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Toolstream Live Session
Find the biggest overdue invoice for 'Innovate Corp' in QuickBooks and send them a friendly reminder email.
First, the agent queries QuickBooks to find the correct invoice information.
⚙️ Using Tool: quickbooks.find_invoices (Click for details) 
{
  "connection_name": "My Company QBO",
  "tool_call": {
    "name": "quickbooks.find_invoices",
    "arguments": {
      "customer_name": "Innovate Corp",
      "status": "Overdue"
    }
  }
}
The tool finds Invoice #INV-045 for $2,450. The agent now uses that data to send an email via GMail.
⚙️ Using Tool: gmail.send_email (Click for details) 
{
  "connection_name": "My Work Gmail",
  "tool_call": {
    "name": "gmail.send_email",
    "arguments": {
      "to": "billing@innovatecorp.com",
      "subject": "Reminder: Overdue Invoice #INV-045",
      "body": "Hi team, this is a friendly reminder..."
    }
  }
}
After successfully executing both steps, the agent reports back with a final summary.

Done!

I found overdue invoice #INV-045 for $2,450.00 and have sent a reminder email to billing@innovatecorp.com on your behalf.

What Will You Automate?

Streamline Client Communication

Connect QuickBooks, Stripe, and GMail. Ask your agent to find a customer's payment history and draft a thank-you email, or follow up on unpaid invoices automatically.

Accelerate Your Sales Cycle

Connect Salesforce and GMail. Command your agent to find all new leads from last week and draft personalized follow-up emails based on their company and industry.

Track Project Progress

Connect Jira, Trello, or Asana. Ask for a summary of all tasks completed this week for a specific project and have the agent post the update to a Slack channel.

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