Bot Library Catalogue
Pre-built automations across 7 categories, ready to deploy into your business.
Setup complexity varies by bot and your environment. Some bots use third-party APIs (e.g. AI, SMS, image sourcing) which may incur additional usage-based fees billed directly by the provider. We will outline all expected costs before deployment.
AI Integration
Integrates with Microsoft 365, Google Workspace, Slack, and more
Content Pipeline: Blog, Newsletter, and Social Media
ComprehensiveAn end-to-end content pipeline that generates a weekly blog post, newsletter, and social media posts. The system drafts all content, sends a single approval email to the client, and on approval publishes the blog to the client's website, sends the newsletter to their mailing list, and posts to their social media channels.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Document Data Extraction to CRM
ComprehensiveExtracts structured data from incoming documents (forms, compliance docs, contracts, timesheets, purchase orders), validates the extraction against a confidence threshold, and posts the result to the client's CRM. Low-confidence extractions are routed for human review before posting.
- Automated notifications
- AI-powered automation
- Approval workflow
- CRM integration
Automated Q&A Replies (Availability, Pricing, Status)
ComprehensiveMonitors configured inbound channels for common customer questions about availability, pricing, and job or order status. Questions are classified and answered, with high-confidence answers sent automatically and low-confidence or unknown questions escalated to a human.
- Automated notifications
- AI-powered automation
- Approval workflow
- CRM integration
Meeting Transcript to Minutes and Action Items
ComprehensiveTriggered when a meeting recording or transcript is available in Teams or Zoom. The transcript is sent to the.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
AI-Powered Chat Widget
ComprehensiveProvides a website chat widget backed by the via a. Visitors interact with a generic embedded JavaScript snippet on the client's site.
- Automated notifications
- AI-powered automation
- Automated reporting
- Team chat integration
Document Summariser
ModerateAutomatically summarises documents uploaded to a designated or folder, or received as email attachments. Produces a structured summary (executive summary, key points, action items, and sentiment assessment) and delivers it via file and email.
- Automated notifications
- AI-powered automation
- Automated reporting
- Cloud storage integration
Guided Daily Reflection
ModerateA two-part daily reflection flow. Part 1 sends the client a guided reflection prompt via their preferred channel (email, chat widget, or SMS) and captures their responses.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Capture Inbox Processing
ComprehensiveProcesses all files in a client's digital capture folder (inbox, clippings, voice notes, freeform notes). Each file is classified by type, enriched with AI-generated tags and summaries, and filed to the appropriate destination folder.
- AI-powered automation
- Approval workflow
- Scheduled automation
- Automated reporting
App Integration
Integrates with Zoho CRM, HubSpot, Salesforce, and more
Form to CRM Integration
LightCaptures form submissions from multiple sources (Microsoft Forms, Typeform, website, Google Forms, Gravity Forms), normalises the data into a consistent contact schema, deduplicates against existing CRM records, creates or updates contacts and deals, and notifies assigned staff. Eliminates manual data entry and ensures every lead reaches the CRM within seconds.
- Automated notifications
- AI-powered automation
- CRM integration
- Document processing
Form to CRM Integration (Advanced)
ModerateExtends the base Form to CRM flow (APP-01) with a configurable lead scoring system, automated routing based on score thresholds, pipeline stage assignment, and optional qualification enhancement. Ensures hot leads receive immediate attention, warm leads are followed up promptly, and cold leads are nurtured automatically, all without manual triage.
- CRM integration
- Lead scoring
- Document processing
- Media handling
Data Entry Form Application
ModerateProvides a structured data collection form for clients who need more than standard form tools offer. Supports custom field types, complex validation, offline and mobile entry, and automated sync to multiple downstream systems (CRM).
- CRM integration
- Document processing
- Form data capture
Form Response Processor
ModerateCaptures Microsoft Forms responses into a list with structured field mapping, sends a confirmation email to the submitter, posts a summary to a Teams channel via adaptive card, and optionally creates a Planner task for forms that require follow-up action. Replaces the common pattern of Forms responses being routed to an inbox folder by mail rule with no structured processing, no list capture, and no team visibility.
