Buyer Preference Matching and Property Alerts
Automatically match new property listings to buyer criteria and send personalised alerts with AI generated explanations, so your buyers hear about the right homes before anyone else calls.
Employee Time & Expense Report Reviewer
An AI agent reviews every timesheet and expense report your employees submit, flags anomalies like budget overruns, duplicate receipts, and miscategorised expenses, then auto approves the clean ones. Your managers spend minutes on review instead of hours.
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.
Neighbourhood Market Report Auto Distribution
Automatically pull local sales data, generate branded neighbourhood market reports with AI written commentary, and distribute them to your sphere of influence on a set schedule. Every report positions you as the local expert and turns passive contacts into inbound listing leads.
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.
Automated Google Business Profile Insights Report
Pulls your Google Business Profile performance data every week, analyses the trends, and delivers a plain language report with specific recommendations straight to your inbox or Slack. No more guessing whether your local listing is actually working.
Job Estimate Follow Up Agent (Trades/Construction)
An automated agent follows up on every estimate you send, personalising each message based on the job type, quote amount, and season. Your team stays on the tools while AI turns forgotten quotes into booked jobs.
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.
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.
Client Portfolio Rebalancing Alert
A scheduled automation pulls live portfolio data from your investment platforms, compares each client's allocation against their target, and alerts you the moment any asset class drifts beyond threshold. No more waiting until annual review to discover misaligned risk.
RFI (Request for Information) Routing and Escalation
When a new RFI lands in Procore or Autodesk Build, automation routes it to the right consultant based on discipline and escalates unanswered requests before they stall your programme.
AI Powered Service Request Triage
Automatically classify incoming service requests by trade type and urgency, match them to the right technician with the right parts, and cut intake processing time by 80%.
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.
After Hours Emergency Callout Routing
An AI voice agent answers after hours calls, triages emergencies from routine requests, and routes urgent jobs to your on call technician with full context. Nonurgent callers get a text confirming next business day service.
realestate.com.au/Domain Lead to CRM Instant Routing
Automatically capture leads from realestate.com.au, Domain, and other portals, route them into your CRM with source tags, and fire off a personalised response in under 60 seconds. No manual copying, no delayed replies, no lost commissions.
Board Meeting Minutes and Resolution Tracker
Automatically converts raw meeting notes or recordings into structured, branded board minutes with tracked resolutions and action items, so your admin staff can stop spending full days on documentation that nobody reads until it's too late.
RFP/Pitch Deck Assembly Bot
An AI agent that reads incoming RFP requirements, pulls matching case studies and team bios from your knowledge base, and drafts a tailored response in hours instead of days. Your BD team focuses on strategy, not content assembly.
Trade In Valuation Request Workflow
When a customer submits a trade in form on your dealership website, this workflow decodes the VIN, pulls live market valuations, adjusts for condition and mileage, and sends a preliminary offer within minutes. It also creates a CRM lead and alerts your used car manager before the customer has time to try another dealer.
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Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
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