Use Cases

Automation in Action

Explore how AI-powered automation can streamline workflows and save hours across everyday business operations.

Accounting

Automating Client Onboarding for a Local Accounting Firm

We built a seamless workflow that connects client intake forms to Google Sheets, Xero, and Gmail. New clients are automatically added to records, sent a personalized welcome email, and set up in Xero — saving the firm hours of repetitive admin every week.

Tradies

Streamlining Job Scheduling for a Local Electrical Company

This workflow connects their online booking form with Google Calendar, SMS reminders, and Xero. Jobs are automatically scheduled, confirmed, and invoiced — keeping the team organized and freeing up time for more on-site work.

Accounting

Automating Client Onboarding for a Local Accounting Firm

We built a seamless workflow that connects client intake forms to Google Sheets, Xero, and Gmail. New clients are automatically added to records, sent a personalized welcome email, and set up in Xero — saving the firm hours of repetitive admin every week.

Tradies

Streamlining Job Scheduling for a Local Electrical Company

This workflow connects their online booking form with Google Calendar, SMS reminders, and Xero. Jobs are automatically scheduled, confirmed, and invoiced — keeping the team organized and freeing up time for more on-site work.

© 2025 Automate Me Tools. All rights reserved.

© 2025 Automate Me Tools. All rights reserved.