Portal → Spreadsheet
For NDIS and aged-care providers, clinics, real-estate offices and wholesalers. One portal with no API pulled daily into Sheets, Excel or your database, with a change report and alerts.
Portals with no export button. PDFs that get typed into Xero. The Monday spreadsheet. AnswerWorks builds the automation that does it, runs it on Australian servers, and fixes it when the website changes.
★★★★★
Every morning someone downloads the claims CSV and pastes it into the master sheet.
★★★★★
Quotes come in by email as PDFs and get typed into Xero by hand.
★★★★★
The supplier portal has no export, so we screenshot it.
★★★★★
Monday is report day. Same four systems, same spreadsheet.
★★★★★
We find out a shift was posted after it's already gone.
★★★★★
Sales spends Friday building lead lists from directories.
For NDIS and aged-care providers, clinics, real-estate offices and wholesalers. One portal with no API pulled daily into Sheets, Excel or your database, with a change report and alerts.
Quotes, invoices, referrals or forms read as they arrive and entered into Xero, MYOB or your CRM, the original attached, exceptions queued for a person.
Figures from two to four systems combined into one scheduled report, with last week beside this week.
Recurring lead lists or market data from public directories and websites, cleaned, de-duplicated and matched to your criteria.
Agency boards and rosters monitored around the clock, instant phone alerts, and booking by your rules where the platform allows it.
Every price is fixed before we start. Every build includes the first month of Run. Run covers Australian hosting, monitoring every scheduled job, and fixing it within one business day when a portal changes. Cancel any month.
Free, 20 minutes. We tell you what should be automated, roughly what it costs, and what should stay human.
Within a few days we build the first run against your real portal, inbox or files and show you the output.
Fixed price. Checks, alerts, a one-page runbook, and code you own.
Monthly, cancel anytime. We watch every run and fix it when the world changes.
Any automation that logs into a website will eventually meet a redesign, a new login step, or a moved button. We don't pretend otherwise.
Every job we run is monitored; if a run fails or the output looks wrong, we know before you do, and fixing it within one business day is included in the monthly. If a portal introduces terms that forbid automation, we tell you and stop — we don't put your account at risk to keep a job alive.
To servers in Australia that we run. Your files and the extracted data stay there; nothing is sent to a third party except the systems you've asked us to put it into.
We ask you to create a dedicated staff login for the automation, with only the access the job needs, so you can see its activity and switch it off any time. Credentials are stored encrypted.
Usually, when it's your own account doing your own work. We check the terms of each portal during the audit and say no when it isn't permitted.
Most packages are live in one to three weeks from the audit. The demo on your data happens in the first few days.
Where it helps — reading messy PDFs and emails, classifying, extracting fields. Where a fixed rule is more reliable than a model, we use the rule.
Every call answered 24/7 — bookings made, messages captured, confirmations sent by call and text.
ExploreYour booking system, accounting and CRM kept in sync — even the ones with no API.
ExploreA two-week fixed-price sprint that ends with one working agent — voice, chat or back-office.
Explore