Anti Money Laundering (AML) Transaction Monitoring Alerts
An automated workflow polls your transaction data on a schedule, flags suspicious patterns against configurable rules, and delivers alerts with prefilled SAR templates to your compliance officer in near real time.
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.
Automotive Dealership Buyer Followup Workflow
After every vehicle sale, an automated sequence sends a personalised thank you email, a satisfaction survey, a Google review request, and a service reminder. Low survey scores trigger an instant alert to the sales manager so problems get fixed before they go public.
Project Budget Burn Rate Dashboard
Automatically pulls time tracking and expense data into a live dashboard that compares actual spend against project budgets, sending alerts when burn rates signal an overrun weeks before it hits.
Project Management to Time Tracking Sync
Automatically create and configure time tracking projects whenever a new project appears in your PM tool. Every billable hour gets captured from minute one, with the correct client, billing rate, and task structure already in place.
Monthly Client Performance Report (PDF)
Automatically pull metrics from Google Ads, Meta, GA4 and more, compile branded PDF reports with AI written summaries, and email them to every client on the first of the month. No spreadsheets, no copy paste, no five day scramble.
Daily Cash Position Report
An automated morning report that pulls your live bank balances, outstanding receivables, and upcoming payables into a single snapshot, then sends it to your phone before you finish breakfast.
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.
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.
Regulatory Change Impact Assessment
An automated workflow monitors regulatory feeds from ASIC, APRA, FCA, and industry bodies, then uses AI to assess each update's relevance to your licence type and flag what actually matters to your compliance team.
Multi Timezone Team Round Robin Scheduling
Automatically distribute incoming client bookings across team members in different timezones, sync each assignment to personal calendars and Slack, and give managers a live workload dashboard without anyone lifting a finger.
Payment Gateway to Database Reconciliation
Automatically compare every transaction from Stripe, Square, or PayPal against your internal records each night, flagging discrepancies before they compound into costly month end surprises.
Retention Release Date Tracking and Notification
Automatically calculates defects liability period end dates and retention release milestones for every contract, then sends your accounts team reminders with condition checklists so you actually claim the money you've earned.
Customer Support Ticket Volume Dashboard
Automatically pull ticket counts, response times, and resolution rates from your helpdesk into a live dashboard, with threshold alerts that tell you when things are going wrong before customers start complaining.
Inventory & Stockout Alert Report
Automatically monitor every product in your inventory against reorder thresholds each morning, then deliver a prioritised alert report so you can place orders before customers notice anything is missing.
Client Financial Health Score Generator
A monthly automation pulls key financial ratios from your clients' accounting data, calculates a composite health score, and flags at risk clients before problems become emergencies. Your accountants get talking points, not spreadsheets.
Weekly Sales Pipeline Snapshot Report
A scheduled workflow pulls every open deal from your CRM each Monday morning, calculates weighted pipeline by stage and rep, flags deals going cold, and delivers a formatted summary to your inbox and Slack before the team meeting starts.
Multi Channel Inventory Level Sync
Automatically update stock counts across Shopify, Amazon, WooCommerce, and every other sales channel the moment an order comes in. No more overselling, no more cancelled orders, no more angry customers.
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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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