Task Automation
Marketing, sales, operations, HR, support or finance: if your team repeats it every week, we turn it into a supervised routine. The work gets done in the background, and a person approves anything that matters.
What can be automated
A starting list of the tasks we automate with AI. Every business is different, so treat these as examples: if a task is repetitive and follows rules, it is usually a candidate.
Less time assembling reports and resizing posts, more time on ideas and campaigns.
Weekly performance reports
Google Ads, Meta, GA4 and Search Console pulled into one report with plain-English commentary.
Content repurposing
One article or video turned into social posts, email copy and ad variations in your brand voice.
Social scheduling & replies
Posts queued across channels, comments and DMs triaged, with draft replies for approval.
Lead routing & enrichment
New leads scored, enriched with company details and sent to the right person in your CRM.
SEO monitoring
Rank drops, broken pages and new keyword opportunities flagged every week.
Competitor & review watch
Competitor changes, brand mentions and new reviews summarised, with suggested responses.
Budget pacing alerts
Overspending or under-delivering campaigns flagged before the month is lost.
Keep the pipeline clean and every lead followed up, without the admin.
Instant lead follow-up
Every enquiry answered in minutes, qualified and booked into a rep's calendar.
CRM data entry
Calls, emails and meeting notes summarised and logged against the right contact and deal.
Proposal & quote drafting
Proposals assembled from your templates, price list and the notes from the discovery call.
Follow-up sequences
Stalled deals and unanswered quotes chased on schedule, in your tone.
Pipeline hygiene
Duplicates merged, stale deals flagged and missing fields filled in.
Weekly sales summary
Pipeline movement, wins, losses and forecast delivered to managers automatically.
Orders, stock, suppliers and paperwork kept moving without re-keying.
Order processing
Orders from email, PDFs and portals captured, checked and entered into your system.
Inventory & reorder alerts
Stock levels, sales velocity and lead times turned into reorder suggestions.
Purchase orders & supplier chasing
POs raised from approved requests, confirmations and late deliveries chased automatically.
Shipment & delivery tracking
Carrier updates collected in one view, with customers told about delays before they ask.
Document handling
Delivery notes, certificates and forms read, named, filed and matched to the right job.
SOPs & internal helpdesk
A bot that answers staff questions from your procedures and policies.
Daily operations digest
What shipped, what's stuck and what needs a decision, delivered every morning.
Faster hiring and smoother people admin. Decisions about people always stay with people.
CV screening & shortlisting
Applications summarised against the job criteria, for a human to review and decide.
Interview scheduling
Candidates and interviewers coordinated automatically, with reminders and rescheduling.
Onboarding checklists
Accounts, documents, equipment and training tracked for every new starter.
HR policy assistant
Staff ask about leave, expenses or benefits and get answers from your handbook.
Leave & timesheet processing
Requests collected, checked against balances and passed to payroll.
Payroll preparation
Hours, overtime and changes gathered and validated before payroll is run.
Document & expiry tracking
Contracts, visas, certifications and reviews tracked, with reminders before they lapse.
Instant answers for customers and less repetitive work for your agents.
24/7 first-line answers
A chatbot trained on your policies answers on your website, WhatsApp and social channels.
Ticket triage & routing
Tickets categorised, prioritised and sent to the right team with a summary.
Draft replies for agents
Suggested responses with the order, policy and customer history already pulled in.
Order status & returns
Where-is-my-order and return requests handled end to end with your store and carrier.
Marketplace buyer messages
Amazon and Walmart buyer messages answered with drafted, policy-aware replies.
Voice of customer reports
Recurring complaints, feature requests and sentiment summarised every week.
Our home ground: reports in, reconciled entries out, with approval before posting.
Marketplace sales posting
Amazon, Walmart and retail reports turned into sales receipts and fee journals.
Invoice & bill capture
Supplier invoices read from email, coded, matched to POs and queued for approval.
Bank & card reconciliation
Transactions matched and categorised, with only the exceptions left for a person.
Receivables chasing
Overdue invoices followed up politely and persistently, with disputes flagged.
Expense management
Receipts captured, policy-checked, categorised and posted.
Month-end close pack
Reconciliations, accruals checklist, variance notes and management reports assembled.
Intercompany reconciliation
Seller invoices matched to buyer receipts, item by item, with an exceptions list.
From listing to ledger, across every channel you sell on.
Product listings & descriptions
Titles, bullets and descriptions written and optimised for each marketplace.
