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.
Automated Pre Appointment Document Collection
When a client books an appointment, this automation sends them a personalised upload portal for required documents, tracks what comes in, chases what doesn't, and tells your staff exactly who is prepared before anyone walks through the door.
Lead Qualification & Scoring Agent
An AI agent that enriches, scores, and routes every inbound lead in under a minute. High intent prospects get a discovery call booked automatically. Everyone else enters a nurture sequence. Your sales team only talks to people worth talking to.
Two Way Confirmation with Auto Rescheduling
Clients confirm, reschedule, or cancel their appointments by replying to a single text message. The automation handles each response instantly, cutting inbound calls and filling gaps before they cost you revenue.
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.
Intelligent Appointment Booking Agent
An AI agent that handles appointment bookings around the clock via chat or SMS, qualifying prospects, checking real time availability, and confirming appointments while your team is off the clock.
Tyre Season Changeover Campaign
Automatically segment your customer base, trigger seasonal tyre changeover campaigns based on weather data, and fill your booking calendar before the rush hits.
Mileage Based Service Reminder Campaigns
A scheduled automation checks your CRM for vehicles approaching service intervals based on estimated mileage, then sends tiered SMS and email reminders that bring customers back before they drift to a competitor.
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.
Patient Recall for Overdue Checkups
A scheduled automation queries your practice management system for overdue patients and sends a multi step SMS and email sequence that stops the moment they book. No staff chasing, no patients forgotten.
Real Estate Listing Inquiry Auto Response and Routing
Automatically respond to listing inquiries within seconds and route each lead to the right agent, so buyers hear from you before they hear from your competition.
Appointment Reminder Sequence (SMS + Email)
Automatically send a confirmation email at booking, a text the day before, and a final SMS an hour out. Clients show up, your calendar stays full, and your front desk stops making reminder calls.
Trades Quote to Contract Converter
Automatically converts approved quotes into signed service contracts with warranty terms, payment schedules, and scope definitions. No manual paperwork, no verbal agreements, no disputes three months later.
Court Filing Confirmation & Service Tracker
Automatically tracks court filing confirmations and service deadlines so nothing slips through the cracks. When a document is filed, the workflow monitors for registry confirmation, calculates service deadlines, and escalates before procedural time limits expire.
Appointment Booking Confirmation with Prep Instructions
Automatically send clients a confirmation with preparation checklists, intake forms, and documents tailored to their appointment type. They show up ready. You stay on schedule.
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.
Conveyancing Settlement Countdown & Milestone Tracker
When a new conveyancing matter is opened, this automation builds a full settlement countdown with milestone tasks, assigns due dates, and sends reminders to every party involved. Overdue milestones trigger escalation alerts so nothing slips through unnoticed.
Trades Business Job Onboarding
Automatically create customer records, send welcome messages, schedule first appointments, and flag permit requirements the moment a service agreement is signed. Your office staff never touches the admin.
Meeting Room and Equipment Resource Booking
When someone books a meeting in Google Calendar with a resource tag, this automation checks availability in your resource database, confirms or reserves the room and equipment, and sends conflict alerts with alternatives through Slack. No facilities coordinator required.
Accounting Firm Tax Client Onboarding
When a new tax client signs their engagement letter, this automation creates their profile in your practice management system, sends entity specific document requests, assigns a preparer, and books the intro call. No one on your team lifts a finger.
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.
Lease Agreement Generator for Property Management
Automatically generate customised lease agreements with the correct addenda, send them for digital signing, and trigger move in checklists the moment a tenant application is approved.
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