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GP referral letter agent
Letters to and from GPs in one workflow: drafts the formal letter, attaches the right context, suggests next steps for shared care.
Referral letter to GP
Formal letter to a GP referring back, requesting imaging, or escalating a finding. Professional medical tone, AHPRA-compliant.
GST commission invoice for the vendor
Drafts the formal commission invoice to the vendor on settlement, with the GST line, agency ABN, and trust account note. The compliant version, not the casual one.
Turn meeting notes in Word into a formal SOW
Copilot reads kickoff meeting notes in Word and produces a formal SOW with milestones, acceptance criteria, change control, and a list of open questions to resolve before signing.
Convert messy notes in Word into a formal report
Copilot turns messy Word notes into a formal report — exec summary, findings with citations, ranked recommendations, and the leftover notes kept at the end as backup.
Three-touch invoice escalation agent (gentle, firm, formal)
Three escalating chase drafts (day 7, 14, 21), plus the pause-work email and the CRM flag - everything ready to send without rewriting under pressure.
Professional services dunning agent (reminder, demand, solicitor)
A 5-step formal dunning workflow with reminder, demand, final letter, phone script, and the escalation checklist - so chase is paperwork, not anxiety.
Plain-English engagement letter cover note
A plain-English cover note that goes ABOVE the formal engagement letter — translates the clauses into what the client's actually agreeing to, names the out-of-scope limits, invites questions before signing.
Workflow: contract → SOW + invoice generator
Turns a signed proposal into a formal SOW + invoice + project kickoff.
Rewrite for a specific tone
Rewrites a piece in a specific tone (warm, formal, playful, urgent, etc.) without changing meaning.
Formal first-reminder for an overdue professional fee
A formal first-reminder for a professional services invoice — appropriate tone for accountants, lawyers, consultants. References the engagement, acknowledges any open query, asks for a clear pay-by date.
Letter to insurer requesting additional services
Formal letter to WorkCover, TAC, DVA, or a private health insurer requesting additional services or extension of cover.
Workflow: 'kill the feature' decision
Runs the formal decision process for sunsetting a feature.