Five workflows any Australian operatorcan automate next week.
A free PDF from the Spokedraft team — five installs we keep seeing across discovery calls with tradies, clinics, cafés and small retailers. One paragraph per workflow, plus a you'll need checklist. Drop your name and email below; the PDF opens in a new tab the moment the form lands.
What's inside the PDF
Five chapters, one page each. Each one names the workflow, sketches what the install does, and lists what you'll need before you start. Read the chapter, pick the one that matches your week.
- 01
Support triage
Your inbox triages itself by 9am. Every morning at 7:30, an automation reads your support inbox, classifies each message as Urgent, Today, This Week or Noise, and writes a triage digest straight into a single Slack channel — so the team walks in to a sorted feed instead of a wall of fresh mail.
You'll need
- A shared support inbox (Front, Help Scout or a Gmail label)
- A Slack workspace with one channel the team actually reads
- Half a Monday to set it up; nothing else changes in week one
- 02
Appointment scheduling
Bookings, reminders and reschedules run without a human. A widget sits on your site; clients pick a slot from your live calendar; reminders fire 24 hours before; no-shows get a same-day reschedule link instead of an empty chair.
You'll need
- A booking tool (Calendly, Cal.com or Square Appointments)
- A calendar the widget can write to truthfully
- An SMS or email reminder hook (most booking tools ship one)
- 03
Lead qualification
Every new enquiry hits a form first. The form scores the lead on three signals — deal size, intent and geography — and routes the hot ones straight to your phone while the cool ones get an instant, polite reply so nobody gets ghosted.
You'll need
- A webform or landing page (Typeform, HubSpot or Tally)
- Three criteria the team can write down in plain English
- An SMS or email bridge to your phone so hot leads reach you
- 04
Email follow-ups
Send a quote and a sequence starts: day 3, day 7, day 14. Sign and the chain stops on the spot. Go quiet and a personal nudge goes out at day 21 — drafted, not written, so it lands like you typed it yourself.
You'll need
- A CRM that logs sent quotes (HubSpot, Pipedrive or Attio)
- A quote or proposal tool that fires a webhook on send
- A template pack: four emails, two SMS, no more
- 05
Invoice processing
Bills in: snap a receipt with your phone, the line items land in the ledger by morning. Bills out: invoice the client, reminders fire on the due date and three days after, and the bank reconciliation picks up the matching payments itself.
You'll need
- A phone camera or a scanner the team will actually use
- Xero, MYOB or QuickBooks with the bank feed turned on
- A patient accountant — they only see the tidy ledger