Services

Email-driven workflows

Using rules, automation, and AI-assisted classification to extract information from incoming emails and route it where it needs to go.

—Classify and prioritise incoming messages
—Extract key information automatically
—Route to the right person or system
—Generate summaries and follow-up reminders

Chat and messaging workflows

Capture requests, decisions, and action items from Slack or Teams, generate summaries, and feed information into your other systems.

—Capture decisions and action items
—Generate conversation summaries
—Reduce scrolling through message histories
—Feed insights into CRM or task systems

Documents and spreadsheets

Automating repeated formatting, cleanup, report generation, and cross-referencing to improve clarity and reuse.

—Automate recurring report generation
—Cross-reference data across spreadsheets
—Convert documents into searchable knowledge bases
—Enable plain-English queries over your files

Accounting and business systems

Improving categorisation, reporting, and the flow of data between your accounting, email, chat, and documents.

—Connect Xero, MYOB, QuickBooks with other systems
—Automate categorisation and tagging
—Generate consolidated views
—Explore data with plain-English queries

File management

Automatically organising files, classifying documents, and making information easier to find over time.

—Automatic file organisation and naming
—Classify sensitive or important documents
—Build searchable indexes over folders
—Works across Windows, macOS, or Linux

Telephony and call workflows

With proper disclosure, call recordings can be transcribed and analysed. Key information captured automatically.

—Transcribe and summarise calls
—Extract enquiries and next steps
—Create follow-up records automatically
—Reduce manual note-taking

Data analysis and AI-assisted insight

By examining data collectively — rather than system by system — it becomes possible to surface patterns that are difficult to see day-to-day.

Profit and margins

Identify what genuinely generates profit versus what consumes resources.

Customer value

Clarify which customers contribute most through repeat business and referrals.

Cashflow and demand

Spot patterns that affect invoicing, payments, and seasonal trends.

Early risk detection

Recognise early signs of declining demand or rising costs.

Systems I work with

Documents

Microsoft 365, Google Workspace

Accounting

Xero, MYOB, QuickBooks

CRM

Salesforce, HubSpot, Zoho

Storage

OneDrive, Google Drive, Dropbox

Outlook, Gmail

Chat

Slack, Microsoft Teams