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AI workflow automation

Your tools should talk. We connect them.

We connect your existing software and automate the repetitive admin between them — CRM updates, invoice processing, follow-up emails and more — so your team spends its time on billable work.

  • No more copy-pasting
  • Live in days
  • No new software required
  1. trigger
  2. AI logic
  3. CRM update
  4. action
  5. follow-up

Works with the tools you already run

We integrate with your CRM, calendar, phone system and the rest of your stack through their APIs — no rip-and-replace, no forcing you onto new software. If it has an API, we can connect to it.


Use cases

What we automate for you

If your team repeats a task every day, there’s a good chance we can engineer an agent to do it for you.

  • Lead capture and CRM sync

    Connect your ads, email and accounting software. When a lead comes in, we auto-create the contact and notify your sales team.

  • Job and calendar sync

    When a booking is confirmed, automatically notify your team, update your job management system and send the client a confirmation.

  • Review management

    Automated systems that request reviews via SMS after a job is completed and draft responses for your approval — keeping your reputation on autopilot.

  • Lead follow-up sequences

    Automated email and SMS sequences that nurture warm leads and re-engage prospects who’ve gone quiet — without manual follow-up.

  • Invoice processing

    Use AI to read incoming PDF invoices and automatically enter the data into Xero or QuickBooks.

  • Document generation

    Auto-create quotes, proposals and invoices from form submissions or CRM data — no copy-pasting between systems.


Every hour spent on admin is an hour not spent on billable work

Your team is copying data between systems, chasing approvals and manually sending follow-ups. It’s slow, error-prone and completely unnecessary.

Software doesn’t sleep, forget or mistype an invoice number. It just runs.

The automation advantage

Zero errors
Automated workflows don’t transpose invoice numbers or forget to update the CRM after a call.
Always running
Your automations work nights, weekends and public holidays — no staff costs, no delays.
Scales with you
Handle 10 clients or 1,000 without adding headcount or increasing admin overhead.

How it works

From process map to live automation in days

We handle the entire build — you just walk us through how your business currently operates.

  1. Workflow audit

    We map your current processes and identify the repetitive tasks draining your team’s time and revenue.

  2. Automation design

    We design the trigger rules and logic for each workflow — what fires it, what it does and where the data goes.

  3. Build and connect

    We build the automated pipelines and connect your existing tools — CRM, calendar, accounting software — so data flows exactly where it needs to go.

  4. Testing and go live

    We run every workflow against real scenarios before launch, then monitor performance closely and continue optimising as your business evolves.


Operational logic

Questions we hear before every automation project

From setup time to software compatibility — here’s what businesses ask us most before getting started.

How long does automation setup take?

Most automations are live within 5–10 business days, depending on complexity. We handle the entire build — you just need one call to walk us through your processes.

Does it work with my current software?

Most likely. We use APIs to connect with almost any modern cloud software (Xero, ServiceM8, HubSpot, Google Workspace, etc.).

Does it integrate with Xero or MYOB?

Absolutely. We specialise in API integrations to ensure financial data syncs automatically.

Are automations flexible after launch?

Yes — your automations are never locked in. As your business grows and processes change, we can add new triggers, update logic or connect new tools at any time.

Will it break if we change our software?

We build automations with change in mind. If you switch tools, we update the integration — most changes take less than a day. We also monitor automations proactively so we catch issues before they affect your business.

Do I own the software and accounts you build?

100%. Unlike agencies that keep you dependent, you own your code, your data and your ad accounts outright. We build your intellectual property — we don’t rent it back to you.

Do I need to prepare anything?

It helps to have a clear picture of your most painful manual process — the one task your team repeats most often. Bring that to our first call, and we’ll map out how to automate it.

Get started

Stop paying people to copy and paste

Every hour your team spends on manual admin is revenue you’re not capturing. Request an automation audit and we’ll map out what we can take off your plate.

Request a growth audit
03 8400 0026contact@grivity.com.auMelbourne, Australia