Trust Account Reconciliation and Audit Trail
Automated daily three way reconciliation pulls trust account transactions from your banking API, matches them against your trust ledger and client balances, flags discrepancies instantly, and logs every action to an immutable audit trail ready for regulatory review.
Insurance Claim Status Notification
A polling workflow monitors insurer portals for claim status changes and sends instant, plain language updates to brokers and clients. No more daily portal checking or anxious clients calling for news.
Automated Client Onboarding Checklist with Status Tracking
Automatically generate a structured onboarding checklist for every new client, assign tasks to the right team members, track completion in real time, and escalate overdue items before anyone has to ask.
AI Lead Scoring on Inbound Submissions
An AI agent scores every inbound lead the moment it arrives, enriching it with firmographic data and ranking it against your ideal customer profile. Your sales team calls the right leads first instead of working the queue blind.
Technician Voice to CRM Job Notes
Technicians record a voice note after each job. AI transcribes it, extracts structured fields, and writes them straight into your CRM or field service software. Job note completion goes from 40% to near 100% without anyone typing a word.
Vehicle Recall Notification and Service Booking
A weekly automation checks every VIN in your customer database against the national recalls register, then texts or emails affected owners with a plain language explanation and a direct link to book their recall service.
Automotive Repair Shop Parts Inventory to Supplier Reorder
Automatically track parts stock levels across your shop and trigger supplier reorders before you run out. No more shelf checking, no more emergency deliveries, no more technicians standing idle waiting on brake pads.
AI Invoice Data Extraction to Ledger
Incoming supplier invoices are read by AI, which extracts line items, ABNs, GST amounts, and GL codes from PDF attachments and creates draft bills in your accounting software. Your team reviews and approves instead of typing.
Google Ads Click to Call Lead Logger
Automatically logs every phone call from your Google Ads campaigns into your CRM with full keyword attribution, call duration, and recording links. No more guessing which ads actually generate revenue.
Parts Reorder Trigger Based on Inventory Thresholds
Automatically monitors your parts inventory levels and triggers purchase orders when stock drops below minimum thresholds, querying multiple suppliers for the best price so your bays never sit idle waiting on parts.
Tenant Maintenance Request Routing and Vendor Dispatch
Automatically categorise tenant maintenance requests, assign the right vendor, and dispatch work orders in seconds. Emergency issues trigger instant callbacks while routine requests follow structured routing, keeping tenants informed at every stage.
Facebook/Instagram Lead Ad to CRM Sync
Automatically push every Facebook and Instagram lead ad submission into your CRM within seconds, then trigger a personalised welcome message before the prospect has time to scroll past your competitor's ad.
Employee Productivity & Task Completion Digest
An automated weekly digest pulls task data from your project management tool, calculates completion rates and overdue items per team member, and delivers a formatted summary to your management Slack channel so you can coach with data instead of guesswork.
Used Car Listing Syndication Across Marketplaces
Automatically push every used vehicle listing to AutoTrader, CarGurus, Facebook Marketplace, and your website the moment it's photographed and priced. Price changes and sold status sync across all platforms in minutes, not hours.
Calendar to CRM Meeting Logger
Automatically logs every calendar meeting to your CRM with the right contact, duration, and attendees. No more relying on reps to remember, and no more empty activity histories when you need them most.
Real Time Availability Sync Across Platforms
A Make scenario syncs your availability across Calendly, Google Calendar, Outlook, and your website booking widget every five minutes. When a slot is booked anywhere, all other platforms update automatically, so double bookings stop happening.
Project Handoff Automator (Sales to Delivery)
When a deal closes in your CRM, this automation pulls discovery notes, call recordings, and the signed SOW into a structured briefing document, assigns the delivery team, and schedules the internal handoff meeting. Your PM walks into the kickoff already knowing the client's world.
Invoice and Payment Setup on New Client Creation
When a new client is created in your CRM, this automation builds their billing profile, generates the first invoice, sets up recurring payments, and sends a secure link to collect their payment method. No manual data entry between systems, no forgotten first invoices.
eSignature Completion to CRM and Filing
When a client signs a contract in DocuSign or PandaDoc, your CRM deal stage updates automatically, the signed PDF lands in the right folder, and a draft invoice gets created. No manual downloads, no forgotten updates, no delayed billing.
Automated CRM Contact Deduplication
Automatically detect and merge duplicate contacts across your CRM so your sales team stops calling the same prospect twice and your pipeline numbers actually mean something.
Proposal Tool to CRM Deal Value Sync
Automatically sync proposal amounts, line items, and status changes from your proposal tool into your CRM. Every deal value reflects the actual proposal, not a guess from weeks ago.
LinkedIn Connection to CRM Prospect
When someone accepts your LinkedIn connection request, this automation pulls their profile data, enriches it with company details, creates a prospect record in your CRM, and adds them to a follow up sequence. No copying and pasting. No forgotten connections.
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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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