Client Health Score Monitor
An automated workflow pulls signals from your email, calendar, project management, and billing systems to calculate a composite health score for every client account. At risk clients surface in a weekly Slack digest so account managers can step in before anyone churns.
Real Estate Listing Performance Tracker
A daily automated workflow pulls listing views, inquiries, and days on market from your CRM or portal, builds a per listing dashboard in Google Sheets, and emails each agent a weekly digest. Listings sitting with zero inquiries after 14 days get flagged with a price reduction recommendation before the seller calls to ask what's going on.
Superannuation Fund Rollover Tracking
Automatically monitor super rollover status across platforms like Netwealth, Hub24, and BT Panorama. Get notified when funds land, flag overdue transfers before they cost your clients real money, and keep every record updated without logging into a single portal.
Post Service Google Review Request
Automatically sends a personalised review request to every customer after a completed job, turning satisfied clients into public Google reviews without your team remembering to ask.
Listing Status Change Syndication
Automatically detect listing status changes and push updates across your website, social media, email lists, and third party portals in minutes, not hours. Every channel stays accurate without anyone on your team touching a keyboard.
Monthly Close Checklist Automation
Automatically generate a structured month end close checklist for every client on the first of each month, with tasks assigned to the right team members, due dates calculated, and progress visible across your entire practice.
Time Tracked Hours to Invoice Line Items
Automatically pull approved time entries from your tracking tool, calculate billable amounts at the correct rates, and generate detailed invoices in your accounting system. No more spreadsheet wrangling at the end of every billing cycle.
Commission Reconciliation and Split Calculation
Automatically parse commission statements from insurers and product providers, match each payment to the originating adviser, apply contractual split percentages, and push reconciled figures to your accounting system. Discrepancies get flagged before they become lost revenue.
Automated P&L Summary for Monthly Close
Automatically pull your P&L data from your accounting platform, calculate variances against budget, generate an AI written executive summary, and deliver a branded PDF to stakeholders on the same day the books close.
Weekly Scheduling Dashboard and Gap Report
Every Monday morning, an automated scenario pulls your week's bookings from Calendly and Google Calendar, calculates fill rate against your target, identifies open gaps, and posts a formatted summary to Slack. No manual reports, no guessing, no missed revenue.
Daily Sales Pipeline Health Alert
An automated daily check that scans your CRM for stalled deals, flags at risk opportunities by severity, and delivers a prioritised summary to your sales team before anyone has to ask.
Automated Client Reporting Dashboard
A scheduled workflow pulls performance data from Google Analytics, Meta Ads, and your other marketing platforms into a branded dashboard, then sends each client a summary email with AI generated insights on the schedule you choose.
Lender Rate Change Monitor and Client Impact Alert
A scheduled workflow tracks lender rate movements, identifies which clients in your book are affected, calculates their repayment impact, and alerts you before they hear about it on the news.
Project Milestone Billing Trigger
Automatically generate and send invoices the moment a project milestone is marked complete, closing the gap between delivery and payment without manual handoffs between project managers and finance.
AFSL Breach Register and Reporting
When a compliance breach is logged, an automated workflow timestamps it, categorises severity, notifies the right people, kicks off remediation tasks with deadlines, and updates your AFSL breach register. Significant breaches trigger immediate escalation to the compliance committee.
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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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