Automation recipes.

11 recipes

• Any business, invoices and receipts

  Supplier invoices keyed into Xero

  Reads supplier invoices and receipts from the accounts inbox, codes them and creates the bills in Xero or QuickBooks for approval.

  3 hours a week, typically

  Outlook or Gmail, Xero, QuickBooks or Sage

• Engineering and manufacturing, quoting

  Emailed RFQ to a priced draft quote

  Reads each request for quotation as it lands, pulls out the part, quantities, material, finish, tolerances and dates, prices it from your rate card and puts a draft quote in front of your estimator.

  9 hours a week, typically

  Outlook or Gmail, Your rate card in Excel, Xero, Sage or your ERP

• Agencies, client reporting

  Analytics export to a client-ready report

  Pulls each client’s monthly numbers, compares them with last month and last year, and writes the report in your agency’s house style for an account manager to check.

  6 hours a week, typically

  GA4, Google Ads and Meta Ads, Looker Studio

• Professional services, client onboarding

  New client pack to a checked onboarding record

  Reads a new client’s email and documents, checks ID and proof of address, pulls out their details and prepares the record and engagement letter for a partner to approve.

  5 hours a week, typically

  Outlook, IRIS, CCH, Xero Practice Manager or similar, Your e-signature tool

• Trades and property, enquiries and booking

  Missed call or voicemail to a booked job

  Answers missed calls and voicemails within minutes, works out the job, area and urgency, pencils in a slot and texts the customer, even at 10pm.

  4 hours a week, typically

  Your phone or voicemail service, Google or Outlook calendar, Text messages

• Professional services, research and drafting

  Private assistant over your own precedents

  A private assistant that answers questions only from your firm’s own precedents, templates and guidance, and shows which document each answer came from.

  4 hours a week, typically

  SharePoint or Google Drive, A private AI workspace in your tenancy

• Agencies, proposals

  Brief to first-draft proposal

  Turns a client brief or discovery call notes into a first-draft proposal using your past winning proposals, rate card and case studies.

  3 hours a week, typically

  Email or call notes, Google Docs or Notion, Your past proposals and rate card

• Professional services, file notes

  Call recording to file note and actions

  Turns a recorded client call or meeting into a file note in your house style, with decisions and actions, ready to file against the client.

  3 hours a week, typically

  Teams or your phone system’s recordings, Your practice management system

• Engineering and manufacturing, quality paperwork

  Non-conformance reports drafted from inspection notes

  Turns rough inspection notes and photos into a complete non-conformance report in your format, with the batch, defect, containment and next steps filled in.

  3 hours a week, typically

  Microsoft Forms or a tablet checklist, Your NCR template in Word or Excel, SharePoint or Google Drive

• Engineering and manufacturing, chasing suppliers

  Supplier delivery chasing

  Checks open purchase orders every morning and sends polite, specific chasers for anything late or unconfirmed, then updates the expected dates from the replies.

  3 hours a week, typically

  Your ERP or a purchase order spreadsheet, Outlook or Gmail

• Trades and property, compliance tracking

  Certificate and renewal tracking

  Keeps track of gas safety records, EICRs and other certificates you issue or hold, and reminds customers and landlords before they’re due.

  2 hours a week, typically

  Your job management system or a spreadsheet, Email and text messages