Stale Lead Reengagement Trigger
Automatically detect leads that have gone quiet in your CRM and launch personalised outreach sequences to bring them back. No more forgotten contacts or wasted pipeline.
Service Area Dispatch Router
Automatically geocode incoming job requests, match them to the nearest available technician by zone and skillset, and confirm the appointment with both parties. No dispatcher bottleneck, no wasted drive time.
Meeting Booked to Deal Creation
When a prospect books a discovery call, a deal is created in your CRM within seconds. Contact records are enriched, a premeeting questionnaire goes out, and your rep gets a prep brief. No manual data entry, no pipeline ghosts.
Meeting Notes & Action Item Agent
An AI agent that turns your meeting recordings into structured summaries, assigned action items, and tracked tasks across Slack, Asana, and Notion. No more post meeting admin, no more forgotten decisions.
Construction Job Costing Data Pipeline
Automatically pull labour hours, material receipts, and subcontractor invoices from separate systems into one live dashboard, so you know exactly where every job stands before costs blow out.
Multi Channel Intake Form Router
Automatically capture enquiries from your website, Facebook, Instagram, Google, and email into one place. Every lead gets an instant reply, a CRM record, and a route to the right person on your team.
Contractor Timesheet & Payroll Summary
Automatically collect contractor timesheets, calculate gross pay with the correct rates, and deliver a ready to review payroll summary every pay period. No more chasing spreadsheets or tallying hours by hand.
Court Deadline & Statute of Limitations Tracker
Automatically calculates court deadlines and limitation periods when a new matter is created, then sends escalating reminders by email, SMS, and team chat so nothing expires unnoticed.
Multi Channel Lead Source Attribution Tracker
Automatically tag every lead with its true acquisition source, connect that source to closed revenue, and see exactly which marketing channels earn money and which ones waste it.
Agency Client Handoff from Sales to Delivery
Automatically turn every closed deal into a structured handoff document, assign the right delivery lead, and introduce them to the client. No more lost context, no more awkward two day gaps between signing and starting.
Site Diary Auto Population
An end of day automation pulls weather, headcounts, deliveries, and equipment data from your existing systems and compiles a structured site diary entry. Your PM reviews and approves in five minutes instead of writing one from scratch.
Chart of Accounts Standardisation Across Clients
A script connects to Xero or QuickBooks across your entire client base, compares every chart of accounts against your firm's standard template, and flags discrepancies so your team can remap or rename accounts in bulk.
Multi Entity Consolidation Reporting
A scheduled workflow pulls trial balances from every entity in your client group, eliminates intercompany transactions, and delivers a formatted consolidated P&L and balance sheet each month. What used to take a senior accountant the better part of a day now takes 15 minutes to review.
Compliance Audit Trail Logger
Automatically capture every client interaction across email, calendar, digital signature, and CRM into a single compliance register. When ASIC comes knocking, you export a complete audit trail in minutes instead of scrambling for weeks.
Bank Feed Reconciliation Exception Alerts
A daily automated scan of your Xero or QuickBooks bank feeds flags unreconciled transactions before they pile up, sending your bookkeepers a prioritised alert with direct links to fix each one.
Client Onboarding Form to Multi System Provisioning
When a new client fills out your onboarding form, every system they need gets set up automatically. CRM contact, project workspace, shared drive, team channel, and welcome email, all created in under a minute with zero manual steps.
AI Email Triage & Routing
An AI agent reads every email hitting your shared inbox, classifies it by intent and urgency, and routes it to the right person or channel in seconds. No more buried client requests or Monday morning inbox dread.
Mortgage Application Stage Tracker
Automatically notify borrowers by SMS and email whenever their mortgage application moves to a new stage, while syncing every status change to your CRM. Brokers stop fielding "any update?" calls and borrowers stop wondering what is happening.
Duplicate Lead Detection and Merge
Automatically detect and merge duplicate contacts the moment they enter your CRM, so every rep sees the full history and no returning prospect gets treated like a stranger.
AI Classified Email Auto Responder
An AI agent reads every email in your shared inbox, classifies it by type, and sends an appropriate response within minutes. New enquiries, support questions, billing issues, and spam all get handled automatically, around the clock.
Warranty Claim Tracking & Notification
When a customer reports a failed repair, this automation checks the original job record, confirms warranty status, and books a priority return visit with full history attached. Your customer gets instant confirmation and your technician arrives prepared.
Multi Lender Loan Submission Tracker
Automatically tracks every loan application across every lender in one place, monitors for approvals and declines, and alerts you before any deal goes stale.
Insurance/Medicare Pre Authorisation Workflow
Automatically extract patient insurance details and procedure codes, assemble clinical documentation, submit preauthorisation requests to health funds, and track approval status so your billing team only steps in when something needs a human decision.
Year End Rollover and Opening Balance Automation
A workflow that locks your prior year period, verifies retained earnings, generates adjusting journal entries, and confirms opening balances for every client entity. Each step is logged to an audit trail so nothing gets missed during the busiest week of the year.
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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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