Runbook
Tasks tonight1,284
02:14Invoice #4821 sent
02:14Invoice #4821 sent
02:14Invoice #4821 sent
Part 01 / 04What it does
What runswhile nobody is in.
When a job is marked done in your project tool, the invoice is built from the quote, checked against the timesheet and sent from your accounting system with the right payment link. Reminders go out on day 7, 14 and 21 in your own tone, stop the moment the money lands, and the ledger is reconciled every morning at 06:00.
What you get
- 01The workflow built in your own accounts, documented and yours to keep
- 02A test run on real records before anything goes live
- 03A log line for every run and an alert to us when one fails
- 04A person watching the first week, then the monthly care plan
Part 02 / 04How it runs
Trigger, steps,result.
Every run follows the same drawn path. A step that cannot complete parks the record for a person and says why.
- TriggerA record changes in your tools: a job closes, a form lands, a message arrives.
- 01ReadThe record is read from the tool it lives in: who, what, how much.
- 02CheckRules run against it. Anything odd is parked for a person, nothing odd is parked for nobody.
- 03ActThe document is built, the message sent, the field updated, in your own tone.
- 04LogOne line in the night log, with the time and the outcome, so you can read what ran.
- Result02:14 · Invoice #4821 sent
Part 03 / 04Tools
The toolsit runs on.
Runs on
- Xero
- QuickBooks
- Stripe
- GoCardless
- Gmail
Part 04 / 04Results
What it didfor others.
Part 01 / 04What it does
What runswhile nobody is in.
When a job is marked done in your project tool, the invoice is built from the quote, checked against the timesheet and sent from your accounting system with the right payment link. Reminders go out on day 7, 14 and 21 in your own tone, stop the moment the money lands, and the ledger is reconciled every morning at 06:00.
What you get
- 01The workflow built in your own accounts, documented and yours to keep
- 02A test run on real records before anything goes live
- 03A log line for every run and an alert to us when one fails
- 04A person watching the first week, then the monthly care plan
Part 02 / 04How it runs
Trigger, steps,result.
Every run follows the same drawn path. A step that cannot complete parks the record for a person and says why.
- TriggerA record changes in your tools: a job closes, a form lands, a message arrives.
- 01ReadThe record is read from the tool it lives in: who, what, how much.
- 02CheckRules run against it. Anything odd is parked for a person, nothing odd is parked for nobody.
- 03ActThe document is built, the message sent, the field updated, in your own tone.
- 04LogOne line in the night log, with the time and the outcome, so you can read what ran.
- Result02:14 · Invoice #4821 sent
Part 03 / 04Tools
The toolsit runs on.
Runs on
- Xero
- QuickBooks
- Stripe
- GoCardless
- Gmail
Part 04 / 04Results
What it didfor others.
Part 01 / 04What it does
What runswhile nobody is in.
When a job is marked done in your project tool, the invoice is built from the quote, checked against the timesheet and sent from your accounting system with the right payment link. Reminders go out on day 7, 14 and 21 in your own tone, stop the moment the money lands, and the ledger is reconciled every morning at 06:00.
What you get
- 01The workflow built in your own accounts, documented and yours to keep
- 02A test run on real records before anything goes live
- 03A log line for every run and an alert to us when one fails
- 04A person watching the first week, then the monthly care plan
Part 02 / 04How it runs
Trigger, steps,result.
Every run follows the same drawn path. A step that cannot complete parks the record for a person and says why.
- TriggerA record changes in your tools: a job closes, a form lands, a message arrives.
- 01ReadThe record is read from the tool it lives in: who, what, how much.
- 02CheckRules run against it. Anything odd is parked for a person, nothing odd is parked for nobody.
- 03ActThe document is built, the message sent, the field updated, in your own tone.
- 04LogOne line in the night log, with the time and the outcome, so you can read what ran.
- Result02:14 · Invoice #4821 sent
Part 03 / 04Tools
The toolsit runs on.
Runs on
- Xero
- QuickBooks
- Stripe
- GoCardless
- Gmail
Part 04 / 04Results
What it didfor others.
Book a call
Tell us what eats your week. We'll automate it.
Pick what fits. On the call we map the first workflow, the tools it touches and the week it goes live.
Book a call
Tell us what eats your week. We'll automate it.
Pick what fits. On the call we map the first workflow, the tools it touches and the week it goes live.
Book a call
Tell us what eats your week. We'll automate it.
Pick what fits. On the call we map the first workflow, the tools it touches and the week it goes live.