- Automated notifications
- AI-powered automation
- Automated reporting
- Team chat integration
External Data Sync Engine
ComprehensiveKeeps a list in sync with an external data source by pulling records on a configurable schedule (or in response to an event), transforming them according to a field mapping, and upserting them into the target list. Solves the common small business problem of data living in a legacy system, industry-specific SaaS, or external database that needs to flow into M365 for reporting and dashboards.
- Scheduled automation
- Automated reporting
- Document processing
- Form data capture
Form to PDF Document Generator
ModerateConverts form submissions into professionally formatted PDF documents using a Word template, then files and distributes them automatically. Replaces manual processes where staff fill paper forms, someone re-types the data into a document, prints it, scans it, and emails it.
- Automated notifications
- AI-powered automation
- Cloud storage integration
- Branded templates
Communications
Integrates with Twilio, Microsoft Teams, WhatsApp, and more
Lead and DM Follow-Up (Cold Lead Chasing)
ComprehensiveMonitors configured lead sources for new enquiries and tracks response status. When a lead goes silent for a configurable number of days, the flow generates a personalised follow-up message.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Appointment Reminder and No-Show Follow-Up
ComprehensiveScheduled flow that reads upcoming appointments from the configured booking source, sends personalised reminders at defined intervals before each appointment, detects no-shows by checking for confirmation or attendance after the appointment start time, and sends a follow-up re-engagement message to no-shows. All reminders and no-show events are logged.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Review and Testimonial Request
ModerateAfter a job or service is marked complete, this flow automatically sends a personalised review request to the client, waits a configurable period, sends a follow-up if no review is received, routes positive reviews to Google Business Profile and the client's website testimonial page, and logs all outcomes to a tracking list.
- Automated notifications
- AI-powered automation
- Approval workflow
- CRM integration
Multi-Platform Notification Hub
ComprehensiveA centralised notification routing engine that receives events from any source (schedules, email parse, CRM triggers) and routes notifications to the right people on the right channel based on configurable rules stored in a list. Handles delivery confirmation, deduplication, escalation on failure, and optional daily digest batching for low-priority notifications.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Feedback and Feature Request Pipeline
LightGives staff a lightweight, structured way to submit internal feedback, improvement suggestions, and feature requests. Replaces the "just tell someone" approach that breaks down as a business grows past 5 people.
- Automated notifications
- AI-powered automation
- Team chat integration
- Document processing
Marketing
Integrates with Facebook, Google Business Profile, Mailchimp, and more
Google Review to Website and Social
ComprehensiveMonitors Google Business Profile for new reviews, publishes qualifying positive reviews as testimonials on the client's website and social media, notifies the business owner of all reviews (with different templates for positive and negative), and generates suggested responses for negative reviews. Saves staff time on review monitoring and ensures positive reviews are leveraged for marketing promptly.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Website Content Sync
ModerateKeeps website content synchronised with a designated source of truth (list, Google Sheet, CRM, or headless CMS). Eliminates manual content updates by detecting changes in the source data and pushing them to the website automatically or staging them for review.
- AI-powered automation
- Approval workflow
- CRM integration
- Spreadsheet integration
Content Marketing and Lead Capture
ComprehensiveAutomates a content-to-conversion pipeline for local service businesses. Turns real customer questions into published social and search content, captures inbound leads generated by that content, and triggers instant personalised follow-up.
- Automated follow-ups
- Auto-publishing
- Form data capture
- Ad platform integration
Payment Received Thank You and Upsell
LightAuto-sends a personalised thank you email when a payment is received, with an optional referral prompt and cross-sell of related services. Turns a routine transaction into a marketing moment that strengthens the client relationship and drives additional revenue.
- Automated notifications
- AI-powered automation
- Approval workflow
- CRM integration
Local SEO Competitor Analysis
ComprehensiveOn-demand competitive analysis flow that audits a client's local SEO position against their top competitors across six dimensions: Google Business Profile reviews, service area page coverage, GBP categories, GBP photos, citation/NAP consistency, and backlink profiles. Each produces a structured spreadsheet with findings and a specific action plan.
