Contractor Pay Run Automation
Automatically pull approved contractor hours, generate bills in your accounting system, execute batch payments across currencies, and send confirmations. One click replaces a full day of manual processing.
Content Repurposing Agent
When you publish a blog post, this automation reads the full article and generates platform specific drafts for LinkedIn, Twitter, email, and more. Every output matches your brand voice. Drafts land in a review board for approval before anything goes live.
Stale Lead Reengagement Drip
A scheduled automation scans your CRM for leads that have gone quiet, sends a personalised three email sequence referencing their original enquiry, and stops the moment they reply. Dead leads come back to life without your sales team lifting a finger.
Quote Follow Up Sequence
Automatically sends timed check ins after every quote you send, nudging prospects at day two, day five, and day ten. Stops the moment they accept, so you never chase a closed deal.
Automated Document Collection Portal
Automatically send clients a personalised portal requesting the exact documents you need, chase them with timed reminders, and update your CRM the moment everything lands. No emails. No phone calls. No spreadsheets tracking who sent what.
Recurring Retainer Invoice Automation
Automatically generate and send retainer invoices on the first of every month, with the correct amount, project reference, and payment terms for each client. No calendar reminders, no copy pasting from spreadsheets, no forgotten invoices.
Tiered SMS + Email Reminder Sequence
An automated sequence sends an email 48 hours before each appointment, an SMS 24 hours before, and a final SMS 2 hours before. Each message includes a one tap confirm or cancel link that updates your booking status in real time.
Accounting Payment Status Back Sync to CRM
Automatically push invoice payment statuses from your accounting software back into your CRM, so sales and account managers always know who has paid and who hasn't before every client conversation.
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.
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.
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.
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.
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.
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.
Lead Qualification & Scoring Agent
An AI agent that enriches, scores, and routes every inbound lead in under a minute. High intent prospects get a discovery call booked automatically. Everyone else enters a nurture sequence. Your sales team only talks to people worth talking to.
Two Way Confirmation with Auto Rescheduling
Clients confirm, reschedule, or cancel their appointments by replying to a single text message. The automation handles each response instantly, cutting inbound calls and filling gaps before they cost you revenue.
AI Toned Follow Up Emails for Late Invoices
Automatically generate follow up emails that match the right tone to how overdue each invoice is. Polite at one week, firm at 30 days, final notice at 60. No more agonising over wording or avoiding the conversation altogether.
Multi Party Document Routing for Legal Review
Automatically classify incoming contracts by type, route each one to the right reviewer, and track every document through the review pipeline so nothing stalls in someone's inbox.
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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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