Author: Brett Kraiger

It converts an accepted quote into a complete delivery plan with tasks, timelines, folders, and team assignments – all without manual data entry. The client’s details, scope, and deadlines flow directly into your project management system.

It turns messy email or message threads into clean summaries attached to the right contact or deal. It also extracts key details and next steps so your CRM becomes useful instead of a dumping ground.

Listens for keywords in Intercom conversations and automatically triggers a relevant product tour or series.

Automatically scans Google Drive to identify duplicate files based on name, size, and content hash, flagging or organising duplicates for review and cleanup without manual searching.

Automatically applies wholesale pricing tiers in WooCommerce based on customer role assignment, showing different prices to retail vs wholesale buyers without manual discount codes.

In Make (formerly Integromat), takes incoming webhook payloads, transforms field names/structures, applies validation, and forwards the standardised body to multiple APIs without rebuilding logic each time.

Uses AI to automatically generate detailed compliance checklists from regulatory requirements documents (SOC2, HIPAA, GDPR, ISO 27001), creating actionable task lists with controls, evidence needs, and responsibility assignments.

Aggregates notes from several meetings (docs, Slack, CRM) and merges them into a single summary with key decisions and action items.

Enables Acuity customers to book multiple services in a single transaction, allowing them to schedule a full day of appointments or package services without multiple booking flows.

It detects when clients send praise or positive feedback, then automatically triggers a friendly referral request while they’re in a grateful mindset. The ask is timed perfectly and feels natural, not pushy.

Monitors ActiveCampaign email engagement and sends a personalised SMS if the contact doesn’t open within 48 hours, driving replies through another channel.

Provides clients a single live-updating link showing project status, completed work, next steps, and timeline – reducing “what’s the status?” emails.