Treatment Plan Milestone Tracking
Automatically track patient progress through multi visit treatment plans, notify patients when milestones are due, alert practitioners when someone falls behind, and generate progress reports at each checkpoint.
Clawback Risk Monitor for Upfront Commissions
Automatically tracks every upfront commission with an active clawback period, alerts you before the window closes, and gives you time to engage clients before a cancellation costs you thousands.
Multi Lender Loan Submission Tracker
Automatically tracks every loan application across every lender in one place, monitors for approvals and declines, and alerts you before any deal goes stale.
Year End Rollover and Opening Balance Automation
A workflow that locks your prior year period, verifies retained earnings, generates adjusting journal entries, and confirms opening balances for every client entity. Each step is logged to an audit trail so nothing gets missed during the busiest week of the year.
Trust Account Reconciliation and Audit Trail
Automated daily three way reconciliation pulls trust account transactions from your banking API, matches them against your trust ledger and client balances, flags discrepancies instantly, and logs every action to an immutable audit trail ready for regulatory review.
AI Review Response Agent
An automated agent monitors your Google and Yelp reviews, classifies each one by sentiment, drafts a response that matches your tone, and posts it. Negative reviews get routed to you for approval first. Your response rate stays near 100% without you writing a single reply.
End of Engagement Wrap Up & Upsell Trigger
When a project moves to complete, this automation archives deliverables, sends a satisfaction survey, logs the engagement as a case study candidate, and triggers a personalised upsell follow up 30 days later. No client relationship goes cold after delivery.
Weather Delay Alert and Schedule Cascade
A daily automation polls weather data for your job site, alerts your team when conditions breach safety or work thresholds, pushes affected tasks forward in your project schedule, and logs an auditable delay entry in the site diary. All before anyone wakes up.
Scope Creep Detection & Escalation
An automated workflow monitors every new task in your project management tool, compares it against the original statement of work, and alerts your project lead when out of scope work appears. You catch margin erosion as it happens, not months later in a post mortem.
Monthly Report Auto Generation
An automated workflow pulls client KPIs from your data sources on the first business day of each month, populates branded report templates, converts them to PDF, and emails every client their personalised report before your team starts work.
Automated Client Onboarding Checklist with Status Tracking
Automatically generate a structured onboarding checklist for every new client, assign tasks to the right team members, track completion in real time, and escalate overdue items before anyone has to ask.
30 Day Onboarding Health Check and Feedback Loop
Thirty days after onboarding begins, an automated workflow surveys your client, pulls milestone data from your project tools, generates an AI written retrospective, and flags anyone who needs a recovery call. Every onboarding teaches the next one.
Google Ads Click to Call Lead Logger
Automatically logs every phone call from your Google Ads campaigns into your CRM with full keyword attribution, call duration, and recording links. No more guessing which ads actually generate revenue.
Facebook/Instagram Lead Ad to CRM Sync
Automatically push every Facebook and Instagram lead ad submission into your CRM within seconds, then trigger a personalised welcome message before the prospect has time to scroll past your competitor's ad.
Trust/IOLTA Account Three Way Reconciliation Alerts
A daily automated workflow compares your trust account bank balance, client ledger balances, and internal trust ledger, then alerts your accounts manager the moment any figure doesn't match. Monthly, it generates a formatted three way reconciliation report ready for compliance records.
Employee Productivity & Task Completion Digest
An automated weekly digest pulls task data from your project management tool, calculates completion rates and overdue items per team member, and delivers a formatted summary to your management Slack channel so you can coach with data instead of guesswork.
Calendar to CRM Meeting Logger
Automatically logs every calendar meeting to your CRM with the right contact, duration, and attendees. No more relying on reps to remember, and no more empty activity histories when you need them most.
Employee Time & Expense Report Reviewer
An AI agent reviews every timesheet and expense report your employees submit, flags anomalies like budget overruns, duplicate receipts, and miscategorised expenses, then auto approves the clean ones. Your managers spend minutes on review instead of hours.
Change Order Approval Workflow
Capture scope changes on site, generate costed PDFs, route them through internal approval and client e signature, and log everything automatically. No verbal agreements, no lost paperwork, no payment disputes.
Automated Superannuation/Retirement Contribution Compliance Check
A workflow that checks every employee's superannuation or retirement contribution against the correct rate after each payroll cycle, flagging discrepancies with specific dollar amounts before they become penalties.
Neighbourhood Market Report Auto Distribution
Automatically pull local sales data, generate branded neighbourhood market reports with AI written commentary, and distribute them to your sphere of influence on a set schedule. Every report positions you as the local expert and turns passive contacts into inbound listing leads.
Matter Based Time Entry Reminder & Leakage Detection
Automatically compares your lawyers' calendar events, emails, and call logs against their time entries. When billable work goes unrecorded, the system sends a reminder with prefilled details and generates weekly leakage reports showing estimated lost revenue per fee earner.
Automated CRM Contact Deduplication
Automatically detect and merge duplicate contacts across your CRM so your sales team stops calling the same prospect twice and your pipeline numbers actually mean something.
No Show Detection and Reengagement
When a client misses their appointment, an automated workflow detects it within minutes, sends a personalised rebooking message, and follows up by email if they don't reschedule. Every missed appointment gets a second chance at revenue without your team lifting a finger.
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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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