Customer Support Ticket Volume Dashboard
Automatically pull ticket counts, response times, and resolution rates from your helpdesk into a live dashboard, with threshold alerts that tell you when things are going wrong before customers start complaining.
Inventory & Stockout Alert Report
Automatically monitor every product in your inventory against reorder thresholds each morning, then deliver a prioritised alert report so you can place orders before customers notice anything is missing.
Weekly Sales Pipeline Snapshot Report
A scheduled workflow pulls every open deal from your CRM each Monday morning, calculates weighted pipeline by stage and rep, flags deals going cold, and delivers a formatted summary to your inbox and Slack before the team meeting starts.
Multi Channel Inventory Level Sync
Automatically update stock counts across Shopify, Amazon, WooCommerce, and every other sales channel the moment an order comes in. No more overselling, no more cancelled orders, no more angry customers.
PDF Invoice OCR to Accounting System
Automatically extract data from PDF invoices using OCR and push it straight into your accounting system. No manual data entry, no transcription errors, no wasted hours.
Website Form to CRM with Instant Alert
Automatically push every website form submission into your CRM, tag it by source, and ping the right sales rep within seconds. No more leads sitting in an inbox nobody checks.
CRM to Accounting Invoice Sync
Automatically generate invoices in your accounting software the moment a deal closes in your CRM. No retyping customer details, no mismatched line items, no delayed billing.
Escalating Overdue Payment Reminder Sequence
Automatically chase overdue invoices with a structured sequence that escalates from friendly email to SMS to team alert, so you never have to make an awkward collections call again.
Shopify to QuickBooks Order and Inventory Sync
Automatically push every Shopify order into QuickBooks as a sales receipt, sync inventory levels across both platforms, and eliminate the hours of manual data entry that keep you chained to a spreadsheet instead of growing your store.
Post Service Google Review Request
Automatically sends a personalised review request to every customer after a completed job, turning satisfied clients into public Google reviews without your team remembering to ask.
New Client Welcome Sequence
Automatically deliver welcome emails, onboarding documents, personal introductions, and team briefings the moment a deal closes. Every new client gets a consistent, professional first impression without anyone on your team remembering to hit send.
Invoice Follow Up & Collections Agent
An automated agent monitors your aging invoices, sends personalised follow up emails that escalate in tone based on how late the payment is, and alerts your team when human intervention is needed. You collect more of what you're owed without the awkward chasing.
Vehicle Delivery Preparation Checklist
When a vehicle sale closes in your CRM, an automated workflow generates a full delivery prep checklist, assigns each task to the right team member, and sets deadlines based on the customer's pickup date. Every vehicle goes out clean, complete, and on time.
Test Drive Booking and Automated Followup Sequence
Automatically confirm test drive bookings, assign sales reps, and trigger a timed follow up sequence so no high intent prospect slips through the cracks.
Expiring Contract Renewal Alerts
A scheduled workflow scans your contracts database daily, flags renewals at 30, 14, and 7 day intervals, and sends tiered alerts to account managers and leadership so nothing expires unnoticed.
Weekly Scheduling Dashboard and Gap Report
Every Monday morning, an automated scenario pulls your week's bookings from Calendly and Google Calendar, calculates fill rate against your target, identifies open gaps, and posts a formatted summary to Slack. No manual reports, no guessing, no missed revenue.
Daily Sales Pipeline Health Alert
An automated daily check that scans your CRM for stalled deals, flags at risk opportunities by severity, and delivers a prioritised summary to your sales team before anyone has to ask.
Quote Request to Estimate Pipeline (Trades/Construction)
When a homeowner submits a quote request, automation creates a CRM deal, attaches project photos, routes to the right estimator by territory, and texts the customer an acknowledgment. No more managing estimates through voicemails and scattered text threads.
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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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