Insurance Policy Renewal Pipeline
A scheduled automation queries your insurance management system for policies approaching expiry, sends personalised renewal reminders at 60, 30, and 14 day intervals, creates broker tasks in your CRM, and escalates silent clients before coverage lapses.
Invoice and Payment Setup on New Client Creation
When a new client is created in your CRM, this automation builds their billing profile, generates the first invoice, sets up recurring payments, and sends a secure link to collect their payment method. No manual data entry between systems, no forgotten first invoices.
eSignature Completion to CRM and Filing
When a client signs a contract in DocuSign or PandaDoc, your CRM deal stage updates automatically, the signed PDF lands in the right folder, and a draft invoice gets created. No manual downloads, no forgotten updates, no delayed billing.
Matter Based Time Entry Reminder & Leakage Detection
Automatically compares your lawyers' calendar events, emails, and call logs against their time entries. When billable work goes unrecorded, the system sends a reminder with prefilled details and generates weekly leakage reports showing estimated lost revenue per fee earner.
Automated CRM Contact Deduplication
Automatically detect and merge duplicate contacts across your CRM so your sales team stops calling the same prospect twice and your pipeline numbers actually mean something.
Real Estate Contract of Sale Builder
When a real estate agent fills out a short form with property details and buyer information, the automation generates a complete contract of sale, attaches the correct disclosure forms, and sends the full package to DocuSign with the right signing order.
Failed Subscription Payment Recovery Workflow
Automatically detect failed subscription payments, reach customers across email and SMS with update links, and recover lost revenue without your team chasing individual invoices.
No Show Detection and Reengagement
When a client misses their appointment, an automated workflow detects it within minutes, sends a personalised rebooking message, and follows up by email if they don't reschedule. Every missed appointment gets a second chance at revenue without your team lifting a finger.
Proposal Tool to CRM Deal Value Sync
Automatically sync proposal amounts, line items, and status changes from your proposal tool into your CRM. Every deal value reflects the actual proposal, not a guess from weeks ago.
LinkedIn Connection to CRM Prospect
When someone accepts your LinkedIn connection request, this automation pulls their profile data, enriches it with company details, creates a prospect record in your CRM, and adds them to a follow up sequence. No copying and pasting. No forgotten connections.
Automated Google Business Profile Insights Report
Pulls your Google Business Profile performance data every week, analyses the trends, and delivers a plain language report with specific recommendations straight to your inbox or Slack. No more guessing whether your local listing is actually working.
Job Estimate Follow Up Agent (Trades/Construction)
An automated agent follows up on every estimate you send, personalising each message based on the job type, quote amount, and season. Your team stays on the tools while AI turns forgotten quotes into booked jobs.
Prescription Refill Request Automation
Patients request refills via SMS or a portal. The workflow checks their prescription history, queues a one click approval for the GP, and notifies the patient and pharmacy automatically.
BAS/GST Lodgement Reminder Sequence
Automatically send timed reminder emails to clients before each BAS lodgement deadline, track who has responded, and escalate the ones who haven't. Your team stops chasing documents and starts preparing them.
Progress Claim Generation from Milestone Completion
When a milestone is marked complete in your project management tool, your progress claim is calculated, generated as a PDF, and sent for approval automatically. No spreadsheets, no manual retention maths, no delayed submissions costing you weeks of cash flow.
New Booking to CRM + Calendar Sync
When a client books an appointment, their details are automatically added to your CRM, the event lands on the right team calendar, and a personalised confirmation email goes out. No copying, no pasting, no missed leads.
Client Onboarding Orchestrator
When a deal closes, this automation creates the project, sends the welcome email, builds the shared folder, books the kickoff call, and sets up billing. Every step adapts to the service package purchased, and your team never touches a spreadsheet.
Tax Return Document Collection Portal per Client
A personalised document request portal for each tax client that tracks uploads in real time, sends automatic reminders for missing items, and notifies your preparers the moment a file is complete and ready to work.
Retainer Hours Usage Alerts
Automatically monitors hours logged against each retainer contract and sends alerts when usage hits 75% and 90% thresholds, so your account managers can act before overservicing eats your margin.
Expense Receipt Capture to GL Coding Pipeline
Clients photograph receipts on their phone. An AI workflow extracts the data, suggests the correct general ledger code based on historical patterns, and creates draft transactions in your accounting system. Your bookkeeper reviews a precoded batch once a week instead of manually coding every line.
Client Onboarding Orchestrator
When a deal closes in your CRM, a single trigger builds your entire client setup in under a minute: folders, channels, welcome packs, intake forms, project boards, and a scheduled kickoff call. No checklists, no missed steps, no two day wait.
Missed Call Text Back
When a business call goes unanswered, an automated SMS reaches the caller within seconds with a booking link and a friendly message. The missed call is logged in your CRM with a follow up task, so no lead slips through the cracks.
CRM to Proposal Generator
When a deal hits the proposal stage in your CRM, this automation pulls the client name, scope, pricing, and line items, then merges everything into a branded template. The finished PDF lands back on the deal record and in the prospect's inbox without anyone touching a document.
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