OCTOPUSBUILDER

Built around real work

See what better
operations look like.

Start with a familiar business outcome, then adapt the people, data and tools to match the way your organisation works.

Example library

One workflow can change how a whole team works.

These examples show the shape of an outcome. Your project begins with a guided conversation so it can reflect your organisation rather than copy somebody else's system.

01Healthcare

Patient intake and referral

Bring referrals, consent, triage and appointment readiness into one clear service journey.

Flow
Referral received → details checked → clinician review → appointment ready
Connects
Forms, documents, FHIR services, email
Use this starting point
02Finance

Invoice approval and Xero sync

Reduce manual entry while keeping managers in control of exceptions and approvals.

Flow
Invoice received → details matched → exception reviewed → Xero updated
Connects
Email, purchase orders, Xero, Teams
Use this starting point
03Property

Lead to settlement

Give agents and operations teams one shared view from first enquiry to completed settlement.

Flow
Lead qualified → property matched → contract reviewed → settlement tracked
Connects
CRM, documents, email, accounting
Use this starting point
04Customer service

Customer case resolution

Coordinate ownership, customer communication and internal actions without losing context between systems.

Flow
Request received → owner assigned → action completed → customer notified
Connects
Salesforce, Outlook, ERP, internal APIs
Use this starting point
05NDIS

Plan-to-service coordination

Keep participant goals, service bookings, documents and follow-up work aligned across the team.

Flow
Plan reviewed → service agreed → delivery recorded → progress prepared
Connects
Participant records, documents, scheduling, reports
Use this starting point
06People operations

Employee onboarding

Make every new starter ready for day one across people, access, equipment and policy tasks.

Flow
Offer accepted → tasks assigned → access confirmed → manager notified
Connects
HR, identity, IT service desk, documents
Use this starting point

Your business, not a demo

Keep what already works. Improve what does not.

Octopus Builder starts by understanding the people, information and systems already involved. The result is shaped around your operation, not a generic app category.

01

Bring the evidence

Use spreadsheets, APIs, documents and working software to explain the business as it is today.

02

Make ownership clear

Identify who does the work, where decisions happen and what requires a person's approval.

03

Connect the right tools

Keep the systems your team trusts and add new capability around them.

Start from your outcome

Have a workflow in mind? Describe it in one sentence.

Start a new project