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Automation library

60 automations, written the way you'd describe the problem.

Not a feature list. Each one starts with a situation you will recognise, explains the system that handles it, and says plainly what changes afterwards. Filter by your industry or by the kind of work you want gone.

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Industry

Type of work

60 automations shown

WhatsApp menu and ordering agent

The problem

Customers ask for the menu, prices and delivery timing over WhatsApp during your busiest hours.

The system

A chat agent sends the current menu, answers item and allergen questions, takes the full order with modifiers, confirms address and timing, and sends a payment link — then drops a clean ticket to the kitchen.

Orders taken during peak without pulling anyone off the floor.

Chat agentsDocuments & admin

Table booking with confirmation calls

The problem

Bookings arrive across phone, Instagram and walk-in requests, and no-shows quietly cost you covers.

The system

Every channel writes into one live table diary. A voice agent calls each booking the day before to confirm, offers to reschedule, and releases cancelled slots to the waitlist automatically.

Fewer empty tables and one diary everyone trusts.

Chat agentsVoice callingCRM & pipeline

Daily specials posted automatically

The problem

Social goes quiet the moment the week gets busy, which is every week.

The system

The system drafts posts and stories from your menu, specials and seasonal moments, schedules them at peak-appetite hours, and replies to comments and DMs asking about price, timing or location.

A feed that stays alive without anyone opening the app.

Social mediaContent

Review response and reputation watch

The problem

Google and delivery-app reviews sit unanswered, and bad ones are found weeks later.

The system

New reviews are detected within minutes, a reply is drafted in your voice for one-tap approval, and anything negative alerts you instantly with the order details attached.

Every review answered, problems caught the same day.

SEO & visibilityContent

Delivery platform reconciliation

The problem

Swiggy, Zomato and your POS disagree, and checking them by hand is a monthly chore.

The system

Payout reports and POS records are pulled automatically, matched order by order, and every discrepancy, missed refund and commission error is listed with evidence.

Money you were quietly losing gets found.

Documents & adminAnalytics

Prep forecasting and stock alerts

The problem

You over-prep and waste, or under-prep and sell out of the popular thing by 8pm.

The system

Sales history, day of week, weather and local events feed a daily forecast of expected covers and item-level demand, sent to your phone with a suggested prep list and low-stock warnings.

Less waste, fewer sold-out disappointments.

Analytics

24/7 appointment booking

The problem

Most booking requests arrive outside clinic hours or while every line is busy.

The system

A chat and voice agent reads real availability, offers suitable slots by doctor and service, books directly into the calendar, and sends confirmation with preparation instructions.

The diary fills at 11pm without anyone on duty.

Chat agentsVoice calling

Reminder and confirmation calls

The problem

No-shows waste slots that patients on the waitlist would have taken.

The system

Automated reminder messages and voice calls go out a day ahead, confirm or reschedule, and any released slot is immediately offered to the waitlist in order.

Fewer empty chairs, less wasted clinician time.

Voice callingChat agents

Front-desk FAQ agent

The problem

Staff answer the same questions about timings, fees, insurance, location and parking all day.

The system

A trained agent on your website and WhatsApp answers every routine question accurately from your own information, and hands over the moment anything clinical or unusual comes up.

The desk handles patients, not the phone.

Chat agents

Post-visit follow-up and feedback

The problem

Nobody checks in after a visit, so problems and complaints surface publicly instead of privately.

The system

A follow-up message goes out on a schedule appropriate to the treatment, asking how the patient is doing, collecting feedback, and escalating any concerning reply to your team immediately.

Better care continuity and issues caught early.

Chat agentsCRM & pipeline

Recall and review campaigns

The problem

Patients due for a six-month review, repeat prescription or annual check simply never get contacted.

The system

The system tracks who is due, segments by treatment type, and reaches out on the right cadence with a direct booking link — following up if there is no response.

A steady stream of returning patients from your existing list.

CRM & pipelineLead generation

Records and referral paperwork

The problem

Reports, referral letters and insurance forms are typed and filed by hand.

The system

Incoming documents are read, indexed to the right patient record and filed automatically, while routine letters and forms are generated from templates for clinician approval.

Admin hours returned to the practice.

Documents & admin

Instant lead qualification

The problem

Portal, ad and website leads sit in an inbox while the buyer contacts three other agents.

The system

Every new lead is engaged within seconds over WhatsApp, asked about budget, location, configuration, timeline and financing, then scored and routed to the right agent with the full answers attached.

You call people who are already qualified.

Chat agentsLead generationCRM & pipeline

Automatic property matching

The problem

Matching enquiries to inventory is done from memory and a spreadsheet.

The system

Requirements are matched against live inventory and the best-fit properties are sent instantly with photos, floor plans, pricing and location details — updating as new listings land.

