Use cases

See what can
run itself.

Eight examples of the automations we build. Each one is tailored to your tools and your way of working — these are a starting point, not a menu.

Use case 01 · Email → WhatsApp alerts

Never miss the email that matters.

Your inbox is watched around the clock. Important messages are summarised and sent to WhatsApp with a reply already drafted — the newsletters and noise never interrupt you.

When

A new email arrives

In Gmail or Outlook — from a customer, supplier or your bank.

AI does

Reads, filters, summarises

Ignores the noise, picks out what matters and drafts a reply.

You get

A WhatsApp alert

A two-line summary with the draft reply — one tap to send.

Before

Checking email all day in case something urgent arrives, and missing it anyway.

After

A short WhatsApp alert for what matters, with one tap to send the drafted reply.

Use case 02 · Invoice → Xero

Drop an invoice. It’s in Xero.

Supplier invoices are emailed to a bills address or dropped into a folder. AI reads every detail and creates a draft bill in Xero — matched to the right supplier and account — for you to approve.

When

An invoice lands

Emailed to a bills address, or dropped into a shared folder.

AI does

Extracts every detail

Supplier, invoice number, line items, GST and due date.

You get

A draft bill in Xero

Matched to the right supplier and account — ready to approve.

Before

Typing every invoice into Xero by hand, line by line, and fixing the typos later.

After

Invoices appear in Xero as draft bills within minutes. You just review and approve.

Use case 03 · Bank statements → categories

Bank statements, categorised automatically.

Drop in the CSV exports from the bank. Every transaction is cleaned up and matched to the right account in your chart of accounts — learned rules first, AI for anything new — and only the unusual lines are highlighted. Every correction is remembered, so next month is faster.

When

Bank statements arrive

CSV exports from your clients’ banks — different layouts handled.

AI does

Cleans and categorises

Strips card numbers and codes, then matches each line to your chart of accounts.

You get

A ready-to-review workbook

Every line coded, the odd ones highlighted, totals by account.

Before

Going through every statement line by line, every month, typing the same categories again and again.

After

Most lines coded automatically, a live summary by account, and only the highlighted lines to check.

Use case 04 · WhatsApp assistant

Bookings and requests, handled in chat.

Ask in plain words and the assistant checks availability, prepares the booking and shows you the price. Nothing is paid until you approve with a one-time code. We run one ourselves: it books sports courts and posts the confirmation to the team group.

When

You send a message

“Book a court for Saturday 7–9pm” — in plain words, on WhatsApp.

AI does

Checks and prepares

Finds what’s free, holds it and shows you the exact price.

You get

Booked and shared

After your one-tap approval code it pays, confirms and tells the group.

Before

Logging in to a booking site, clicking through forms, then messaging everyone the details.

After

One message to book. One code to approve. The whole team is updated automatically.

Use case 05 · Receipts & expenses

Snap it. File it. Forget it.

Take a photo of a receipt or forward it by email. AI reads the merchant, amount and GST, picks the right category and files it in Xero with the image attached.

When

A receipt photo

Sent on WhatsApp or forwarded by email.

AI does

Reads and categorises

Merchant, date, amount, GST and the right expense account.

You get

Filed in Xero

Expense recorded with the receipt attached — ready at tax time.

Before

A shoebox of receipts and an end-of-month scramble to match them up.

After

Every receipt recorded the day it happens, with the image safely attached.

Use case 06 · Daily business digest

Your whole business, in one message.

Every morning a single WhatsApp message brings it together: cash position and overdue invoices from Xero, new enquiries, today’s bookings and anything that needs your attention.

When

Every morning at 7

Or any schedule you choose.

AI does

Gathers and summarises

Pulls from Xero, your inbox, calendar and booking tools.

You get

One clear message

What happened, what’s due, and what needs you today.

Before

Opening five apps every morning to piece together how the business is going.

After

One message over breakfast. Tap through only when something needs you.

Use case 07 · Enquiries & leads

Every enquiry answered. None forgotten.

Enquiries from your website, email or socials are summarised, logged in one place and acknowledged straight away. You get the details on WhatsApp, and follow-ups are scheduled so nothing slips.

When

A new enquiry

From your website form, email or social media.

AI does

Summarises and logs

Who they are, what they need, and how urgent it is.

You get

Instant follow-up

A friendly acknowledgement to them, an alert to you.

Before

Enquiries buried in different inboxes, answered days later — or not at all.

After

Every lead acknowledged in minutes and tracked until it’s won or closed.

Use case 08 · One dashboard

Everything you own and owe, in one place.

Your bank accounts, Xero, investment accounts, loans and property estimates are pulled together automatically and sorted into assets and liabilities — one live dashboard showing exactly where you stand, with a weekly summary on WhatsApp.

When

Every hour, automatically

No logins, no spreadsheets to update.

AI does

Collects and categorises

Balances from your banks, Xero, investments and loans, sorted into assets and liabilities.

You get

One live dashboard

Your full position on one screen — plus a weekly summary on WhatsApp.

Before

Logging in to every bank, Xero and investment account, then copying balances into a spreadsheet that’s out of date by Friday.

After

One screen with every asset and liability, always current — and your net position in your pocket.

Have a task in mind?

If you do it every week, it can probably be automated. Tell us about it — the first call is free.