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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.
Hiring agent: from job ad to interview shortlist
End-to-end hiring assistant for tradies: job ad copy + screening questions + interview structure + reference check script. One workflow, one apprentice hired.
Lapsed-client recall agent
Pulls clients who haven't booked in X weeks, segments by reason, drafts the right recall message for each (gentle for grief, direct for routine).
Quote-to-invoice converter agent
Job's accepted, work's done. This agent turns the original quote into a clean invoice with variations, payment terms, and a ready-to-send cover email.
AI Operations Manager
Systems thinker who finds the loops killing your week. Maps your workflow, names what to automate, and what to delete.
End-to-end quoting agent
Multi-step quoting workflow: customer brief → site checklist → labour & materials breakdown → quote email + signed acceptance link. One agent, one job won.
NDIS report agent (end-to-end)
End-of-plan-period workflow: notes + outcomes + sessions delivered → full NDIS progress report ready for plan review, written for the planner audience.
Daily clinical notes agent
End-of-day workflow: paste your scribbled notes from each session, agent returns clean SOAP-format notes ready to copy into Cliniko/Halaxy/PowerDiary.
New client intake agent
Pre-first-session workflow: takes a client's intake form, returns clinician summary + flags + first-session focus + welcome email + Medicare/insurance check.
Practice marketing engine agent
Weekly content workflow: takes one anonymised client win + your specialty angle, produces a Facebook post, an Instagram caption, a Google Business update, and a referrer email.
Workflow: 'before raising my prices' check
Runs a check before announcing a price increase to validate timing + impact.
Cancellation + no-show recovery agent
When a client cancels late or no-shows, this agent decides whether to charge, drafts the right reply, schedules the reschedule.
Workflow: support ticket triage + draft-reply system
Multi-step workflow that classifies, prioritises, and drafts replies for incoming support tickets.
Mid-project scope creep capture + comms agent
A scope-creep workflow that calls the ask in or out, prices the work, gives the client three options, and produces both the reply and the internal log entry.
Workflow: customer success daily briefing
Generates a daily briefing for CSMs covering at-risk accounts, expansion signals, and tasks.
Workflow: customer interview scheduling automator
Automates the recruit + schedule + reminder workflow for customer interviews.
Workflow: customer interview research → product backlog
Translates customer interview themes into prioritised product backlog items.
Discharge summary agent
End-of-care workflow: takes the case start-to-end, produces a discharge summary tuned to the audience (client, GP, NDIS planner, insurer).
Workflow: weekly product analytics review
Reviews weekly product analytics + recommends product changes.
Workflow: NPS detractor follow-up
Routes NPS detractors to the right human within 24h with a personalised outreach.
Medicare / private health rebate agent
Helps explain to a client what their rebate will be (Medicare CDM, MHCP, private health), confirms eligibility, drafts the receipt + claim instructions.
Practice growth strategy agent (quarterly)
Quarterly business strategy review: revenue, capacity, conversion, churn, fee model, hire/no-hire, niche tightening. Practice owner's CFO + COO + brain combined.
Build a 'customer interview to insight' workflow
Streamlines the workflow from raw interview to shippable insight.
Weekly authority post agent: one insight, five posts
A weekly content workflow that turns one client insight into five distinct posts, a 4-week recycle plan, and a reply bank for the comments they will attract.
Build a podcast video setup
Designs a podcast video setup with cameras, lighting, audio, and remote-guest workflow.
Workflow: in-app announcement + activation
Coordinates an in-app announcement + activation campaign for a new feature.
Workflow: pre-launch press embargo coordinator
Coordinates press embargo for a major launch — embargo terms, journalist outreach, lift coordination.
Telehealth session prep + tech-check agent
Morning of telehealth: lists today's clients, sends each a personalised reminder + Zoom link + tech check, prepares the digital tools you'll use.
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.
Insurer escalation agent (WorkCover/TAC/DVA)
When the insurer wants more sessions / a return-to-work date / questions your assessment — this agent drafts the escalation letter + evidence pack.