- AI-powered automation
- Approval workflow
- Scheduled automation
- Automated reporting
Operations
Integrates with Microsoft 365, SharePoint, Google Workspace, and more
Staff Onboarding
ComprehensiveAutomates M365 account creation, licencing, group membership, folder setup, template distribution, and communications when a new employee record is submitted. Includes a for clients without licencing.
- Automated notifications
- AI-powered automation
- Team chat integration
- Cloud storage integration
Client Onboarding
ModerateTriggered when a new end-client record is added to the Clients list with Status set to Active. Sets up the client workspace (folders, templates), sends communications, and creates the internal task structure to kick off delivery.
- Automated notifications
- AI-powered automation
- Team chat integration
- Cloud storage integration
Client Offboarding
ModerateManages the wind-down of client access, communications, folder archival, and internal records when a client record is updated to Offboarding status. All records are archived, never deleted, with a minimum retention period of years per Australian legal requirements.
- Automated notifications
- AI-powered automation
- Automated reporting
- Team chat integration
Field Worker Time and Attendance via QR Code
ComprehensiveProvides a QR code-based time and attendance system for field workers that requires no app install. Workers scan a site-specific QR code with their phone camera to clock in and out, with late alerts, no-show detection, and a daily attendance digest sent to the manager.
- Automated notifications
- AI-powered automation
- Scheduled automation
- SMS notifications
Spreadsheet Cleaner and Formatter
ModerateAutomatically cleans and standardises spreadsheet data when a file is uploaded to a designated folder or on a recurring schedule. Removes formatting inconsistencies, deduplicates rows, validates required fields, and outputs a cleaned file alongside a validation report.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Job and Project Status Tracker
ModerateGenerates a regular status report from the client's project management tool, highlighting overdue items, at-risk work, and items without recent updates. Delivered via email and Teams so stakeholders stay informed without logging into the project tool.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Leave Management Workflow
ComprehensiveAutomates the full leave request lifecycle: submission, balance validation, manager approval, calendar updates, team notification, payroll sync, and conflict detection. Replaces manual email and spreadsheet based leave tracking.
- Automated notifications
- AI-powered automation
- Approval workflow
- Team chat integration
MSP Ticket Automation
ComprehensiveAutomates ticket intake, AI-powered classification, technician routing, SLA monitoring, escalation, and client communication for MSP and IT service desk operations. Reduces manual triage time and prevents SLA breaches.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Day Start and Day Close
ComprehensiveAutomates the daily planning and closing routine for a sole operator or small team lead. At day start, the flow reads a priorities file, fetches calendar events and task manager items, checks for an overnight reflection note, generates a structured daily plan via, and writes it to a daily note.
- AI-powered automation
- Scheduled automation
- Automated reporting
- Cloud storage integration
Support Portal
ComprehensiveProvides a complete, self-hosted support ticketing system for organisations using Microsoft 365. Monitors a shared mailbox, auto-creates and categorises tickets, routes to team members via round-robin, tracks full conversation threads, and stores everything in.
- Automated notifications
- AI-powered automation
- Automated reporting
- Cloud storage integration
M365 User Onboarding
ComprehensiveAutomates the M365 tenant provisioning steps when a new employee joins: account creation, licence assignment, security group membership, mailbox configuration, email signature, Teams membership, and provisioning. This is the M365-specific companion to OPS-01 (Staff Onboarding), which handles folder setup, template distribution, and welcome communications.
- Automated notifications
- AI-powered automation
- Team chat integration
- Branded templates
M365 User Offboarding
ComprehensiveAutomates the full M365 deprovisioning sequence when an employee leaves: disabling sign-in, converting the mailbox to shared, removing licences, transferring ownership, stripping group and Teams membership, setting an auto-reply, and notifying IT admin with a complete summary. Eliminates manual steps and reduces the risk of orphaned accounts, licence waste, or data loss.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Planner Board Template Deploy
ModerateEliminates manual Planner board setup by auto-creating a fully populated plan from a template definition whenever a new project or initiative is registered. Ensures every committee, project, or department starts with the correct buckets, tasks, checklists, assignments, and deadlines without anyone having to build it by hand.
