A short walkthrough of what we are building with AI, and a framework to find your own first automation. Enter your details to view it.
Presented by Brad Reeves. By providing your details you agree to receive further material from Brooklyn Bradley.
Four levels. Wherever you sit with this today, you can place yourself, and see where the time you get back really comes from.
Most people only ever meet level one. The time you get back compounds as you move down the ladder, and everything we are building lives at levels three and four.
A handful of principles that shape everything we build, and why no one on the team has had to become an AI person.
The hype says AI will replace us, our jobs, our businesses. Maybe it will. I would rather treat it as an existential threat and get ahead of it than bet everything we have built that it won't. So I keep it practical. It comes down to two questions.
Create efficiency and revenue. Cut waste, time and cost on one side, add revenue on the other. Both feed the same number: profitability.
Improve the client experience. The human element is what people will crave, so we automate the work that never touches a client and give our people the time and data for the work that does.
Everything you're about to see, we built with Claude Code, and I've never written a line of it. I brief it in plain English, the same way I'd brief a person. It writes the code.
Every weekday at 8:30, open MYOB, match the bank transactions against these rules, code them, and tell me anything you're not sure about.That is the whole instruction. No syntax, no training course.
If you can explain a process clearly enough for a new hire to follow it, you can build it. The hard part was never the code. It is knowing your business well enough to describe it.
That is deliberate. Instead, we build the tool, and they use it inside the workflow they already have.
Everything we build sits inside a separate business. If it is valuable to us it is valuable to someone else, so anything of real substance gets commercialised.
But you do have to be the driving force behind it. The business of today needs just one person who is genuinely expert in AI and how to implement it, not a whole team of them. Your edge is knowing how the business runs, and it only happens if you make it a priority and push it through.
VaultRE, PropertyTree, Xero and MYOB all stay. We are not replacing software. We are closing the gaps between it, and dropping Claude in to do the step a person used to do.
Four areas we have implemented across both businesses: personal, back office, property management and sales.
The fastest way to understand what is possible is to hand over your own admin first. Ask one question of every task you do: how can AI do this for me?
Calendar, priorities and overnight email read and summarised before I am at my desk.
Every email read and categorised, invoices routed to the books, and a short list of what actually needs me.
Speak instead of type. You talk around three times faster than you type, so briefs, emails and prompts get dictated in a fraction of the time.
Applicants screened and shortlisted, then a private, personalised offer page built for the exact person you want to land.
This is the work an EA or a VA would do. That is the point. Replace the EA with Claude.
The back office is the easiest place to prove the value, because the rules are already written down. This is the job every owner hates and every bookkeeper charges for.
Accounts and emails read, categorised and shipped straight to the accounting software. Bank transactions matched and coded in Xero and MYOB: cleaning invoices, loan interest, rental income, GST refunds.
Across multiple entities, every weekday morning, before anyone is at a desk.
Property management is phone calls and repeatable process, and both are now automatable. Penny is an AI voice agent that runs our storage facilities without ringing the team.
Answers every enquiry call, quotes and books units, chases arrears and calls the waitlist back. Day or night.
The application to ingoing steps closed up end to end, so nothing sits waiting on a person.
Inbound and outbound calls handled, with only genuine exceptions reaching the team.
Sales admin is where agents lose their selling time. Structure the process once and it runs itself, so the agent stays in front of people.
Link texted to the purchaser. All data captured the same way. Data compiled in the author dashboard, and vendor reporting easily completed.
The agreement process as a structured, guided flow, with all administrative steps completed up to booking photos. Same standard every time, whoever is running it.
You will not leave here building software. You will leave having spotted the one job in your agency worth handing over first.
Something you or your team do the same way, again and again.
How you would explain it to a new hire on their first day.
It costs you real time, or real money, every time it is done.
You will likely find a lot of tasks that qualify. Prioritise by resource load, and group tasks that share steps in the same process, where it makes synergistic sense to build them together.
Take a real job, paying the bills, and write down every step. The repeatable, rules based steps are the ones we hand to Claude. A person keeps the two decisions: whether to pay, and the final approval in the bank.
Bills to pay arrive by email, to an accounts address.
Those emails are forwarded straight into Xero.
Xero reads part of the bill. The rest is checked and added.
Is the bill OK to pay?
If yes, create a batch payment and load it into the bank for approval.
A human approves the payment in the bank.