Bulk product description agent (from spec sheet to 5 SKU descriptions)
A bulk-SKU description workflow that produces title, short copy, long copy, three alt-text options, and three FAQ stubs for each of 5 products at once.
Re-engagement agent for a client gone quiet
A 5-output re-engagement workflow: a real hook, the message, the 10-day fallback, a graceful "no" reply, and the CRM note that prevents over-chasing.
Monthly multi-channel sales reconciliation agent
A multi-channel reconciliation workflow: per-channel summary, fee categorisation, GST treatment, the discrepancy list, and the journal entries for the bookkeeper.
Run a Xero year-end close (AU FY)
Full 30 June Xero year-end workflow — finalise STP, lock the books, prepare for tax agent, generate the FY pack.
Subjective wellbeing check-in agent (between sessions)
For psych or coaching practices: an automated weekly between-session check-in that surfaces drift before the next session, decides when to escalate.
Workflow: pricing change customer comms
Coordinates customer comms for a pricing change with full grandfathering + segmentation.
Group programme / class marketing agent
Launches a new clinical group (Pilates, exercise class, parent coaching, support group): builds the offer, target list, marketing posts, intake form, and 4-week launch plan.
Workflow: social repurposer (long-form → 8 variants)
Turns a single long-form piece into 8 platform-native social posts.
Voucher liability + commission split reconciliation agent
A voucher + commissions workflow specific to multi-chair personal-services venues: liability position, revenue treatment, commission splits, GST on expired vouchers, and clean journals.
Workflow: 'help me decide' framework
Walks through a decision with a structured framework.
Workflow: 'how to launch this feature' coordinator
Coordinates the cross-functional rollout of a new product feature.
Workflow: 'turn this into a course' from existing content
Turns existing content (blogs, podcasts, talks) into a paid course.
Intake-to-discharge workflow agent
Maps the entire arc of a client's care from referral through discharge: when to reassess, when to refer out, when to wrap up. Agent flags drift.
Workflow: changelog generator from git history
Generates customer-facing changelog entries from a week of git commits.
Workflow: customer interview transcription + tagging
Processes customer interview recordings into searchable, tagged repository entries.
Workflow: weekly customer interview synthesis
Synthesises the week's customer interviews into a single team-facing insights post.
Workflow: support ticket triage + draft-reply system
Multi-step workflow that classifies, prioritises, and drafts replies for incoming support tickets.
Mid-engagement scope shift capture + comms agent
A 5-step scope shift workflow: scope check, the pricing, three client options, the reply, and the variation order - so mid-engagement asks get handled in 30 minutes instead of becoming write-offs.
Workflow: customer success daily briefing
Generates a daily briefing for CSMs covering at-risk accounts, expansion signals, and tasks.
Workflow: paid ad creative generator (per channel)
Generates paid ad creative variants for Meta, LinkedIn, Google, and TikTok with A/B test plan.
Workflow: 'pre-meeting prep' for any meeting
Generates 5-min meeting prep notes for any upcoming meeting.
Workflow: 'first 100 days as new exec' coordinator
Coordinates a new exec's first 100 days — listening, point-of-view forming, executing.
Workflow: weekly all-hands prep + recap
Coordinates the prep, run, and recap of the weekly all-hands meeting.
Workflow: NPS detractor follow-up
Routes NPS detractors to the right human within 24h with a personalised outreach.
Weekly authority post agent: one insight, five posts
A weekly content workflow that turns one client insight into five distinct posts, a 4-week recycle plan, and a reply bank for the comments they will attract.
Hiring agent: from job ad to interview shortlist
End-to-end hiring assistant for tradies: job ad copy + screening questions + interview structure + reference check script. One workflow, one apprentice hired.
Workflow: pre-launch press embargo coordinator
Coordinates press embargo for a major launch — embargo terms, journalist outreach, lift coordination.
Bulk product description agent (from spec sheet to 5 SKU descriptions)
A bulk-SKU description workflow that produces title, short copy, long copy, three alt-text options, and three FAQ stubs for each of 5 products at once.
