Real Estate Buyer Onboarding Workflow
Automatically send welcome materials, collect finance preapproval documents, and configure listing alerts the moment a buyer signs their representation agreement. Your new clients feel guided from minute one while you stay focused on showing properties.
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.
Monthly Revenue and Aging Report Generator
Automatically pulls your revenue and receivables data from your accounting system on the first of each month, calculates aging buckets, and delivers a formatted report to leadership before anyone asks for it.
Accounts Receivable Aging Alert
Automatically monitor overdue invoices in QuickBooks or Xero each morning, send tiered payment reminders to clients, and escalate aged receivables to your team so nothing slips through the cracks.
Listing Presentation Auto Generator
When a listing appointment hits your CRM, this automation pulls comparable sales, market statistics, and property records from public APIs, then builds a branded comparable sales presentation and delivers the finished PDF to your inbox before you leave the office.
Client Sentiment & Churn Risk Agent
An AI agent monitors support tickets, email tone, payment behaviour, and engagement signals across every client account, scores churn risk weekly, and alerts your account managers before a single cancellation email gets written.
Marketing Channel ROI Weekly Digest
Automatically pulls spend and conversion data from every ad platform you use, calculates true cost per lead and return on ad spend per channel, and delivers a ranked weekly report so you can shift budget before the month ends.
Deal Closed to Invoice Generator
When a deal closes in your CRM, an invoice is automatically drafted in your accounting system with the correct line items, client details, and tax rates. Your finance team reviews and sends it in minutes, not days.
Real Estate Listing Inquiry Auto Response and Routing
Automatically respond to listing inquiries within seconds and route each lead to the right agent, so buyers hear from you before they hear from your competition.
Appointment Reminder Sequence (SMS + Email)
Automatically send a confirmation email at booking, a text the day before, and a final SMS an hour out. Clients show up, your calendar stays full, and your front desk stops making reminder calls.
Invoice Dispute and Credit Note Workflow
Automatically detect invoice disputes in client replies, pause collection reminders before they cause damage, and route each case to the right person with full context. Credit notes get generated once the dispute is resolved.
Weekly Revenue Snapshot to Slack
Automatically pull revenue figures from your accounting platform every Monday morning and deliver a formatted snapshot to Slack, complete with week on week comparisons. No logins, no spreadsheets, no chasing your bookkeeper.
Competitor Price & Activity Monitoring Agent
An AI agent tracks your competitors' pricing, promotions, reviews, and social media activity on a set schedule, then delivers a plain English digest of what changed and what it means for your business.
Weekly Business Pulse Report Agent
An AI agent pulls data from your CRM, accounting software, analytics, support tickets, and project tools every Monday morning, then delivers a plain English executive summary with trends and anomalies. One message replaces an hour of logging into six different apps.
Weekly Database Health Report
An automated weekly digest that audits your CRM for missing data, stale deals, orphaned records, and misassigned leads, then delivers a prioritised action list so your team can fix problems in minutes instead of discovering them months later.
Appointment Booking Confirmation with Prep Instructions
Automatically send clients a confirmation with preparation checklists, intake forms, and documents tailored to their appointment type. They show up ready. You stay on schedule.
Post Appointment Review Request
When an appointment ends, this automation texts the client a quick satisfaction rating. High scores get a direct link to leave a Google or Yelp review. Low scores alert your manager privately so they can reach out before any damage is done.
Proposal & Quote Drafting Agent
When a deal hits the proposal stage in your CRM, an AI agent pulls the deal details, client history, and your pricing template, then drafts a polished proposal and drops it in Slack for your salesperson to review. Two days of writing becomes 20 minutes of tweaking.
AI Personalised Welcome Email Generator
Automatically draft personalised welcome emails for every new client using AI and their intake form data. Your team reviews and approves each one in Slack before it sends, so every client gets a warm, specific first impression without anyone spending 20 minutes writing it.
CRM Deal Won to Full Onboarding Kickoff
When a deal closes in your CRM, this automation instantly provisions billing records, creates communication channels, assigns your delivery team, and sends the client a personalised welcome email with a booking link. No admin lag, no dropped handoffs.
New Client Contract Auto Generation
When a new client record lands in your CRM with a signed engagement letter, a prefilled contract is automatically generated and sent for e signature. No copying, no delays, no forgotten clauses.
Form Submission to CRM + Spreadsheet Dual Write
Automatically send every web form submission to your CRM and a Google Sheet at the same time. Sales gets instant lead alerts with proper tags, and ops gets a clean audit trail without anyone copying and pasting a thing.
eSignature Completion to Folder Filing
When every party signs a document in DocuSign or PandaDoc, this automation downloads the completed PDF, renames it to your filing convention, stores it in the right client folder, and notifies the account manager. No manual downloading, no misfiled contracts.
Support Ticket Classification & First Response Agent
An AI agent that reads every incoming support ticket, classifies it by type and urgency, drafts a first response using your knowledge base, and routes it to the right person. First response times drop from hours to seconds, and over half your tickets never need a human at all.
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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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