Construction Subcontractor Onboarding
Automatically collect insurance certificates, W9 forms, and safety questionnaires from new subcontractors, then validate compliance with AI before they set foot on site. No email chains, no chasing paperwork, no expired certificates slipping through.
Vendor Agreement Intake and Comparison
When a vendor sends a contract, AI extracts payment terms, liability caps, termination clauses and auto renewal dates into a structured row. Your procurement team can then compare every vendor agreement side by side, spotting bad deals before anyone signs.
Real Estate Lead Scoring with Skip Tracing
Automatically scan public property records for distress signals, score each lead by motivation level, and skip trace owner contact details into your CRM so your outreach starts before competitors even open their spreadsheets.
Superannuation Fund Rollover Tracking
Automatically monitor super rollover status across platforms like Netwealth, Hub24, and BT Panorama. Get notified when funds land, flag overdue transfers before they cost your clients real money, and keep every record updated without logging into a single portal.
New Client Access Provisioning
Automatically set up portal logins, shared folders, communication channels, and email list memberships the moment a new client is signed. No manual steps, no forgotten permissions, no "I can't find the folder" emails.
Shopify to QuickBooks Order and Inventory Sync
Automatically push every Shopify order into QuickBooks as a sales receipt, sync inventory levels across both platforms, and eliminate the hours of manual data entry that keep you chained to a spreadsheet instead of growing your store.
Open Home Digital Sign In to CRM Pipeline
Every open home visitor gets captured, tagged, and added to a follow up sequence automatically. No paper sheets, no data entry, no leads slipping through the cracks.
Post Service Google Review Request
Automatically sends a personalised review request to every customer after a completed job, turning satisfied clients into public Google reviews without your team remembering to ask.
New Client Welcome Sequence
Automatically deliver welcome emails, onboarding documents, personal introductions, and team briefings the moment a deal closes. Every new client gets a consistent, professional first impression without anyone on your team remembering to hit send.
Invoice Follow Up & Collections Agent
An automated agent monitors your aging invoices, sends personalised follow up emails that escalate in tone based on how late the payment is, and alerts your team when human intervention is needed. You collect more of what you're owed without the awkward chasing.
Defect List Photo Documentation and Assignment
When a site supervisor photographs a defect, the automation uploads the image to the project folder, creates a punch list item assigned to the responsible subcontractor, and sends them an SMS or email with the photo, floor plan location, and rectification deadline.
Vehicle Delivery Preparation Checklist
When a vehicle sale closes in your CRM, an automated workflow generates a full delivery prep checklist, assigns each task to the right team member, and sets deadlines based on the customer's pickup date. Every vehicle goes out clean, complete, and on time.
Listing Status Change Syndication
Automatically detect listing status changes and push updates across your website, social media, email lists, and third party portals in minutes, not hours. Every channel stays accurate without anyone on your team touching a keyboard.
Medical Practice Patient Record Sync
Automatically sync patient intake forms to your practice management system, eliminating double data entry and reducing duplicate records that put billing and patient safety at risk.
Monthly Close Checklist Automation
Automatically generate a structured month end close checklist for every client on the first of each month, with tasks assigned to the right team members, due dates calculated, and progress visible across your entire practice.
Recurring Service Agreement Auto Scheduler
When a technician completes a recurring service visit, this automation reads the agreement frequency from your CRM, books the next appointment in your field service calendar, and sends confirmations to the customer and a prep card to the assigned tech. No manual scheduling required.
Test Drive Booking and Automated Followup Sequence
Automatically confirm test drive bookings, assign sales reps, and trigger a timed follow up sequence so no high intent prospect slips through the cracks.
Time Tracked Hours to Invoice Line Items
Automatically pull approved time entries from your tracking tool, calculate billable amounts at the correct rates, and generate detailed invoices in your accounting system. No more spreadsheet wrangling at the end of every billing cycle.
Legal Client Matter Setup
When a retainer is signed, this automation creates the matter in your practice management system, builds your folder structure, triggers conflict checks, and sends the client their portal login. Thirty minutes of paralegal setup, done in under a minute.
Job Completion to Invoice Pipeline
When a technician marks a job complete, the invoice is generated, tax coded, and sent to the customer with a payment link within minutes. No office admin required, no end of week backlog, no cash flow delay.
Insurance Needs Analysis Document Generator
After a fact find meeting, your CRM data feeds straight into needs analysis formulas and produces a branded PDF document in under two minutes. No spreadsheets, no copy pasting, no formatting.
Van Stock Replenishment Trigger
When a technician logs parts used after a job, this automation updates per van inventory, generates purchase orders for low stock items, routes them for approval, and emails the supplier. No more return trips to the supply house.
Commission Reconciliation and Split Calculation
Automatically parse commission statements from insurers and product providers, match each payment to the originating adviser, apply contractual split percentages, and push reconciled figures to your accounting system. Discrepancies get flagged before they become lost revenue.
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.