Automated Reference Request After Deal Close
When a deal closes in your CRM, a timed sequence of personalised review requests goes out via email and SMS. Customers get a direct link to your Google review page while their experience is still fresh, and your team never has to remember to ask.
Service Agreement Upsell Trigger
When a customer pays over $500 for an emergency repair, an automated workflow waits two hours and sends a personalised message offering a maintenance agreement. It references their specific repair, explains how regular servicing prevents recurrence, and includes a one click sign up link.
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.
Financial Plan Annual Review Trigger
A scheduled workflow scans your client database for reviews due, sends personalised booking invitations, creates adviser tasks, and prepopulates review agendas with live portfolio data. No client falls through the cracks, and no compliance deadline gets missed.
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.
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.
Real Estate Listing Performance Tracker
A daily automated workflow pulls listing views, inquiries, and days on market from your CRM or portal, builds a per listing dashboard in Google Sheets, and emails each agent a weekly digest. Listings sitting with zero inquiries after 14 days get flagged with a price reduction recommendation before the seller calls to ask what's going on.
Superannuation Fund Rollover Tracking
Automatically monitor super rollover status across platforms like Netwealth, Hub24, and BT Panorama. Get notified when funds land, flag overdue transfers before they cost your clients real money, and keep every record updated without logging into a single portal.
Open Home Digital Sign In to CRM Pipeline
Every open home visitor gets captured, tagged, and added to a follow up sequence automatically. No paper sheets, no data entry, no leads slipping through the cracks.
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.
Defect List Photo Documentation and Assignment
When a site supervisor photographs a defect, the automation uploads the image to the project folder, creates a punch list item assigned to the responsible subcontractor, and sends them an SMS or email with the photo, floor plan location, and rectification deadline.
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.
Job Completion to Invoice Pipeline
When a technician marks a job complete, the invoice is generated, tax coded, and sent to the customer with a payment link within minutes. No office admin required, no end of week backlog, no cash flow delay.
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.
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.
Automated Client Reporting Dashboard
A scheduled workflow pulls performance data from Google Analytics, Meta Ads, and your other marketing platforms into a branded dashboard, then sends each client a summary email with AI generated insights on the schedule you choose.
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