Monthly multi-channel sales reconciliation agent
A multi-channel reconciliation workflow: per-channel summary, fee categorisation, GST treatment, the discrepancy list, and the journal entries for the bookkeeper.
Run a Xero year-end close (AU FY)
Full 30 June Xero year-end workflow — finalise STP, lock the books, prepare for tax agent, generate the FY pack.
Workflow: pricing change customer comms
Coordinates customer comms for a pricing change with full grandfathering + segmentation.
Workflow: vendor cost audit + cancellation script
Audits monthly SaaS spend and generates the cancellation conversation per under-used vendor.
Customer enquiry triage agent
Customer enquiry comes in via SMS/email/FB. This agent classifies it, drafts the right reply, and either books a quote visit or kills it gracefully.
Build a GTD-style task system
Sets up a Getting Things Done (GTD) system tailored to a solo operator's tools and workflow.
Build a Raycast workflow
Sets up Raycast (or Alfred) shortcuts for the most common daily actions.
Workflow: PR pitch generator
Generates personalised PR pitches to journalists for a launch or news angle.
Workflow: lead magnet creation pipeline
End-to-end pipeline from topic to published lead magnet with landing page, asset, and nurture.
Workflow: pricing change rollout coordinator
Plans + executes a pricing change with customer comms, sales enablement, and ops updates.
Workflow: webinar production end-to-end
Runs the full webinar workflow from topic to follow-up — registration, run, replay, conversion.
Workflow: customer interview → product positioning
Translates customer interviews into refined product positioning.
Weekly LinkedIn authority post agent for professionals
A weekly LinkedIn workflow for professionals: the post itself, three hook variations, three first-comment additions, a reply bank, and a learning lever if it does not land.
Customer reactivation agent
Pulls past customers who haven't been seen in 12+ months, segments them by job type, drafts personalised reactivation messages tailored to each segment.
Local marketing content agent
Weekly content engine: turns one job photo or before/after into a Facebook post, an Instagram caption, a Google Business update, and a neighbourhood-targeted ad.
Workflow: feature request triage + product backlog feeder
Triages incoming feature requests, dedupes, scores, and feeds the product backlog.
Local business networking agent
Builds a personalised relationship-building plan for your area: who to know (other trades, local agents, suppliers), what to introduce yourself with, how to follow up.
Customer thank-you + review request agent
End-of-job sequence: thank-you SMS day-of, follow-up day 3 with review request, gentle re-ask day 14 if no review yet. Calibrated to not be pushy.
Materials & supplier order agent
End-of-day materials prep: lists what to order, where (best price + stock), pickup vs delivery decision, builds the order email/text for the supplier.
Workflow: 'how to onboard a contractor' coordinator
Onboards a contractor in a way that gets them productive in week 1.
End-of-week admin agent
Friday afternoon catch-up: drafts the customer follow-ups, pulls together the week's invoices, books in next week's jobs, lists what to chase on Monday.
Workflow: monthly OKR check-in
Runs the monthly OKR check-in — progress, blockers, recalibration.
Daily scheduling agent
Plans tomorrow's jobs in priority + drive-time order, builds the SMS reminders, flags conflicts, drafts apology messages for any cancellations.
Subcontractor coordination agent
When you're managing a job that needs other trades. This agent generates the brief, contracts the scope, schedules the sequence, and runs the daily check-ins.
Cash flow forecast agent (12-week rolling)
Solo operator's cash flow tool: takes scheduled jobs + outstanding invoices + known costs, projects 12 weeks ahead, flags any tight weeks before they hit.
Insurance + warranty claim agent
When something needs to go through insurance: helps decide if it's worth claiming, drafts the claim cover letter, lists the evidence to attach, manages the back-and-forth.
Workflow: 'first 100 customers' founder-led GTM
Founder-led playbook for getting from 0 to first 100 customers without paid ads.
Workflow: weekly ad creative iteration
Iterates winning paid ad creative weekly to fight ad fatigue.
Refund denial agent (firm, fair, AU Consumer Law aware)
A 5-step refund denial workflow: a Consumer Law sanity check, the decline reply, a tone pass, the escalation message, and the policy lesson - all on one page.
