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.
Monthly Revenue and Aging Report Generator
Automatically pulls your revenue and receivables data from your accounting system on the first of each month, calculates aging buckets, and delivers a formatted report to leadership before anyone asks for it.
Late Payment Interest and Fee Calculator
Automatically calculate and apply late payment fees based on each client's contract terms. No manual maths, no awkward conversations, and no more leaving money on the table.
Accounts Receivable Aging Alert
Automatically monitor overdue invoices in QuickBooks or Xero each morning, send tiered payment reminders to clients, and escalate aged receivables to your team so nothing slips through the cracks.
Scaffold and Formwork Inspection Scheduling
When scaffold erection or formwork installation is logged as complete, an automation schedules the mandatory preuse inspection, assigns the safety officer, and blocks dependent work until the inspection is recorded. No more uninspected structures slipping through the cracks.
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.
Project Budget Burn Rate Dashboard
Automatically pulls time tracking and expense data into a live dashboard that compares actual spend against project budgets, sending alerts when burn rates signal an overrun weeks before it hits.
Deal Closed to Invoice Generator
When a deal closes in your CRM, an invoice is automatically drafted in your accounting system with the correct line items, client details, and tax rates. Your finance team reviews and sends it in minutes, not days.
Submittal Review and Approval Tracking
When a subcontractor uploads a submittal, an automation routes it to the right reviewer, tracks the review deadline, sends reminders before time runs out, and notifies the sub the moment a decision lands. No more submittals lost in inboxes while fabrication waits.
Appointment Reminder Sequence (SMS + Email)
Automatically send a confirmation email at booking, a text the day before, and a final SMS an hour out. Clients show up, your calendar stays full, and your front desk stops making reminder calls.
Expense Receipt Snap to Ledger
Your team snaps a photo of a receipt and sends it to a Slack channel or email address. Within seconds, the expense is extracted, categorised, and recorded in your accounting system with the original image attached.
Daily Cash Position Report
An automated morning report that pulls your live bank balances, outstanding receivables, and upcoming payables into a single snapshot, then sends it to your phone before you finish breakfast.
Trades Quote to Contract Converter
Automatically converts approved quotes into signed service contracts with warranty terms, payment schedules, and scope definitions. No manual paperwork, no verbal agreements, no disputes three months later.
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.
Weekly Revenue Snapshot to Slack
Automatically pull revenue figures from your accounting platform every Monday morning and deliver a formatted snapshot to Slack, complete with week on week comparisons. No logins, no spreadsheets, no chasing your bookkeeper.
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.
Weekly Database Health Report
An automated weekly digest that audits your CRM for missing data, stale deals, orphaned records, and misassigned leads, then delivers a prioritised action list so your team can fix problems in minutes instead of discovering them months later.
Appointment Booking Confirmation with Prep Instructions
Automatically send clients a confirmation with preparation checklists, intake forms, and documents tailored to their appointment type. They show up ready. You stay on schedule.
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.
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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
Completely free.