Multi-channel stock sync
Stock kept consistent across Shopify, Amazon, Walmart and wholesale channels.
Pricing & competitor monitoring
Price changes, lost buy-boxes and competitor moves flagged daily.
Review requests & responses
Review requests sent at the right moment, new reviews answered and summarised.
Returns & refunds
Return requests validated against policy, labels issued and refunds queued.
Settlement accounting
Marketplace payouts broken into sales, fees, refunds and tax, and posted to your books.
Store sales dashboards
Weekly store or channel performance with risk scores and action lists.
Spend your time creating. Let the publishing, admin and deal paperwork run itself.
Repurposing long-form content
One video or podcast turned into clips, captions, threads, a blog post and a newsletter.
Titles, descriptions & chapters
Titles, SEO descriptions, tags, timestamps and show notes drafted for every upload.
Comment & DM triage
Comments and messages sorted, spam removed, replies drafted and sponsor leads surfaced.
Brand deal pipeline
Sponsorship enquiries logged, rate cards sent, deliverables and deadlines tracked.
Invoices & payment chasing
Invoices raised for every deal and late payers followed up automatically.
Publishing calendar
Content scheduled across platforms with reminders for every deliverable.
Audience & revenue reports
Views, growth, sponsorship and platform income in one weekly report.
Less paperwork between the site, the office and the accounts.
Estimates & quotes
Quotes drafted from drawings, measurements and your price book, ready for review.
Tender & bid preparation
Tender documents read, requirements listed and bid responses assembled.
Daily site reports
Voice notes and photos from site turned into dated progress reports.
Timesheets & labour costing
Hours collected from the crew, checked and costed to the right job.
Subcontractor compliance
Insurance, certifications and safety documents tracked, with reminders before expiry.
Materials & purchase orders
Material take-offs turned into orders, supplier invoices matched to deliveries.
Job costing & progress billing
Costs tracked against budget per job, with stage invoices and variations raised on time.
Faster responses for buyers and tenants, tidier records for owners.
Enquiry response & viewings
Portal and website enquiries answered instantly, qualified and booked for viewings.
Listing descriptions
Property descriptions and social posts written from the details and photos.
Tenant requests & maintenance
Requests logged, prioritised, sent to the right contractor and tracked to completion.
Rent collection & arrears
Payments reconciled, reminders sent and arrears escalated on a set schedule.
Lease & renewal tracking
Key dates, rent reviews and renewals tracked, with documents prepared ahead of time.
Owner statements & outgoings
Monthly owner statements and outgoings reconciliations assembled from the ledger.
More billable time, fewer hours lost to chasing, filing and formatting.
Client document chasing
Missing records requested, reminded and ticked off client by client.
Client onboarding
Engagement letters, ID checks, access requests and setup tasks run from one checklist.
Document drafting & review
First drafts from your templates, with key clauses and dates extracted from documents received.
Time capture & billing
Work logged from calendars and emails, draft invoices prepared for approval.
White-label bookkeeping routines
Recurring client work, such as sales posting and reconciliations, run as supervised routines.
Deadline tracking
Filing and compliance deadlines tracked per client, with early warnings.
Client status reports
Where every client stands, what's blocked and what's due, in one weekly view.
Front-desk and back-office admin only. Clinical decisions always stay with clinicians.
Appointment booking & reminders
Bookings, confirmations, reminders and waiting-list fills handled automatically.
New patient intake
Forms sent, completed and filed before the first visit.
Front-desk questions
Opening hours, services, prices and directions answered by chat at any hour.
Recalls & follow-ups
Check-up recalls and post-visit follow-ups sent on schedule.
Invoices & payment reminders
Invoices issued and unpaid balances followed up politely.
Reviews & reputation
Review requests sent after visits, new reviews monitored and summarised.
Fuller tables and tighter costs, with less time in the back office.
Reservations & enquiries
Bookings, event enquiries and common questions handled by chat, WhatsApp or phone.
Review responses
New reviews across platforms answered in your voice and summarised weekly.
Supplier invoices & food costing
Invoices read line by line so ingredient price changes and margins are visible.
Stock counts & ordering
Counts compared with sales to suggest orders and highlight waste.
Staff rotas & timesheets
Rotas drafted from forecast demand, hours checked and passed to payroll.
Daily sales summary
POS sales, covers, labour and wastage in one morning report.
Paperwork and status updates handled, so your team can manage the exceptions.
Order intake from any format
Orders arriving by email, PDF, spreadsheet or portal captured and validated.