Workflow: customer renewal campaign
Runs the renewal campaign for a cohort of customers approaching contract end.
Workflow: customer-facing FAQ generator
Generates a customer-facing FAQ from real support tickets + sales objections.
Workflow: cold outbound email sequencer
Sets up a 6-touch outbound sequence with personalisation hooks, send timing, and reply triage logic.
Weekly supplier orders agent (stock check to confirmations)
A weekly orders workflow: demand model, per-supplier order list, the over/under-order sanity check, the order messages, and the receiving checklist.
Supplier issue resolution agent (wrong delivery, price hike, missed cut-off)
A 5-step supplier issue workflow: read the pattern, set a fair ask, draft the message, line up Plan B, and write the 3-day follow-up - so one bad week does not run on for months.
Difficult parent conversation reply agent
A 5-step workflow for replying to a pointed parent message: read the subtext, triage the type, draft the reply, leave the door open, log the note.
Build an Apple Shortcuts workflow
Designs an Apple Shortcuts automation for repeatable iPhone/Mac tasks.
Workflow: newsletter sponsorship sales pipeline
Builds a sales pipeline for newsletter sponsorships from prospect to deal.
Last-minute staff-out coverage agent
A 5-step last-minute cover workflow: triage, the ask, Plan B, guest comms, and the day-after follow-ups - so a sick-call does not blow up the service.
Workflow: weekly newsletter pipeline
Multi-step pipeline that produces a publish-ready newsletter from a week's content + ideas.
In-person complaint recovery agent (right then + follow-up + internal fix)
A 5-step in-person complaint workflow: the response in the moment, the next-day follow-up, the internal fix, the pre-drafted review response, and the personal lesson.
Workflow: 'before I press send' email check
Pre-send checklist for any high-stakes email — board, customer, investor, internal.
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.
Workflow: weekly community management
Manages a Slack/Circle/Discord community with engagement, moderation, and content.
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.
Workflow: ABN + tax invoice compliance check
Checks every customer + vendor invoice for AU ABN + GST compliance.
Workflow: LinkedIn thought leadership content engine
Builds a LinkedIn thought leadership engine — daily posts that compound a personal brand.
Workflow: SEO content factory (keyword → published)
End-to-end workflow from keyword research to published SEO blog post.
Workflow: monthly content calendar generator
Generates a full month of content across all channels aligned to business priorities.
Workflow: weekly digest synthesis
Compiles a weekly external + internal digest from many sources for the team.
Workflow: 'reduce my meetings' coordinator
Audits the calendar + recommends meeting reductions with cancellation scripts.
Workflow: 'before I publish' brand check
Final check before publishing any external content for brand consistency.
Workflow: 'is this a hire or a contractor' decision
Decides whether a hire or contractor is right + structures the engagement either way.
Workflow: cancellation save flow
When a user clicks cancel, runs a multi-step save flow with reason-specific responses.
Workflow: SEO audit + content gap analysis
Audits a site's SEO + identifies content gaps to fill in the next quarter.
Workflow: 'turn customer feedback into product backlog'
Translates customer feedback (any source) into prioritised backlog items.
Workflow: customer success quarterly business review
Generates the QBR for each strategic customer with metrics, value delivered, and next steps.
Workflow: 'is this a good idea' founder check
Pressure-tests an idea before committing time + budget.
Workflow: re-engagement sequence for cold subscribers
Multi-touch re-engagement sequence to revive subscribers who haven't engaged in 90+ days.
Workflow: monthly NPS run
Runs a monthly NPS survey + segmented analysis + action loop.
Workflow: stakeholder map for any major decision
Maps stakeholders for a major decision + the per-stakeholder engagement plan.
Workflow: weekly competitor monitoring
Monitors competitors weekly + flags moves worth responding to.
Workflow: candidate triage from CV pile
Triages a stack of incoming CVs against a role spec with rationale per shortlist decision.
Workflow: churn-risk early warning + save plays
Identifies at-risk customers from usage signals and triggers tailored save plays.
