Make information move.
Bring customer, job, order, and financial information into a consistent flow between the tools your team already knows.
Services & industries
Your business.
Better connected.
Every industry has its own tools. Every team has work that falls between them.
Find the connections that could make your day run more smoothly.
Give the next step a trigger.
Turn a new enquiry, a completed job, or a scheduled check into a useful action, with clear rules for unusual cases.
Make updates useful.
Prepare summaries, flag missing information, and give people a timely prompt when a decision is needed.
Explore the possibilities
Built for your world.
20 industries. 60 starting points.
One workflow at a time.
01Trades & field servicesElectrical, plumbing, HVAC, cleaning, and maintenance
Keep the work moving between the field and the office, from the first enquiry to job completion.
Software you might use
- Simpro (vendor website, opens in a new tab)Job and field service management
- ServiceM8 (vendor website, opens in a new tab)Jobs, quotes, and scheduling
- Xero (vendor website, opens in a new tab)Accounting and invoicing
Automation ideas
Enquiry to job draft
When an enquiry arrives, extract the agreed details, check for an existing customer, and prepare a job draft for the office to review.
Completed job to invoice preparation
When a job is marked complete, check the required notes and billable items, then prepare an invoice draft or flag missing information.
Maintenance follow-up
When an asset approaches its next service date, create a follow-up task with the site details and previous service history.
02Construction & buildingBuilders, subcontractors, and project teams
Reduce the repeated coordination between site records, project administration, and accounts.
Software you might use
- Procore (vendor website, opens in a new tab)Construction project management
- Microsoft 365 (vendor website, opens in a new tab)Email, files, and team collaboration
- Xero (vendor website, opens in a new tab)Accounting and invoicing
Automation ideas
Site update to weekly summary
At the end of the week, gather agreed site updates and open tasks into a project summary with links to the original records.
Missing document follow-up
When a project reaches a defined milestone, check its required document list and assign follow-up tasks for missing items.
Approved variation handoff
When a variation is approved, prepare the corresponding accounting handoff and notify the project administrator to review it.
03Property & real estateProperty managers, agencies, and facilities teams
Bring enquiries, maintenance coordination, and internal follow-ups into a clearer process.
Software you might use
- PropertyMe (vendor website, opens in a new tab)Property management
- HubSpot (vendor website, opens in a new tab)Customer relationships and sales
- Microsoft 365 (vendor website, opens in a new tab)Email, files, and team collaboration
Automation ideas
Maintenance request triage
When a maintenance request arrives, organise the property and issue details and queue it for the manager to assign.
Enquiry ownership
When a new property enquiry is captured, check for an existing contact and create a follow-up task for the assigned agent.
Open maintenance digest
On a schedule, summarise open maintenance requests and highlight those awaiting a quote, approval, or completion update.
04Healthcare & allied healthAllied health clinics and practice administration
Support the administrative side of care with carefully scoped access and minimal use of patient information.
Software you might use
- Cliniko (vendor website, opens in a new tab)Allied health practice management
- Xero (vendor website, opens in a new tab)Accounting and invoicing
- Microsoft 365 (vendor website, opens in a new tab)Email, files, and team collaboration
Automation ideas
Appointment admin check
Before an appointment, check whether the agreed administrative steps are complete and give reception a list of outstanding items.
Invoice exception review
After an agreed billing cycle, identify invoice records needing an administrative review and prepare a restricted task list.
Practice activity summary
On a schedule, prepare an aggregate appointment and capacity report for the practice manager, without including clinical notes.
05Accounting & bookkeepingBookkeepers, accountants, and finance teams
Spend less time chasing documents and rebuilding the same month-end checklist.
Software you might use
- Xero (vendor website, opens in a new tab)Accounting and invoicing
- Dext (vendor website, opens in a new tab)Receipt and invoice capture
- MYOB (vendor website, opens in a new tab)Accounting and business management
Automation ideas
Document completeness check
Before a reporting deadline, compare received documents with an agreed checklist and prepare a missing-items request for review.