Buyers get relevant options while interest is hot.

Chat agentsCRM & pipeline

Site visit scheduling and reminders

The problem

Coordinating visits eats hours and no-shows waste the trip entirely.

The system

The agent proposes slots from real agent availability, books the visit, sends location and directions, and calls to confirm the day before — rescheduling automatically if needed.

More visits actually happen.

Voice callingChat agentsCRM & pipeline

Long-cycle nurture

The problem

A buyer who says "in six months" is forgotten within six days.

The system

Not-ready leads enter an automated sequence — new matching listings, area updates, price movements, timely check-ins — that runs for months and alerts you the moment they re-engage.

Your old lead list becomes a pipeline again.

CRM & pipelineLead generationContent

Listing content and portal syndication

The problem

Writing descriptions and posting each property across portals and social is repetitive manual work.

The system

Descriptions, highlights and social creatives are generated from property details and photos, then published to your site, portals and social channels in the right format for each.

Listings go live everywhere the same day.

ContentSocial mediaSEO & visibility

Owner and investor reporting

The problem

Property owners keep asking for updates and each report is assembled manually.

The system

Enquiry counts, visit numbers, feedback themes and market comparisons are compiled automatically into a scheduled branded report sent to each owner.

Owners stay informed without chasing you.

AnalyticsDocuments & admin

Product enquiry agent on WhatsApp and Instagram

The problem

Size, colour, price, availability and shipping questions arrive constantly across every channel.

The system

A chat agent connected to live inventory answers instantly with product photos, variants, price and stock status, suggests alternatives when something is out, and can complete the sale with a payment link.

Every enquiry answered in seconds, on any channel.

Chat agentsCRM & pipeline

Catalogue description generation

The problem

Hundreds of products have thin or duplicated copy, which hurts both conversion and search.

The system

Unique, keyword-aware descriptions, bullet highlights and metadata are generated for the entire catalogue from your specs and images, in one consistent brand voice, then pushed to your store.

A fully described catalogue instead of a half-empty one.

ContentSEO & visibility

Abandoned cart and enquiry recovery

The problem

People add to cart or ask about a product and then vanish, with no follow-up at all.

The system

A timed sequence over WhatsApp and email reminds them of the specific item, answers the objection that likely stopped them, and offers help or an incentive where your margins allow.

Revenue recovered from customers you already paid to acquire.

Lead generationChat agentsContent

Order status and returns handling

The problem

"Where is my order?" and return requests consume support time endlessly.

The system

Proactive updates are sent at dispatch and delivery, and the agent answers status queries from live courier data, initiates eligible returns and generates the paperwork automatically.

Support volume collapses without service getting worse.

Chat agentsDocuments & admin

Inventory and reorder intelligence

The problem

Best-sellers go out of stock and slow movers tie up your cash.

The system

Stock is monitored against real sales velocity, with reorder alerts before a stockout, dead-stock flags with suggested clearance actions, and automatic marketplace listing pauses when a line runs out.

Fewer stockouts, less capital stuck on shelves.

AnalyticsDocuments & admin

Repeat purchase and win-back campaigns

The problem

Your customer list sits unused while you keep paying for new traffic.

The system

Customers are segmented by what they bought and when, then contacted at the right interval with genuinely relevant products, restock notices and personalised offers.

Repeat revenue from a list you already own.

Lead generationContentCRM & pipeline

Instant booking across every channel

The problem

Requests come by Instagram DM, WhatsApp and phone, and the reply comes whenever there is a free moment.

The system

One agent reads real stylist availability, matches the service and duration, books the slot, takes a deposit if you require one, and confirms with preparation notes.

Bookings happen while you work.

Chat agentsVoice calling

No-show and gap protection

The problem

No-shows and late cancellations leave paid time empty.

The system

Reminders and confirmation calls go out ahead of every appointment, and any cancelled slot is instantly offered to your waitlist and to regulars who match that service.

Gaps get refilled the same day.

Voice callingChat agentsCRM & pipeline

Rebooking on the right cycle

The problem

Clients drift because nobody reaches out when they are due.

The system

Each service type has a natural interval. The system tracks it per client and sends a personal-feeling reminder with a booking link exactly when they are due back.

Regulars stay regular.

CRM & pipelineLead generation

Before-and-after content pipeline

The problem

You take great photos and they sit unused in the camera roll.

The system

Uploaded photos are turned into scheduled posts, reels and stories with captions, service details and prices, published consistently and answered when DMs come back.

Your best work is actually seen.

Social mediaContent

Review generation

The problem

Reviews only get written by unhappy clients.

The system

A short, well-timed message goes to happy clients after their visit with a direct review link, while anyone signalling dissatisfaction is routed privately to you instead.

A review profile that reflects your actual work.