Workflow: contract → SOW + invoice generator
Turns a signed proposal into a formal SOW + invoice + project kickoff.
Workflow: monthly customer expansion campaign
Runs a monthly expansion campaign for customers showing growth signals.
Workflow: lead enrichment + qualification
Enriches inbound leads from form submission to scored, routed, and primed for sales.
Workflow: ABM-style outbound to a single account
Multi-channel outbound coordinated for one strategic account over 90 days.
Workflow: weekly sales pipeline review
Runs the weekly sales pipeline review with deal-level commit + commitment.
Workflow: founder daily briefing
Generates a 5-min morning briefing for the founder covering yesterday + today + decisions.
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.
Workflow: weekly engineering retro coordinator
Runs the weekly engineering team retro with structure, prompts, and action tracking.
Build an automation workflow (Zapier/Make)
Designs an automation workflow with triggers, actions, and error handling.
Workflow: candidate communication coordinator
Manages candidate communications throughout the hiring funnel.
Workflow: '5 customer calls per week' system
Sets up the discipline of 5 customer calls per week + the synthesis routine.
Workflow: monthly engagement survey + analysis
Runs the monthly internal engagement pulse + identifies what to act on.
Workflow: 'how to AI-augment my role' analyser
Analyses a role and identifies the highest-leverage AI-augmentation opportunities.
Workflow: 13-week cash flow forecast updater
Updates the rolling 13-week cash flow forecast weekly + flags scenarios.
Workflow: invoice processing + Xero categorisation
Processes incoming invoices, extracts line items, categorises in Xero, and flags anomalies.
Workflow: 'do I need a lawyer' triage
Triages legal questions — what's a lawyer call vs what's a quick decision.
Workflow: 'should I take this customer call' triage
Decides whether the founder should take a specific customer call.
Workflow: customer onboarding email sequence
Designs a 14-day onboarding email sequence that drives activation, not just welcome messages.
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.
Workflow: Stripe revenue analysis pipeline
Pulls Stripe data and analyses revenue patterns, churn, and customer cohort behaviour.
Workflow: weekly content engine from one source piece
Multi-step workflow that turns one source piece (essay, podcast, talk) into a week of cross-platform content.
Workflow: blog post → SEO refresh
Refreshes existing blog posts to recapture lost rankings.
Workflow: weekly ad performance review
Reviews paid ad performance + identifies what to scale, kill, or iterate.
Workflow: weekly content review + approval
Reviews + approves the team's weekly content output.
Referral-warmed intro agent (turn a warm intro into a paid conversation)
A 5-piece referral handling workflow: reply to the referrer, intro to the prospect, the 5-day follow-up, the loop-back to the referrer, and the LinkedIn line.
Weekly roster build agent (demand forecast to swap message)
A weekly rostering workflow: forecast, the roster itself, wage % check, the publish message, and the gap-alert template.
Workflow: weekly leadership report generator
Compiles a weekly leadership report from team updates, metrics, and customer voice.
Workflow: customer interview to website copy
Turns customer interviews into website copy — landing pages, value props, headlines.
PSI + contractor income classification agent for creative freelancers
A PSI classification workflow for creative freelancers: apply the 4 ATO tests, name the deduction impact, and produce the questions to take to the accountant before lodgement.
Workflow: monthly newsletter sponsor performance review
Reviews the month's newsletter sponsor results + recommendations.
Messy enquiry to scope doc agent
A 5-step scoping workflow that turns a messy enquiry into a 1-page scope doc, the 5 questions to lock down, a red-flag check, and the reply that opens the conversation.
Isometric illustration of a business workflow via DALL-E
Generates 2 isometric illustrations (clean and rich) of a business workflow in DALL-E, with 30-degree angle, no text, ambient shadows, and palette-locked styling for landing pages or decks.
Build a Pomodoro/Flowtime workflow
Helps choose between Pomodoro (timed) and Flowtime (untimed) and sets up the chosen method.
Weekly food cost % review agent
A weekly food cost workflow: real % calculated, gap explained, three likely leaks, one menu-level fix, and three numbers to track next week.
