Business tool automation

Automation for Xero, Microsoft 365, and Google Workspace.

Your team probably runs on email, documents, spreadsheets, calendar invites, invoices, and shared folders. We automate the handoffs between those tools so work is easier to track and less dependent on manual follow-up.

What this can improve

Automated invoice, reminder, reporting, and file workflows

Microsoft 365 and Google Workspace automations for email, documents, folders, and calendars

Xero-connected admin and reporting workflows

Services

Practical automation built around how your business already works.

The aim is not to add more software for its own sake. It is to remove operational drag, connect the right tools, and create workflows your team can trust.

Invoice, reminder, and reporting workflows

Invoices raised, chased, and reported with fewer manual touches, connected to your inbox and spreadsheets.

Microsoft 365 and Google Workspace automation

Email, documents, folders, and calendars wired together: intake to folder structure, approvals to calendar, updates to the right thread.

Xero-connected admin

Admin steps that start or end in Xero, such as new customer setup, payment follow-ups, and month-end packs, run on schedule.

Clean handoffs between systems

Forms, spreadsheets, finance systems, and team notifications joined up, so a job flows from enquiry to invoice without re-keying.

Best fit

Best for teams that live in Xero, Microsoft 365, Google Workspace, spreadsheets, and email but want fewer manual admin steps.

Automata Works works with small businesses across Dubbo, Parkes, Orange, Mudgee, Central West NSW, and North West NSW, with remote delivery available across Australia where it makes sense.

Automata Works is a division of Blu Sky Technologies Pty. Ltd. ABN 73 626 777 375.

FAQ

Common questions about Xero, Microsoft 365, and Google Workspace automation.

Can you automate around Xero without risking the accounts?

Yes. Automations prepare and stage the work, approval steps sit in front of anything that posts to the accounts, and every action is logged.

Do you support both Microsoft 365 and Google Workspace?

Yes, and mixed environments too, which is common when a business has grown across both platforms.

What are the most common first automations?

Invoice reminders, month-end report packs, filing email attachments to the right folders, and creating tasks or calendar entries from form submissions.

Will this affect our accountant or bookkeeper?

It usually helps them. They get cleaner data and fewer manual entries, and we are happy to involve them when designing anything that touches the accounts.

Contact us

Let’s build systems that work for you.

Send a short note about the repetitive work, broken handoffs, or disconnected tools slowing your business down.

Open the contact form