Automated P&L Summary for Monthly Close
Automatically pull your P&L data from your accounting platform, calculate variances against budget, generate an AI written executive summary, and deliver a branded PDF to stakeholders on the same day the books close.
Weekly Scheduling Dashboard and Gap Report
Every Monday morning, an automated scenario pulls your week's bookings from Calendly and Google Calendar, calculates fill rate against your target, identifies open gaps, and posts a formatted summary to Slack. No manual reports, no guessing, no missed revenue.
Conflict of Interest Check on New Enquiry
Every new client enquiry is automatically screened against your firm's entire matter history, flagging exact and fuzzy matches before a solicitor ever picks up the phone.
Daily Sales Pipeline Health Alert
An automated daily check that scans your CRM for stalled deals, flags at risk opportunities by severity, and delivers a prioritised summary to your sales team before anyone has to ask.
Quote Request to Estimate Pipeline (Trades/Construction)
When a homeowner submits a quote request, automation creates a CRM deal, attaches project photos, routes to the right estimator by territory, and texts the customer an acknowledgment. No more managing estimates through voicemails and scattered text threads.
Crane and Heavy Equipment Hire Scheduling
Automatically book cranes, excavators, and concrete pumps when project tasks are scheduled, cross reference site permits and access logistics, and send predelivery checklists to supervisors 48 hours before arrival.
Client Engagement Letter and Fee Proposal Automation
When a new client lands in your practice management system, a personalised engagement letter is assembled from the services they need, sent for electronic signature, and the moment it's signed, every onboarding task fires automatically. No chasing, no forgotten steps, no weeks of waiting.
Automated Client Reporting Dashboard
A scheduled workflow pulls performance data from Google Analytics, Meta Ads, and your other marketing platforms into a branded dashboard, then sends each client a summary email with AI generated insights on the schedule you choose.
Lender Rate Change Monitor and Client Impact Alert
A scheduled workflow tracks lender rate movements, identifies which clients in your book are affected, calculates their repayment impact, and alerts you before they hear about it on the news.
New Vehicle Arrival Alerts for Waitlisted Buyers
When a vehicle lands on your lot that matches a waitlisted buyer's preferences, this automation notifies them instantly with photos, specs, and a priority booking link. They see it before it hits the public floor.
Project Milestone Billing Trigger
Automatically generate and send invoices the moment a project milestone is marked complete, closing the gap between delivery and payment without manual handoffs between project managers and finance.
AFSL Breach Register and Reporting
When a compliance breach is logged, an automated workflow timestamps it, categorises severity, notifies the right people, kicks off remediation tasks with deadlines, and updates your AFSL breach register. Significant breaches trigger immediate escalation to the compliance committee.
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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
Completely free.