Workflow: brand voice consistency reviewer
Reviews any piece of content against brand voice + flags inconsistencies.
Brand-consistent product photo set with a colour-locked LoRA
Full Stable Diffusion workflow for a six-image product photo set that stays on-brand: positive + negative prompt, six angle variations, recommended sampler / CFG / resolution, and LoRA weight guidance.
Flat-vector illustration of a workflow for a pitch deck
Generate a series of flat-vector workflow illustrations for a pitch deck that all share the same style. Covers the locked token stack, stage-by-stage subject slots, recommended vector LoRA, and a consistency check before layout.
Workflow: customer event coordinator (in-person)
Coordinates an in-person customer event from RSVPs to follow-up.
Build a 'when AI helps me / when I do it myself' policy
Drafts a personal policy for when to use AI vs do work yourself.
Single-order delay recovery agent (apology + remedy + retention)
A 5-step single-order delay workflow: severity, remedy decision, the reply, the internal action list, and the 5-day check-in - so the recovery actually completes.
Workflow: monthly metric review prep
Prepares the monthly leadership metric review with anomaly investigation + action prompts.
Workflow: monthly board prep coordinator
Coordinates monthly board prep — pre-read, pre-meetings, decisions sought.
Workflow: bookkeeping prep for monthly close
Runs the monthly bookkeeping prep — categorisation, reconciliation, exception flagging.
Workflow: weekly product team standup compiler
Compiles the async written standups from the product team into one team brief.
Multi-disciplinary handover agent
When a client crosses disciplines within or beyond your practice (physio→OT, psych→GP, OT→speech), this drafts the handover note with consent + key context.
Workflow: customer health scoring + expansion play
Identifies customers showing expansion signals + triggers tailored expansion outreach.
AHPRA + insurance compliance check agent
Annual or new-service check: walks through AHPRA registration, professional indemnity insurance, supervision, CPD hours, business compliance — flags what's overdue.
Workflow: customer health score + intervention
Calculates customer health scores, identifies at-risk accounts, and triggers tailored interventions.
Workflow: weekly research sprint coordinator
Coordinates a weekly research sprint — what to learn, who to talk to, what to ship.
Cliniko / Halaxy weekly admin agent
Friday afternoon practice cleanup: outstanding invoices, missing notes, uncoded sessions, recall list, unread messages, next-week prep.
Workflow: sales-to-CSM handoff coordinator
Generates the handoff doc + kickoff plan when a deal closes from sales to customer success.
Workflow: customer success kick-off (per new customer)
Runs the kickoff process for every new customer to set up for success.
Workflow: 'voice of customer' weekly synthesis
Synthesises the week's voice-of-customer signals into a single internal Slack post.
Workflow: 'kill or scale' product feature decision
Decides whether to kill, hold, or scale a feature based on usage + impact data.
Outcome measure analysis agent
Quarterly review: takes your full caseload's outcome scores, identifies what's working, what's not, where you're an outlier (pos or neg) vs published benchmarks.
Group/family session prep agent
When the next session involves family, partner, or a group: helps plan the structure, anticipates dynamics, drafts the consent + ground-rules conversation.
Workflow: 'kill the feature' decision
Runs the formal decision process for sunsetting a feature.
Workflow: launch coordinator (multi-channel)
Coordinates a product launch across all channels with timing, assets, and per-channel rollout.
Workflow: customer interview → case study
Turns a customer interview transcript into a publish-ready case study.
Workflow: weekly LinkedIn engagement system
Manages the weekly LinkedIn engagement that compounds reach + relationships.
Warranty + callback management agent
Triages incoming callback requests (warranty vs not, urgent vs not), drafts the response, schedules the visit, decides if a charge applies.
Workflow: knowledge base auto-updater from solved tickets
Identifies recurring support tickets that should become KB articles + drafts the articles.
Workflow: weekly thought leadership content engine
Builds 5 LinkedIn thought leadership posts per week from the founder's voice + observations.
Workflow: cold call → meeting booked
End-to-end cold call workflow including pre-call research, script, objection handling, and post-call recap.