Invoice exception queue
When supplier records arrive, flag missing fields or possible duplicates for the bookkeeper rather than approving them automatically.
Client reporting pack
At period end, collect agreed report exports, organise the files by client, and prepare a review task for the accountant.
06Legal practicesSolicitors, legal support, and practice managers
Improve the handoffs around a matter while keeping legal advice and professional decisions with your team.
Software you might use
- Clio (vendor website, opens in a new tab)Legal practice management
- Microsoft 365 (vendor website, opens in a new tab)Email, files, and team collaboration
- Xero (vendor website, opens in a new tab)Accounting and invoicing
Automation ideas
Enquiry to intake checklist
When an enquiry is received, prepare an intake record and the administrative checklist needed before a matter can be opened.
Matter milestone tasks
When an authorised matter status changes, create the agreed internal tasks and document requests for the next stage.
Billing preparation
At the end of a billing period, prepare a review queue of matter billing records and flag incomplete administrative details.
07Retail & e-commerceOnline stores, independent retailers, and multi-channel sellers
Connect the operational steps around orders, inventory, fulfilment, and customer updates.
Software you might use
- Shopify (vendor website, opens in a new tab)Online commerce and retail
- Cin7 (vendor website, opens in a new tab)Inventory and order management
- Starshipit (vendor website, opens in a new tab)Shipping and fulfilment
Automation ideas
Order exception alerts
When an order remains unfulfilled beyond an agreed threshold, create a task with the order details and the latest fulfilment status.
Low-stock review
When available stock falls below your threshold, prepare a replenishment list for purchasing to check before placing orders.
Sales reconciliation preparation
At the end of the day, collect agreed order and payment totals and highlight differences for your accounts team.
08Hospitality & food serviceCafés, restaurants, bars, and catering teams
Bring sales, staffing, and daily operational information together without rebuilding a spreadsheet each shift.
Software you might use
- Lightspeed (vendor website, opens in a new tab)Retail and hospitality point of sale
- Deputy (vendor website, opens in a new tab)Rosters and time tracking
- Xero (vendor website, opens in a new tab)Accounting and invoicing
Automation ideas
Daily operating summary
After close, bring together available sales and staffing totals into a summary for the manager to review.
Timesheet follow-up
Before the payroll handoff, identify incomplete or unapproved timesheets and create reminders for the responsible manager.
Catering enquiry handoff
When an event enquiry arrives, organise the date, headcount, and requirements into a task and prepare a reply draft.
09Professional servicesConsultants, engineers, advisers, and design studios
Keep client onboarding, project handoffs, and internal reporting moving with less coordination.
Software you might use
- HubSpot (vendor website, opens in a new tab)Customer relationships and sales
- Asana (vendor website, opens in a new tab)Projects and team tasks
- Microsoft 365 (vendor website, opens in a new tab)Email, files, and team collaboration
Automation ideas
Won project to onboarding
When a proposal is accepted, prepare a project from an agreed template and create the initial onboarding checklist.
Delivery handoff
When a project reaches review, assemble the relevant links and create an approval task for the nominated reviewer.
Weekly portfolio update
On a schedule, summarise project milestones and overdue tasks so your team can focus its weekly discussion.
10Marketing & creative agenciesDigital agencies, content studios, and creative teams
Organise the work around briefs, approvals, campaign reporting, and client communication.
Software you might use
- Asana (vendor website, opens in a new tab)Projects and team tasks
- HubSpot (vendor website, opens in a new tab)Customer relationships and sales
- Mailchimp (vendor website, opens in a new tab)Email marketing
Automation ideas
Brief to project structure
When an approved brief arrives, prepare the task list, owners, and asset folders from your project template.
Approval follow-up
When a deliverable is awaiting approval past its review date, prepare a reminder for the account manager.
