Industries We Automate
From finance to fieldwork — we automate the admin, so you can focus on results.
At Aurora Designs, we specialize in bringing AI and automation to service-based businesses. Each industry has its own bottlenecks — missed follow-ups, disorganized systems, manual busywork. We design custom automations that unlock time, reduce errors, and help teams scale without hiring more admin staff.
Whether you’re a lender qualifying leads, a real estate team juggling showings, or a trades business chasing down payments — our workflows are built to fit your tools, team, and targets.
Financial Services
Automate the Busywork. Focus on Clients & Capital.
In financial services, time is your most valuable asset — yet teams lose hours to manual data entry, meeting prep, and pipeline reporting. We help lenders, advisors, and deal teams eliminate the noise and stay ahead with AI workflows that deliver instant insights, qualify leads, and automate recurring tasks.
What We Automate:
Pre-call briefings from CRM, emails & transcripts
Lead qualification & triage
Client onboarding & form automation
Deal pipeline reporting
Financial Services
Automate the Busywork. Focus on Clients & Capital.
In financial services, time is your most valuable asset — yet teams lose hours to manual data entry, meeting prep, and pipeline reporting. We help lenders, advisors, and deal teams eliminate the noise and stay ahead with AI workflows that deliver instant insights, qualify leads, and automate recurring tasks.
What We Automate:
Pre-call briefings from CRM, emails & transcripts
Lead qualification & triage
Client onboarding & form automation
Deal pipeline reporting
Financial Services
Automate the Busywork. Focus on Clients & Capital.
In financial services, time is your most valuable asset — yet teams lose hours to manual data entry, meeting prep, and pipeline reporting. We help lenders, advisors, and deal teams eliminate the noise and stay ahead with AI workflows that deliver instant insights, qualify leads, and automate recurring tasks.
What We Automate:
Pre-call briefings from CRM, emails & transcripts
Lead qualification & triage
Client onboarding & form automation
Deal pipeline reporting
Real Estate
Close More Deals. Do Less Admin.
Agents and brokerages spend too much time chasing leads, managing client updates, and entering data across tools. We build automations that handle follow-ups, listing alerts, appointment scheduling, and more — so you can focus on showing homes, not managing inboxes.
What We Automate:
Lead response & qualification
Appointment reminders & routing
CRM & listing sync
Client journey emails
Real Estate
Close More Deals. Do Less Admin.
Agents and brokerages spend too much time chasing leads, managing client updates, and entering data across tools. We build automations that handle follow-ups, listing alerts, appointment scheduling, and more — so you can focus on showing homes, not managing inboxes.
What We Automate:
Lead response & qualification
Appointment reminders & routing
CRM & listing sync
Client journey emails
Real Estate
Close More Deals. Do Less Admin.
Agents and brokerages spend too much time chasing leads, managing client updates, and entering data across tools. We build automations that handle follow-ups, listing alerts, appointment scheduling, and more — so you can focus on showing homes, not managing inboxes.
What We Automate:
Lead response & qualification
Appointment reminders & routing
CRM & listing sync
Client journey emails
Trades
Automate the Busywork. Focus on Clients & Capital.
HVAC, plumbing, and electrical businesses lose valuable time on estimates, invoices, and job scheduling. We automate the admin — syncing your forms, jobs, and payments so you don’t need to hire more staff just to keep up.
What We Automate:
Quote requests → job bookings
Calendar and route planning
Invoice follow-ups
Customer check-ins & reminders
Trades
Automate the Busywork. Focus on Clients & Capital.
HVAC, plumbing, and electrical businesses lose valuable time on estimates, invoices, and job scheduling. We automate the admin — syncing your forms, jobs, and payments so you don’t need to hire more staff just to keep up.
What We Automate:
Quote requests → job bookings
Calendar and route planning
Invoice follow-ups
Customer check-ins & reminders
Trades
Automate the Busywork. Focus on Clients & Capital.
HVAC, plumbing, and electrical businesses lose valuable time on estimates, invoices, and job scheduling. We automate the admin — syncing your forms, jobs, and payments so you don’t need to hire more staff just to keep up.
What We Automate:
Quote requests → job bookings
Calendar and route planning
Invoice follow-ups
Customer check-ins & reminders
Marketing
Automate the Busywork. Focus on Clients & Capital.
From onboarding to approvals, agencies and marketing teams face growing operational drag. We streamline your client touchpoints, internal handoffs, and content pipelines using no-code tools and AI — freeing your team to do the creative work that matters.
What We Automate:
Client onboarding forms → project setup
Approval workflows & notifications
Meeting prep & recap
Slack, ClickUp, Airtable, Notion integrations
Marketing
Automate the Busywork. Focus on Clients & Capital.
From onboarding to approvals, agencies and marketing teams face growing operational drag. We streamline your client touchpoints, internal handoffs, and content pipelines using no-code tools and AI — freeing your team to do the creative work that matters.
What We Automate:
Client onboarding forms → project setup
Approval workflows & notifications
Meeting prep & recap
Slack, ClickUp, Airtable, Notion integrations
Marketing
Automate the Busywork. Focus on Clients & Capital.
From onboarding to approvals, agencies and marketing teams face growing operational drag. We streamline your client touchpoints, internal handoffs, and content pipelines using no-code tools and AI — freeing your team to do the creative work that matters.
What We Automate:
Client onboarding forms → project setup
Approval workflows & notifications
Meeting prep & recap
Slack, ClickUp, Airtable, Notion integrations
Other Industries
Don't see your industry here? You're still in luck!
From legal to healthcare, education to consulting — we help service-based teams streamline operations, surface better insights, and deliver a more seamless client experience.
Whether it’s syncing tools, personalizing communications, or unlocking buried data — our automation systems adapt to how you work, not the other way around.
Common automations include:
Lead routing + qualification
Meeting prep + internal handoffs
Form intake → CRM integration
Personalized client workflows
If your team repeats it — we can likely automate it.
Other Industries
Don't see your industry here? You're still in luck!
From legal to healthcare, education to consulting — we help service-based teams streamline operations, surface better insights, and deliver a more seamless client experience.
Whether it’s syncing tools, personalizing communications, or unlocking buried data — our automation systems adapt to how you work, not the other way around.
Common automations include:
Lead routing + qualification
Meeting prep + internal handoffs
Form intake → CRM integration
Personalized client workflows
If your team repeats it — we can likely automate it.
Other Industries
Don't see your industry here? You're still in luck!
From legal to healthcare, education to consulting — we help service-based teams streamline operations, surface better insights, and deliver a more seamless client experience.
Whether it’s syncing tools, personalizing communications, or unlocking buried data — our automation systems adapt to how you work, not the other way around.
Common automations include:
Lead routing + qualification
Meeting prep + internal handoffs
Form intake → CRM integration
Personalized client workflows
If your team repeats it — we can likely automate it.