Insurance/Medicare Pre Authorisation Workflow
Automatically extract patient insurance details and procedure codes, assemble clinical documentation, submit preauthorisation requests to health funds, and track approval status so your billing team only steps in when something needs a human decision.
AI Review Response Agent
An automated agent monitors your Google and Yelp reviews, classifies each one by sentiment, drafts a response that matches your tone, and posts it. Negative reviews get routed to you for approval first. Your response rate stays near 100% without you writing a single reply.
Signed Contract to Welcome Email Sequence
When a client signs their contract in DocuSign or PandaDoc, a personalised welcome email sequence fires automatically. No lag, no forgotten follow ups, no buyer's remorse brewing in silence.
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.
Stale Lead Reengagement Sequence
Automatically follow up with leads that went quiet in your CRM. A scheduled workflow detects stale deals, sends personalised outreach over days and weeks, and alerts your team the moment someone reengages.
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.
30 Day Onboarding Health Check and Feedback Loop
Thirty days after onboarding begins, an automated workflow surveys your client, pulls milestone data from your project tools, generates an AI written retrospective, and flags anyone who needs a recovery call. Every onboarding teaches the next one.
Cancellation Waitlist Backfill
When a patient cancels, an automated workflow texts your waitlist in seconds and fills the slot before your front desk even knows it opened. No phone tag, no lost revenue, no empty chairs.
Cancellation Waitlist Backfill
When a client cancels, this automation instantly checks your waitlist, texts the top matches, and lets the first person to respond claim the slot. No phone tag, no empty chairs, no lost revenue.
New Client Onboarding with Payment Setup
Automatically create client profiles across your CRM, accounting software, and payment processor the moment a deal closes. Payment collection is live before you've finished your coffee.
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.
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.
AI Voice Appointment Reminder
An automated workflow fetches tomorrow's appointments each evening, triggers natural sounding AI phone calls to remind each client, and logs every outcome so your team starts the day knowing exactly who confirmed.
Lost Deal Win Back Campaign Trigger
When a deal is marked Closed Lost in your CRM, this automation captures the loss reason, waits for the right moment, then sends a personalised reengagement email. If the contact responds, it reopens the deal and alerts your rep with full context.
Medical Practice Patient Intake Forms
When a new patient books an appointment, this automation sends digital intake forms, collects consent and insurance details, converts everything to PDF, files it in the patient folder, and notifies your front desk. No clipboards. No data entry.
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.
Quote Accepted to Invoice Conversion
When a client signs your quote, the invoice should already be on its way. This automation converts accepted proposals into invoices instantly, carrying every line item, tax rate, and payment term across to your accounting system without anyone retyping a thing.
Document Intake & Classification Agent (Legal/Medical)
An AI agent classifies every incoming document, extracts client names and case numbers, renames the file to your firm's naming convention, and files it in the right folder. Your admin reviews three flags instead of processing 25 documents by hand.
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.
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.
No Show Detection and Reengagement
When a client misses their appointment, an automated workflow detects it within minutes, sends a personalised rebooking message, and follows up by email if they don't reschedule. Every missed appointment gets a second chance at revenue without your team lifting a finger.
Automated Google Business Profile Insights Report
Pulls your Google Business Profile performance data every week, analyses the trends, and delivers a plain language report with specific recommendations straight to your inbox or Slack. No more guessing whether your local listing is actually working.
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Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
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