Business Process Automation for Australian SMEs
Business process automation for Australian SMEs eliminates manual tasks like invoicing, data entry, scheduling, and follow-ups. Save 20-30 hours weekly and reduce errors by 90% with automated workflows integrated with Xero, MYOB, CRMs, and more.
Workflow Automation for Admin Tasks
Data Entry Automation
Automatically extract data from emails, PDFs, forms, and documents. Transfer to spreadsheets, CRMs, or accounting systems without manual typing.
- Email to CRM sync
- PDF data extraction
- Form to database sync
Email & Communication Workflows
Automated follow-up emails, welcome sequences, appointment reminders, and customer nurturing campaigns triggered by customer actions.
- Welcome email sequences
- Abandoned cart recovery
- Review request automation
Report Generation
Automatically compile weekly/monthly reports from multiple sources (analytics, CRM, accounting) and email to stakeholders.
- Sales performance reports
- Financial summaries
- KPI dashboards
Invoice Automation & Accounting Workflows
Automate Invoicing & Accounting Tasks
- Automatic invoice creation: Generate invoices in Xero/MYOB when jobs are completed or products shipped
- Payment reminders: Send automated reminders for overdue invoices via email/SMS
- Expense tracking: Auto-categorise receipts and expenses from photos/emails
- Bank reconciliation: Match transactions automatically with accounting records
- GST calculations: Automatically calculate and prepare BAS statements
Accounting Automation Benefits
Purchase Orders & Inventory Management Automation
Purchase Order Automation
- Auto-generate POs when inventory hits reorder levels
- Email POs to suppliers automatically
- Track order status and send reminders
- Update inventory when orders arrive
Inventory Management
- Real-time stock level alerts via SMS/email
- Sync inventory across multiple sales channels (Shopify, POS, website)
- Predictive restocking based on sales trends
- Automated stocktake reports
Scheduling, Reminders & Follow-up Automation
Appointment Scheduling
Customers book appointments 24/7 via chatbot or website. Auto-sync with Google Calendar, Outlook, or your CRM. Send confirmation emails and SMS reminders.
No-Show Reduction
Automated SMS and email reminders 24 hours before appointments. Reduce no-shows by 65%. Automatic rescheduling for cancellations.
Follow-up Sequences
Automatic follow-ups after appointments, purchases, or enquiries. Nurture leads over weeks/months until they're ready to buy.
CRM Updates & Lead Handover Automation
Seamless CRM Integration
Automatic lead creation
Every website enquiry, chatbot conversation, or form submission creates a new lead in your CRM (HubSpot, Salesforce, Zoho)
Lead scoring & qualification
AI scores leads based on engagement, budget, timeline. Hot leads trigger instant notifications to sales team
Deal pipeline updates
Automatically move deals through pipeline stages based on customer actions (email opened, quote accepted, payment received)
Task assignment
Create tasks for sales reps when leads reach specific stages or exhibit buying signals
n8n-Style Automations + AI Agents (Plain English)
Build custom workflows without coding—connect any app to any other app
What Are n8n-Style Automations?
Think of automation workflows like a flowchart: "When THIS happens, do THAT." n8n-style automation tools let you connect different apps together visually—no coding required.
"Example:" "When a customer fills out a contact form on my website → Add them to my CRM → Send a welcome email → Create a follow-up task for my sales team → Add them to my Google Ads remarketing list."
Common Workflow Examples
- New Shopify order → Create invoice in Xero → Email receipt → Update inventory
- Customer complaint email → Create ticket in help desk → Notify manager → Log in CRM
- Positive review received → Post to social media → Thank customer → Request referral
- New hire → Create accounts in all systems → Send welcome email → Schedule training
AI Agents: The Next Level
AI agents are like having a smart assistant that can make decisions for you. Instead of rigid "if this, then that" rules, AI agents understand context and adapt.
Example: An AI agent can read customer emails, understand the sentiment, decide whether it's urgent, route it to the right team member, and even draft a response for approval—all automatically.
Compliance Reporting Automation
NDIS Compliance
NDIS providers: automate shift logs, incident reports, and progress notes. Generate compliant reports in minutes, not hours.
- Digital shift logs with timestamps
- Automated incident reporting
- NDIS portal submission automation
Financial & Tax Compliance
Accountants, bookkeepers: automate BAS preparation, GST calculations, payroll tax reports, and client document collection.
- BAS statement automation
- Automated client document requests
- Deadline reminder workflows
FAQs About Automation
How much does business automation cost for Australian SMEs?
Business automation starts from $497/month for basic workflows (email automation, CRM sync, simple integrations). Advanced automation packages (multi-system integrations, custom AI agents, NetSuite workflows) range from $997-$2,497/month. Most businesses achieve ROI within 6-8 weeks through time savings and error reduction.
How long does it take to implement automation?
2-4 weeks for most projects. Week 1: Discovery and workflow mapping. Week 2-3: Build and test automations. Week 4: Staff training and go-live. Complex integrations (NetSuite, custom ERPs) may take 6-8 weeks.
Will automation work with my existing software?
Yes. We integrate with 2,000+ business apps including Xero, MYOB, QuickBooks, HubSpot, Salesforce, Shopify, Square, Google Workspace, Microsoft 365, Slack, and more. Custom API integrations available for proprietary systems.
What if I don't know which tasks to automate?
We conduct a free automation audit. We'll analyse your workflows, identify repetitive tasks, calculate time savings, and recommend a prioritised automation roadmap based on ROI.
Can I automate just one process to start?
Absolutely. Most clients start with one high-impact workflow (invoice automation, lead capture, or appointment reminders) then expand from there. No minimum commitment.
What happens if an automation breaks?
All automations include 24/7 monitoring with instant alerts if something fails. We'll fix issues within 4 business hours (or 1 hour for enterprise clients). You also get a dedicated support contact.
Ready to Automate Your Business?
Book a free automation audit. We'll show you exactly which tasks to automate first for maximum ROI.