Client Onboarding Form to Multi System Provisioning
When a new client fills out your onboarding form, every system they need gets set up automatically. CRM contact, project workspace, shared drive, team channel, and welcome email, all created in under a minute with zero manual steps.
Negative Review Alert and Response Workflow
Monitors your Google Business Profile for new reviews, instantly alerts you when a negative one lands, and drafts a personalised response ready for your approval. Positive reviews get an automatic thank you.
AI Email Triage & Routing
An AI agent reads every email hitting your shared inbox, classifies it by intent and urgency, and routes it to the right person or channel in seconds. No more buried client requests or Monday morning inbox dread.
Patient Consent Form Collection and Storage
When a procedure appointment is booked, a digital consent form is automatically sent to the patient, signed remotely, and filed to their record before they arrive. No more chasing paperwork on the day.
Referral Thank You and Tracking
Automatically thank the people who send you business and track every referral in one place. When a new lead is tagged with a referral source, the referrer gets an instant thank you, and the referral is logged for reporting.
Mortgage Application Stage Tracker
Automatically notify borrowers by SMS and email whenever their mortgage application moves to a new stage, while syncing every status change to your CRM. Brokers stop fielding "any update?" calls and borrowers stop wondering what is happening.
Fee Disclosure Statement (FDS) Auto Generation
Automatically compile, generate, and send compliant Fee Disclosure Statements to every client on their engagement anniversary, with built in opt in tracking and follow up task creation for your advisers.
Daily Toolbox Talk Sign Off and Compliance Log
Automate your daily toolbox talk distribution, collect digital sign offs from every worker on site, and build an audit ready compliance record without paper forms or manual chasing.
Deposit and Contract Deadline Tracker
Automatically extract key dates from purchase contracts, create escalating reminders for every party, and flag missed deadlines before they cost your buyer thousands in forfeited deposits.
Seasonal Maintenance Plan Reminder Sequence (30-7-1 Cadence)
Automatically remind maintenance plan customers at 30, 7, and 1 day intervals before their service window opens. Trades businesses using this cadence push renewal rates from under 50% past 75%, turning forgotten agreements into reliable recurring revenue.
Concrete Pour Schedule Coordination
When a concrete pour is scheduled, an automated workflow notifies every party involved with their specific requirements, collects confirmations, checks the weather forecast, and delivers a clear go or no go summary before you commit a single dollar.
Contract to Settlement Transaction Countdown
When a purchase agreement is signed, this automation builds a full settlement timeline with every milestone, assigns tasks to every party involved, and sends escalating reminders so no deadline slips through the cracks across your 30 to 45 day window.
Invoice Payment Reminder Escalation
Automatically chase overdue invoices through a timed escalation sequence of emails, SMS, and internal alerts, so you collect faster without the awkward phone calls.
Duplicate Lead Detection and Merge
Automatically detect and merge duplicate contacts the moment they enter your CRM, so every rep sees the full history and no returning prospect gets treated like a stranger.
Post Visit Summary and Next Steps Email
After every appointment, your client receives a branded summary email with everything discussed, clear next steps, and a link to book their follow up. The practitioner fills out a quick structured note; automation handles the rest.
Treatment Plan Milestone Tracking
Automatically track patient progress through multi visit treatment plans, notify patients when milestones are due, alert practitioners when someone falls behind, and generate progress reports at each checkpoint.
MOT / Registration Renewal Reminder Campaigns
Automatically send timed SMS and email reminders before each customer's vehicle registration or roadworthy inspection expires, so they book with you instead of forgetting and going elsewhere.
Real Estate Listing Description & Social Post Agent
An AI agent pulls property details from your CRM or MLS, writes the listing description, generates social media captions and an email blast for your buyer list, then sends everything for your approval before publishing. One listing input, every channel covered.
Clawback Risk Monitor for Upfront Commissions
Automatically tracks every upfront commission with an active clawback period, alerts you before the window closes, and gives you time to engage clients before a cancellation costs you thousands.
Journal Entry Approval Workflow
Automatically route manual journal entries above a dollar threshold to the right approver via Slack, Teams, or email. Approved entries post instantly. Rejected ones come back with notes. Every decision is logged for audit.
AI Classified Email Auto Responder
An AI agent reads every email in your shared inbox, classifies it by type, and sends an appropriate response within minutes. New enquiries, support questions, billing issues, and spam all get handled automatically, around the clock.
Warranty Claim Tracking & Notification
When a customer reports a failed repair, this automation checks the original job record, confirms warranty status, and books a priority return visit with full history attached. Your customer gets instant confirmation and your technician arrives prepared.
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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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