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.
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.
Trades Business Job Onboarding
Automatically create customer records, send welcome messages, schedule first appointments, and flag permit requirements the moment a service agreement is signed. Your office staff never touches the admin.
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.
Accounting Firm Tax Client Onboarding
When a new tax client signs their engagement letter, this automation creates their profile in your practice management system, sends entity specific document requests, assigns a preparer, and books the intro call. No one on your team lifts a finger.
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.
Accounting Engagement Letter Automation
When a new client lands in your practice management software, this automation generates a tailored engagement letter with the right services, fees, and deadlines, sends it for electronic signature, then builds the client folder and kicks off your onboarding checklist. No chasing. No waiting.
Lease Agreement Generator for Property Management
Automatically generate customised lease agreements with the correct addenda, send them for digital signing, and trigger move in checklists the moment a tenant application is approved.
Freelancer/Subcontractor Coordination Hub
Automatically match freelancers to projects, generate agreements, provision tool access, and track deliverables alongside your internal team. One trigger replaces hours of emails, spreadsheets, and manual onboarding.
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.
Telehealth Link Generation and Pre Appointment Setup
Automatically generate unique video consultation links, send patients a pre appointment pack with connection instructions, and deliver a timed SMS reminder so they join with one tap.
Postoperative / Post Procedure Followup Sequences
When a procedure is marked complete, an automated sequence sends recovery instructions, symptom surveys, and booking prompts at timed intervals. Concerning responses trigger an immediate alert to the treating practitioner, catching complications days before the next scheduled appointment.
White Label Deliverable Packaging
When a deliverable is marked complete in your project management tool, an automation pulls the files, applies your client's branding to cover pages and templates, compiles everything into a polished package, and delivers it to the client portal or inbox. No manual rebranding required.
Risk Profile Questionnaire Routing and Scoring
When a client completes a risk profiling questionnaire, an automated workflow scores their responses, stores the result in your CRM with a timestamp, and flags any change from their previous assessment so the adviser knows to follow up.
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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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- A step by step checklist to get your first automation live this week
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