Stale Lead Reengagement Trigger
Automatically detect leads that have gone quiet in your CRM and launch personalised outreach sequences to bring them back. No more forgotten contacts or wasted pipeline.
Weekly Appointment & No Show Report
Automatically compiles your weekly appointment data, calculates no show rates by provider and time slot, and delivers a clear summary every Monday morning so you can take action on the patterns costing you revenue.
Meeting Booked to Deal Creation
When a prospect books a discovery call, a deal is created in your CRM within seconds. Contact records are enriched, a premeeting questionnaire goes out, and your rep gets a prep brief. No manual data entry, no pipeline ghosts.
Creative Brief Intake & Distribution
When a client submits a creative brief, AI automatically extracts deliverable type, audience, tone, and deadline, then creates assigned tasks in your project management tool and posts a summary to Slack. No more spending 30 to 60 minutes translating vague requests into actionable work items.
Meeting Notes & Action Item Agent
An AI agent that turns your meeting recordings into structured summaries, assigned action items, and tracked tasks across Slack, Asana, and Notion. No more post meeting admin, no more forgotten decisions.
Intake Form to Appointment Pipeline
Automatically turn website consultation requests into booked appointments. When a prospect submits your intake form, this automation creates their CRM record, sends a scheduling link matched to the right service and team member, and follows up if they don't book.
Weekly Team Utilization Report
An automated workflow pulls billable and nonbillable hours from your time tracking tool every Friday, calculates each team member's utilisation rate, and posts a colour coded summary to Slack so you can rebalance workloads before the week is lost.
Multi Channel Customer Inquiry Router
An AI agent pulls every incoming message from website chat, Facebook, Instagram, WhatsApp, and SMS into a single queue, reads each one, figures out what the person wants, and routes it to the right place. Booking requests go straight to your calendar. Complaints reach the owner. Pricing questions get an instant reply. Nothing sits unanswered.
New Client Onboarding Appointment Chain
When a new client books their first consultation, this automation schedules the entire onboarding sequence across your calendar, sends the client a branded timeline email, and keeps everyone on track without a single manual follow up.
Multi Channel Intake Form Router
Automatically capture enquiries from your website, Facebook, Instagram, Google, and email into one place. Every lead gets an instant reply, a CRM record, and a route to the right person on your team.
Quarterly Business Review Deck Generator
This automation pulls KPIs from your CRM, project management tool, and accounting system, populates a branded slide deck with the data, generates AI written talking points for each slide, and delivers the finished presentation to account managers for review. QBR prep drops from hours per client to minutes.
Multi Channel Lead Source Attribution Tracker
Automatically tag every lead with its true acquisition source, connect that source to closed revenue, and see exactly which marketing channels earn money and which ones waste it.
Agency Client Handoff from Sales to Delivery
Automatically turn every closed deal into a structured handoff document, assign the right delivery lead, and introduce them to the client. No more lost context, no more awkward two day gaps between signing and starting.
Invoice to PDF and Auto Send
When a project is marked complete in your project management tool, this automation pulls billable hours and rates, generates a branded PDF invoice, and emails it to the client with payment instructions. A copy lands in the client folder without anyone lifting a finger.
Automated NDA Generation and Tracking
When a contact is tagged in your CRM as needing an NDA, the agreement is generated from a template with their details prefilled, sent for signature, and tracked automatically. Overdue NDAs trigger reminders so nothing slips through.
NPS & Customer Satisfaction Trend Report
An automated weekly workflow pulls your NPS survey responses, calculates rolling scores and trends, uses AI to group verbatim comments by theme and sentiment, and delivers a formatted report to your leadership team. Score drops trigger instant alerts so you catch dissatisfaction before clients walk.
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.
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.
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.
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.
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.
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.
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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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