Streamline Client Records with
AI Email Filing Automation
No More Lost Emails — Just Accurate, Automated Client Correspondence Filing
Automatically capture, classify, and file emails and attachments straight into client folders in OneDrive. Keep records consistent, reduce manual work, and give your team peace of mind with daily filing repor
Save Hours Every Week
Accurate, Organised Records
Seamless Team Access
Automation Solutions Brisbane
Email Filing Automation to OneDrive – Fast, Accurate, Organised
Your Smartest Filing Assistant. Instant Organisation. Zero Lost Emails.
This automation transforms the way professional services firms manage client correspondence. Instead of dragging and dropping messages into folders, the system captures, classifies, and files emails — along with attachments — directly into the right client folder in OneDrive.
It streamlines the entire workflow: client updates, provider notices, historical backlogs, and daily filing reports — all handled automatically. The result is a consistent, reliable filing system that saves hours of admin time, improves compliance, and gives your team complete confidence that no email is ever misplaced.
property research, weekly updates, and long-term relationship building — all delivered in one consistent, automated process. It’s fast, reliable, and saves hours of admin every week.
Designed for growing agencies, this solution shows how automation can improve response times, keep clients engaged with regular property insights, and build stronger retention through ongoing touchpoints — while freeing up time to focus on deals and growth.
How It Works
The automation runs whenever a new email arrives. Each message is:
Identified and classified — client emails are recognised by their domain, and provider emails by account or policy numbers.
Filed into the right folder — the email body and all attachments are saved in the correct client’s OneDrive folder.
Standardised for consistency — filenames follow the same format: YYYYMMDD Description Client Name.
Buffered in Outlook — messages remain in Outlook for 7 days before being archived, providing a safety net.
Reported daily — a summary is sent to the admin team showing what was filed and flagging any unmatched emails.
This process ensures all correspondence is stored securely, consistently, and without manual effort — saving time and giving your team peace of mind.
Benefits for Professional Services & Admin Teams
Time Saved
Hours of manual email filing are eliminated — no more dragging and dropping messages into folders.
Accuracy
Every email and attachment is stored in the correct client folder with a consistent naming format.
Scalability
Handles hundreds of emails weekly with the same speed and reliability — ideal for growing firms.
Team Clarity
Everyone has access to the same organised correspondence in OneDrive — no more misplaced or duplicated files.
Compliance Ready
All records are securely stored with version history and retention — supporting audit and regulatory needs.
Peace of Mind
Daily reports confirm what’s been filed and flag any unmatched emails for quick review.
Industries That Could Benefit
This email filing automation is especially valuable for industries where client correspondence and compliance are critical, such as:
Professional services firms (accounting, legal, consulting)
Financial services and insurance providers
Real estate and property management agencies
Healthcare and allied health practices
Education and training organisations
Government and not-for-profit organisations
Any business managing large volumes of client emails and records
FAQs
Q: Can attachments be saved too?
A: Yes — all attachments are stored alongside the email with clear, consistent filenames.
Q: What if a new client or provider is added?
A: Simply update the client list and the system will start filing their emails automatically.
Q: What happens if an email doesn’t match any rules?
A: It will be placed in an “Unclassified” folder and flagged in the daily summary for quick review.
Q: Do I need to change my current email system?
A: No — the automation works with your existing setup and simply files emails into OneDrive.
Q: How are old emails handled?
A: The system can process backlogs in batches, moving all past correspondence into OneDrive.
Q: Is there a backup of the files?
A: OneDrive already keeps version history and recovery options. Additional duplication can be set up if required.
Q: Will my team still see emails in Outlook?
A: Yes — messages remain in Outlook for 7 days before being archived, so staff have a buffer period.
Q: How do we know everything is working?
A: A daily report is sent to admins showing what was filed, where it went, and any unmatched items.
What Can AI Help You Automate?
Our AI agents are custom-built to work like part of your team. They can answer product questions, send follow-ups, handle customer service, and even help with content and emails. These solutions are simple, affordable, and customised to your business goals — no technical knowledge needed.
Customised for Small & Medium Businesses in Brisbane
Perfect for online shops, service businesses, real estate agencies, clinics, and trades — our AI tools fit seamlessly into your day-to-day operations.
Product Enquiry Assistant
Instantly answers product questions, checks availability, and helps customers find what they need — 24/7.
