Automations · a system at work

From intake to a signed, filed agreement.

AI-driven workflows that sit alongside your CRM, Xero and Employment Hero. Agreements are drafted, issued, chased, filed and renewed automatically. Scroll to follow one participant through all twelve steps. A person approves before anything reaches a participant.

In this example
  • Hosted in Australia
  • Human approval built in
  • CareIQ or KoalaOne
  • Full audit trail
The steps

What each step does.

Twelve steps in three stages. The AI does the work, automation moves it along, and a person decides what reaches a participant.

Structure is execution.

BRING ONE MESSY WORKFLOW →

Prepared for an NDIS provider. Tool names are examples of the stack described in the brief; the design works with whichever CRM is chosen.