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Digital Workers

Five workflows,
immediate results

Each Digital Worker is pre-built, productised, and deployable in 1–3 weeks with no disruption to your existing systems. Click any worker below to jump straight to it.

🧾 Invoice Automator 🤖 The 3AM Salesman 📁 Smart File Organiser 💰 Payment Chaser 🏗️ Tender Scout
🧾
Invoice Automator

Stop typing invoices. Ever.

AI reads incoming PDFs and emails, extracts every line item, and drafts them directly in Xero or QuickBooks - including complex multi-page construction valuations that standard tools miss.

  • ✓Handles complex, multi-page industry PDFs
  • ✓Saves 15+ hours of admin per month
  • ✓Creates full audit trail automatically
  • ✓Works via WhatsApp, email, or shared folder
  • ✓Flags anomalies for human review

Best for: Construction · Wholesale · Haulage · Professional Services

Get this installed

How it works

📸 PDF or photo arrives via WhatsApp / Email
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🤖 AI extracts supplier, amounts, line items
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🔍 Anomalies flagged for review
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✅ Bill drafted in Xero / QuickBooks
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📊 Optional: synced to CRM / project board
🤖
The 3AM Salesman

Never lose a lead to slow response again.

While you're on the job, high-value leads go cold. This Digital Worker responds within 60 seconds with a personalised, AI-written message - qualifying interest and notifying your team immediately.

  • ✓Responds to web forms, Facebook Ads, portals
  • ✓AI qualifies the enquiry before notifying you
  • ✓Up to 40% improvement in conversion rate
  • ✓Updates Pipedrive or your CRM automatically
  • ✓Works with Checkatrade, Bark, and more

Best for: Trades · Estate Agents · Private Clinics · B2B Services

Get this installed

How it works

📩 Lead arrives (web form / Checkatrade / Facebook)
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🤖 AI qualifies and personalises the reply
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📱 SMS or WhatsApp sent within 60 seconds
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🔔 Your team notified with a lead summary
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📋 CRM record created automatically
📁
Smart File Organiser

End Admin Fridays - permanently.

Every document arriving by email is read by AI, categorised by type and client, renamed intelligently, and filed into the correct SharePoint or Google Drive folder - before your staff even see it.

  • ✓Identifies contracts, invoices, IDs, and more
  • ✓Creates fully searchable, organised archives
  • ✓Works with SharePoint, Google Drive, Dropbox
  • ✓Zero manual filing effort required
  • ✓Notifies relevant team member on receipt

Best for: HR Firms · Legal Practices · Architects · Consultancies

Get this installed

How it works

📧 Email attachment arrives in inbox
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👁️ AI identifies document type and client
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✏️ File renamed with date, type, reference
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📂 Filed in correct SharePoint / Drive folder
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🔔 Team member notified if action required
💰
Payment Chaser

Get paid 7 days faster - automatically.

Cash flow suffers when owners avoid the awkward phone call. This Digital Worker monitors Xero for overdue invoices and sends polite, escalating reminders via WhatsApp or email — with zero input from you.

  • ✓Reduces average payment time by 7 days
  • ✓Tone escalates automatically polite to firm
  • ✓Full communication history logged in Xero
  • ✓No awkward calls for the business owner
  • ✓Stops chasing once payment confirmed

Best for: Any service-based SME with recurring billing

Get this installed

How it works

📊 Overdue invoice detected in Xero
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✍️ AI drafts personalised reminder
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📱 Sent via WhatsApp Business or Email
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⏱️ Escalation triggered if no response
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📋 All communications logged automatically
🏗️
Tender Scout

Find contracts before competitors do.

Multi-thousand pound council contracts are posted daily. Most SMEs miss them because monitoring is too time-consuming. Tender Scout watches 24/7, filters for relevance, scores each for win-ability, and alerts you immediately.

  • ✓Monitors Contracts Finder and key portals 24/7
  • ✓AI scores each tender for win-ability
  • ✓Alerts via Slack or email with full summary
  • ✓Configurable by sector, region, and value
  • ✓One contract can pay for years of service

Best for: Engineering · Maintenance · Construction · Trades

Get this installed

How it works

🔍 AI scrapes Contracts Finder continuously
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🎯 Filters against your sector and criteria
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⭐ Scores each tender for win-ability
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📩 Alert sent to Slack / Email with full summary

Not sure which to start with?

Book a free 30-minute assessment and we'll map your highest-value automation opportunities.

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