The Library
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SOAP note formatter from session notes
Turn your scribbled session notes into a clean, properly-structured SOAP note ready to paste into Cliniko, Halaxy or your records.
Pre-send invoice review agent (catches the things that cause delays)
A pre-send invoice walkthrough: line item check, compliance check, AP-friendliness fixes, the cover email, and the internal record - so the invoice gets paid first time.
Chronic no-show client policy escalation agent
A 5-step chronic no-show escalation: decision check, the message, the internal record, the team brief, and the pushback reply - the whole boundary conversation, drafted in one go.
Annual engagement letter renewal agent
A renewal pack: summary email, updated engagement letter, objection notes, the graceful "they are leaving" reply, and the CRM record - so renewal does not become a renegotiation.
Workflow: customer onboarding video kit generator
Generates a customer onboarding video kit — record once, watch many times.
Build a research transcription + analysis workflow
Sets up a workflow for transcribing + analysing research interview recordings.
Radio scripts (30s and 60s)
Write a 30s and 60s radio script for the same idea, with stage directions a producer can record from cleanly.
Workflow: customer interview transcription + tagging
Processes customer interview recordings into searchable, tagged repository entries.
Set up Xero Single Touch Payroll for a small AU team
Step-by-step Xero Payroll + STP setup for an AU small business: org settings, pay calendar, super, leave categories, employee records, STP filing test.
Build a research repository entry
Drafts a single research repository entry — the canonical record of one study.
Build a 'sales call recording analysis'
Analyses a corpus of sales call recordings to surface buyer signals + objection patterns.
Write a 'for the record' note
Drafts a 'for the record' email after a contentious meeting or conversation to capture what was agreed.
Build a 'how to do a brag doc' template
Helps an employee maintain a brag doc — a running record of accomplishments.
Workflow: sales call recording → CRM update
Processes a sales call recording into CRM-ready notes, deal stage updates, and next-step actions.
Build a 'records of processing' (ROPA) doc
Drafts a Records of Processing Activities document required by GDPR Art 30 (and best practice in AU).
Workflow: CRM data hygiene weekly cleanup
Weekly automated cleanup of CRM data — deduplication, missing fields, stale records.