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AI-Powered Automation · Perth, WA

AI Automation
Perth. Put AI on the tools.

Plenty of automation never needs AI. This page is about the work that does: quoting that means reading the job first, follow-ups that need context, documents that arrive in fifty formats. We wire AI models into the systems Perth SMBs already run, so the reading, drafting and sorting happens before your team sits down. Just need systems connected? See business automation Perth.

AI reads, drafts and decides Workflow builds from $2,500 On-site discovery, Perth metro
Tell us what you need
We reply within 3 hours. Tristan personally.
No spam. No lock-in. No obligation.
✅

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Tristan will personally reply within 3 hours on business days.

One Point of Contact
100% Custom Builds
Perth-Based, No Outsourcing
Free Strategy Call
Delivered in 2–8 Weeks
Where AI Earns Its Keep

The work rules can't do
is the work eating your week.

Basic if-this-then-that automation only gets you so far. The hours disappearing in most Perth SMBs sit in tasks that need something read and understood first: the emailed enquiry, the supplier invoice, the fifty-line tender. That used to mean a human. Now it means a model with guardrails.

  • Every quote starts with someone deciphering an email, a phone note or a photo of a plan
  • Follow-ups need context, so they wait for the one person who knows the job
  • Supplier invoices and POs arrive in dozens of layouts no template can parse
  • Job notes hold everything reports need, but nobody has time to write them up
  • You tried Zapier, and it stalled the moment a step needed judgment
❌ Rules alone
A quote request lands as a rambling email. A rule can file it. It cannot price it.
✓ With AI in the loop
AI reads the enquiry, matches it against your price list and drafts the quote for approval in minutes.
❌ Rules alone
Template chasers fire blind. Customers get emails that ignore what they actually asked.
✓ With AI in the loop
AI writes the follow-up from the real thread: what was quoted, what they said, what happens next.
❌ Rules alone
Scanned invoices queue up for manual keying because OCR chokes every time a layout changes.
✓ With AI in the loop
AI extraction handles the messy formats, validates the totals and posts clean data to Xero.
AI Workflows We Build

Six jobs we hand to AI
for Perth businesses.

AI Quoting
Enquiry in, draft quote out. The model reads the request, pulls pricing from your list or past jobs, and produces a formatted quote for a human to approve. Perth trades cut quoting from half an hour to minutes.
WORKFLOWS FROM $2,500
AI Follow-Ups & Chasers
Follow-ups written from the thread, not a template: quotes gone quiet, invoices past due, reviews after a job. Each message reflects what was actually said, queued for one-click approval or sent on your rules.
AI Document Handling
Invoices, purchase orders, tender packs, site reports. AI extraction reads the formats OCR gives up on, validates totals against rules you set, and files clean data into the right system.
AI Email Triage
The shared inbox sorts itself. Enquiries, invoices, complaints and spam get classified, routed to the right person, and answered with a drafted reply wherever the answer is already known.
AI Inside Your Systems
We wire models into Xero, your CRM, job management and Microsoft 365 rather than adding another app to ignore. AI chatbots from $3,000 and AI agents from $4,000 when the job calls for one.
CHATBOTS $3,000 · AGENTS $4,000
AI Reporting & Summaries
Site notes become client updates. Call recordings become CRM entries. Weekly numbers become a readable Monday email that says what changed and why, instead of another spreadsheet attachment.
Proof It Works

What automated delivery did
for a tier 1 mining operator.

0 files carried by hand Every delivery announced in Teams Proved on the first live run
AI Systems · Tier 1 Mining Operator

Reports That Deliver Themselves

Routine reports at an international tier 1 mining operator were being moved between systems by hand. We built an automation that delivers each report where it needs to go and announces every delivery in Teams. The first live run completed without anyone touching a file.

0
Files carried by hand
1st
Live run proved it
Teams
Announces every delivery
Workflow Automation Report Delivery Teams Notifications No Manual Handling
Read the case study →
Why Source Digital

We build things. Not strategies.

