problem 01/02
There were lots of invoices, and checking which ones hadn't been paid meant going through them by hand.
--the-fix
A daily check, done for you
Every morning the automation reviews Xero and picks out anything overdue.
~/recent-builds/invoice-follow-ups
Invoice follow-ups that send themselves
A daily check of Xero that finds overdue invoices and emails each customer a reminder from an approved template.
- client
- Client under NDA
- type
- Quick win
- status
- live
- tools
- xero
~/what-broke → what-we-built
problem 02/02
Every reminder email was written from scratch, so chasing was slow and uneven.
--the-fix
Reminders from one template
Each overdue customer gets a reminder built from one approved template, with their details filled in. Invoices that aren't due are left alone.
~/how-it-runs
What it does, step by step.
Each circle is one step, in the app where it happens. Click a step to see what it did.
ran 4 steps
- ScheduleEvery morning at 8:00Tuesday 08:00
- XeroFind invoices awaiting payment3 found: INV-0412, INV-0418, INV-0425
- Only if: overdue only.XeroSend the reminder from the approved templateHarbour Cafe · INV-0412 · $1,850.00, 26 days late
- XeroNote the reminder on the invoiceINV-0412 → Reminder sent 08:01
example data
$ next --step
Want something like this?
Tell us about it on a free 20-minute call. If it can be automated, you'll leave with a clear idea of how and what it would cost. If it can't, we'll say so.
Prefer email? ari@byaryeh.xyz