--- title: What Can I Automate? Free AI Automation Check | Ventacore description: Pick your industry and the tasks eating your team’s time. Get a free list of what AI and automation can take over using tools you already have. 2 minutes. --- [Skip to content](https://ventacore.com.au/what-can-i-automate#main) [![Ventacore](https://ventacore.com.au/hubfs/raw_assets/public/VentaCore-website/images/logo.svg)](https://ventacore.com.au/) [Services](https://ventacore.com.au/services) - [AI and automation](https://ventacore.com.au/services/ai-automation) - [Managed IT](https://ventacore.com.au/services/managed-it) - [Cyber security and compliance](https://ventacore.com.au/services/cyber-security) - [Cloud](https://ventacore.com.au/services/cloud-services) - [Websites](https://ventacore.com.au/services/website-design) - [Digital marketing](https://ventacore.com.au/services/digital-marketing) - [Business systems and CRM](https://ventacore.com.au/services/crm-business-systems) - [Custom software](https://ventacore.com.au/services/custom-software-development) [Industries](https://ventacore.com.au/industries) - [Accounting and finance](https://ventacore.com.au/industries/accounting-finance) - [Dental](https://ventacore.com.au/industries/dental) - [Medical and allied health](https://ventacore.com.au/industries/medical-allied-health) - [Construction](https://ventacore.com.au/industries/construction) - [Trades](https://ventacore.com.au/industries/trades) - [Law and professional services](https://ventacore.com.au/industries/law-firms) [About](https://ventacore.com.au/about) [Insights](https://ventacore.com.au/blog) [Contact](https://ventacore.com.au/contact) [03 8400 0092 Call](tel:+61384000092) Menu [Book Your Free Consultation](https://ventacore.com.au/contact?topic=what-can-i-automate) Free · about two minutes # What can I *automate?* Pick your industry and the jobs that take up your team's time. You'll get a list of what could be automated and how. Your answers stay in your browser unless you choose to send them to us. Rather talk it through? Call us on [03 8400 0092](tel:+61384000092) or [book a free consultation](https://ventacore.com.au/contact?topic=automation-check). 3 steps 01 / 03Your business What kind of business are you? Accounting and finance Dental Medical and allied health Construction Trades Law and professional services Something else 02 / 03Your time Where does your team's time go? Pick as many as you like. Answering and following up new enquiries Entering supplier invoices and bills Sending invoices and chasing payments Writing quotes and proposals Writing up meeting notes and follow-up emails Typing the same details into more than one system Putting together weekly or monthly reports Booking appointments and sending reminders Onboarding new clients or customers Sorting a shared inbox Saving emails and documents to the right place Answering the same questions from staff Setting up new staff and closing accounts when people leave Collecting timesheets and notes from staff out of the office 03 / 03Your systems Which of these do you use? This one's optional. Microsoft 365 Google Workspace Xero MYOB A CRM (like HubSpot or Salesforce) Industry or practice software Mostly spreadsheets and email ← Back Next Your list ## Your list ### Enquiries answered and followed up Every web, email or phone enquiry is logged in your CRM, given to the right person and acknowledged straight away. If nobody replies, someone gets a reminder. ### Supplier invoices entered for you Invoices are picked up from your inbox, the details are read, and a draft bill is sent to Xero or MYOB for someone to approve. Uses AIA person checks it ### Invoices sent and payments chased An invoice goes out when a job is marked complete, and polite reminders go out when it's overdue, until it's paid. ### Quotes drafted from your notes A first draft of the quote or proposal is built from job notes, site photos or a short form, using your own templates and prices. Uses AIA person checks it ### Meeting notes and follow-ups written for you Microsoft Copilot or Google Gemini writes up the notes and action items, and drafts the follow-up email for you to send. Uses AIA person checks it ### Details entered once Your systems are connected, so a new customer, job or order entered in one place appears everywhere else it's needed. ### Reports that build themselves A dashboard pulls figures from your accounts, CRM and job system and stays up to date, instead of a spreadsheet rebuilt by hand. ### Bookings and reminders Clients book online at times that suit your calendar, and get reminders by email or SMS to cut no-shows. ### New clients set up from one form One online form collects their details and signature, creates their folder and CRM record, and sends a welcome email. ### A shared inbox that sorts itself Emails are labelled and sent to the right person, and common questions get a drafted reply ready to check. Uses AIA person checks it ### Documents filed automatically Attachments are saved to the right client or job folder with a consistent name, so nobody has to drag and drop. ### Staff questions answered from your own policies An assistant answers common staff questions using your policies and procedures, and says so when it doesn't know. Uses AI ### New starters and leavers from one form A single form sets up a new starter's accounts, laptop and access, or closes everything off when someone leaves. ### Timesheets and notes from a phone Staff fill in a short form on their phone, and it flows into payroll, the job