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.
Competitor Price & Activity Monitoring Agent
An AI agent tracks your competitors' pricing, promotions, reviews, and social media activity on a set schedule, then delivers a plain English digest of what changed and what it means for your business.
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.
Court Filing Confirmation & Service Tracker
Automatically tracks court filing confirmations and service deadlines so nothing slips through the cracks. When a document is filed, the workflow monitors for registry confirmation, calculates service deadlines, and escalates before procedural time limits expire.
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.
Appointment Booking Confirmation with Prep Instructions
Automatically send clients a confirmation with preparation checklists, intake forms, and documents tailored to their appointment type. They show up ready. You stay on schedule.
Post Appointment Review Request
When an appointment ends, this automation texts the client a quick satisfaction rating. High scores get a direct link to leave a Google or Yelp review. Low scores alert your manager privately so they can reach out before any damage is done.
Proposal & Quote Drafting Agent
When a deal hits the proposal stage in your CRM, an AI agent pulls the deal details, client history, and your pricing template, then drafts a polished proposal and drops it in Slack for your salesperson to review. Two days of writing becomes 20 minutes of tweaking.
AI Personalised Welcome Email Generator
Automatically draft personalised welcome emails for every new client using AI and their intake form data. Your team reviews and approves each one in Slack before it sends, so every client gets a warm, specific first impression without anyone spending 20 minutes writing it.
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.
New Client Contract Auto Generation
When a new client record lands in your CRM with a signed engagement letter, a prefilled contract is automatically generated and sent for e signature. No copying, no delays, no forgotten clauses.
Conveyancing Settlement Countdown & Milestone Tracker
When a new conveyancing matter is opened, this automation builds a full settlement countdown with milestone tasks, assigns due dates, and sends reminders to every party involved. Overdue milestones trigger escalation alerts so nothing slips through unnoticed.
AI Powered Legal Research Summarisation for New Matters
When a new matter opens, an AI agent searches legal databases and your firm's own precedent library, then delivers a structured research memo to the responsible lawyer within minutes. No more starting from scratch on issues your firm has already handled.
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.
Support Ticket Classification & First Response Agent
An AI agent that reads every incoming support ticket, classifies it by type and urgency, drafts a first response using your knowledge base, and routes it to the right person. First response times drop from hours to seconds, and over half your tickets never need a human at all.
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.
Service Based Calendar Routing
When a website visitor tells your chatbot what service they need, an automated workflow sends them straight to the right specialist's calendar. No guesswork, no rescheduling, no lost leads sitting in a generic inbox.
Proposal Viewed Notification and Follow Up
When a prospect opens your proposal, this automation logs the view in your CRM, pings the assigned salesperson on Slack, and sends a templated follow up email if the document stays unsigned after 48 hours.
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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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