Automated Google Business Profile Insights Report
Pulls your Google Business Profile performance data every week, analyses the trends, and delivers a plain language report with specific recommendations straight to your inbox or Slack. No more guessing whether your local listing is actually working.
Retainer Hours Usage Alerts
Automatically monitors hours logged against each retainer contract and sends alerts when usage hits 75% and 90% thresholds, so your account managers can act before overservicing eats your margin.
Client Portfolio Rebalancing Alert
A scheduled automation pulls live portfolio data from your investment platforms, compares each client's allocation against their target, and alerts you the moment any asset class drifts beyond threshold. No more waiting until annual review to discover misaligned risk.
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.
Council / Permit Application Status Tracker
Automatically monitors local council planning portals for permit status changes and alerts your project manager the moment something moves, so permit delays never go unnoticed for weeks.
Service Bay Capacity Scheduling and Load Balancing
Automatically match every booking to an open bay, a qualified technician, and the right equipment. When capacity is full, the system suggests alternatives before double bookings happen.
Construction Job Costing Summary
Automatically pull labour hours, material costs, and subcontractor invoices across every active job, then deliver a weekly summary with variance alerts so you know which projects are bleeding money before it's too late.
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.
Post Service Review Request and Reputation Management
After every completed service, an automated workflow collects customer feedback by SMS, routes happy customers to leave public reviews, and flags unhappy ones for private follow up before they ever reach Google.
Weather Triggered Service Demand Alerts
An automated workflow monitors weather forecasts across your service area and triggers team alerts, parts staging, and customer outreach before the calls start flooding in.
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.
ATO/IRS Lodgement Deadline Tracker
A scheduled automation that monitors every client lodgement deadline across your practice, assigns preparation tasks to your team, and escalates with increasing urgency as due dates approach. No more missed BAS, IAS, or tax return filings.
Licence, Insurance & Certification Expiry Alerts
Automatically track every trade licence, insurance certificate, and certification across your team. Get escalating alerts at 90, 60, and 30 days before expiry so nothing lapses and no one gets sent home from a job site.
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.
Commission Tracking and Split Calculation
When a deal closes, this automation calculates gross commission, applies brokerage splits based on agent tier and cap status, deducts fees, logs the net payout in your accounting system, and generates the compliance documents your brokerage needs before funds are released.
Property Inspection Photo Documentation Workflow
When an inspector uploads photos during a move in, move out, or periodic walkthrough, this workflow timestamps every image, compiles a branded report with room by room comparisons, calculates security deposit deductions, and delivers the finished document to the property manager and tenant in minutes.
Payroll Processing Verification Workflow
An automated verification layer that checks every payroll run against the previous period, validates super and tax withholding rates, and flags errors before payments reach your employees.
Fleet Maintenance Scheduling for Commercial Accounts
Automatically track service intervals, mileage thresholds, and compliance deadlines across every vehicle in a fleet. The system books appointments during preferred maintenance windows, confirms with the fleet manager, and delivers monthly compliance reports without manual chasing.
Practitioner Credentialing and Compliance Tracker
An automated system that tracks every practitioner credential in your medical practice, sends staged renewal reminders before expiry, and alerts you the moment anything lapses. No more spreadsheets, no more guesswork.
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.
Scaffold and Formwork Inspection Scheduling
When scaffold erection or formwork installation is logged as complete, an automation schedules the mandatory preuse inspection, assigns the safety officer, and blocks dependent work until the inspection is recorded. No more uninspected structures slipping through the cracks.
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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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