Campaign reporting preparation
At reporting time, collect available campaign metrics into a consistent draft report for a person to interpret and approve.
11Transport & logisticsDispatch teams, fulfilment operators, and delivery businesses
Make exceptions visible across orders, shipments, and the records needed to close out a delivery.
Software you might use
- Starshipit (vendor website, opens in a new tab)Shipping and fulfilment
- Cin7 (vendor website, opens in a new tab)Inventory and order management
- Microsoft 365 (vendor website, opens in a new tab)Email, files, and team collaboration
Automation ideas
Delayed shipment queue
When a shipment has no expected status update, prepare an exception task with the tracking reference and order context.
Delivery record handoff
When delivery confirmation becomes available, organise the record against the order and notify the relevant administrator.
Dispatch readiness check
Before a dispatch cutoff, check agreed order fields and flag incomplete addresses or missing fulfilment details.
12Manufacturing & wholesaleProduct businesses, distributors, and production administration
Connect purchasing, stock, and sales administration so teams can work from consistent information.
Software you might use
- Cin7 (vendor website, opens in a new tab)Inventory and order management
- MYOB (vendor website, opens in a new tab)Accounting and business management
- Microsoft 365 (vendor website, opens in a new tab)Email, files, and team collaboration
Automation ideas
Purchasing review list
On a schedule, compare stock positions against agreed thresholds and prepare a purchasing review list.
Sales order handoff
When an order is approved, prepare the agreed operations checklist and flag any missing product or delivery information.
Supplier document matching
When supplier paperwork arrives, organise it against available order references and flag unmatched items for review.
13Recruitment & people operationsRecruiters, staffing agencies, and HR administration
Reduce administrative coordination around candidates, interviews, and onboarding.
Software you might use
- JobAdder (vendor website, opens in a new tab)Recruitment and applicant tracking
- Deputy (vendor website, opens in a new tab)Rosters and time tracking
- Microsoft 365 (vendor website, opens in a new tab)Email, files, and team collaboration
Automation ideas
Interview preparation
When an interview is scheduled, prepare the calendar details and an internal checklist with the agreed candidate references.
Placement onboarding
When a placement is confirmed, create the onboarding task list and assign document follow-ups to the responsible people.
Outstanding admin digest
Before an agreed start date, summarise incomplete administrative steps so the team can address them. Hiring decisions stay with people.
14Education & trainingTraining providers, course operators, and education administration
Make enrolment and course administration more consistent across the student journey.
Software you might use
- aXcelerate (vendor website, opens in a new tab)Student and training management
- Moodle (vendor website, opens in a new tab)Online learning management
- Google Workspace (vendor website, opens in a new tab)Email, documents, and spreadsheets
Automation ideas
Enrolment handoff
When an enrolment is approved, prepare the course access handoff and welcome checklist for the student administrator.
Completion review queue
When recorded course activity meets your agreed criteria, prepare a completion review task for an authorised staff member.
Course admin summary
On a schedule, prepare an aggregate summary of enrolments and outstanding administrative steps for the course team.
15Beauty & wellnessSalons, spas, barbers, and wellness studios
Support the work around appointments, front-desk follow-ups, and daily administration.
Software you might use
- Fresha (vendor website, opens in a new tab)Salon bookings and business management
- Square (vendor website, opens in a new tab)Payments and point of sale
- Xero (vendor website, opens in a new tab)Accounting and invoicing
Automation ideas
Daily appointment preparation
Before opening, prepare a summary of the day’s bookings and flag agreed administrative items for the front desk.
Rebooking task list
After the agreed interval since a completed visit, prepare a follow-up list for staff to review against customer preferences.
Daily totals handoff
At close, gather the available sales and payment totals and prepare a reconciliation summary for your accounts process.
16Automotive & repairMechanical workshops, repair centres, and service businesses
Connect booking administration, workshop updates, and the office work after a repair.