- Automated notifications
- AI-powered automation
- Team chat integration
- Cloud storage integration
SharePoint Site Provisioner
ComprehensiveAutomates the provisioning of new sites with standardised structure, permissions, branding, and hub registration when a request is submitted. Eliminates manual site creation and ensures every new department, project, or team site follows the organisation's template and governance standards from day one.
- Automated notifications
- AI-powered automation
- Automated reporting
- Team chat integration
Stale Auto-Reply Monitor
ModerateDetects stale out-of-office auto-replies across all mailboxes in a client's M365 tenant and reports them to the IT admin, with an optional auto-disable action. Prevents embarrassing situations where old auto-replies reference past dates or remain enabled indefinitely after an employee returns.
- AI-powered automation
- Automated reporting
- Ad platform integration
Shared Mailbox Provisioner
ModerateAutomates the provisioning of shared mailboxes in Exchange Online, including delegation, regional configuration, email signature, routing rules, and address book visibility. Eliminates manual setup that is error-prone and time-consuming in tenants with high shared mailbox turnover.
- Automated notifications
- AI-powered automation
- Automated reporting
- Team chat integration
Multi-Level Approval Engine
ModerateProvides a configurable multi-level approval workflow for any request type: purchase orders, leave, travel, document sign-offs, or expense claims. Eliminates requests disappearing into email threads, ensures audit trails, and escalates stale approvals automatically.
- Automated notifications
- AI-powered automation
- Approval workflow
- Team chat integration
Contract and Renewal Expiry Monitor
LightMonitors a register of contracts, agreements, licences, insurance policies, and subscriptions. Sends alerts at configurable intervals before each expiry date so nothing lapses without a conscious decision.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Shift and Roster Planner
ComprehensiveAutomates weekly or fortnightly shift roster creation for small businesses with rostered staff. Collects availability from staff, generates a balanced roster respecting constraints (minimum coverage, skills, fairness, leave), publishes to a shared calendar or spreadsheet, handles swap requests, and alerts the manager to gaps.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
AI Tool Inventory and Disclosure Generator
ModerateCollects an inventory of AI tools in use across a client's business, captures what data flows through each tool, and generates a disclosure-ready PDF document for the Australian AI disclosure requirement (effective end of 2026). Designed for any small business regardless of industry.
- Automated notifications
- AI-powered automation
- Automated reporting
- Cloud storage integration
Reporting
Integrates with Google Analytics, Google Business Profile, Facebook, Instagram, Shopify, Mailchimp, LinkedIn, and more
Staff Calendar Availability Report
ComprehensiveScheduled flow that reads calendar events for all staff in a designated group, calculates spare time as gaps between timed events within working hours, excludes all-day events, and produces a per-staff and team summary report. The report is delivered by email, Teams adaptive card, Slack message, and saved as a file to or Google Drive.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Automated Report Generator
ComprehensiveScheduled flow that pulls data from multiple configurable sources (spreadsheets, CRM pipeline), calculates totals, averages, and period-over-period comparisons, flags threshold breaches, and generates a formatted report delivered by email and Teams with a copy saved to.
- Automated notifications
- AI-powered automation
- Scheduled automation
- CRM integration
Weekly Business Snapshot
ComprehensiveScheduled weekly flow that pulls revenue, pipeline, operations, and calendar utilisation data from the client's core platforms, compares current week to previous week and same week last year, and delivers a styled HTML snapshot email with traffic light indicators and action items.
