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.
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.
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.
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.
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.
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.
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.
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.
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.
Recurring Appointment Auto Rebooking
When a recurring appointment finishes without the next one booked, this automation sends the client a prefilled booking link for their usual day and time, follows up by SMS if they don't act within three days, and flags lapsed clients in your CRM for personal outreach.
Chart of Accounts Standardisation Across Clients
A script connects to Xero or QuickBooks across your entire client base, compares every chart of accounts against your firm's standard template, and flags discrepancies so your team can remap or rename accounts in bulk.
Contract Expiry / Renewal Outreach
Automatically track every contract expiry date and send personalised renewal emails at 60, 30, and 14 days out, so no recurring revenue quietly disappears because someone forgot to follow up.
Multi Entity Consolidation Reporting
A scheduled workflow pulls trial balances from every entity in your client group, eliminates intercompany transactions, and delivers a formatted consolidated P&L and balance sheet each month. What used to take a senior accountant the better part of a day now takes 15 minutes to review.
New Enquiry Instant Auto Reply
When a prospect fills out your contact form, this automation sends a personalised reply by email and SMS within seconds, logs the lead in your CRM, and alerts your team. No one has to be watching the inbox.
Accounts Payable Processing Agent
An AI agent monitors your AP inbox, reads every invoice using OCR and vision models, extracts vendor details and line items, matches them against purchase orders, and creates draft bills in your accounting system. Discrepancies get flagged before they become problems.
Deal Stage Change Notification to Slack Channel
When a deal moves stages in your CRM, a formatted notification lands in your team's Slack channel within seconds. Deal name, value, rep, and new stage included. Closed Won deals get a celebratory announcement the whole company can see.
Website & SEO Performance Weekly Briefing
An automated weekly workflow pulls your Google Analytics, Search Console, and keyword ranking data, then delivers a plain language summary with AI generated insights straight to your inbox or Slack every Monday morning.
Bank Feed Reconciliation Exception Alerts
A daily automated scan of your Xero or QuickBooks bank feeds flags unreconciled transactions before they pile up, sending your bookkeepers a prioritised alert with direct links to fix each one.
Contract Review & Risk Flagging Agent
When a new contract lands in your cloud folder, an AI agent extracts the text, checks every clause against a risk framework, and sends your team a structured memo flagging the problems that actually matter. Preliminary review drops from hours to minutes.
Client Onboarding Form to Multi System Provisioning
When a new client fills out your onboarding form, every system they need gets set up automatically. CRM contact, project workspace, shared drive, team channel, and welcome email, all created in under a minute with zero manual steps.
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Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
- Where your team's hours are actually disappearing
- The five automations worth setting up first and why
- How to calculate what manual work is actually costing you
- A step by step checklist to get your first automation live this week
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