After-hours enquiry reply
Someone writes at 6pm and gets your hours and a booking link straight away. You get an alert.
For: Anyone who loses enquiries after closing time. Set-up: Small job.
Ask for this one →Home / Ready-made automations
Ready-made automations
Pick one that already exists for a business like yours
Each one has been designed already, so it starts faster. We set it up in your accounts, and you own it. Filter by business type.
Melbourne-based, working with businesses across Australia by video.
Browse by business type
Our most popular ones. Pick your business type to see what fits you.
Never miss a customer
Session booking and reminders
A client picks a time, gets a confirmation and a reminder, and has a link to move it. You stop going back and forth.
For: Coaches, trainers, tutors and therapists. Set-up: Small job.
Ask for this one →Message to booking
Instagram and Facebook messages get a reply and a booking link, even at 10pm.
For: Salons and barbers. Set-up: Medium job.
Ask for this one →Cancelled slot filler
When someone cancels, the next person on your waitlist gets a text in a minute.
For: Appointment-based businesses. Set-up: Small job.
Ask for this one →Catering and function enquiry reply
Function enquiries get a first reply with what you offer, so you are answered before the next cafe.
For: Cafes with catering. Set-up: Small job.
Ask for this one →Enquiries into one inbox, with viewing reminders
Enquiries from every site land in one place with a quick reply, and viewers get reminders.
For: Rooming-house operators and landlords. Set-up: Medium job.
Ask for this one →Speed-to-lead buyer questions
A portal enquiry gets asked budget, timing and suburb on WhatsApp, then an inspection is booked.
For: Real estate sales agencies. Set-up: Larger job.
Ask for this one →Subcontractor booking confirmed by WhatsApp
Subbies get a message two days before start and reply YES or a new time. No reply, you are told.
For: Builders and project managers. Set-up: Medium job.
Ask for this one →Subcontractor insurance and licence expiry
You never chase a sub’s insurance again: reminders go to them before it runs out.
For: Builders using subcontractors. Set-up: Small job.
Ask for this one →Weekly client update with photos
Friday: a plain-English update with the best photos, approved by you, then sent to the client.
For: Builders and renovators. Set-up: Medium job.
Ask for this one →Maintenance requests on WhatsApp
A tenant sends a message and photo. It is logged with a date, sorted by urgency, and you see it.
For: Property managers and rooming houses. Set-up: Larger job.
Ask for this one →Compliance and lease date reminders
A nudge before smoke alarm, gas, electrical and lease dates. Reminders only, no legal advice.
For: Rooming-house operators and landlords. Set-up: Small job.
Ask for this one →Get paid, stop retyping
Overdue invoices chase themselves
Polite reminders go out when an invoice is late. You stop being the one who nags.
For: Anyone who invoices through Xero. Set-up: Small job.
Ask for this one →Supplier invoices into Xero
Forward the bill. We file it, you approve it. No Saturday typing.
For: Cafes and small shops. Set-up: Medium job.
Ask for this one →New-client intake forms
Goals, health questions and the waiver are collected before the first session and saved to the client's file.
For: Coaches, trainers, therapists and consultants. Set-up: Medium job.
Ask for this one →"Where is my parcel?" answered
Customers get their tracking answer straight away, without you opening the inbox.
For: Online and shop-front stores. Set-up: Medium job.
Ask for this one →Shop and web stock in step
When the last one sells in the shop, it comes off the website.
For: Shops that sell in store and online. Set-up: Medium job.
Ask for this one →Progress-claim reminders and cash alert
Reminders at the due date and after, and a heads-up before cash runs short.
For: Builders and renovators. Set-up: Medium job.
Ask for this one →Variation captured on site, approved and billed
A voice note from site becomes a variation, the client approves, and a draft line goes into Xero. A person approves each step.
For: Builders and renovators. Set-up: Larger job.
Ask for this one →Weekly list of unpaid or short-paid claims
Every Monday a list for your staff. It is a report; we do not claim for you.
For: Dental and allied health clinics. Set-up: Medium job.
Ask for this one →Missing documents chaser
Clients get a checklist and automatic nudges until the documents arrive.
For: Accountants, brokers, law and advisers. Set-up: Medium job.
Ask for this one →New client form to client record and onboarding pack
A new client fills one form. The record, welcome pack and folders are made for you.
For: Accountants, brokers, law and advisers. Set-up: Medium job.
Ask for this one →Be easy to find
Review requests after a job
The day after a job, the customer gets a short, honest request to leave a Google review. Clinics have extra rules.
For: Local businesses that want to be found. Set-up: Small job.
Ask for this one →Set-up size guide (our estimate): Small = a few days, Medium = about one to two weeks, Larger = a few weeks. No prices are shown; every job is quoted in writing.
How a ready-made one works
Four steps
Pick one
Choose a card, or take the snapshot and we suggest.
20-minute call
We check it fits your tools. If it does not, we say so.
We set it up
In your own accounts, with your wording and your hours.
You run it
Hand-over guide. Add staff training if you want your team to change it.
Built with no-code and low-code tools where we can: quicker to start, in your own accounts, and your team can change it later. Where a job needs real code, we say so before we start. Read how it works
Questions
Questions owners ask.
Can I approve messages before they go out?
Yes. We agree which steps run on their own and which wait for you. Customer messages such as quotes, reminders or replies can be set to need your approval, and moved to automatic later once you have seen how they perform.
What if it breaks?
A named person gets an alert, and you get a simple manual fallback so the work still gets done. We test failures before hand-over. On Tech Partner we watch and fix what we built.
Will I keep paying for tools after set up?
Usually yes, for some tools. Many apps used in automation charge a monthly fee, so we list each tool, what it does and what it costs before we start. We also check for paid tools nobody uses any more.
Will this create duplicate customers or invoices in Xero?
We set the connection up to match existing records first, so duplicates are much less likely. We agree how a customer or order is identified, then test the same record arriving twice, plus edits and refunds, using real examples from your business.
Who owns what you build?
You do. Every account and login is in your name from day one. That includes the workflows, logins and written guides, and you can take them to another provider.
Not on the list?
Tell us the job that eats your week. We will check for a ready-made one or quote a custom build.