Category: Automation Ideas

Combines CRM and accounting data to segment clients by profitability, service preferences, and behaviour, revealing which customer types drive business and which drain resources.

Automatically detects Google Analytics traffic anomalies (sudden drops, unexpected spikes, unusual patterns) and alerts marketing team immediately, enabling rapid investigation and response.

It provides prospects with an instant cost estimate or value calculation based on their specific inputs, while capturing those inputs as qualified lead data in your CRM. They get immediate value; you get sales-ready information.

Uses AI to merge your company data with a prospect partner’s profile, then drafts a customised proposal outlining value exchange, co-marketing ideas, and revenue projections.

Automatically creates human-readable documentation for Zapier, Make, or n8n workflows using AI, explaining what each workflow does, when it triggers, and what actions it performs without manual documentation writing.

It automatically creates and sends invoices when deals are marked as accepted, won, or signed in your CRM. All deal details, line items, and client information flow directly into the invoice without manual data entry.

Automatically updates Xero exchange rates daily from a live currency API, ensuring invoices, expenses, and financial reports use current rates without manual entry.

Converts resolved support tickets into knowledge base drafts with steps, screenshots, and troubleshooting tips.

Automatically summarises uploaded PDFs in Google Drive using Claude, creating concise one-page briefs that extract key points, action items, and important details without reading the full document.

Pulls financial data from your ERP or spreadsheets, calculates variances, and uses AI to write narrative explanations and risk flags.