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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.

#operations

Knowledge base article template

Draft a knowledge base article template that opens with the outcome and closes with a troubleshooting block.

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.

Build a dream-client target list

Builds an account-based marketing target list - the specific companies to go after, ranked, with an outreach plan for each tier.

ChatGPT

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 a dream-client target list

Builds an account-based marketing target list - the specific companies to go after, ranked, with an outreach plan for each tier.

ChatGPT

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.

#other

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 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.

#research

Build an 'evidence-based decision' template

Drafts a template for any major decision that requires showing the evidence.

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.

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.

Design a cohort-based course

Designs a cohort-based course with structure, cadence, and live elements.

#research

Run an open source license audit

Audits a codebase for open source licenses to identify compliance obligations + risks.

#research

Build a data dictionary

Drafts a data dictionary for a database or warehouse — the human-readable schema.

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.

#advertising

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.

Stable Diffusion

#creative

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.

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.

#data analysis

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.

Write a comparison page

Drafts a comparison page (us vs competitor) that wins clicks without bashing the alternative.

#writing

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.

#branding

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.

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.

ChatGPT

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.

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.