CoBuild

Stop doing manually
what AI can do
in seconds.

Foundation Identify Build Run

CoBuild is CMS’s hands-on AI automation programme for SMEs across Australia, the UK and New Zealand. We build with your team using Claude, N8N and other leading AI tools — designed to deliver real ROI.

📈 Generate revenue ⏱ Save time 💸 Reduce costs
Book a free call → How it works ↓
Watch CoBuild introduction on YouTube
Watch on YouTube
The return

Every workflow targets
one of three outcomes.

We don’t build automations for the sake of it. Every CoBuild engagement starts with one question: what’s the return?

📈 Generate revenue

More leads.
Faster conversions.

Find more leads, qualify them faster, and follow up automatically. Keep your pipeline moving even when your team is at capacity.

Example workflow
New enquiry → Claude researches the company, scores the lead, populates CRM, alerts via Slack. 45 seconds. Zero manual work.
⏱ Save time

Hours back.
Every single week.

Email triage, report generation, meeting notes and data entry can all be automated. Your team gets time back for higher-value work.

Example workflow
Meeting transcript → Claude extracts actions, decisions, next steps → auto-filed to your project tool. Done before your team moves on.
💸 Reduce costs

Less waste.
Fewer errors.

Manual processes are expensive — in labour, in errors, and in software that no longer fits. CoBuild identifies where automation will pay back fastest.

Example workflow
PDF invoices → Claude extracts and structures data → pushed to Xero. No data entry. No errors. No delays.
The process

From problem to working
automation — in weeks.

CoBuild isn’t consultancy. We don’t write reports and hand them to you. We sit alongside your team and build.

1

Foundation

We secure your AI environment — Claude integrated, N8N on your Azure, data governance in place. Done once. Yours to keep.

2

Identify

We map your highest-value opportunities — the workflows where automation delivers the clearest return.

3

Build

We build alongside your team. You see every decision. By the end, you own it — not us.

4

Run

Workflows run automatically. We support the first weeks, then you’re self-sufficient — or extend with a retainer.

How you engage

Three ways to work
with CoBuild.

Every engagement starts with Foundation — we secure your AI environment. After that, you choose how involved you want to be.

You Build

Foundation is set up. You build independently using the environment CMS configured.

Best for: teams with a capable internal champion who wants to own the skills.

CoBuild

CMS and your nominated champion build together in regular sessions. Knowledge transfers in real time.

Best for: clients who want capability to keep building after CMS leaves.

CMS Build

CMS scopes, designs, builds and delivers. You provide process knowledge and review at key stages.

Best for: clients who want results fast without internal involvement.

In every case, you own everything we build. No lock-in. No dependency on CMS to keep it running. What we build is fully documented, portable, and yours to extend.

Real builds

What businesses are
building right now.

Real workflows we’ve built — or are building now. Each one is designed to deliver a clear return: more revenue, time saved, or lower costs.

📈 Revenue

Lead enrichment & CRM population

New enquiry → Claude researches the company → scores the lead → populates CRM → Slack alert. All in 45 seconds.

Impact: 3 hours saved per week. Higher conversion from faster first contact.
💸 Save money

Invoice & document processing

PDFs arrive → Claude extracts and structures the data → pushes to Xero or accounting system. Zero manual entry. Near-zero errors.

Impact: Eliminates 4+ hours of data entry per week. Finance team focused on analysis.
⏱ Save time

Email triage & auto-draft replies

Inbox → Claude classifies every email → drafts a contextual reply → routes to the right person.

Impact: Response times cut by 60%. Team handles double the volume.
📈 Revenue

Proposal & quote generator

Discovery form submitted → Claude drafts a scoped proposal → sent for your review in minutes, not hours. Consistent quality every time.

Impact: Proposals delivered the same day. Higher win rates from faster response.
⏱ Save time

Meeting notes → actions → CRM

Meeting recording → Claude extracts actions, decisions, next steps → auto-filed to your project management tool.

Impact: No lost actions. Clear alignment before the next meeting.
💸 Save money

Customer support first-response

Ticket arrives → Claude drafts a contextual, personalised reply → human reviews and approves → sends.

Impact: Response times cut by 60%. The team handles twice the volume.
Built This Week

Fortnightly proof that AI
is paying off for small business.

Every fortnight, CMS publishes a real case study — a real business, a real workflow, and the actual numbers. No slides, no theory. Just proof that AI automation works for businesses like yours.

  • ✓Real SME case studies — accounting, manufacturing, retail, trades
  • ✓The actual tools used, the workflow, and the ROI
  • ✓What CMS is building right now for CoBuild clients
  • ✓Published by Gavin Keane, MD — direct from the builds

Issue 01 now available — subscribe to get Issue 02 in your inbox.

↧ Download Issue 01 (PDF)

CoBuild Issue 01 · 9 June 2026

Built This Week

How a 14-person accounting firm cut new-client onboarding from a day to half an hour

Brightline Accountants used n8n and Claude to triage client document intake. Onboarding time down from 4–6 hours to 35 minutes per client.

n8n Claude 90% time reduction

Get Built This Week in your inbox

Fortnightly. No fluff. Straight to the point.

Own your software

GoSaaS-less — own your
software outright.

Paying monthly for software you’ve outgrown? CoBuild App replaces bloated SaaS tools with custom Claude-powered applications built for your business — owned outright, no subscriptions, no unnecessary features. New features roll out in minutes, not months.

🏥

Practice Management System

Replacing monthly practice management software for allied health businesses — physio, chiro, psychology and beyond. Appointments, patient notes, billing, referral tracking and compliance — all in one system built exactly for your practice.

Why own it
  • ROI in under 12 months vs ongoing subscription
  • New features rolled out in minutes, not months
  • Tailored to your exact clinical workflows
  • No per-user fees as your team grows
👥

HR Management System

Replacing generic HR platforms with a system built for how your business actually runs. Leave management, payroll data, onboarding, procedures and compliance — all in one place, all yours.

Why own it
  • Built around your policies and processes
  • No subscription that rises as headcount grows
  • Claude drafts policy documents automatically
  • Integrates with your existing payroll and Microsoft 365
🔧

Job & Field Service Management

Replacing tools like ServiceM8, Tradify or Simpro. Job scheduling, quoting, invoicing, client history, compliance checklists and service reports — all in one owned application.

Why own it
  • Typical SaaS cost: $100–$300/user/month — eliminated
  • Claude auto-generates quotes, reports and comms
  • Scales to any number of technicians at no extra cost
  • Integrates with Xero, Microsoft 365, and existing tools

Ready to stop doing manually
what AI can do in seconds?

Book a free 20-minute call. We’ll identify your highest-value automation opportunity and show you exactly what it would take to build it.

Book your free call → Back to CMS ←

Or call us

Australia · 1300 304 047 New Zealand · 0800 968 748 United Kingdom · 0161 706 0352