- Automated notifications
- AI-powered automation
- Scheduled automation
- CRM integration
Staff Hours and Utilisation Report
ModerateScheduled flow that reads timesheet data from the client's time tracking system, calculates billable vs non-billable hours and utilisation percentage per staff member and team, compares to targets, and generates a report that flags underutilised and overloaded staff.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Web Scraper and Dashboard
ComprehensiveScheduled flow that scrapes configurable web sources for competitor pricing, industry data, regulatory updates, or job board listings, stores extracted data in a list or Google Sheet, generates a dashboard summary, and sends alerts when monitored values change beyond a defined threshold.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
SEO Monitoring and Reporting
ModerateScheduled weekly or monthly flow that pulls SEO performance data from Google Search Console and optionally from SEMrush or Ahrefs, generates a performance report comparing current period to previous, flags ranking drops and new opportunities, and delivers the report by email with a copy saved to.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
GA4 Weekly Analytics Suite
ComprehensiveWeekly scheduled flow that pulls a comprehensive set of GA4 and Search Console data for the past 7 days, runs it through a router to produce five distinct report sections (traffic overview, landing page scorecard, content performance ranking, referral source changes, and SEO opportunities), generates a single AI summary covering all five areas, and delivers one consolidated HTML report by email with a copy saved to.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
GA4 Daily Alerter
ModerateDaily scheduled flow that pulls key GA4 metrics for the past 24 hours, compares them against a 7-day rolling average baseline and configurable spike/drop thresholds, and sends a single consolidated alert email with AI-generated analysis only when one or more conditions are triggered. Silent on quiet days.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
GA4 Goal and Conversion Reporter
ModerateWeekly scheduled flow that pulls GA4 conversion event data for a configurable list of events (form submissions, purchases, bookings, phone clicks, etc.), calculates conversion rates by source/medium and landing page, compares to the prior period, and delivers an AI-generated summary focusing on what drove conversions and what underperformed.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
GBP Weekly Digest with Anomaly Detection
ModerateWeekly scheduled flow that pulls the past 7 days of Google Business Profile performance data, compares it to the prior 7-day period, retrieves recent reviews, runs anomaly detection against a 4-week rolling baseline, generates a unified plain-English summary, and emails the report to the client with a copy saved to. If anomalies are detected, the report includes a prominent alert section at the top.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Google Business Profile Review Alerter
ModerateDaily scheduled flow that checks for new Google reviews via the, sends the client an immediate alert for each new review with the full review text and a -generated suggested reply, and logs all new reviews to a list for response rate tracking.
- Automated notifications
- AI-powered automation
- Approval workflow
- Scheduled automation
Meta Social Weekly Performance Report
ModerateWeekly scheduled flow that pulls the past 7 days of Facebook Page and Instagram Business Account performance data from the Meta, analyses posting time patterns across both platforms, generates a unified plain-English summary with content highlights, engagement trends, audience growth insights, and best posting time recommendations, and emails a single consolidated report to the client with a copy saved to.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Meta Ad Campaign Performance Reporter
ComprehensiveWeekly scheduled flow that pulls active campaign performance data from the Meta, compares it to the prior 7-day period, generates a performance analysis, produces budget and optimisation recommendations, and flags any campaign spending above a configurable daily budget threshold. The report is emailed to the client and saved to.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Shopify Weekly Commerce Digest
ComprehensiveWeekly scheduled flow that pulls the past 7 days of Shopify sales, abandoned cart, and product performance data from the Shopify Admin, compares sales metrics to the prior 7-day period, calculates per-product scoring with inventory and margin analysis, generates a unified plain-English commerce digest, and emails a single consolidated report to the client with a copy saved to.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Mailchimp Campaign and List Health Reporter
ModerateDelivers three complementary Mailchimp reports from a single unified scenario: a post-send campaign performance report triggered 48 hours after each campaign is dispatched, a weekly summary of all campaigns sent that week, and a monthly list health assessment with subscriber growth analysis, engagement segmentation, and hygiene scoring. All reports include AI-generated analysis.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
LinkedIn Analytics Suite
ComprehensiveWeekly scheduled flow that retrieves LinkedIn Company Page post engagement data and page metrics, analyses content performance with best/worst post identification, and delivers a combined report. On the first Monday of each month, a deep-dive branch activates to include full company page analytics: page views, unique visitors, follower growth, visitor demographics, and period-on-period comparison.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Google Ads Monthly Report Puller
ModeratePulls monthly Google Ads performance data broken down by campaign, including ad spend, impressions, clicks, CTR, CPC, conversions, conversion rate, ROAS, and cost per conversion. Generates a formatted PDF and/or XLSX report and either delivers it directly to recipients (standalone mode) or stages the report and a sidecar for the monthly report consolidator (feed mode).
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
GA4 Monthly Report Puller
ModeratePulls monthly website analytics from Google Analytics 4, covering sessions, users, new users, page views, bounce rate, average session duration, top 10 pages, top 10 traffic sources, conversions, and device breakdown. Generates a formatted report, calculates month-over-month comparisons, and either delivers the report directly to recipients (standalone mode) or stages the report and a sidecar for the monthly report consolidator (feed mode).
