Tiered SMS + Email Reminder Sequence
An automated sequence sends an email 48 hours before each appointment, an SMS 24 hours before, and a final SMS 2 hours before. Each message includes a one tap confirm or cancel link that updates your booking status in real time.
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.
Board Meeting Minutes and Resolution Tracker
Automatically converts raw meeting notes or recordings into structured, branded board minutes with tracked resolutions and action items, so your admin staff can stop spending full days on documentation that nobody reads until it's too late.
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.
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.
Birthday / Anniversary Outreach
A daily automated workflow checks your CRM for upcoming birthdays and client anniversaries, then sends personalised messages by email or SMS. High value clients get flagged for a personal call, so every relationship gets the right touch at the right time.
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.
Automated Pre Appointment Document Collection
When a client books an appointment, this automation sends them a personalised upload portal for required documents, tracks what comes in, chases what doesn't, and tells your staff exactly who is prepared before anyone walks through the door.
Lead Qualification & Scoring Agent
An AI agent that enriches, scores, and routes every inbound lead in under a minute. High intent prospects get a discovery call booked automatically. Everyone else enters a nurture sequence. Your sales team only talks to people worth talking to.
Two Way Confirmation with Auto Rescheduling
Clients confirm, reschedule, or cancel their appointments by replying to a single text message. The automation handles each response instantly, cutting inbound calls and filling gaps before they cost you revenue.
AI Toned Follow Up Emails for Late Invoices
Automatically generate follow up emails that match the right tone to how overdue each invoice is. Polite at one week, firm at 30 days, final notice at 60. No more agonising over wording or avoiding the conversation altogether.
Intelligent Appointment Booking Agent
An AI agent that handles appointment bookings around the clock via chat or SMS, qualifying prospects, checking real time availability, and confirming appointments while your team is off the clock.
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.
Monthly Revenue and Aging Report Generator
Automatically pulls your revenue and receivables data from your accounting system on the first of each month, calculates aging buckets, and delivers a formatted report to leadership before anyone asks for it.
Late Payment Interest and Fee Calculator
Automatically calculate and apply late payment fees based on each client's contract terms. No manual maths, no awkward conversations, and no more leaving money on the table.
Accounts Receivable Aging Alert
Automatically monitor overdue invoices in QuickBooks or Xero each morning, send tiered payment reminders to clients, and escalate aged receivables to your team so nothing slips through the cracks.
Client Sentiment & Churn Risk Agent
An AI agent monitors support tickets, email tone, payment behaviour, and engagement signals across every client account, scores churn risk weekly, and alerts your account managers before a single cancellation email gets written.
Marketing Channel ROI Weekly Digest
Automatically pulls spend and conversion data from every ad platform you use, calculates true cost per lead and return on ad spend per channel, and delivers a ranked weekly report so you can shift budget before the month ends.
Project Budget Burn Rate Dashboard
Automatically pulls time tracking and expense data into a live dashboard that compares actual spend against project budgets, sending alerts when burn rates signal an overrun weeks before it hits.
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.
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.
Appointment Reminder Sequence (SMS + Email)
Automatically send a confirmation email at booking, a text the day before, and a final SMS an hour out. Clients show up, your calendar stays full, and your front desk stops making reminder calls.
Not ready to talk yet? Start here.
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
Completely free.