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Service 04 / 06

Email and follow-up automation for Australian businesses

AI sorts the inbox, drafts routine replies and chases quotes and invoices, so nothing slips.

Book a free 15-min auditHow it works

Free 15-minute call. No cost, no obligation.

01 / The problem

The follow-up you meant to send on Tuesday

  • A quote sent a fortnight ago that nobody chased.
  • An overdue invoice everyone thought someone else followed up.
  • A shared inbox that eats the first hour every morning.
  • Reminders that live in one person’s head.
02 / How we analyse it

We map what comes in and what goes out

  1. Where each kind of incoming email needs to go.
  2. Every follow-up your team sends, and when.
  3. Your tone and timing, written down as rules.
  4. Which messages always go straight to a person.
03 / What we build

We build email automations that keep work moving

  • Inbox sorting that routes each email to the right person.
  • Draft replies to routine enquiries, ready to check.
  • Follow-ups that stop as soon as the customer replies.
  • Payment and appointment reminders in your approved wording.
04 / Who does what

AI keeps track. Your people have the conversations.

AI handles

  • Sorting and routing incoming email
  • Drafting routine replies for review
  • Chasing quotes, invoices and paperwork on schedule

Your people keep

  • Complaints and sensitive messages
  • Conversations that need care or negotiation
  • Approving drafts wherever you want that step
05 / Questions

Questions owners ask

Will automated emails sound robotic?

They follow the tone and wording you agree on. Anything beyond routine messages is drafted for a person to review.

Does the AI send emails without anyone checking?

Only where you decide, such as a standard payment reminder. Everything else can wait as a draft, and anything unusual is flagged.

Does it stop chasing once a customer replies?

Yes, that’s how we design follow-ups. The sequence stops when the customer responds.

Free 15-minute admin audit

Find the follow-ups that keep slipping.

We map where your admin time goes and show you what to automate first. No cost, no obligation.

Book a free 15-min audit

Or email support@upgradexai.com.au

06 / Related

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