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Automated workflow and business process visualisation with connected systems and data pipelines
Business Automation — Perth, WA

Stop Doing Manually
What Software Can Do For You.

We identify the repetitive tasks draining your team's time and build the systems to automate them. From simple workflow triggers to complex AI-powered pipelines — practical automation that actually gets deployed.

Book a Free Automation Audit Custom Software →
What We Automate

Every hour saved
is an hour earned.

We focus on the workflows that consume the most time for the least value. Here's where most Perth businesses have the biggest wins.

Lead & Enquiry Handling
New enquiry comes in → CRM updated, follow-up email sent, team notified, task created. Automatically, every time, within seconds.
Document Generation
Quotes, proposals, invoices, reports — generated automatically from your data and sent to the right person without anyone touching a keyboard.
Data Sync & Transfer
Stop copy-pasting between your CRM, accounting software, spreadsheets, and email. Build it once and it runs forever.
Scheduling & Reminders
Appointment confirmations, job reminders, follow-up sequences, payment chasers — all running in the background without anyone managing them.
Reporting & Dashboards
Instead of spending Friday afternoons building the weekly report, have it built and delivered automatically every Friday morning.
AI-Powered Workflows
Classify incoming requests, draft responses, extract data from documents, summarise meeting notes — AI steps built into your existing workflows.
Real Examples

Before and after.

These are the kinds of problems we solve. Simple automation that saves hours every week.

Someone fills out a contact form. Someone else manually emails them back, updates a spreadsheet, and adds a reminder in their calendar.
Form submitted → CRM updated, personalised reply sent, follow-up task created. Zero manual steps.
3 hrs
saved per week
Sales rep copy-pastes quote details from email into Excel, formats it, exports a PDF, attaches it to another email and sends it.
Quote request triggers template population, PDF generation, and delivery automatically.
5 hrs
saved per week
Every Monday, someone manually pulls data from three systems, pastes into a spreadsheet, and emails the weekly report to management.
Report builds itself from live data every Monday at 7am and lands in inboxes before anyone starts work.
4 hrs
saved per week
New product data arrives as a PDF. Someone manually re-enters it into the website, Shopify, and the internal price list — taking days.
PDF processed automatically. Products updated in Shopify and website within minutes. Zero data entry.
2 days
saved per update
Why Source Digital

We build it.
You own it.

Most automation agencies build on top of Zapier or Make — you get a workflow that breaks every time the platform changes its pricing or API. We build things that you own outright.

No platform lock-in
Your automations run on your infrastructure. No monthly per-task fees, no surprise pricing changes.
One person, full accountability
Not a team of account managers. Tristan builds it, you deal with Tristan.
Perth-based, Perth-focused
Real meetings, real conversations, genuine understanding of how WA businesses work.
Practical, not theoretical
We don't sell AI strategies. We build things that run. If it's not deployed, it didn't happen.
20–35%
Reduction in operational overhead reported by businesses within 6 months of deploying workflow automation. (McKinsey, 2025)
60%
Of Australian SMEs plan to use AI by 2026 — but 40% still don't know how to implement it. That gap is where we work.
$0
Extra per-user fees. No platform subscriptions. Your automation, your infrastructure.
Get in Touch

Tell us about
your business.

No templates. No outsourcing. You deal directly with Tristan — the person who builds the thing — from day one.

Fixed-price quotesClear scope and price in writing before any work starts.
Reply within 3 hoursOn business days — personally from Tristan, not a junior.
Perth-basedReal meetings if needed. No overseas teams or gaps.
No lock-in4-week cancellation on ongoing work.
Get a Free Scoping Call
We reply within 3 hours — Tristan personally.
No spam. No lock-in. Cancel anytime.
✅

Enquiry sent!

Tristan will personally reply within 3 hours on business days.

Show us what
you're doing manually.

Free 30-minute automation audit. We'll identify your biggest time sinks and tell you exactly what can be automated — and what it would cost.

Book a Free Automation Audit 0452 246 854