Project Milestone Client Update
When a project milestone is completed in your PM tool, an automated workflow sends your client a clear, personalised update with what just finished and what comes next. No more writing individual emails. No more fielding calls from clients who just want to know where things stand.
Post Service Review Request and Reputation Management
After every completed service, an automated workflow collects customer feedback by SMS, routes happy customers to leave public reviews, and flags unhappy ones for private follow up before they ever reach Google.
Weather Triggered Service Demand Alerts
An automated workflow monitors weather forecasts across your service area and triggers team alerts, parts staging, and customer outreach before the calls start flooding in.
Job Photo Documentation to Client
When a technician uploads before and after photos, this automation compiles them into a branded report with job details and sends it to the customer within an hour of completion. No manual effort, no forgotten follow ups.
Board Meeting Minutes and Resolution Tracker
Automatically converts raw meeting notes or recordings into structured, branded board minutes with tracked resolutions and action items, so your admin staff can stop spending full days on documentation that nobody reads until it's too late.
Two Way Contact Sync Between CRM and Email Marketing
Automatically keep contacts, tags, and unsubscribe status synchronised between your CRM and email marketing platform. Changes in one system appear in the other within minutes, not days.
ATO/IRS Lodgement Deadline Tracker
A scheduled automation that monitors every client lodgement deadline across your practice, assigns preparation tasks to your team, and escalates with increasing urgency as due dates approach. No more missed BAS, IAS, or tax return filings.
Proposal Follow Up Sequencer
Automatically tracks proposal status and sends timed, personalised follow ups based on whether a prospect has opened, reviewed, or ignored your proposal. No more lost deals from forgotten follow ups.
Licence, Insurance & Certification Expiry Alerts
Automatically track every trade licence, insurance certificate, and certification across your team. Get escalating alerts at 90, 60, and 30 days before expiry so nothing lapses and no one gets sent home from a job site.
RFP/Pitch Deck Assembly Bot
An AI agent that reads incoming RFP requirements, pulls matching case studies and team bios from your knowledge base, and drafts a tailored response in hours instead of days. Your BD team focuses on strategy, not content assembly.
Round Robin Lead Routing by Territory or Specialty
Automatically distribute incoming leads to the right sales rep based on territory, specialty, or capacity. No manager bottleneck, no cherry picking, no leads sitting in a queue wondering who owns them.
Warranty Expiry Upsell Campaign
Your CRM already knows when every vehicle's warranty expires. This automation turns that date into a sequenced campaign that reaches customers at 90, 60, and 30 days out, routing hot leads straight to your sales team.
Birthday / Anniversary Outreach
A daily automated workflow checks your CRM for upcoming birthdays and client anniversaries, then sends personalised messages by email or SMS. High value clients get flagged for a personal call, so every relationship gets the right touch at the right time.
Multi Currency Invoice with Live FX Rates
Automatically fetch live exchange rates, convert invoice amounts into your client's local currency, and log the base currency equivalent for your books. No manual lookups, no calculator, no rate inconsistencies.
Resource Utilization & Capacity Planner
An automated daily workflow pulls time entries and task assignments from your existing tools, calculates each team member's utilisation rate, and posts a capacity heatmap to Slack or a dashboard. People above 90% get flagged for burnout risk. People below 60% get flagged as available for new projects.
KYC Document Collection and Verification
When a new client enters your CRM, an automated workflow requests identity documents, sends them to a verification API, and logs the pass or fail result back to the contact record. Onboarding that used to take days finishes in under an hour.
Google Sheet to CRM Bulk Import Pipeline
Automatically validate, deduplicate, enrich, and import bulk contact lists from Google Sheets into your CRM. Every lead gets tagged, assigned to the right rep, and ready for outreach within minutes of landing in the spreadsheet.
Automated Pre Appointment Document Collection
When a client books an appointment, this automation sends them a personalised upload portal for required documents, tracks what comes in, chases what doesn't, and tells your staff exactly who is prepared before anyone walks through the door.
Trade In Valuation Request Workflow
When a customer submits a trade in form on your dealership website, this workflow decodes the VIN, pulls live market valuations, adjusts for condition and mileage, and sends a preliminary offer within minutes. It also creates a CRM lead and alerts your used car manager before the customer has time to try another dealer.
Commission Tracking and Split Calculation
When a deal closes, this automation calculates gross commission, applies brokerage splits based on agent tier and cap status, deducts fees, logs the net payout in your accounting system, and generates the compliance documents your brokerage needs before funds are released.
Property Inspection Photo Documentation Workflow
When an inspector uploads photos during a move in, move out, or periodic walkthrough, this workflow timestamps every image, compiles a branded report with room by room comparisons, calculates security deposit deductions, and delivers the finished document to the property manager and tenant in minutes.
Referral Letter Generation and Tracking
When a GP flags a patient for referral, this automation pulls the clinical summary, generates a formatted referral letter, sends it to the specialist, and tracks acknowledgement with timed follow up nudges until the patient is booked.
Repair Estimate Approval and Payment Collection
When a technician finishes an inspection, this automation sends your customer an itemised digital estimate with photos, descriptions, and approve or decline buttons for each line item. Approved work updates the job card instantly, and payment is collected via a secure link before pickup.
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