Retention Release Date Tracking and Notification
Automatically calculates defects liability period end dates and retention release milestones for every contract, then sends your accounts team reminders with condition checklists so you actually claim the money you've earned.
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.
Multi Client Content Approval Workflow
Automatically route creative assets to the right client contact for approval, track every response, and nudge stalled reviews. No more digging through inboxes to figure out what's been signed off.
Automated Reference Request After Deal Close
When a deal closes in your CRM, a timed sequence of personalised review requests goes out via email and SMS. Customers get a direct link to your Google review page while their experience is still fresh, and your team never has to remember to ask.
Service Agreement Upsell Trigger
When a customer pays over $500 for an emergency repair, an automated workflow waits two hours and sends a personalised message offering a maintenance agreement. It references their specific repair, explains how regular servicing prevents recurrence, and includes a one click sign up link.
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.
Customer Support Ticket Volume Dashboard
Automatically pull ticket counts, response times, and resolution rates from your helpdesk into a live dashboard, with threshold alerts that tell you when things are going wrong before customers start complaining.
Inventory & Stockout Alert Report
Automatically monitor every product in your inventory against reorder thresholds each morning, then deliver a prioritised alert report so you can place orders before customers notice anything is missing.
Client Financial Health Score Generator
A monthly automation pulls key financial ratios from your clients' accounting data, calculates a composite health score, and flags at risk clients before problems become emergencies. Your accountants get talking points, not spreadsheets.
Weekly Sales Pipeline Snapshot Report
A scheduled workflow pulls every open deal from your CRM each Monday morning, calculates weighted pipeline by stage and rep, flags deals going cold, and delivers a formatted summary to your inbox and Slack before the team meeting starts.
AI Powered Statement of Work Drafter
A project manager fills out a short form after a discovery call. Within minutes, AI drafts a full Statement of Work into your branded template, routes it through Slack for internal approval, and sends it to the client for signature.
Real Estate Listing Sync Across Portals
Automatically publish and update property listings across realestate.com.au, Domain, your agency website, and other portals from a single entry in your CRM. Every price change, status update, and new photo propagates instantly.
Multi Channel Inventory Level Sync
Automatically update stock counts across Shopify, Amazon, WooCommerce, and every other sales channel the moment an order comes in. No more overselling, no more cancelled orders, no more angry customers.
Appointment to Timesheet Logger
When a completed appointment is marked as done in your scheduling tool, this automation logs the duration, client name, and service type directly to your timesheet. For billable services, it also creates the matching invoice line item with the correct hourly rate.
PDF Invoice OCR to Accounting System
Automatically extract data from PDF invoices using OCR and push it straight into your accounting system. No manual data entry, no transcription errors, no wasted hours.
Financial Plan Annual Review Trigger
A scheduled workflow scans your client database for reviews due, sends personalised booking invitations, creates adviser tasks, and prepopulates review agendas with live portfolio data. No client falls through the cracks, and no compliance deadline gets missed.
Booking Triggered Invoice and Deposit Collection
When a high value appointment is booked, this automation creates a draft invoice in your accounting software and sends the client a payment link for a deposit. Once paid, the booking is confirmed and your team is notified, all without anyone lifting a finger.
Website Form to CRM with Instant Alert
Automatically push every website form submission into your CRM, tag it by source, and ping the right sales rep within seconds. No more leads sitting in an inbox nobody checks.
Site Induction Automation for New Workers
When a new worker is added to your project directory, they automatically receive a preinduction package with safety rules, emergency procedures, and a digital induction form. The system verifies their licences and flags any expired certifications before they set foot on site.
CRM to Accounting Invoice Sync
Automatically generate invoices in your accounting software the moment a deal closes in your CRM. No retyping customer details, no mismatched line items, no delayed billing.
Escalating Overdue Payment Reminder Sequence
Automatically chase overdue invoices with a structured sequence that escalates from friendly email to SMS to team alert, so you never have to make an awkward collections call again.
Post Call AI Summary and CRM Update
When a sales call ends, AI reads the full transcript and writes structured notes to your CRM within seconds. Key objections, budget signals, next steps, and competitor mentions are captured every time, with zero typing from your team.
Client Health Score Monitor
An automated workflow pulls signals from your email, calendar, project management, and billing systems to calculate a composite health score for every client account. At risk clients surface in a weekly Slack digest so account managers can step in before anyone churns.
Real Estate Listing Performance Tracker
A daily automated workflow pulls listing views, inquiries, and days on market from your CRM or portal, builds a per listing dashboard in Google Sheets, and emails each agent a weekly digest. Listings sitting with zero inquiries after 14 days get flagged with a price reduction recommendation before the seller calls to ask what's going on.
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