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.
KYC Document Collection and Verification
When a new client enters your CRM, an automated workflow requests identity documents, sends them to a verification API, and logs the pass or fail result back to the contact record. Onboarding that used to take days finishes in under an hour.
Automated Pre Appointment Document Collection
When a client books an appointment, this automation sends them a personalised upload portal for required documents, tracks what comes in, chases what doesn't, and tells your staff exactly who is prepared before anyone walks through the door.
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.
Commission Tracking and Split Calculation
When a deal closes, this automation calculates gross commission, applies brokerage splits based on agent tier and cap status, deducts fees, logs the net payout in your accounting system, and generates the compliance documents your brokerage needs before funds are released.
Property Inspection Photo Documentation Workflow
When an inspector uploads photos during a move in, move out, or periodic walkthrough, this workflow timestamps every image, compiles a branded report with room by room comparisons, calculates security deposit deductions, and delivers the finished document to the property manager and tenant in minutes.
Referral Letter Generation and Tracking
When a GP flags a patient for referral, this automation pulls the clinical summary, generates a formatted referral letter, sends it to the specialist, and tracks acknowledgement with timed follow up nudges until the patient is booked.
Repair Estimate Approval and Payment Collection
When a technician finishes an inspection, this automation sends your customer an itemised digital estimate with photos, descriptions, and approve or decline buttons for each line item. Approved work updates the job card instantly, and payment is collected via a secure link before pickup.
Practitioner Credentialing and Compliance Tracker
An automated system that tracks every practitioner credential in your medical practice, sends staged renewal reminders before expiry, and alerts you the moment anything lapses. No more spreadsheets, no more guesswork.
Real Estate Buyer Onboarding Workflow
Automatically send welcome materials, collect finance preapproval documents, and configure listing alerts the moment a buyer signs their representation agreement. Your new clients feel guided from minute one while you stay focused on showing properties.
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.
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.
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.
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.
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.
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.
Intake Form to Legal Case Pipeline
Automatically score, route, and process every legal intake form into your practice management system so no prospective client falls through the cracks and attorneys only review prequalified matters.
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.
Court Filing Confirmation & Service Tracker
Automatically tracks court filing confirmations and service deadlines so nothing slips through the cracks. When a document is filed, the workflow monitors for registry confirmation, calculates service deadlines, and escalates before procedural time limits expire.
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.
New Client Contract Auto Generation
When a new client record lands in your CRM with a signed engagement letter, a prefilled contract is automatically generated and sent for e signature. No copying, no delays, no forgotten clauses.
Conveyancing Settlement Countdown & Milestone Tracker
When a new conveyancing matter is opened, this automation builds a full settlement countdown with milestone tasks, assigns due dates, and sends reminders to every party involved. Overdue milestones trigger escalation alerts so nothing slips through unnoticed.
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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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