01
You talk to the person who builds it
No account managers, no offshore hand-offs. Tristan scopes the workflow, writes the code and answers the phone afterwards. Every question gets a straight answer from the builder.
02
Fixed prices on SME budgets
Workflow automation from $2,500. Consulting projects from $3,000. Chatbots $3,000, AI agents $4,000. Most engagements land between $3,000 and $25,000, quoted fixed before anything starts.
03
Built around WA industries
Mining services catalogues, trades quoting, equipment hire paperwork, clinic intake forms. We build AI for the industries that actually run this state, not generic SaaS demos.
04
Discovery at your premises
We watch the real process before automating it: the inbox, the whiteboard, the double handling. On site anywhere in the Perth metro area, at no charge, before you commit to anything.
05
The right model for each task
Claude, GPT or open models, picked per workflow for accuracy and running cost, always under business terms so your data never trains anyone else's AI.
06
Proof over promises
Equipment Group: 76,770 parts extracted by AI, 35,268 pages live. A working AI assistant inside a custom CRM. Deployed systems you can ask hard questions about on the first call.
The Process

From walkthrough to working AI
in 2 to 8 weeks.

01
On-Site Walkthrough
30 to 60 minutes at your Perth premises, or video for regional WA. You show us the process; we spot where AI fits and where a plain rule is cheaper.
02
Fixed Scope & Quote
You get the exact workflow, timeline and a fixed price in writing. Workflow builds from $2,500, consulting projects from $3,000. Nothing starts until you approve it.
03
Built on Real Data
We build and test against your live formats: your quotes, your invoices, your inbox. You see working drafts early, not a big reveal at the end.
04
Support If You Want It
Maintenance retainers run $200 to $500 a month, ongoing advisory $600 to $1,200. Or take the handover docs and run it yourself. You own the build either way.
Book Your Free Strategy Call

No obligation. No jargon. Tristan replies personally within 3 hours.

FAQ

AI automation in Perth:
what owners ask us.

Normal automation moves data between systems when a rule fires. AI automation adds a model that can read and decide: it interprets a messy enquiry email, drafts a quote in your format, or pulls line items off a scanned invoice. We build both, and we only add AI where a rule cannot do the job.

Workflow automation starts at $2,500. AI chatbots start at $3,000, AI agents at $4,000, and consulting projects at $3,000. Most Perth engagements land between $3,000 and $25,000, always as a fixed quote agreed before work starts. Optional maintenance retainers run $200 to $500 per month.

Mining services and equipment suppliers with catalogues and RFQs, trades and construction firms drowning in quoting and job admin, allied health and professional services with referral and intake paperwork, and real estate agencies handling high email volume. If your team reads, types and re-types documents all day, there is a workflow worth automating.

Yes. We are based in Perth and do discovery at your premises anywhere in the metro area, from Fremantle to Joondalup, because watching how a quote or a job actually moves through your office beats any questionnaire. Regional WA works over video with screen sharing.

We build on commercial models such as Claude and GPT under business terms, which means your data is not used to train them. Prompts and outputs stay inside your own accounts, API keys stay yours, and we design workflows so sensitive records never leave systems you control.

We design for it. Anything customer-facing, like a quote or an email, sits in a draft or approval queue until a human clicks send. Extraction workflows flag low-confidence fields for review instead of guessing. Every action is logged, so you can see what the AI did and why.

Related pages: broader process automation for Perth businesses →  ·  choosing an AI automation agency, Australia-wide →

Ready to put AI
on the boring work?

Free strategy call. We'll tell you which of your workflows suit AI, which just need plain plumbing, and a fixed price for both.

"Literally within hours I was getting leads. Blown away with every bit of work from Source Digital. speed, quality and just a real good bloke to deal with."

D
Onedown · Google Review

"Source Digital did an exceptional job building our Shopify site. Visually appealing, user-friendly, works across all devices. Professional, responsive. the final product exceeded our expectations."

C
Malaya · Google Review

"Tristan is the man. Found him on Google and within 2 hours he had a full plan & quote ready. The final project delivery was absolutely phenomenal. 100 times better than we could have ever imagined."

K
Enkindle · Google Review
5.0
· 22 Google reviews · Perth, WA