Smart Booking Assistant
Handles appointment requests, confirms times, and reduces back-and-forth — so you don’t miss a lead.
AI Email Response Helper
Auto-drafts replies to common emails like “do you have this in stock?” or “what’s your refund policy?”
Social Media Content Creator
Generates ready-to-post ideas, captions, and headlines for your Facebook, Instagram, or LinkedIn — in your brand voice.
Lead Follow-Up Agent
Follows up with leads automatically via email or message, helping you close more deals without the manual chasing.
Customer Feedback Collector
Gathers client reviews, follows up after purchases or bookings, and helps improve your online reputation.
Website Chat Assistant
Helps website visitors find answers, products, or contact info in seconds — even when you’re offline.
Order & Shipping Updates
Keeps customers informed about their delivery or status — reduces “Where’s my order?” emails.
FAQ & Info Hub Agent
Answers common questions about pricing, services, hours, or policies without needing staff to reply.
Quick Setup
Easy to Learn
Built for Small Business Teams
AI Automation Solutions
AI Automation Helps These Industries Save Time, Win More Clients & Scale Easier
Retail & E-commerce
Handle product questions, stock checks & shipping updates 24/7Healthcare Clinics
Automate bookings, reminders, and patient follow-upsTrades & Services
Reduce phone time by automating quotes & job schedulingReal Estate
Qualify leads, respond instantly to property enquiriesEducation & Training
Automate enrolment enquiries, FAQs, and course infoProfessional Services
Streamline admin, reply to emails faster, improve response time
We help make your business smarter with AI
Where Can AI Fit Into Your Business?
CRM Software
Automate client follow-ups and enquiry responses
Accounting Platforms
Send reminders, summaries, and payment updates
Email & Newsletter Systems
Generate and schedule outreach content
Booking Calendars
Handle appointment requests and confirmations
E-commerce Platforms
Answer product questions and check stock
Live Chat Tools
Add an AI assistant to respond instantly
Lead Capture Forms
Qualify and follow up with website visitors
Internal Docs & FAQs
Turn internal knowledge into a smart Q&A tool
How We Build Your Custom AI Automation
1–2 Weeks to Launch
No Tech Knowledge Needed
Fully Supported by Our Team
Quick Setup. Real Results. No Guesswork.
Most businesses get results within 1–2 weeks. We guide you through everything from setup to testing — all customised to your goals.
1.
Tell Us About Your Business
Quick chat or form — we’ll ask about your customers, tools you use, and what you want to save time on.
2.
We Design Your AI Assistant or
Automation Workflow
We’ll map out what the AI can handle for you: enquiries, follow-ups, product help, emails, etc.
3.
Setup, Test & Fine-Tune
We connect your assistant to your current tools (like your shop, inbox, or calendar) and test real conversations together.
4.
Launch & Monitor
Your AI assistant goes live — we monitor, tweak if needed, and provide full support to keep everything running smoothly.
5.
Maintain, Improve, Support
Each month, we refresh your product data, monitor AI performance, and apply updates as needed — all included in your monthly service package.
What We’ve Built with AI Automation
Real-world solutions that save time, boost engagement, and drive results.
Full Automation Blogging
AI drafts blog posts from product updates or service news — then publishes and pushes to socials.
SEO Optimisation with AI
Automated keyword research, meta description creation, and blog SEO audits for better rankings.
Marketing & Social Media Automation
Weekly AI-assisted content plans, post scheduling, and performance summaries for local businesses.
DocuSign Agreement Workflow
Rental businesses use our automation to generate, send, and store signed equipment hire agreements.
Product Assistant Chatbot
An AI agent that helps website visitors find the right product, check stock, and get fast answers.
Training Booking Email System
Auto-sends course confirmation, location info, and payment receipts after student registration.
Lead Qualification Bot
AI captures enquiries and filters serious leads before notifying the team.
Customer Follow-Up Series
Automated 3-step email flow after purchase, customised by product type.
Free AI-Powered Demo
Discover what’s possible with our custom-built AI and automation solutions — spanning SaaS tools, intelligent agents, business automation, content generation, and more. Each demo is a working prototype crafted to highlight practical use cases, industry relevance, and seamless UX design. Whether you’re in services, SaaS, e-commerce, health, education, or media — our demos are designed to spark ideas and fast-track your own transformation.
LIVE AI Chat
Elevate your website with intelligent, real-time conversation.
