Workflow Audit
Free – $500
A discovery session and current-state process map, with a prioritised list of what is worth automating — and what is not.
AI and automation, done deftly · Canberra, Australia
Practical, secure AI and automation — with people kept in control.
We help Australian small and medium businesses and government agencies take the repetitive admin out of everyday work. Start with one workflow, prove the value, then scale what works.
- Human approval on AI steps
- Australian data hosting preferred
- Governance-first by design
The problem
Skilled people spend too much time on admin.
Chasing documents, re-keying data between systems, writing the same follow-up emails, and typing up notes after every meeting. It is necessary work — but it is slow, easy to forget, and takes time away from clients and the work that matters.
AI can help, but many teams are rightly cautious about privacy, accuracy and where their data goes.
The outcomes we aim for
- Time back each week for client-facing and higher-value work.
- Faster, more consistent responses to enquiries and requests.
- Fewer things falling through the cracks — reminders and follow-ups happen on time.
- Better records, with clear audit trails of what was done and by whom.
- Confidence that AI is used safely, with people approving the important steps.
Services
Start small. Scale what works.
Clear scopes and fixed quotes. Prices are indicative and exclude GST; final pricing is confirmed in writing after the audit.
Starter Automation
From $1,500
One workflow designed, built and tested end to end, with staff handover, a how-it-works guide and 30 days of support.
Growth Pack
$3,000 – $6,000 setup
Two to three connected workflows integrated with your existing tools — CRM, email, calendar, forms and storage — plus team training.
Ongoing Care
$500 – $1,000 / month
Monitoring, maintenance, minor changes, tool and AI model updates, and a monthly check-in.
Government & Enterprise Advisory
By quote
Secure, governance-first AI and automation for agencies and larger organisations: AI strategy and roadmaps, governance and policy frameworks, use-case and risk assessments, and secure automation design.
All prices indicative, in AUD, ex GST.
Mortgage broker solutions
Spend more time with clients and less time chasing.
Workflows built for brokers. They take on the repetitive steps while you stay in charge of advice, client communication and compliance.
Instant lead response & nurture
Every new enquiry gets a prompt, personalised reply and booking link — even after hours — with a follow-up sequence for leads not yet ready. High-intent leads are flagged to you straight away.
You approve the templates and tone before go-live.
Document collection chaser
A personalised checklist for each client and loan type, polite automated reminders until items arrive, secure upload links, and a clear view of what is outstanding on every file.
Reminders stop automatically once the file is complete.
Post-settlement retention
Reminders ahead of fixed-rate expiry dates, annual loan reviews and settlement anniversaries — creating a task for you to start the review conversation before clients drift.
You decide who is contacted and what is said.
AI meeting notes → draft file notes
With client consent, meetings are transcribed and summarised into a structured draft file note — needs, objectives and discussion points — in your template, ready for review.
Broker-reviewed and approved. Never filed automatically.
Designed to work alongside your existing CRM and aggregator tools where their integrations and policies allow — we confirm this during the audit. Deftwork Advisory provides technology services only and does not provide credit, financial or legal advice.
Our approach
Use what you have first. Build only what’s missing.
This keeps costs down and means you never pay twice for something your tools can already do.
- 1
Configure
Get full value from the tools you already pay for — your CRM, aggregator platform and email. We switch on and tune unused features like document requests, reminders, client portals and post-settlement campaigns.
- 2
Connect
Link your tools so data flows without re-keying — CRM, email, calendar, accounting and lender portals — using proven automation platforms and APIs.
- 3
Build
Custom AI and automation only where nothing you have does the job well — for example AI document checking, personalised chasers and smart review triggers.
How we work
A simple, low-risk path from idea to everyday use.
- 1
Free workflow audit
We map how the work is done today, find the time sinks and risks, and recommend where to start.
- 2
Pilot
One workflow, tightly scoped, with success measures agreed up front.
- 3
Build
Production-ready, built on tools you own, tested with your team and fully documented.
- 4
Ongoing support
Monitoring, fixes and improvements as your business, tools and rules change.
Trust & compliance
Designed for organisations that cannot afford to get this wrong.
Human approval on AI steps
AI prepares drafts and suggestions. Your people review and approve before anything is sent, filed or acted on.
Australian data hosting
We prefer Australian-hosted services and tell you plainly where any data is stored and processed.
Privacy by design
Minimum data collected, least-privilege access, and solutions built with the Australian Privacy Principles in mind.
Audit logs
Automated actions are logged, so you can see what happened, when and why.
You own it
Built in your accounts, documented and handed over. No lock-in.
Governance-first
Clear scopes, documented decisions and risk assessments, so AI use can be explained and reviewed by your governance, risk and audit teams.
About
Local, accountable and plain-English.
Deftwork Advisory is an Australian AI and automation advisory based in Canberra. We help small and medium businesses and government agencies take repetitive admin out of everyday work — practically, securely and in plain English.
We work directly with the people who do the work, start with one workflow, and build on tools you already own. AI prepares; your people stay in control of anything client-facing or on the record.
- Based in
- Canberra, ACT
- Working with
- Clients across Australia
- Focus
- SMBs, mortgage brokers and government agencies
- Approach
- Start small, human-approved, governance-first
- ABN
- 20 656 338 028
Get started
Book a free workflow audit.
A short conversation about where your team's time goes, followed by a practical written set of recommendations. No obligation.
- Email [email protected]
- Phone 0413 604 308
- Location Canberra, ACT — working with clients across Australia