Stripe Payment Received to Invoice Reconciliation
When a Stripe payment lands, the matching invoice in your accounting system is automatically marked as paid, fees are recorded, and your client gets a receipt. No CSV exports, no weekly reconciliation sessions, no month end surprises.
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.
CRM Deal Won to Full Onboarding Kickoff
When a deal closes in your CRM, this automation instantly provisions billing records, creates communication channels, assigns your delivery team, and sends the client a personalised welcome email with a booking link. No admin lag, no dropped handoffs.
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.
Meeting Room and Equipment Resource Booking
When someone books a meeting in Google Calendar with a resource tag, this automation checks availability in your resource database, confirms or reserves the room and equipment, and sends conflict alerts with alternatives through Slack. No facilities coordinator required.
Accounting Firm Tax Client Onboarding
When a new tax client signs their engagement letter, this automation creates their profile in your practice management system, sends entity specific document requests, assigns a preparer, and books the intro call. No one on your team lifts a finger.
Form Submission to CRM + Spreadsheet Dual Write
Automatically send every web form submission to your CRM and a Google Sheet at the same time. Sales gets instant lead alerts with proper tags, and ops gets a clean audit trail without anyone copying and pasting a thing.
Multi Stakeholder Onboarding Coordinator
When a new B2B client submits their intake form, this automation reads every team member's role and sends each person the exact onboarding content they need. Billing contacts get payment setup. Project sponsors get the timeline. Day to day operators get tool access and kickoff details. Every stakeholder's progress is tracked independently until all are ready.
eSignature Completion to Folder Filing
When every party signs a document in DocuSign or PandaDoc, this automation downloads the completed PDF, renames it to your filing convention, stores it in the right client folder, and notifies the account manager. No manual downloading, no misfiled contracts.
Multi Timezone Team Round Robin Scheduling
Automatically distribute incoming client bookings across team members in different timezones, sync each assignment to personal calendars and Slack, and give managers a live workload dashboard without anyone lifting a finger.
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.
Accounting Engagement Letter Automation
When a new client lands in your practice management software, this automation generates a tailored engagement letter with the right services, fees, and deadlines, sends it for electronic signature, then builds the client folder and kicks off your onboarding checklist. No chasing. No waiting.
New Employee Onboarding Data Sync
Automatically provision accounts across Google Workspace, Slack, your CRM, and project management tools the moment a new hire is added to your HR system. No checklists, no waiting, no forgotten logins.
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.
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.
Payment Gateway to Database Reconciliation
Automatically compare every transaction from Stripe, Square, or PayPal against your internal records each night, flagging discrepancies before they compound into costly month end surprises.
Proposal Viewed Notification and Follow Up
When a prospect opens your proposal, this automation logs the view in your CRM, pings the assigned salesperson on Slack, and sends a templated follow up email if the document stays unsigned after 48 hours.
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.
Auto Archive Completed Project Documents
When a project closes in your PM tool, this automation collects every contract, deliverable, and sign off from across your systems, organises them into a standardised archive folder, and generates a summary PDF. No manual cleanup required.
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.
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