Shipping documents
Packing lists, labels, customs paperwork and delivery notes generated from the order.
Track & trace updates
Carrier statuses collected and customers notified proactively.
Warehouse to invoice
Shipped-items exports reconciled to orders, then shipped and invoiced automatically.
Customer statements & credit control
Statements sent monthly and overdue accounts chased on schedule.
Carrier invoice checks
Carrier and 3PL invoices checked against agreed rates and actual shipments.
Admissions, scheduling and learner admin that runs in the background.
Enquiries & admissions
Course questions answered instantly and applications guided through each step.
Enrolment & payment reminders
Forms, documents and fee instalments tracked and chased.
Timetables & reminders
Sessions scheduled, changes communicated and attendance reminders sent.
Course content drafting
Lesson outlines, quizzes and summaries drafted from your source material for tutors to review.
Learner support assistant
A bot that answers course and policy questions from your handbook.
Progress & attendance reports
Attendance, completion and results summarised for staff, parents or employers.
Routines we run today
We started where our own team works every day: finance and operations for e-commerce and consumer-goods businesses. These routines are in production now, and the same approach applies to every team above.
The weekly Amazon settlement report is split by brand, turned into inventory sales receipts, and the fees, refunds and reserves become a balanced journal entry ready for your accounting system.
Walmart Marketplace reconciliation reports become sales receipts per settlement, with commissions, shipping charges and deductions journalled to the right accounts.
For a brand selling through a US convenience-store chain, store-level POS scanned-sales reports are mapped to SKUs and imported as sales receipts, so stock and revenue stay accurate every week.
For a consumer-goods brand, distributor orders are read from the CRM and posted into inventory as a linked sales order, lot-matched shipment and invoice. Totals are checked against the distributor's paperwork before posting, and orders that match are processed without manual input.
For a multi-channel lifestyle brand, the 3PL's shipped-items export is reconciled to open wholesale orders. Clean orders are shipped and invoiced automatically; mismatches are held with a suggested fix.
Invoices and shipments from the selling company are matched to item receipts in the buying company, month by month and item by item, with a list of what was billed but not yet received.
Client names are kept confidential. Amazon and Walmart are the sales channels involved, not our clients.
Email automation
Built by the STELZAI development team. It reads and organises your email, prepares responses and follow-ups, and lets you act on everything from one dashboard.
Every incoming email is read, labelled by client, topic and urgency, and filed, so the inbox sorts itself.
Important emails are surfaced at the top with a one-line summary of what is being asked and by when.
Draft responses are written in your tone, ready to approve. If nobody answers, a follow-up is prepared on schedule.
Deadlines, promises and requests found in emails become reminders, so nothing depends on memory.
Approve a reply, assign a task, start a routine or update a record directly from your email dashboard, without opening the mailbox.
An end-of-day or end-of-period report shows what came in, what was handled, what is still open and who owns it.
Replies to Amazon and Walmart buyer messages are drafted for approval, so your team can answer within the marketplace's response window.
Reading, sorting and drafting are automatic. Nothing is sent without your approval, unless you set a rule for specific routine replies.
How a routine works
Every routine follows the same six steps, so it's fast when things are normal and careful when they're not.
A schedule, a new file in a folder, or an email arriving.
Reports, exports, CRM or API data are pulled in and cleaned.
Totals, SKUs and customers are checked before anything is created.
A dry-run shows exactly what would be posted. Nothing is written yet.
You, or a rule you've set, gives the go-ahead.
Entries are created, then re-read to confirm they landed correctly.
Built-in safety
Automation that writes to accounting and inventory systems has to be careful by default. These rules are built into every routine we deliver.
FAQ
Anything that repeats on a schedule and follows rules, in any team: reports, data entry, follow-ups, scheduling, document handling, reconciliations. If it takes someone more than an hour a week, it's usually worth it.
No. Finance is where our team started, so those are the routines already in production, but the same method works for marketing, sales, operations, HR, customer support and industry-specific work such as construction, property, creators and hospitality.
The routine doesn't guess. It holds the affected items, explains what doesn't match, suggests a fix and carries on with everything that does reconcile.
No. We work with what you have: QuickBooks, Xero, SOS Inventory, Shopify, Salesforce, spreadsheets, marketplace reports and warehouse exports.
Yes, and we recommend it at first. Every routine has a preview step. Once you trust the results, clean runs can be set to approve automatically.
Send us the report it starts from and describe what you do with it. We'll tell you how we'd automate it.