Workflow automation

Automate the work that slows you down.

Practical AI agents and connected workflows built around real enquiries, bookings, follow-up, admin and reporting. One workflow at a time, with approval points where they matter.

Do the maths

What is that task costing you every month?

8 hrs
$75 / hr
50%
Saved · every month
$0

That task costs you now$0 / month
Hours handed back0 hrs / month
Over a year$0

An estimate, not a promise. Uses 52 weeks over 12 months and the share you set. Ignores setup cost and the time spent checking the automation's output. AUD.

What we automate

If it repeats, it can run itself.

We look for repeated work, slow hand-offs and missed customer moments, then design a controlled system with clear rules and human oversight where it matters. Here is where the time usually goes, and what we build for each.

Enquiries & sales

An AI agent answers your phone and website chat day, night and weekends, and every enquiry lands in one list with the details already captured.

  • Phone and website chat agents that answer, qualify and book, day and night
  • Web forms, emails and social messages captured into one enquiry list
  • Hot leads routed to the right person with the details already filled in
  • Replies to common questions drafted in your voice for a person to send
  • Quiet leads followed up at 2, 7 and 14 days

Quoting & proposals

Draft quotes built from your pricing, your past jobs and what the customer told you, ready for a person to check and send. The judgement stays with you. The retyping goes.

  • Quotes drafted from your price list and past jobs
  • Site photos and measurements turned into an itemised estimate
  • Quotes sent, tracked and chased without anyone remembering to
  • Accepted quotes turned into a job, a deposit request and a diary booking
  • Proposals and tender responses drafted from your previous winners

Bookings & scheduling

Approved availability only, confirmations sent, calendar updated, and nothing re-entered in three places.

  • Approved bookings straight into the diary with your buffer and travel rules
  • Confirmations and reminders by SMS and email
  • Reschedules and cancellations handled without a phone call
  • Daily run sheets sent to the crew each morning
  • No-shows flagged and refilled from the waitlist

Jobs & operations

From accepted quote to finished job without the paperwork chasing the crew.

  • Job sheets created from the accepted quote
  • Photos, notes and sign-offs collected on site into the job record
  • Materials lists and purchase orders raised from the job scope
  • Progress updates sent to the customer at each stage
  • Variations logged, priced and approved before the work is done

Invoicing & cash flow

Money in sooner and fewer surprises, with your accounting software kept in step.

  • Invoices raised from completed jobs and synced to Xero or MYOB
  • Payment reminders that stop the moment the money lands
  • Supplier bills and receipts captured, coded and matched
  • Deposits and progress claims requested on schedule
  • Weekly cash, overdue and margin summary to the owner

Inbox, documents & admin

Information moved between forms, inboxes, spreadsheets, CRMs and job tools with fewer copy-and-paste steps and fewer errors to find later.

  • Email sorted, tagged and drafted by priority
  • Forms and PDFs read and entered into your systems
  • Documents renamed, filed and shared to the right folder
  • Meeting notes turned into actions and follow-ups
  • Records kept in sync between CRM, job software and accounting

Customers, reviews & repeat work

Routine follow-up in your wording, on a schedule you set, so nothing waits on someone remembering to chase it.

  • Thank-you and review requests timed after the job
  • Warranty, service and maintenance reminders
  • Complaints flagged and escalated before they grow
  • Reactivation offers to customers you haven't heard from
  • Job photos turned into posts and case studies for your approval

Reporting, compliance & people

See what happened this week without combining every source by hand, and never miss an expiry date again.

  • Monday dashboard: sales, jobs, cash and capacity, built overnight
  • Alerts when a number drifts outside its range
  • Licence, insurance and safety expiry tracking
  • New-hire paperwork, inductions and logins
  • Timesheets and leave chased and approved

Don't see yours? Tell us what your team does twice a week and we'll tell you whether it can run itself.

In practice

What it looks like in practice.

Four situations we see often, and what changes once the workflow is running. The mechanism, not the marketing.

Before → after · Plumbing

Calls missed on the tools become jobs in the diary.

