Brings in money
How it runs.
- 1Xero is checked every morningInvoices that fell due or passed one of your thresholds are picked up. Customers on a payment plan or in dispute are skipped.
- 2A reminder goes out in your wordsWritten from your past emails and sent from your own address, with the invoice and payment link attached.
- 3It gets firmer on your scheduleFor example at 7, 14 and 30 days. The last step, like a final notice, comes to you first.
- 4Payments are matchedWhen money lands in Xero, the reminders stop and the invoice drops off the list.
- 5Monday: who still owes youA short list in your Slack channel, oldest first, with what has been sent to each.
What waits for your yes: Final notices, anything to a customer you've flagged and any change to an invoice wait for your yes.
#sparkwise-electrical · 8:02am
Monday chase list from Xero. Reminders went out at 8am:
Runs in the tools
you already use.
Each one is connected through your own account, with only the access this workflow needs.
XeroInvoices, payments and contacts
MYOBThe same, for MYOB businesses
Google WorkspaceReminders sent from your Gmail
Microsoft 365Or from OutlookTools Feltlab works with, not partners or endorsements.
Who it's for.
Each industry page lists the tools, the other workflows and where most businesses start.
Trades
Quotes drafted. Invoices chased. Bills filed.
Quotes drafted from site notes, overdue invoices chased, supplier bills filed in Xero and missed calls answered. Admin automation for electricians, plumbers, aircon and roofing businesses in Australia.
See the workflows
Builders and renovators
Supplier bills filed. Clients updated. A Monday job brief.
Progress claims and variations drafted, supplier invoices filed in Xero, subcontractor paperwork tracked and clients kept up to date. Admin automation for small building companies in Australia.
See the workflows
Accountants and bookkeepers
Documents chased. Emails answered. A Monday WIP brief.
Client documents chased before BAS and tax time, inboxes triaged with drafted replies, lodgement deadlines tracked and new clients onboarded. Practice automation for accounting and bookkeeping firms in Australia.
See the workflows
Allied health clinics
New patients onboarded. Referrals filed. Replies drafted.
New patient enquiries answered and booked, overdue recalls sent, reviews requested after a good visit, and your inbox sorted. Automation for physiotherapy, chiropractic, podiatry and psychology clinics in Australia.
See the workflows
Two ways to start.
Both are monthly, with nothing up front and no lock-in. Prices exclude GST.
Included in Starter from day one for businesses on Xero and Google Workspace.
Starter
Where most start$500 + GST a month
Your industry's workflows, ready to switch on.
- Your agent in a private Slack channel
- Workflows preconfigured for your industry
- Connect your systems
- Support by message
Managed
$5,000 + GST a month
New workflows built and looked after for you.
- Everything in Starter
- New workflows built to your process
- Monitored and fixed if anything breaks
- Priority support and a monthly review
Get things built on Managed, then drop back to Starter when you don't need all hands on deck. What's built keeps running.
Your own private server
Your automations run on a server set up for your business alone, never shared with another client.
Only what a step needs
Your records stay on your server. When a step needs AI, only the information for that step is sent.
Never used to train AI
AI requests only go to providers that don't train on your data or keep it, and any that would are blocked.
You approve what matters
Money, bookings and messages to customers wait for a yes from you or your team.
Every action logged
A plain-English record of everything it read, wrote and sent, so you can always check what happened.
Ring-fenced AI keys
Your business gets its own AI keys with spending limits, so usage is separate, capped and visible.
Questions
Doesn't Xero already send invoice reminders?
Xero can send scheduled reminders from a template. This workflow writes each one in your own voice, sends it from your own inbox, skips customers who shouldn't be chased, gets firmer on the schedule you set and tells you every week who still owes you.
Feltlab vs the AI built into your toolsWill it upset good customers?
Reminders start friendly and are written the way you'd write them. Any customer can be marked to skip, or to come to you first, and anything stern waits for your yes.
What happens when a customer replies?
Replies land in your inbox as normal. If someone says it's paid or asks for more time, the chasing pauses and a reply is drafted for you to send.
More workflows.
Let's find your busywork.
Start with a free 15-minute call. If there's a fit, your agent can be running within days.
Jason Corbett, founder
Your one contact from first call to launch.