Quote Accepted to Invoice Conversion
When a client signs your quote, the invoice should already be on its way. This automation converts accepted proposals into invoices instantly, carrying every line item, tax rate, and payment term across to your accounting system without anyone retyping a thing.
Document Intake & Classification Agent (Legal/Medical)
An AI agent classifies every incoming document, extracts client names and case numbers, renames the file to your firm's naming convention, and files it in the right folder. Your admin reviews three flags instead of processing 25 documents by hand.
Automated Superannuation/Retirement Contribution Compliance Check
A workflow that checks every employee's superannuation or retirement contribution against the correct rate after each payroll cycle, flagging discrepancies with specific dollar amounts before they become penalties.
Invoice and Payment Setup on New Client Creation
When a new client is created in your CRM, this automation builds their billing profile, generates the first invoice, sets up recurring payments, and sends a secure link to collect their payment method. No manual data entry between systems, no forgotten first invoices.
eSignature Completion to CRM and Filing
When a client signs a contract in DocuSign or PandaDoc, your CRM deal stage updates automatically, the signed PDF lands in the right folder, and a draft invoice gets created. No manual downloads, no forgotten updates, no delayed billing.
Automated CRM Contact Deduplication
Automatically detect and merge duplicate contacts across your CRM so your sales team stops calling the same prospect twice and your pipeline numbers actually mean something.
No Show Detection and Reengagement
When a client misses their appointment, an automated workflow detects it within minutes, sends a personalised rebooking message, and follows up by email if they don't reschedule. Every missed appointment gets a second chance at revenue without your team lifting a finger.
Proposal Tool to CRM Deal Value Sync
Automatically sync proposal amounts, line items, and status changes from your proposal tool into your CRM. Every deal value reflects the actual proposal, not a guess from weeks ago.
LinkedIn Connection to CRM Prospect
When someone accepts your LinkedIn connection request, this automation pulls their profile data, enriches it with company details, creates a prospect record in your CRM, and adds them to a follow up sequence. No copying and pasting. No forgotten connections.
BAS/GST Lodgement Reminder Sequence
Automatically send timed reminder emails to clients before each BAS lodgement deadline, track who has responded, and escalate the ones who haven't. Your team stops chasing documents and starts preparing them.
New Booking to CRM + Calendar Sync
When a client books an appointment, their details are automatically added to your CRM, the event lands on the right team calendar, and a personalised confirmation email goes out. No copying, no pasting, no missed leads.
Client Onboarding Orchestrator
When a deal closes, this automation creates the project, sends the welcome email, builds the shared folder, books the kickoff call, and sets up billing. Every step adapts to the service package purchased, and your team never touches a spreadsheet.
Tax Return Document Collection Portal per Client
A personalised document request portal for each tax client that tracks uploads in real time, sends automatic reminders for missing items, and notifies your preparers the moment a file is complete and ready to work.
Expense Receipt Capture to GL Coding Pipeline
Clients photograph receipts on their phone. An AI workflow extracts the data, suggests the correct general ledger code based on historical patterns, and creates draft transactions in your accounting system. Your bookkeeper reviews a precoded batch once a week instead of manually coding every line.
CRM to Proposal Generator
When a deal hits the proposal stage in your CRM, this automation pulls the client name, scope, pricing, and line items, then merges everything into a branded template. The finished PDF lands back on the deal record and in the prospect's inbox without anyone touching a document.
Invoice to Purchase Order Matching
Automatically match incoming invoices against open purchase orders using AI, catching billing errors and duplicate payments before they drain your cash flow.
Training Drip Sequence for New Clients
Automatically deliver a timed series of training emails, videos, and check ins to every new client after their kickoff call. Clients learn your tools and processes at their own pace, your team fields fewer support questions, and adoption rates climb without anyone chasing people manually.
Intake Form to Project Workspace Setup
When a client submits an intake form, this automation creates the project workspace, builds the folder structure, assigns templated tasks, and pings the project manager. No copying, no forgetting, no 30 minute setup ritual.
Content Repurposing Agent
When you publish a blog post, this automation reads the full article and generates platform specific drafts for LinkedIn, Twitter, email, and more. Every output matches your brand voice. Drafts land in a review board for approval before anything goes live.
Stale Lead Reengagement Drip
A scheduled automation scans your CRM for leads that have gone quiet, sends a personalised three email sequence referencing their original enquiry, and stops the moment they reply. Dead leads come back to life without your sales team lifting a finger.
Quote Follow Up Sequence
Automatically sends timed check ins after every quote you send, nudging prospects at day two, day five, and day ten. Stops the moment they accept, so you never chase a closed deal.
Automated Document Collection Portal
Automatically send clients a personalised portal requesting the exact documents you need, chase them with timed reminders, and update your CRM the moment everything lands. No emails. No phone calls. No spreadsheets tracking who sent what.
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