Site Diary Auto Population
An end of day automation pulls weather, headcounts, deliveries, and equipment data from your existing systems and compiles a structured site diary entry. Your PM reviews and approves in five minutes instead of writing one from scratch.
Equipment Install Registration & Warranty Activation
Automatically register manufacturer warranties the moment your technician completes an equipment install. No missed deadlines, no unregistered units, no liability gaps.
Recurring Appointment Auto Rebooking
When a recurring appointment finishes without the next one booked, this automation sends the client a prefilled booking link for their usual day and time, follows up by SMS if they don't act within three days, and flags lapsed clients in your CRM for personal outreach.
Lease Renewal Countdown and Retention Campaign
Automatically trigger renewal offers 90 days before a lease expires, chase nonresponsive tenants on a timed escalation, and kick off vacancy marketing the moment someone declines. No spreadsheet checking required.
Chart of Accounts Standardisation Across Clients
A script connects to Xero or QuickBooks across your entire client base, compares every chart of accounts against your firm's standard template, and flags discrepancies so your team can remap or rename accounts in bulk.
Job Safety Checklist Gate
A digital safety checklist that blocks job completion in your field service system until every required check is submitted. No completed checklist, no closed job. Every entry is timestamped, geotagged, and feeds a live compliance dashboard.
Contract Expiry / Renewal Outreach
Automatically track every contract expiry date and send personalised renewal emails at 60, 30, and 14 days out, so no recurring revenue quietly disappears because someone forgot to follow up.
SaaS/Software Client Onboarding with Usage Tracking
When a new client signs up, this automation provisions their account, delivers API credentials securely, triggers the right welcome sequence for their plan tier, and monitors usage. If they go quiet, nudge emails and CSM alerts fire before the client mentally checks out.
Multi Entity Consolidation Reporting
A scheduled workflow pulls trial balances from every entity in your client group, eliminates intercompany transactions, and delivers a formatted consolidated P&L and balance sheet each month. What used to take a senior accountant the better part of a day now takes 15 minutes to review.
Timesheet Compliance & Billing Prep
A weekly automation checks every team member's logged hours, chases missing timesheets with escalating reminders, then aggregates billable time by client and project to prepopulate invoice line items in your accounting software.
Post Job Review Request with Photo Prompt
Thirty minutes after your technician marks a job complete, an automated SMS lands in your customer's pocket with a direct review link and before/after photos of the work. No manual chasing, no forgotten asks.
Loan Serviceability Pre Qualification Calculator
Prospects enter their income, expenses, and existing debt into a web form. An automated workflow calculates indicative borrowing capacity, emails a branded summary, and creates a CRM lead with full financial data attached, so brokers only spend time on consultations that can actually convert.
Contractor Onboarding Document Pack
When a new contractor lands in your HR system or Airtable base, this automation generates a complete document bundle, sends it as a single signing package through PandaDoc, and updates your records the moment everything is signed.
New Enquiry Instant Auto Reply
When a prospect fills out your contact form, this automation sends a personalised reply by email and SMS within seconds, logs the lead in your CRM, and alerts your team. No one has to be watching the inbox.
AI Powered Patient Intake and Symptom Triage
An automated intake workflow that collects patient symptoms, uses AI to assess urgency and flag drug interactions, then routes emergencies to your practitioner instantly while scheduling routine visits into the next available slot.
Estimate Request Auto Acknowledgement with Qualification Questions
Every quote request gets an instant reply and a short set of qualifying questions. By the time your estimator sees the lead, they already know the budget, timeline, and scope, so they spend their hours on prospects who actually convert.
Compliance Audit Trail Logger
Automatically capture every client interaction across email, calendar, digital signature, and CRM into a single compliance register. When ASIC comes knocking, you export a complete audit trail in minutes instead of scrambling for weeks.
Insurance Underwriting Requirements Checklist
When an insurer returns underwriting requirements, an automated workflow parses each item, builds a plain language checklist for your client, sends it with clear instructions, and follows up at 7 and 14 days until everything is submitted.
Accounts Payable Processing Agent
An AI agent monitors your AP inbox, reads every invoice using OCR and vision models, extracts vendor details and line items, matches them against purchase orders, and creates draft bills in your accounting system. Discrepancies get flagged before they become problems.
Deal Stage Change Notification to Slack Channel
When a deal moves stages in your CRM, a formatted notification lands in your team's Slack channel within seconds. Deal name, value, rep, and new stage included. Closed Won deals get a celebratory announcement the whole company can see.
Website & SEO Performance Weekly Briefing
An automated weekly workflow pulls your Google Analytics, Search Console, and keyword ranking data, then delivers a plain language summary with AI generated insights straight to your inbox or Slack every Monday morning.
Permit Status Tracker
Automatically monitors municipal permit portals for status changes, alerts your office the moment a permit is approved or rejected, and schedules the installation job without anyone checking a single portal.
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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
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