Client Onboarding Orchestrator
When a deal closes, this automation creates the project, sends the welcome email, builds the shared folder, books the kickoff call, and sets up billing. Every step adapts to the service package purchased, and your team never touches a spreadsheet.
Expense Receipt Capture to GL Coding Pipeline
Clients photograph receipts on their phone. An AI workflow extracts the data, suggests the correct general ledger code based on historical patterns, and creates draft transactions in your accounting system. Your bookkeeper reviews a precoded batch once a week instead of manually coding every line.
Client Onboarding Orchestrator
When a deal closes in your CRM, a single trigger builds your entire client setup in under a minute: folders, channels, welcome packs, intake forms, project boards, and a scheduled kickoff call. No checklists, no missed steps, no two day wait.
Client Portfolio Rebalancing Alert
A scheduled automation pulls live portfolio data from your investment platforms, compares each client's allocation against their target, and alerts you the moment any asset class drifts beyond threshold. No more waiting until annual review to discover misaligned risk.
Job Site Visit Scheduling for Trades
When a new estimate request comes in, this automation geocodes the address, finds days your team is already working nearby, and offers the client time slots that keep your crew in a tight geographic cluster. Less driving, more billable hours.
Intake Form to Project Workspace Setup
When a client submits an intake form, this automation creates the project workspace, builds the folder structure, assigns templated tasks, and pings the project manager. No copying, no forgetting, no 30 minute setup ritual.
RFI (Request for Information) Routing and Escalation
When a new RFI lands in Procore or Autodesk Build, automation routes it to the right consultant based on discipline and escalates unanswered requests before they stall your programme.
Contractor Pay Run Automation
Automatically pull approved contractor hours, generate bills in your accounting system, execute batch payments across currencies, and send confirmations. One click replaces a full day of manual processing.
Square/Shopify POS Sale to Invoice and Receipt
Every point of sale transaction automatically creates a matching invoice or receipt in your accounting system, so your books stay accurate without anyone touching a spreadsheet.
Rental Application Screening Pipeline
Automatically run credit checks, verify references, score applicants against your criteria, and deliver approval or denial recommendations to your property manager. What used to take days now takes hours, even during peak leasing season.
Council / Permit Application Status Tracker
Automatically monitors local council planning portals for permit status changes and alerts your project manager the moment something moves, so permit delays never go unnoticed for weeks.
Construction Job Costing Summary
Automatically pull labour hours, material costs, and subcontractor invoices across every active job, then deliver a weekly summary with variance alerts so you know which projects are bleeding money before it's too late.
Accounting Payment Status Back Sync to CRM
Automatically push invoice payment statuses from your accounting software back into your CRM, so sales and account managers always know who has paid and who hasn't before every client conversation.
Two Way Contact Sync Between CRM and Email Marketing
Automatically keep contacts, tags, and unsubscribe status synchronised between your CRM and email marketing platform. Changes in one system appear in the other within minutes, not days.
Licence, Insurance & Certification Expiry Alerts
Automatically track every trade licence, insurance certificate, and certification across your team. Get escalating alerts at 90, 60, and 30 days before expiry so nothing lapses and no one gets sent home from a job site.
Round Robin Lead Routing by Territory or Specialty
Automatically distribute incoming leads to the right sales rep based on territory, specialty, or capacity. No manager bottleneck, no cherry picking, no leads sitting in a queue wondering who owns them.
Multi Currency Invoice with Live FX Rates
Automatically fetch live exchange rates, convert invoice amounts into your client's local currency, and log the base currency equivalent for your books. No manual lookups, no calculator, no rate inconsistencies.
Resource Utilization & Capacity Planner
An automated daily workflow pulls time entries and task assignments from your existing tools, calculates each team member's utilisation rate, and posts a capacity heatmap to Slack or a dashboard. People above 90% get flagged for burnout risk. People below 60% get flagged as available for new projects.
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.
Google Sheet to CRM Bulk Import Pipeline
Automatically validate, deduplicate, enrich, and import bulk contact lists from Google Sheets into your CRM. Every lead gets tagged, assigned to the right rep, and ready for outreach within minutes of landing in the spreadsheet.
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.
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.
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