Book a 20-min Automation Audit
Bring one workflow. Leave with a clear automation plan.
What we’ll cover
Your current workflow and your biggest bottleneck
The best automation approach
for your stack
A clear scope, timeline,
and next steps
Automations we have done previously
WhatsApp Lead-to-Settlement Automation
- WhatsApp AI qualification
- Auto proposals (BetterProposals)
- Auto invoices (Xero)
Listing Data → Canva Collateral Generator
- Live property + CRM data
- Auto-filled Canva templates
- Branded assets in minutes
Property Management Due Diligence Dashboard
- Data from PM CRMs
- Automated reports
- Asset monitoring + portfolio views
How the Audit → Build process works
Review our process below
01
Map the workflow
Understand the steps, tools, and success metric.
02
Design the automation
Define triggers, data flow, and safeguards.
03
Build and integrate
Develop scripts and connect your tools.
04
Test, deploy, and handover
Validate in real use, then deliver docs + training.