record or the client file. ### Client documents collected for you Each client gets a list of what you need and a secure place to upload it, with reminders until everything's in. ### Client letters and summaries drafted Engagement letters, meeting summaries and routine client emails drafted from your templates and notes. Uses AIA person checks it ### Recalls and reminders Patients due for a check-up get a recall message with a link to book, and reminders before their appointment. ### Patient forms before the visit New patients fill in their forms online before they arrive, and the details go straight into your practice software. ### Intake forms before the appointment Patients complete intake forms online before they arrive, and the details go straight into your practice software. ### Referral and report letters drafted A first draft of a letter is built from the clinician's notes, ready for them to check and sign. Uses AIA person checks it ### Site diaries from photos and notes Daily site diaries and reports drafted from the photos and notes your team takes on site. Uses AIA person checks it ### Subcontractor paperwork tracked Insurance certificates, licences and safety documents are collected and tracked, with reminders before they expire. ### Missed calls followed up A missed call or after-hours enquiry gets a text straight back, so the job doesn't go to the next tradie on the list. ### Jobs closed off from site Photos, the customer's sign-off and the invoice are all sent from your phone when the job's done. ### New matters opened from one form A new client or matter form runs your conflict check list, creates the file and sends the engagement letter to sign. ### Time recording prompts A daily list of the meetings, calls and emails you worked on, so time is recorded before it's forgotten. Some of these use AI. Before we switch any on, we check who can see what in your systems, so an AI tool can't show staff files they shouldn't see. [How we make AI safe ↗](https://ventacore.com.au/services/ai-automation) [Go through this list with Ventacore ↗](https://ventacore.com.au/what-can-i-automate#send-list) [Call 03 8400 0092](tel:+61384000092) Change my answers Start again ## Want help getting started? Send us your list and we'll call you to talk through which ones are worth doing first, and what they'd take. It's free, and there's no obligation. Fields marked with an asterisk are required. ### What happens next 1. We'll get back to you within one business day. 2. We'll have a 20-minute call to understand what's going on and what you need. 3. If we can help, you'll get a written proposal with the scope, price and start date. We'll use your details to contact you about your list. See our [privacy policy](https://ventacore.com.au/privacy). These are common starting points, not a quote. What's worth doing depends on your systems and how your team works, which is what the free consultation is for. ![Ventacore](https://ventacore.com.au/hubfs/raw_assets/public/VentaCore-website/images/logo-reverse.svg) Ventacore is a Melbourne-based managed IT, cyber security and AI provider for businesses across Australia. We run your helpdesk, secure your systems, and build AI and automation that take repetitive work off your team. **Services** - [AI and automation](https://ventacore.com.au/services/ai-automation) - [Managed IT](https://ventacore.com.au/services/managed-it) - [Cyber security and compliance](https://ventacore.com.au/services/cyber-security) - [Cloud](https://ventacore.com.au/services/cloud-computing) - [Websites](https://ventacore.com.au/services/web-development) - [Digital marketing](https://ventacore.com.au/services/digital-marketing) - [Business systems and CRM](https://ventacore.com.au/services/business-management-systems) - [Custom software](https://ventacore.com.au/services/custom-solutions) **Industries** - [Accounting and finance](https://ventacore.com.au/industries/finance) - [Dental](https://ventacore.com.au/industries/dental) - [Medical and allied health](https://ventacore.com.au/industries/medical) - [Construction](https://ventacore.com.au/industries/construction) - [Trades](https://ventacore.com.au/industries/trades) - [Law and professional services](https://ventacore.com.au/industries/professional-services) **Company** - [About](https://ventacore.com.au/about) - [Insights](https://ventacore.com.au/blog) - [Free Essential Eight check](https://ventacore.com.au/essential-eight-assessment) - [What can I automate?](https://ventacore.com.au/what-can-i-automate) - [Contact](https://ventacore.com.au/contact) - [Privacy](https://ventacore.com.au/privacy) **Talk to us** - [03 8400 0092](tel:+61384000092) - [hello@ventacore.com.au](mailto:hello@ventacore.com.au) - 8:00am to 5:30pm Melbourne time, Monday to Friday [Book Your Free Consultation](https://ventacore.com.au/contact?topic=what-can-i-automate) © 2026 Venta Core MSP [Privacy](https://ventacore.com.au/privacy) · Cookie preferences [Call](tel:+61384000092) [Book Your Free Consultation](https://ventacore.com.au/contact?topic=what-can-i-automate) ```json { "@context" : "https://schema.org", "@id" : "https://ventacore.com.au/#organization", "@type" : "LocalBusiness", "address" : { "@type" : "PostalAddress", "addressCountry" : "AU", "addressLocality" : "Melbourne", "addressRegion" : "VIC" }, "areaServed" : { "@type" : "Country", "name" : "Australia" }, "description" : "Ventacore is a Melbourne-based managed IT, cyber security and AI provider for businesses across Australia. 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