- Automated notifications
- Scheduled automation
- Automated reporting
- Document processing
CRM Monthly Report Puller
ComprehensivePulls monthly sales pipeline and deal data from the client's CRM (HubSpot, Pipedrive, or Zoho CRM), calculates key sales metrics for the reporting period, generates a formatted report, and either delivers it directly to recipients (standalone mode) or stages the report and a sidecar for the monthly report consolidator (feed mode). Supports three CRM platforms via a runtime branch controlled by.
- Automated notifications
- Scheduled automation
- CRM integration
- Automated reporting
Social Media Monthly Report Puller
ComprehensivePulls monthly social media performance from Facebook, Instagram, and/or LinkedIn (configurable per client), generates a formatted multi-platform report covering reach, impressions, engagement, follower growth, and top content for each active platform, and either delivers the report directly to recipients (standalone mode) or stages the report files and a sidecar for the monthly report consolidator (feed mode). Supports any combination of the three platforms; platforms not included in are skipped entirely.
- Automated notifications
- Scheduled automation
- Automated reporting
- Document processing
Email Marketing Monthly Report Puller
ModeratePulls monthly email marketing performance from Mailchimp for all campaigns sent in the reporting period. Aggregates open rate, click rate, unsubscribe rate, and bounce rate across all campaigns; calculates total recipients, list growth, and a list health score benchmarked against industry averages; ranks the top five campaigns by engagement; and generates a formatted report.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Shopify Monthly Report Puller
ModeratePulls monthly e-commerce data from Shopify via the Admin, aggregates total sales, order count, average order value, refunds, top products by revenue and units, sales by channel, new versus returning customers, and abandoned cart metrics. Generates a formatted report via the OpFlow and either delivers it directly to recipients (standalone mode) or stages the report and a sidecar for the monthly report consolidator (feed mode).
- Automated notifications
- Scheduled automation
- Automated reporting
- Document processing
Monthly Report Consolidator
ComprehensiveCollects output from all active monthly report pullers via their sidecar files saved to a shared staging folder, generates a consolidated monthly business report with optional AI-generated cross-platform commentary, and delivers the complete report pack via email, and Teams. This flow does not connect to any external platform API directly.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Automated reporting
Daily Operations Digest
ModerateScheduled daily flow that collects the day's activity from the client's core platforms, generates a plain-language summary via, and delivers it as a formatted message to Teams, Slack, or email. Gives business owners a single end-of-day view of what happened across their systems without logging into each one.
- Automated notifications
- AI-powered automation
- Scheduled automation
- CRM integration
RSS Industry Watch
LightScheduled daily flow that aggregates new articles from a curated set of RSS feeds and delivers a structured HTML email digest. Suited for business owners who need to monitor industry news, government and compliance updates, or platform release notes without manually checking multiple sources.
- Automated notifications
- AI-powered automation
- Scheduled automation
- Error handling and alerts
CRM Data Quality Report
ModerateScans the client's CRM weekly for data quality issues: missing required fields, stale records, overdue follow-ups, duplicate contacts, and records stuck in pipeline stages. Sends each affected team member a personalised report with direct links to fix each issue.
- Automated notifications
- AI-powered automation
- Scheduled automation
- CRM integration
Sales
Integrates with Zoho CRM, HubSpot, DocuSign, and more
Quote and Proposal Generator
ComprehensiveGenerates tailored proposal documents when a CRM deal reaches the proposal stage or on manual request. Reads deal data from the CRM, produces a branded proposal, renders it to PDF, and routes it through an internal review and approval workflow before sending to the client.
- Automated notifications
- AI-powered automation
- Approval workflow
- CRM integration
Quote and Proposal Follow-up
LightAutomatically follows up on sent quotes and proposals that have not received a response. Runs a daily check against the client's CRM or quoting tool, identifies quotes that are ageing without action, and sends a structured sequence of follow-up emails at day 2, day 5, and day 10.
- Automated notifications
- AI-powered automation
- Scheduled automation
- CRM integration
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