New Client Welcome Sequence
Automatically deliver welcome emails, onboarding documents, personal introductions, and team briefings the moment a deal closes. Every new client gets a consistent, professional first impression without anyone on your team remembering to hit send.
Invoice Follow Up & Collections Agent
An automated agent monitors your aging invoices, sends personalised follow up emails that escalate in tone based on how late the payment is, and alerts your team when human intervention is needed. You collect more of what you're owed without the awkward chasing.
Time Tracked Hours to Invoice Line Items
Automatically pull approved time entries from your tracking tool, calculate billable amounts at the correct rates, and generate detailed invoices in your accounting system. No more spreadsheet wrangling at the end of every billing cycle.
Expiring Contract Renewal Alerts
A scheduled workflow scans your contracts database daily, flags renewals at 30, 14, and 7 day intervals, and sends tiered alerts to account managers and leadership so nothing expires unnoticed.
Automated P&L Summary for Monthly Close
Automatically pull your P&L data from your accounting platform, calculate variances against budget, generate an AI written executive summary, and deliver a branded PDF to stakeholders on the same day the books close.
Weekly Scheduling Dashboard and Gap Report
Every Monday morning, an automated scenario pulls your week's bookings from Calendly and Google Calendar, calculates fill rate against your target, identifies open gaps, and posts a formatted summary to Slack. No manual reports, no guessing, no missed revenue.
Daily Sales Pipeline Health Alert
An automated daily check that scans your CRM for stalled deals, flags at risk opportunities by severity, and delivers a prioritised summary to your sales team before anyone has to ask.
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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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