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Monthly Bookkeeping Agent
A deployable AI agent that runs your monthly close, BAS prep, and cash flow updates — AU-tax compliant. Configure once, run every month.
AI Book Keeper (AU)
Your AU-savvy book keeper for the small jobs in between BAS quarters. Knows Xero, GST and what the ATO actually wants.
Triage an Outlook inbox into action piles
Copilot sorts your unread Outlook into 5 piles with one-line reasons per email and a 20-minute action plan based on your next email session.
Categorise Excel transactions into BAS categories
Copilot reads each bank transaction in Excel and assigns BAS category, GST flag, and confidence, then surfaces the 10 most ambiguous rows for human review.
Build a Notion client onboarding workflow template
Inside Notion AI, builds a reusable client onboarding template with header callout, day-by-day task database, welcome email, kickoff agenda, asset checklist, internal checklist, and a debrief reflection.
Auto-fill a Notion CRM database from raw call notes
Inside Notion AI, parses raw call notes into a CRM-ready table mapped to your database properties. Skips missing values rather than inventing them, and queues follow-up tasks.
Build a customer knowledge base FAQ from saved comms
A Notion AI agent that reads your saved customer comms and produces a frequency-ranked public FAQ with tags, plus three product / onboarding improvements that would prevent the same questions in future.
Build a Notion formula for a custom database calculation
Inside Notion AI, generates a Notion 2.0 formula with paste-ready code, a plain-English walkthrough, three test cases, and an alternative approach if a rollup would be simpler.
Branded social media tile series with ControlNet for layout consistency
Generate a social tile series where every tile shares the same layout (ControlNet-locked) but each features a different topic - so the grid looks intentional. Includes ControlNet model picks and a base-prompt + topic-slot pattern.
Quarterly BAS prep agent for solo coaches
A 5-step BAS prep workflow for solo coaches: income split, expense categories, GST position, owner-pay check, and the 5 questions to ask the accountant.
Monthly buyer database nurture agent
A monthly nurture pack: the main email, four segment-specific PS lines, an SMS version, a 3-frame IG Story, and the CRM tagging plan.
Monthly takings vs expenses summary to your bookkeeper
A monthly summary email to your bookkeeper with headline numbers, income breakdown, expense breakdown, notes/queries, and what you'll attach. Stops them chasing you each BAS quarter.
Categorise mobile + in-salon income for the BAS
BAS-ready categorisation that splits mobile vs in-salon appointments, applies ATO cents-per-km vehicle deduction against the mobile side, and gives a margin snapshot per channel.
Categorise a month of Shopify transactions for the BAS
Drop in a month of Shopify transactions and get a BAS-ready categorisation table — category, GST status, notes, totals, and flagged items for your bookkeeper.
Local marketing content month agent
Plans a month of social, email, and database content for one suburb you farm — plus the prompts I need to make each piece.
Build an ABM target account list
Builds an account-based marketing target list with tiering and outreach plan.
Suburb market update newsletter agent
Writes the monthly suburb market update for your database — numbers, narrative, hero listings, and the soft call-to-list close.
Build a sales compensation plan
Designs a sales compensation plan with base, variable, accelerators, and SPIFFs.
Workflow: 30-60-90 day plan for new hire
Generates a personalised 30-60-90 day plan based on the role, team, and current state.
Run a quarterly BAS prep workflow in Xero
Pre-BAS Xero checklist: clean GST coding, fix unreconciled items, reconcile GST control accounts, generate the Activity Statement report, sanity-check vs P&L.
Set up a Notion personal OS
Sets up a Notion-based personal operating system covering tasks, notes, projects, and review.
Run a manager training program
Designs a manager training program for new managers covering the basics.
Build an 'evidence-based decision' template
Drafts a template for any major decision that requires showing the evidence.
Design a cohort-based course
Designs a cohort-based course with structure, cadence, and live elements.
Run an open source license audit
Audits a codebase for open source licenses to identify compliance obligations + risks.
Build a data dictionary
Drafts a data dictionary for a database or warehouse — the human-readable schema.
LTV-to-CAC ratio interrogation
Interrogate the LTV:CAC ratio for the assumptions hiding inside the number, before the board makes a decision based on it.
Write a comparison page
Drafts a comparison page (us vs competitor) that wins clicks without bashing the alternative.
Pick a pricing strategy: cost-plus, value-based, anchored or tiered
The four pricing approaches with the trade-offs each one represents. Plus the recommended structure.
Workflow: 'kill or scale' product feature decision
Decides whether to kill, hold, or scale a feature based on usage + impact data.
Workflow: knowledge base auto-updater from solved tickets
Identifies recurring support tickets that should become KB articles + drafts the articles.
Build a BAS lodgement checklist (AU)
Drafts a quarterly BAS lodgement checklist for AU small business.
Build a research methodology training
Designs a 4-module training to upskill non-researchers on research methodology basics.
Workflow: customer health → automated CSM playbook
Triggers automated CSM plays based on customer health signals.
Build a knowledge base structure
Designs the structure for a customer-facing knowledge base or help centre.
Workflow: BAS prep (AU quarterly)
Runs the quarterly BAS preparation for an AU small business.