SEO & visibilityChat agents

Package and membership tracking

The problem

Prepaid packages are tracked in a notebook and expiries surprise everyone.

The system

Sessions used and remaining are tracked per client, with automatic reminders before expiry and renewal offers when a package is nearly finished.

Fewer disputes, more renewals.

CRM & pipelineDocuments & admin

Trial booking and conversion

The problem

Enquiry-to-trial-to-membership leaks at every step.

The system

The agent answers pricing and timing questions instantly, books the trial session, sends reminders, and follows up afterwards with a personalised membership offer based on what they actually tried.

More enquiries turn into paying members.

Chat agentsLead generationCRM & pipeline

Member onboarding sequence

The problem

The first month decides retention, and it is left to chance.

The system

A structured sequence over the first weeks — orientation, goal check-in, class recommendations, trainer introduction, progress prompts — sent automatically to every new member.

New members build the habit instead of drifting.

CRM & pipelineContent

Attendance-drop detection

The problem

By the time someone cancels, they stopped coming a month ago.

The system

Check-in patterns are monitored per member, and a drop below their own normal triggers a personal check-in message and a flag to a trainer for a real conversation.

Churn caught while it is still reversible.

AnalyticsCRM & pipeline

Renewal and payment collection

The problem

Expiring memberships and failed payments are chased manually and inconsistently.

The system

Renewal reminders start well before expiry with a direct payment link, failed payments trigger a polite retry sequence, and anything still unresolved escalates to your team.

Renewal revenue stops depending on someone remembering.

CRM & pipelineDocuments & admin

Class schedule and waitlist management

The problem

Class bookings, cancellations and waitlists are handled over WhatsApp by a human.

The system

Members book and cancel through the agent, cancelled spots are automatically offered to the waitlist in order, and schedule changes are broadcast to everyone affected.

Full classes without a coordinator.

Chat agentsCRM & pipeline

Transformation and community content

The problem

Your best marketing asset — member results — never makes it online.

The system

Member milestones, transformation photos and class highlights are collected with permission and turned into a consistent schedule of posts, stories and reels.

Steady social proof without a content person.

Social mediaContent

Qualified discovery-call booking

The problem

Your calendar fills with calls that were never going to convert.

The system

The agent asks about situation, goal, budget range and timeline before offering a slot, books only the qualified ones, and sends anyone else a genuinely useful resource instead.

Fewer calls, better calls.

Chat agentsLead generation

Long-term lead nurture

The problem

Most prospects are not ready when they first find you, and then they disappear.

The system

Not-yet-ready leads enter a value sequence — insights, case-relevant content, occasional check-ins — that runs for months and alerts you the moment someone shows renewed intent.

Your list converts on its own timeline.

ContentCRM & pipelineLead generation

Session prep and follow-up

The problem

Preparation and recaps consume the hours around every session.

The system

A prep brief with client history, last session's actions and open items arrives before each call. Afterwards, notes are turned into a structured recap with action items and sent automatically.

An hour of admin returned per client per session.

Documents & adminCRM & pipeline

Proposal and agreement generation

The problem

Every proposal is assembled by hand from the last one.

The system

Scope, deliverables, timeline and pricing are pulled from the discovery conversation into your branded template, sent for e-signature, and followed up automatically if unsigned.

Proposals out the same day, chased without you.

Documents & adminCRM & pipeline

Content repurposing engine

The problem

You produce genuine insight in sessions and talks that never reaches an audience.

The system

Recordings, notes and long-form pieces are turned into newsletters, social posts, carousels and short-form scripts, scheduled across your channels in your voice.

Consistent visibility from work you already did.

ContentSocial media

Client progress tracking

The problem

Demonstrating progress relies on memory and the client's own perception.

The system

Agreed metrics, milestones and check-in responses are tracked per client and compiled into an automatic progress report before renewal conversations.

Renewals backed by evidence.

AnalyticsCRM & pipeline

Enquiry qualification and instant response

The problem

Enquiries arrive at all hours and the first agency to respond usually wins.

The system

The agent captures destination, dates, group size, budget band and preferences immediately, answers common questions about visas, weather and season, and hands you a structured brief.

Every enquiry engaged within seconds.

Chat agentsLead generation

Itinerary and quote generation

The problem

Building a personalised itinerary and costing takes hours per enquiry.

The system

A day-by-day itinerary with your inventory, inclusions, images and pricing is generated from the captured brief into your branded format, ready for you to adjust and send in minutes.

Quotes out same-day instead of next-week.

Documents & adminContent

Quote follow-up sequences

The problem

Most quotes are sent once and never chased.

The system

Unanswered quotes trigger a timed sequence addressing common hesitations — flexibility, payment terms, alternatives at a different price point — stopping the moment they reply.