Before: the phone rings while the owner is under a sink, it goes to voicemail, and the caller rings the next plumber on the list. Evening enquiries wait until morning.

After: every call and web enquiry is answered and the suburb, job type and urgency are captured. The job is logged in the job tool, urgent work is texted to the owner straight away, and routine work is booked into approved slots with a confirmation sent to the customer.

Work out what missed calls cost you

Before → after · Building

Quotes that took an afternoon go out the same day.

Before: the estimator reads the enquiry, digs out the last similar job, retypes the line items into the template and checks the prices are still current. Each quote costs half a day, so some never get sent.

After: the workflow reads the enquiry and site details, pulls matching line items from past jobs and current pricing, builds a draft in your quoting template and flags anything unusual. A person reviews, adjusts and sends.

Before → after · Clinic

Confirmations stop depending on who is at the front desk.

Before: reception rings every patient the day before, gets through to some, and no-shows leave gaps that could have gone to someone on the waitlist.

After: reminders go out by SMS at set intervals in the clinic's wording. Replies update the booking automatically, unconfirmed appointments are listed for reception to call, and a cancellation offers the slot to the waitlist.

Before → after · Agency

Friday afternoon reporting becomes a ten-minute review.

Before: an account manager pulls numbers from the ad platforms, analytics and time tracking into a deck for each client, every week, by hand.

After: the numbers are collected on a schedule, a draft summary is written for each client in the agency's own format, and the account manager reads it, adds commentary and sends. The thinking stays. The copying goes.

How a project runs

Assess, plan, build, run.

You will know the value before we build anything. Each stage has a clear output, and you can stop after any of them.

  1. 1
    45–60 minutes · Cal Video

    Assess

    We go through how enquiries, quotes, bookings, admin and reporting actually happen today, who touches each step, and where the hours go.

  2. 2
    Written · ranked by value

    Roadmap

    A written roadmap ranking what to automate first by value, effort and risk, with recommended tools, estimates and a 30-minute walkthrough. Yours to keep.

  3. 3
    Scoped & quoted first

    Build

    One workflow at a time. Rules, exceptions, integrations and approval points defined, then tested on real scenarios before it touches a live customer.

  4. 4
    Monitored · tuned · extended

    Run

    We watch how it performs, fix what the real world finds, and add the next workflow when the first one has paid for itself.

Common questions

AI automation in plain English.

What can AI automation do for a small business?

It can answer and qualify enquiries, draft quotes from your pricing, create bookings, send reminders and follow-up, move approved information between systems and summarise activity for the owner. The useful starting point is one specific workflow with clear rules, not adding AI everywhere at once.

How does a project start?

Two ways. If you already know the workflow you want automated, tell us and we scope and quote it directly. If you don't, start with the $749 AI & Automation Assessment (AUD, ex GST): a 45–60 minute call about how your business runs, a written roadmap that ranks what to automate first, and a separate 30-minute walkthrough. If a build makes sense, it is scoped and quoted before any implementation begins.

Do you replace the software we already use?

Not automatically. We look first for safe ways to connect and improve the tools you already run, such as your CRM, calendar, inbox, spreadsheets and job software. A new system is recommended only when it removes a real limitation and is worth the disruption.

How do you keep AI from making mistakes?

Every workflow has defined rules for what the AI may do on its own and what needs a person. Quotes, unusual requests and anything customer-facing get approval points. Before launch we test the workflow on real scenarios from your business, and after launch we monitor it and fix what the real world finds.

Can you answer our phones for us?

Yes. A phone agent is one of the first workflows we build. It answers the call in a plain Aussie voice, takes the job details (site, date and time, contact, what is needed), marks the request as pending and texts you the details so you confirm. Nothing is booked without you.

Can you work with businesses outside Brisbane?

Yes. Most of the work happens by phone, video and secure online tools, so distance makes no difference. Nothing about the assessment or a build needs us on site.

Next step

Find the workflow worth building first.

Book the assessment, take the free assessment, or call and tell us which job is eating your week.

Free assessment 15 min