LIVE AI Chat is a smart, fully automated assistant that lives on your website — answering questions, collecting leads, and guiding customers 24/7. Designed for businesses of all sizes, it helps you stay responsive, grow leads, and save support time.
Automated Seafood Orders
Elevate your seafood ordering with intelligent, real-time processing.
Automated Seafood Orders is a smart, fully automated workflow that connects your online orders to your team — capturing order details, pickup dates, and location preferences 24/7. Designed to handle growing demand, it helps you stay responsive, reduce errors, and save admin time.
AI Video Creation
Elevate your travel business with effortless, professional video content.
AI Video Creation is a smart, fully automated workflow that transforms text or images into stunning, realistic videos — without the need for video editing skills or expensive gear. Perfect for tourism operators, travel guides, or tour agencies, it helps you showcase destinations, tell compelling stories, and boost bookings 24/7. Designed to engage audiences and grow your reach, all with minimal effort.
Automated Student Enrolment
Elevate your enrolment workflow with real-time, intelligent automation.
Automated Student Enrolment instantly processes student signups, captures personal details, and allocates them to the correct course. Integrated with your RTO’s website or LMS, it reduces manual data entry, eliminates paperwork, and improves speed and accuracy for high-risk licence training.
Automated Hire Contracts
Speed up every hire with real-time, intelligent contract automation.
Automated Hire Contracts
instantly generates and emails ready-to-sign agreements, collects signatures, and flips WooCommerce orders to the next status. Integrated with your hire storefront, it removes manual paperwork, cuts admin time, and turns bookings into pickups faster than ever.
Automated Shed Quotation System
Elevate your quoting process with real-time, intelligent automation.
Automated Shed Quotation captures client details, project specs, and selected options — then instantly generates a professional, branded PDF quote. Fully integrated with your website or CRM, this system eliminates double handling, reduces admin hours, and speeds up the path from enquiry to conversion.
About Us
At AI Automation Brisbane, we help small and medium businesses save time, reduce admin, and grow faster using smart AI tools — without the tech overwhelm.
As part of the team behind Now Technology Systems, we’ve supported Australian businesses with digital solutions for over 25 years. Now, we’re bringing that same support into the world of automation — building AI assistants that answer enquiries, send follow-ups, manage bookings, and more.
We set everything up, keep it running, and provide ongoing support — so you can focus on your business while the AI handles the rest.
We’re proud to be one of the first in Australia to bring affordable, practical AI automation to everyday businesses. No technical buzzwords. No confusing software. Just smart, useful tools that save time and boost productivity.
With AI Automation Brisbane, you’re not just keeping up with the future — you’re getting ahead of it.
Hear from Our Success Stories
Frequently Asked Questions
What is an AI Automation or AI Assistant?
An AI assistant is like a digital team member. It can answer customer questions, handle bookings, send follow-up emails, and help with repetitive admin — all without you lifting a finger.
Do I need technical knowledge to use it?
Nope! You don’t need to know how it works behind the scenes. We handle the setup and updates — you just tell us what you want it to do.
How much does it cost?
We offer a simple setup package and a low monthly fee to cover everything — including support, updates, and the tools behind the scenes.
🛠 Setup Cost: Starting from $440 (once-off)
🔄 Monthly Service Fee: $88/month (includes support, updates, and platform usage)
What kind of tasks can it handle?
Common uses include:
Answering product or service questions
Sending confirmation emails after bookings
Following up with customers automatically
Updating newsletters or blog posts
Helping customers on your website 24/7
Will it replace my staff?
Not at all — it supports your team by taking care of repetitive jobs, so they can focus on more valuable work. Think of it as your always-on assistant.
How long does setup take?
Most projects are live in 1–2 weeks. We handle everything from design to testing and make sure it fits your business perfectly.
Can it work with my current systems?
Yes — we customise your automation to work alongside the tools you already use (like your CRM, email, booking forms, online shop, etc.).
Is my data safe?
Yes. We only use secure, trusted platforms, and we don’t share or resell your data. Your customer information stays private and protected.
What happens after launch?
We keep things running in the background — including updates, product data uploads (if needed), and performance checks. You’ll always have support if something needs adjusting.
Have Additional Questions?
0412 606 287
info@aiautomationbrisbane.com.au
Get in touch! Our team of support specialists are available to speak with you about our program.