | Plain | Customer Support | freemium | 1 of 25 |
| 13 | Spellbook | AI / LLM | enterprise-quoted | 1 of 25 |
| 14 | Bill.com | Finance & Admin | paid | 1 of 25 |
| 15 | Browserbase | Automation | freemium | 1 of 25 |
| 16 | Fyxer AI | AI / LLM | enterprise-quoted | 1 of 25 |
| 17 | Harvey | AI / LLM | enterprise-quoted | 1 of 25 |
| 18 | n8n | Automation | freemium | 1 of 25 |
| 19 | Numeric | Finance & Admin | paid | 1 of 25 |
| 20 | Pylon | Customer Support | paid | 1 of 25 |
| 21 | Reducto | Automation | paid | 1 of 25 |
| 22 | Twilio | Communication | paid | 1 of 25 |
Most teams do not need every tool here. Pick one from each layer you actually have a problem in, and leave the rest until the first one is running.
The most capable AI models available via API — power your business automations with GPT-4.
Pricing: Pay-as-you-go. GPT-4o roughly $5/1M input tokens. Very affordable for SMB usage volumes.
Anthropic's AI models via API — excel at long documents, careful reasoning, and following complex instructions.
Pricing: Pay-as-you-go. Claude Sonnet roughly $3/1M input tokens. Very competitive pricing.
AI built into Notion for writing SOPs, summarizing notes, and managing internal knowledge.
Pricing: Notion AI add-on is $8/member/month on top of Notion plan.
An AI notepad that captures meeting notes from your computer audio without sending a bot into the call.
Pricing: Free tier includes unlimited meeting notes but retains them for only 30 days. Paid plans unlock full history and team features; specific tier prices are on the pricing page rather than the homepage.
An AI meeting notetaker with a genuinely usable free tier — unlimited recordings, transcripts, and AI summaries at $0.
Pricing: Free forever with unlimited recordings, transcripts, and AI summaries. Premium $20/mo ($16 annual). Team $19/user/mo ($15 annual). Business $34/user/mo ($25 annual). Enterprise custom.
AI contract review and drafting that lives inside Microsoft Word, where lawyers already work.
Pricing: Not published — 7-day free trial, then per-seat pricing quoted after a demo. Ask about Playbook setup, which is where the value concentrates.
An AI executive assistant that organizes your inbox and drafts replies in your own voice, learned from your sent mail.
Pricing: Not published on the homepage — free trial with one-click Gmail or Outlook connection, then per-seat pricing. Enterprise arrangements via sales.
The enterprise legal AI platform — agents, document vaults, and contract intelligence used by 75+ of the AmLaw 100.
Pricing: Not published — enterprise contracts negotiated after a demo. Deployments are typically firm-wide with implementation support, not self-serve seats.
Visual automation platform that connects thousands of apps with no-code workflows.
Pricing: Free plan available. Paid plans from $9/month based on operations.
The most widely used automation platform — connects 6,000+ apps with simple triggers.
Pricing: Free plan available (100 tasks/month). Paid from $19.99/month.
Headless browser infrastructure for AI agents. Built for Stagehand and Claude-style "computer-using" agents that need to navigate real websites.
Pricing: Free tier with limited sessions. Paid plans from $99/month for higher session volume.
Open-source workflow automation tool with a visual builder — self-host or use their cloud.
Pricing: Free to self-host. Cloud Starter from $20/month. Cloud Pro from $50/month.
Hybrid OCR + vision-LLM API that extracts structured data from invoices, contracts, and financial documents at 99%+ accuracy.
Pricing: Pay-per-document API pricing. Volume tiers available.
Full-featured CRM with strong marketing automation — popular with B2B and professional services.
Pricing: Free CRM forever. Paid Marketing Hub starts at $800/month (Starter $45/month).
All-in-one CRM, automation, and marketing platform built for service businesses.
Pricing: From $97/month. Agency plans start at $297/month and allow white-labeling.
AI-native general ledger that auto-categorizes up to 98% of transactions and produces real-time burn, runway, and investor dashboards.
Pricing: Essential from $249/month. Premium tiers for higher revenue and entity count.
Corporate card + bill pay + expense AI on one platform. Free corporate card; bill pay free up to a generous monthly cap.
Pricing: Card and core platform free. Plus tier from $15/user/month for advanced controls.
AP and AR automation for mid-market SMBs. AI extracts invoice data, routes for approval, and pays vendors via ACH or check.
Pricing: Essentials from $45/user/month. Higher tiers for advanced approval routing and AR automation.
AI-assisted month-end close platform. Automates close checklists, flux analysis, and journal entry review for accounting teams.
Pricing: Pricing on request, typically scales with entity count and team size.
Used in
B2B-first AI helpdesk. BYO-model (Claude, GPT-4, whatever), open APIs, native Linear and Slack sync. Built for SaaS support teams.
Pricing: Free tier available. Paid plans start around $39/seat/month.
Slack-native B2B customer support. Triages shared channels, drafts AI replies, and syncs to Linear, HubSpot, and your CRM.
Pricing: Plans typically start around $59/seat/month. Higher tiers for advanced AI features.
Programmable SMS, voice, and messaging API — the infrastructure layer for communications.
Pricing: Pay-as-you-go. SMS roughly $0.0079/message. Voice from $0.014/minute.
10 AI Workflows Every SMB Can Steal — free, plus one new workflow a week.
See the full list of Agencies workflows these tools come from, or browse every tool we track.
Free implementation guides for SMB operators and enterprise teams — workflows, prompts, governance, and tool stacks built to ship.