Job Completion Notification to Client
When your technician marks a job complete, the client instantly receives a professional summary with photos and a payment link. No phone calls, no handwritten notes, no chasing.
Stale Lead Reengagement Trigger
Automatically detect leads that have gone quiet in your CRM and launch personalised outreach sequences to bring them back. No more forgotten contacts or wasted pipeline.
Weekly Appointment & No Show Report
Automatically compiles your weekly appointment data, calculates no show rates by provider and time slot, and delivers a clear summary every Monday morning so you can take action on the patterns costing you revenue.
Service Area Dispatch Router
Automatically geocode incoming job requests, match them to the nearest available technician by zone and skillset, and confirm the appointment with both parties. No dispatcher bottleneck, no wasted drive time.
Meeting Booked to Deal Creation
When a prospect books a discovery call, a deal is created in your CRM within seconds. Contact records are enriched, a premeeting questionnaire goes out, and your rep gets a prep brief. No manual data entry, no pipeline ghosts.
Creative Brief Intake & Distribution
When a client submits a creative brief, AI automatically extracts deliverable type, audience, tone, and deadline, then creates assigned tasks in your project management tool and posts a summary to Slack. No more spending 30 to 60 minutes translating vague requests into actionable work items.
Meeting Notes & Action Item Agent
An AI agent that turns your meeting recordings into structured summaries, assigned action items, and tracked tasks across Slack, Asana, and Notion. No more post meeting admin, no more forgotten decisions.
Intake Form to Appointment Pipeline
Automatically turn website consultation requests into booked appointments. When a prospect submits your intake form, this automation creates their CRM record, sends a scheduling link matched to the right service and team member, and follows up if they don't book.
Weekly Team Utilization Report
An automated workflow pulls billable and nonbillable hours from your time tracking tool every Friday, calculates each team member's utilisation rate, and posts a colour coded summary to Slack so you can rebalance workloads before the week is lost.
Multi Channel Customer Inquiry Router
An AI agent pulls every incoming message from website chat, Facebook, Instagram, WhatsApp, and SMS into a single queue, reads each one, figures out what the person wants, and routes it to the right place. Booking requests go straight to your calendar. Complaints reach the owner. Pricing questions get an instant reply. Nothing sits unanswered.
New Client Onboarding Appointment Chain
When a new client books their first consultation, this automation schedules the entire onboarding sequence across your calendar, sends the client a branded timeline email, and keeps everyone on track without a single manual follow up.
Construction Job Costing Data Pipeline
Automatically pull labour hours, material receipts, and subcontractor invoices from separate systems into one live dashboard, so you know exactly where every job stands before costs blow out.
Seasonal Service Reminder Campaign
Automatically remind past clients when their annual or seasonal service is due, with personalised messages and a direct booking link. Turns forgotten repeat business into reliable recurring revenue without your team lifting a finger.
Multi Channel Intake Form Router
Automatically capture enquiries from your website, Facebook, Instagram, Google, and email into one place. Every lead gets an instant reply, a CRM record, and a route to the right person on your team.
Contractor Timesheet & Payroll Summary
Automatically collect contractor timesheets, calculate gross pay with the correct rates, and deliver a ready to review payroll summary every pay period. No more chasing spreadsheets or tallying hours by hand.
Quarterly Business Review Deck Generator
This automation pulls KPIs from your CRM, project management tool, and accounting system, populates a branded slide deck with the data, generates AI written talking points for each slide, and delivers the finished presentation to account managers for review. QBR prep drops from hours per client to minutes.
Court Deadline & Statute of Limitations Tracker
Automatically calculates court deadlines and limitation periods when a new matter is created, then sends escalating reminders by email, SMS, and team chat so nothing expires unnoticed.
Multi Channel Lead Source Attribution Tracker
Automatically tag every lead with its true acquisition source, connect that source to closed revenue, and see exactly which marketing channels earn money and which ones waste it.
Agency Client Handoff from Sales to Delivery
Automatically turn every closed deal into a structured handoff document, assign the right delivery lead, and introduce them to the client. No more lost context, no more awkward two day gaps between signing and starting.
Invoice to PDF and Auto Send
When a project is marked complete in your project management tool, this automation pulls billable hours and rates, generates a branded PDF invoice, and emails it to the client with payment instructions. A copy lands in the client folder without anyone lifting a finger.
Automated NDA Generation and Tracking
When a contact is tagged in your CRM as needing an NDA, the agreement is generated from a template with their details prefilled, sent for signature, and tracked automatically. Overdue NDAs trigger reminders so nothing slips through.
Variation / Change Order Approval Workflow
When a variation is submitted on site, an automated workflow routes it through foreman scope confirmation, estimator pricing, project manager margin approval, and client sign off. Each step has a deadline with automatic reminders, and the contract sum updates the moment everyone signs.
Inspection Feedback Collection and Seller Reporting
Automatically collect buyer agent feedback after every showing and compile it into a weekly seller report with inspection counts, feedback themes, and pricing recommendations. No more phone tag, no more guessing.
NPS & Customer Satisfaction Trend Report
An automated weekly workflow pulls your NPS survey responses, calculates rolling scores and trends, uses AI to group verbatim comments by theme and sentiment, and delivers a formatted report to your leadership team. Score drops trigger instant alerts so you catch dissatisfaction before clients walk.
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