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 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.
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.
Construction Job Costing Data Pipeline
Automatically pull labour hours, material receipts, and subcontractor invoices from separate systems into one live dashboard, so you know exactly where every job stands before costs blow out.
Contractor Timesheet & Payroll Summary
Automatically collect contractor timesheets, calculate gross pay with the correct rates, and deliver a ready to review payroll summary every pay period. No more chasing spreadsheets or tallying hours by hand.
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.
Court Deadline & Statute of Limitations Tracker
Automatically calculates court deadlines and limitation periods when a new matter is created, then sends escalating reminders by email, SMS, and team chat so nothing expires unnoticed.
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.
Inspection Feedback Collection and Seller Reporting
Automatically collect buyer agent feedback after every showing and compile it into a weekly seller report with inspection counts, feedback themes, and pricing recommendations. No more phone tag, no more guessing.
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.
Site Diary Auto Population
An end of day automation pulls weather, headcounts, deliveries, and equipment data from your existing systems and compiles a structured site diary entry. Your PM reviews and approves in five minutes instead of writing one from scratch.
Chart of Accounts Standardisation Across Clients
A script connects to Xero or QuickBooks across your entire client base, compares every chart of accounts against your firm's standard template, and flags discrepancies so your team can remap or rename accounts in bulk.
Job Safety Checklist Gate
A digital safety checklist that blocks job completion in your field service system until every required check is submitted. No completed checklist, no closed job. Every entry is timestamped, geotagged, and feeds a live compliance dashboard.
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.
Multi Entity Consolidation Reporting
A scheduled workflow pulls trial balances from every entity in your client group, eliminates intercompany transactions, and delivers a formatted consolidated P&L and balance sheet each month. What used to take a senior accountant the better part of a day now takes 15 minutes to review.
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.
Compliance Audit Trail Logger
Automatically capture every client interaction across email, calendar, digital signature, and CRM into a single compliance register. When ASIC comes knocking, you export a complete audit trail in minutes instead of scrambling for weeks.
Deal Stage Change Notification to Slack Channel
When a deal moves stages in your CRM, a formatted notification lands in your team's Slack channel within seconds. Deal name, value, rep, and new stage included. Closed Won deals get a celebratory announcement the whole company can see.
Website & SEO Performance Weekly Briefing
An automated weekly workflow pulls your Google Analytics, Search Console, and keyword ranking data, then delivers a plain language summary with AI generated insights straight to your inbox or Slack every Monday morning.
Bank Feed Reconciliation Exception Alerts
A daily automated scan of your Xero or QuickBooks bank feeds flags unreconciled transactions before they pile up, sending your bookkeepers a prioritised alert with direct links to fix each one.
Negative Review Alert and Response Workflow
Monitors your Google Business Profile for new reviews, instantly alerts you when a negative one lands, and drafts a personalised response ready for your approval. Positive reviews get an automatic thank you.
Referral Thank You and Tracking
Automatically thank the people who send you business and track every referral in one place. When a new lead is tagged with a referral source, the referrer gets an instant thank you, and the referral is logged for reporting.
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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
Completely free.