Manually pulling client data from accounting software, formatting reports, and composing personalized emails consumes significant staff time each week. Errors in data extraction or formatting delays delivery and frustrates clients.
Automation extracts invoice and project data directly from the accounting system, generates formatted reports with commentary, and composes personalized emails. Reports are sent on schedule with complete accuracy and an audit trail.
The full workflow, from trigger to completion.
The automation checks the client reporting schedule daily and triggers when a client is due for an update.
The automation queries via API to retrieve unpaid invoices, recent payments, project hours, and outstanding balances for the client.
The automation synthesises the invoice data into a branded, readable report with summary commentary on cash flow and project status.
The automation writes a warm, personalised greeting and summary specific to the client's projects and recent activity.
A decision node checks whether the email or report contains sensitive information, custom commentary, or a high-value client that warrants human approval before send.
If review is required, a notification is sent with the draft email and report, and the process pauses for human approval.
Once approved (or if no review is needed), the email with the formatted report is sent to the client contact address.
The send date, recipient, and report summary are recorded, and the client's next update date is calculated and scheduled.
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