Software you might use
- MechanicDesk (vendor website, opens in a new tab)Automotive workshop management
- Xero (vendor website, opens in a new tab)Accounting and invoicing
- Microsoft 365 (vendor website, opens in a new tab)Email, files, and team collaboration
Automation ideas
Booking details check
Before a booked service, check the agreed vehicle and customer fields and create a task for anything missing.
Job completion handoff
When the workshop marks a job complete, prepare the invoice handoff and a customer update draft for review.
Service follow-up preparation
When a service follow-up is due under your records, create a review task with the vehicle and previous job context.
17Not-for-profits & communityCharities, associations, and community organisations
Reduce the coordination around supporter records, volunteer administration, and reporting.
Software you might use
- Salesforce for Nonprofits (vendor website, opens in a new tab)Donor and supporter relationships
- Mailchimp (vendor website, opens in a new tab)Email marketing
- Xero (vendor website, opens in a new tab)Accounting and invoicing
Automation ideas
Supporter record handoff
When a new supporter is recorded, check for a matching record and prepare the agreed internal follow-up tasks.
Volunteer onboarding
When a volunteer is accepted, create an onboarding checklist and assign outstanding document requests to the coordinator.
Reporting pack preparation
At reporting time, gather agreed programme and financial summaries into a draft pack for the responsible person to review.
18Agriculture & rural businessFarm operators, agricultural services, and rural administration
Bring routine operational records and the administrative follow-through into a more consistent flow.
Software you might use
- Agworld (vendor website, opens in a new tab)Farm planning and operational records
- Xero (vendor website, opens in a new tab)Accounting and invoicing
- Microsoft 365 (vendor website, opens in a new tab)Email, files, and team collaboration
Automation ideas
Completed work summary
When agreed field work is recorded, prepare an operational summary and link the relevant records for the office.
Supplier paperwork organisation
When a supplier document arrives, match its reference to available records and flag unmatched documents for review.
Recurring administration reminders
When an equipment or administrative review date approaches, create a task for the responsible person with the existing record attached.
19IT & technology servicesIT consultancies, technical service teams, and software businesses
Make customer handoffs, project administration, and recurring service checks easier to coordinate.
Software you might use
- HubSpot (vendor website, opens in a new tab)Customer relationships and sales
- Asana (vendor website, opens in a new tab)Projects and team tasks
- Microsoft 365 (vendor website, opens in a new tab)Email, files, and team collaboration
Automation ideas
New customer onboarding
When an engagement is approved, create the internal project and onboarding checklist with named owners.
Service review preparation
Before a scheduled customer review, gather agreed task and project updates into a draft agenda.
Renewal task creation
When a recorded subscription or agreement approaches renewal, create a review task. Changes to access and purchasing require approval.
20Events & tourism servicesEvent organisers, venues, and visitor experience businesses
Keep enquiries, booking preparation, and team coordination organised through busy periods.
Software you might use
- HubSpot (vendor website, opens in a new tab)Customer relationships and sales
- Square (vendor website, opens in a new tab)Payments and point of sale
- Deputy (vendor website, opens in a new tab)Rosters and time tracking
Automation ideas
Enquiry to booking checklist
When an event enquiry arrives, organise the date, group size, and requirements into a follow-up task.
Pre-event readiness summary
Before an event, check agreed booking and staffing records and highlight outstanding items for the organiser.
Post-event admin handoff
After an event is marked complete, prepare the billing review and a follow-up draft for the team to approve.
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These are example products and proposed workflows, not a list of pre-built integrations or vendor partnerships. We check your software plan, available connections, permissions, and business rules before proposing a build. Sometimes your software’s existing features are all you need.
Your tools, considered
Keep what works.
Connect what doesn’t.
You don’t need to replace every system to make a meaningful improvement.
We start with the software you use today. A built-in workflow may solve the problem. A supported integration might cover most of it. When something specific is missing, we can scope a custom connection or a carefully managed import.
The right answer depends on your process, the quality of your information, and how much control you need over the result.
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