Quote → Invoice → Reminder Simple Customer says yes — invoice hits their inbox automatically. Overdue? A chaser goes out without anyone lifting a finger.
Replaces
Manual quote follow-up, copy-paste into Xero, chasing invoices by hand
Customer approves quote via link
Invoice auto-generated in Xero
Payment link sent via email
Final reminder + escalation
Avg. time saved
8–12 hrs/mo
Tradies Consultants Agencies
I want this automation
Booking → SMS → Calendar Simple New booking triggers an instant SMS confirmation and blocks the calendar. No phone tag, no double-bookings.
Replaces
Manual confirmation calls, calendar copy-paste, forgotten bookings
Booking received (web form / phone)
SMS confirmation sent instantly
Calendar event created + team notified
No-show follow-up if missed
Avg. time saved
5–8 hrs/mo
Clinics Gyms Tradies Hospitality
I want this automation
Lead → CRM → Follow-up Sequence Standard Every enquiry lands in your CRM with a score and kicks off a 5-step follow-up sequence automatically.
Replaces
Spreadsheet leads, forgotten follow-ups, inconsistent responses
Enquiry captured (web / email / ad)
CRM entry created + lead scored
Personalised follow-up email sent (day 1)
SMS follow-up if no reply (day 3)
Final check-in + priority flag (day 7)
Avg. time saved
10–15 hrs/mo
Real Estate Professional Services Retailers
I want this automation
Xero Sync → Monthly Report → Email Standard Your books close, a plain-English summary builds itself and lands in the owner's inbox. No accountant meeting needed for the basics.
Replaces
Manual P&L exports, monthly summary calls, spreadsheet dashboards
Month-end Xero data pulled automatically
Revenue, expenses, margins calculated
Plain-English narrative generated
PDF report emailed to owner
Flagged anomalies highlighted
Avg. time saved
4–6 hrs/mo
All industries
I want this automation
Multi-channel Inbox → Triage → AI Reply Advanced Emails, DMs, and form submissions land in one queue. AI drafts a reply in your voice — you just click send.
Replaces
Inbox chaos across 4 platforms, slow response times, inconsistent tone
Messages collected from email / IG / web form
Unified inbox view created
Sentiment + urgency scored
AI reply drafted in your brand voice
Avg. time saved
12–20 hrs/mo
Retailers Hospitality Agencies Clinics
I want this automation
Job Complete → Invoice → Review Request Simple Mark a job done. Invoice goes out, Xero gets updated, and a review request lands with the client — all in 60 seconds.
Replaces
Post-job admin, forgetting to ask for reviews, manual Xero entry
Job marked complete in platform
Invoice sent automatically
Xero synced with job details
Google Review request sent (24h later)
Review link delivered via SMS
Avg. time saved
6–10 hrs/mo
Tradies Cleaning Landscapers
I want this automation
Staff Timesheet → Payroll Export → Xero Advanced Timesheets submitted, payroll calculated, Xero reconciled — no data re-entry, no weekend maths.
Replaces
Manual timesheet review, payroll spreadsheets, Xero manual journal entries
Staff submit timesheets (app / form)
Hours validated + overtime flagged
Xero payroll entry created
Payslips emailed to staff
Avg. time saved
8–14 hrs/mo
Hospitality Childcare Construction
I want this automation
Enquiry → Score → Priority Routing Advanced Not all leads are equal. This system scores every enquiry and routes hot ones to your senior rep within minutes.
Replaces
Manual lead qualification, slow response to high-value prospects, round-robin guesswork
Enquiry received from any channel
Qualification score calculated (budget, fit, urgency)
High-value leads → senior rep notified instantly
Mid-tier → standard follow-up sequence
Low-fit → polite no, no rep time wasted
Avg. time saved
10–18 hrs/mo
Professional Services Real Estate Finance
I want this automation