CRM to Accounting Invoice Sync
Automatically generate invoices in your accounting software the moment a deal closes in your CRM. No retyping customer details, no mismatched line items, no delayed billing.
Escalating Overdue Payment Reminder Sequence
Automatically chase overdue invoices with a structured sequence that escalates from friendly email to SMS to team alert, so you never have to make an awkward collections call again.
Construction Subcontractor Onboarding
Automatically collect insurance certificates, W9 forms, and safety questionnaires from new subcontractors, then validate compliance with AI before they set foot on site. No email chains, no chasing paperwork, no expired certificates slipping through.
Shopify to QuickBooks Order and Inventory Sync
Automatically push every Shopify order into QuickBooks as a sales receipt, sync inventory levels across both platforms, and eliminate the hours of manual data entry that keep you chained to a spreadsheet instead of growing your store.
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.
New Client Welcome Sequence
Automatically deliver welcome emails, onboarding documents, personal introductions, and team briefings the moment a deal closes. Every new client gets a consistent, professional first impression without anyone on your team remembering to hit send.
Invoice Follow Up & Collections Agent
An automated agent monitors your aging invoices, sends personalised follow up emails that escalate in tone based on how late the payment is, and alerts your team when human intervention is needed. You collect more of what you're owed without the awkward chasing.
Recurring Service Agreement Auto Scheduler
When a technician completes a recurring service visit, this automation reads the agreement frequency from your CRM, books the next appointment in your field service calendar, and sends confirmations to the customer and a prep card to the assigned tech. No manual scheduling required.
Job Completion to Invoice Pipeline
When a technician marks a job complete, the invoice is generated, tax coded, and sent to the customer with a payment link within minutes. No office admin required, no end of week backlog, no cash flow delay.
Van Stock Replenishment Trigger
When a technician logs parts used after a job, this automation updates per van inventory, generates purchase orders for low stock items, routes them for approval, and emails the supplier. No more return trips to the supply house.
Expiring Contract Renewal Alerts
A scheduled workflow scans your contracts database daily, flags renewals at 30, 14, and 7 day intervals, and sends tiered alerts to account managers and leadership so nothing expires unnoticed.
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.
Quote Request to Estimate Pipeline (Trades/Construction)
When a homeowner submits a quote request, automation creates a CRM deal, attaches project photos, routes to the right estimator by territory, and texts the customer an acknowledgment. No more managing estimates through voicemails and scattered text threads.
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Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
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