Workflow: outbound sequence builder for ABM tier-1 accounts
Builds a multi-touch ABM sequence for a single high-value account across roles.
Refund-or-replace decision agent
A 5-step refund workflow that checks AU Consumer Law, picks the right remedy, drafts the reply, lists the internal action, and flags the pattern if there is one.
Bookkeeping agent: receipt to Xero entry
Snap a receipt, this agent extracts the data, classifies it (job-attributable vs overhead), prepares the Xero entry, and flags anything weird for your bookkeeper.
Workflow: customer feedback synthesiser
Synthesises customer feedback from multiple sources into themes, insights, and recommended actions.
Quote chase sequence agent
Sent a quote, no reply. This agent runs the 4-touch follow-up sequence over 21 days — friendly nudge, value-add, soft urgency, graceful close.
Workflow: sales call recording → CRM update
Processes a sales call recording into CRM-ready notes, deal stage updates, and next-step actions.
Workflow: daily founder inbox triage
Triages a founder's email inbox into action / read / archive with drafted replies for the most common asks.
Disputed invoice resolution agent
A 5-step dispute workflow: line-by-line audit, negotiation strategy, the reply, credit note if needed, and the escalation path - so disputed invoices resolve in days, not months.
Workflow: weekly fundraising follow-up coordinator
Coordinates the weekly cadence of investor follow-ups during an active raise.
Workflow: customer health → automated CSM playbook
Triggers automated CSM plays based on customer health signals.
Workflow: customer review response bot
Drafts personalised responses to public reviews on App Store, G2, Trustpilot, etc.
Workflow: customer satisfaction trigger response
Triggers tailored responses to customer satisfaction scores (CSAT, NPS, etc.).
Workflow: contract review + risk flagging
Reviews incoming contracts (vendor, customer, partner) and flags risks, missing clauses, and unusual terms.
Workflow: 'before this meeting' calendar audit
Audits a single upcoming meeting + decides keep/cancel/restructure.
Workflow: 'before saying yes' commitment check
Pressure-tests a potential commitment before agreeing.
Workflow: customer story interview → multiple assets
Turns one customer story interview into multiple marketing assets.
Workflow: customer renewal scoring + intervention
Scores upcoming renewals + triggers tailored interventions to maximise retention.
Workflow: 'one big thing per quarter' coordinator
Picks the founder's one big thing per quarter + protects it from competing demands.
Workflow: 'plan my week' Sunday coordinator
Plans the upcoming week with priorities, time blocks, and protected deep work.
Workflow: weekly review compiler (founder)
Compiles a personal weekly review from calendar, todo list, journal, and metric snapshots.
Workflow: weekly hiring funnel review
Reviews the hiring funnel weekly + identifies bottlenecks.
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.
Workflow: customer email auto-categoriser
Categorises incoming customer emails to the right inbox + drafts replies for predictable categories.
Workflow: customer interview → social proof asset
Turns a single customer interview into a social proof asset — quote card, story, video clip.
Workflow: 'how to delegate this' analyser
Analyses what to delegate vs keep + drafts the delegation brief.
Workflow: performance review prep coordinator
Coordinates manager + employee prep for a performance review.
Workflow: 'protect my deep work' calendar manager
Manages the founder's calendar to protect deep work blocks against meeting requests.
Workflow: support escalation workflow
Escalates support tickets that need engineering, product, or executive attention.
Workflow: meeting note → action extractor
Multi-step workflow that takes raw meeting transcripts and produces decisions, actions, and follow-ups.
Workflow: 'why we lost' deal review
Conducts a structured 'why we lost' debrief after a closed-lost deal to extract real learnings.
Workflow: customer testimonial collection
Systematically collects + organises customer testimonials from every interaction.
Workflow: BAS prep (AU quarterly)
Runs the quarterly BAS preparation for an AU small business.
Workflow: CRM data hygiene weekly cleanup
Weekly automated cleanup of CRM data — deduplication, missing fields, stale records.
Workflow: 'before signing' contract redline coordinator
Coordinates contract redlines + back-and-forth with counterparty before signing.