AI Toned Follow Up Emails for Late Invoices
Automatically generate follow up emails that match the right tone to how overdue each invoice is. Polite at one week, firm at 30 days, final notice at 60. No more agonising over wording or avoiding the conversation altogether.
Intelligent Appointment Booking Agent
An AI agent that handles appointment bookings around the clock via chat or SMS, qualifying prospects, checking real time availability, and confirming appointments while your team is off the clock.
Multi Party Document Routing for Legal Review
Automatically classify incoming contracts by type, route each one to the right reviewer, and track every document through the review pipeline so nothing stalls in someone's inbox.
Listing Presentation Auto Generator
When a listing appointment hits your CRM, this automation pulls comparable sales, market statistics, and property records from public APIs, then builds a branded comparable sales presentation and delivers the finished PDF to your inbox before you leave the office.
Anti Money Laundering (AML) Transaction Monitoring Alerts
An automated workflow polls your transaction data on a schedule, flags suspicious patterns against configurable rules, and delivers alerts with prefilled SAR templates to your compliance officer in near real time.
Client Sentiment & Churn Risk Agent
An AI agent monitors support tickets, email tone, payment behaviour, and engagement signals across every client account, scores churn risk weekly, and alerts your account managers before a single cancellation email gets written.
Marketing Channel ROI Weekly Digest
Automatically pulls spend and conversion data from every ad platform you use, calculates true cost per lead and return on ad spend per channel, and delivers a ranked weekly report so you can shift budget before the month ends.
VIN Based Service History Lookup
When a vehicle arrives for service, this automation decodes the VIN, pulls the full service history from your shop management system, checks for open recalls, and delivers a unified vehicle profile to your technician before they even pop the bonnet.
Monthly Client Performance Report (PDF)
Automatically pull metrics from Google Ads, Meta, GA4 and more, compile branded PDF reports with AI written summaries, and email them to every client on the first of the month. No spreadsheets, no copy paste, no five day scramble.
Invoice Dispute and Credit Note Workflow
Automatically detect invoice disputes in client replies, pause collection reminders before they cause damage, and route each case to the right person with full context. Credit notes get generated once the dispute is resolved.
Competitor Price & Activity Monitoring Agent
An AI agent tracks your competitors' pricing, promotions, reviews, and social media activity on a set schedule, then delivers a plain English digest of what changed and what it means for your business.
Weekly Business Pulse Report Agent
An AI agent pulls data from your CRM, accounting software, analytics, support tickets, and project tools every Monday morning, then delivers a plain English executive summary with trends and anomalies. One message replaces an hour of logging into six different apps.
Proposal & Quote Drafting Agent
When a deal hits the proposal stage in your CRM, an AI agent pulls the deal details, client history, and your pricing template, then drafts a polished proposal and drops it in Slack for your salesperson to review. Two days of writing becomes 20 minutes of tweaking.
AI Personalised Welcome Email Generator
Automatically draft personalised welcome emails for every new client using AI and their intake form data. Your team reviews and approves each one in Slack before it sends, so every client gets a warm, specific first impression without anyone spending 20 minutes writing it.
Regulatory Change Impact Assessment
An automated workflow monitors regulatory feeds from ASIC, APRA, FCA, and industry bodies, then uses AI to assess each update's relevance to your licence type and flag what actually matters to your compliance team.
AI Powered Legal Research Summarisation for New Matters
When a new matter opens, an AI agent searches legal databases and your firm's own precedent library, then delivers a structured research memo to the responsible lawyer within minutes. No more starting from scratch on issues your firm has already handled.
Support Ticket Classification & First Response Agent
An AI agent that reads every incoming support ticket, classifies it by type and urgency, drafts a first response using your knowledge base, and routes it to the right person. First response times drop from hours to seconds, and over half your tickets never need a human at all.
Service Based Calendar Routing
When a website visitor tells your chatbot what service they need, an automated workflow sends them straight to the right specialist's calendar. No guesswork, no rescheduling, no lost leads sitting in a generic inbox.
Postoperative / Post Procedure Followup Sequences
When a procedure is marked complete, an automated sequence sends recovery instructions, symptom surveys, and booking prompts at timed intervals. Concerning responses trigger an immediate alert to the treating practitioner, catching complications days before the next scheduled appointment.
Risk Profile Questionnaire Routing and Scoring
When a client completes a risk profiling questionnaire, an automated workflow scores their responses, stores the result in your CRM with a timestamp, and flags any change from their previous assessment so the adviser knows to follow up.
Technician Daily Briefing Bot
An automated workflow compiles each technician's daily schedule, route, customer notes, and access instructions, then sends a formatted briefing via SMS or messaging app before they leave home. No morning huddle required.
Client Financial Health Score Generator
A monthly automation pulls key financial ratios from your clients' accounting data, calculates a composite health score, and flags at risk clients before problems become emergencies. Your accountants get talking points, not spreadsheets.
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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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