VIN Based Service History Lookup
When a vehicle arrives for service, this automation decodes the VIN, pulls the full service history from your shop management system, checks for open recalls, and delivers a unified vehicle profile to your technician before they even pop the bonnet.
Deal Closed to Invoice Generator
When a deal closes in your CRM, an invoice is automatically drafted in your accounting system with the correct line items, client details, and tax rates. Your finance team reviews and sends it in minutes, not days.
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.
Project Management to Time Tracking Sync
Automatically create and configure time tracking projects whenever a new project appears in your PM tool. Every billable hour gets captured from minute one, with the correct client, billing rate, and task structure already in place.
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.
Flat Rate Pricing Book Sync
When your office updates the flat rate pricing book, every downstream system updates automatically. Your FSM app, quote generator, and invoicing platform stay in sync, so technicians never quote outdated prices in the field.
Weekly Revenue Snapshot to Slack
Automatically pull revenue figures from your accounting platform every Monday morning and deliver a formatted snapshot to Slack, complete with week on week comparisons. No logins, no spreadsheets, no chasing your bookkeeper.
Lab and Diagnostic Result Notification
Automatically route pathology and diagnostic results to the right practitioner, track their review, and notify patients the moment results are ready. No more chasing fax machines or making dozens of phone calls each day.
Weekly Business Pulse Report Agent
An AI agent pulls data from your CRM, accounting software, analytics, support tickets, and project tools every Monday morning, then delivers a plain English executive summary with trends and anomalies. One message replaces an hour of logging into six different apps.
Weekly Database Health Report
An automated weekly digest that audits your CRM for missing data, stale deals, orphaned records, and misassigned leads, then delivers a prioritised action list so your team can fix problems in minutes instead of discovering them months later.
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.
Customer Vehicle Profile Auto Creation from DMS
When a new customer record lands in your Dealer Management System, their profile, vehicle details, and onboarding sequence are created across your CRM, marketing platform, and booking system automatically. No duplicate entry, no missed contacts.
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.
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.
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.
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.
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.
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.
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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
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- A step by step checklist to get your first automation live this week
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