New Client Onboarding with Payment Setup
Automatically create client profiles across your CRM, accounting software, and payment processor the moment a deal closes. Payment collection is live before you've finished your coffee.
Google Ads Click to Call Lead Logger
Automatically logs every phone call from your Google Ads campaigns into your CRM with full keyword attribution, call duration, and recording links. No more guessing which ads actually generate revenue.
Parts Reorder Trigger Based on Inventory Thresholds
Automatically monitors your parts inventory levels and triggers purchase orders when stock drops below minimum thresholds, querying multiple suppliers for the best price so your bays never sit idle waiting on parts.
Tenant Maintenance Request Routing and Vendor Dispatch
Automatically categorise tenant maintenance requests, assign the right vendor, and dispatch work orders in seconds. Emergency issues trigger instant callbacks while routine requests follow structured routing, keeping tenants informed at every stage.
Facebook/Instagram Lead Ad to CRM Sync
Automatically push every Facebook and Instagram lead ad submission into your CRM within seconds, then trigger a personalised welcome message before the prospect has time to scroll past your competitor's ad.
Trust/IOLTA Account Three Way Reconciliation Alerts
A daily automated workflow compares your trust account bank balance, client ledger balances, and internal trust ledger, then alerts your accounts manager the moment any figure doesn't match. Monthly, it generates a formatted three way reconciliation report ready for compliance records.
Material Delivery Tracking Against Schedule
Automatically compare supplier delivery dates against your construction schedule, flag delays before crews arrive on site, and suggest tasks to pull forward so nobody stands around waiting.
Employee Productivity & Task Completion Digest
An automated weekly digest pulls task data from your project management tool, calculates completion rates and overdue items per team member, and delivers a formatted summary to your management Slack channel so you can coach with data instead of guesswork.
AI Voice Appointment Reminder
An automated workflow fetches tomorrow's appointments each evening, triggers natural sounding AI phone calls to remind each client, and logs every outcome so your team starts the day knowing exactly who confirmed.
Used Car Listing Syndication Across Marketplaces
Automatically push every used vehicle listing to AutoTrader, CarGurus, Facebook Marketplace, and your website the moment it's photographed and priced. Price changes and sold status sync across all platforms in minutes, not hours.
Calendar to CRM Meeting Logger
Automatically logs every calendar meeting to your CRM with the right contact, duration, and attendees. No more relying on reps to remember, and no more empty activity histories when you need them most.
Buyer Preference Matching and Property Alerts
Automatically match new property listings to buyer criteria and send personalised alerts with AI generated explanations, so your buyers hear about the right homes before anyone else calls.
Webinar / Event Registration Confirmation and Reminder
Automatically confirm every event registration with a calendar invite, send timed SMS and email reminders before the session, then follow up afterwards with recordings and a CTA. Every registrant lands in your CRM tagged and ready for sales.
Lost Deal Win Back Campaign Trigger
When a deal is marked Closed Lost in your CRM, this automation captures the loss reason, waits for the right moment, then sends a personalised reengagement email. If the contact responds, it reopens the deal and alerts your rep with full context.
Medical Practice Patient Intake Forms
When a new patient books an appointment, this automation sends digital intake forms, collects consent and insurance details, converts everything to PDF, files it in the patient folder, and notifies your front desk. No clipboards. No data entry.
Employee Time & Expense Report Reviewer
An AI agent reviews every timesheet and expense report your employees submit, flags anomalies like budget overruns, duplicate receipts, and miscategorised expenses, then auto approves the clean ones. Your managers spend minutes on review instead of hours.
Real Time Availability Sync Across Platforms
A Make scenario syncs your availability across Calendly, Google Calendar, Outlook, and your website booking widget every five minutes. When a slot is booked anywhere, all other platforms update automatically, so double bookings stop happening.
Quote Accepted to Invoice Conversion
When a client signs your quote, the invoice should already be on its way. This automation converts accepted proposals into invoices instantly, carrying every line item, tax rate, and payment term across to your accounting system without anyone retyping a thing.
Document Intake & Classification Agent (Legal/Medical)
An AI agent classifies every incoming document, extracts client names and case numbers, renames the file to your firm's naming convention, and files it in the right folder. Your admin reviews three flags instead of processing 25 documents by hand.
Change Order Approval Workflow
Capture scope changes on site, generate costed PDFs, route them through internal approval and client e signature, and log everything automatically. No verbal agreements, no lost paperwork, no payment disputes.
Project Handoff Automator (Sales to Delivery)
When a deal closes in your CRM, this automation pulls discovery notes, call recordings, and the signed SOW into a structured briefing document, assigns the delivery team, and schedules the internal handoff meeting. Your PM walks into the kickoff already knowing the client's world.
SOW & Change Order Generator
A structured form triggers automatic assembly of statements of work and change orders, complete with electronic signatures and milestone syncing. Your project managers stop formatting documents and start managing projects.
Automated Superannuation/Retirement Contribution Compliance Check
A workflow that checks every employee's superannuation or retirement contribution against the correct rate after each payroll cycle, flagging discrepancies with specific dollar amounts before they become penalties.
Neighbourhood Market Report Auto Distribution
Automatically pull local sales data, generate branded neighbourhood market reports with AI written commentary, and distribute them to your sphere of influence on a set schedule. Every report positions you as the local expert and turns passive contacts into inbound listing leads.
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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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