More sent quotes turn into bookings.

Lead generationCRM & pipeline

Booking document handling

The problem

Vouchers, tickets, visa papers and insurance are assembled and sent by hand.

The system

Confirmed bookings automatically generate and dispatch the full document set, with checklists per traveller and reminders for anything outstanding like passport copies.

Nothing missing at the airport.

Documents & admin

Pre-trip and in-trip communication

The problem

Travellers ask the same questions repeatedly in the weeks before departure.

The system

A scheduled sequence delivers packing lists, weather updates, local tips and departure reminders, while the agent answers ad-hoc questions instantly and escalates real problems.

Calmer travellers, quieter phone.

Chat agentsContent

Post-trip reviews and rebooking

The problem

Delighted travellers are never asked for a review or a next trip.

The system

A post-trip sequence collects feedback, routes happy customers to public review links, gathers photo permissions, and re-engages with relevant destinations at the right seasonal moment.

Reviews and repeat bookings from existing customers.

SEO & visibilityLead generationCRM & pipeline

Document collection and chasing

The problem

Every filing period starts with weeks of chasing clients for paperwork.

The system

Each client receives a personalised checklist of what is outstanding, with automatic escalating reminders that stop the instant a document arrives — and a live dashboard of who is holding up what.

Documents arrive without anyone chasing.

Documents & adminCRM & pipeline

Invoice and receipt extraction

The problem

Bookkeeping means typing numbers from PDFs and phone photos into software.

The system

Documents from email, WhatsApp or a watched folder are read, with vendor, date, tax, line items and totals extracted, validated against rules and pushed into your accounting system.

Bookkeeping hours cut sharply, errors with them.

Documents & admin

Bank reconciliation assistance

The problem

Matching transactions to invoices is slow and monotonous.

The system

Bank lines are matched against invoices and bills automatically, learning your categorisation patterns, with only genuine exceptions queued for a human decision.

Reconciliation becomes a review, not a task.

Documents & adminAnalytics

Deadline and compliance tracking

The problem

Filing dates are tracked manually across dozens of clients.

The system

Every obligation per client is tracked with a working-backwards schedule, staged internal reminders, client-facing notices and an escalation path when something is at risk.

Nothing gets missed because someone was on leave.

CRM & pipelineAnalytics

Client onboarding

The problem

Taking on a new client means a manual sequence of forms, documents and setup steps.

The system

Onboarding runs itself — engagement letter, identity verification, document requests, software access and welcome sequence — with progress visible and stalls flagged.

New clients productive in days, not weeks.

Documents & adminCRM & pipeline

Practice reporting and receivables

The problem

You advise clients on cash flow while your own invoices sit unpaid.

The system

Your own receivables are chased with automated escalating reminders, while a dashboard tracks work in progress, capacity, realisation and deadline risk across the practice.

Better cash flow and visible capacity.

AnalyticsDocuments & admin

Missed-call capture and rescue

The problem

Calls during jobs go unanswered and the customer immediately calls a competitor.

The system

Every missed call triggers an instant WhatsApp or text asking what they need, an agent qualifies the job type, urgency and location, and books the visit or escalates a genuine emergency to your phone.

Missed calls stop being lost jobs.

Voice callingChat agentsLead generation

Instant quoting for standard work

The problem

Routine jobs still wait days for a quote, by which point the customer has booked someone else.

The system

Standard job types are priced from your own rate card based on described scope and photos, sent instantly as a branded quote with terms, and escalated to you only when the job is non-standard.

You quote first, which is usually how you win.

Documents & adminChat agents

Scheduling and route-aware dispatch

The problem

Jobs are assigned by memory and technicians criss-cross the city.

The system

Confirmed jobs are assigned by skill, availability and geography, routes are sequenced sensibly, and customers get accurate arrival windows with live updates.

More jobs per day, less time driving.

CRM & pipelineAnalytics

Job updates and completion records

The problem

Customers call asking where the technician is, and job records are photos on a phone.

The system

Automatic "on the way" and "arriving in 15 minutes" messages go out, while technicians capture photos, parts used and notes on site that flow straight into the job record and invoice.

Fewer status calls, complete records.

Documents & adminChat agents

Invoicing and payment follow-up

The problem

Invoices are written in the evening and chased reluctantly.

The system

Invoices generate from completed job details and send immediately with a payment link, followed by an escalating reminder sequence until paid, with a receivables dashboard for you.

Paid faster, without awkward calls.

Documents & adminCRM & pipeline

Local visibility and service-area pages

The problem

You only rank in the one suburb your address sits in.

The system

Genuinely useful service-by-area pages are built and maintained, Google Business Profile is kept active with posts and photos, and review requests go to every satisfied customer automatically.

Enquiries from across your whole service area.

SEO & visibilityContent

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