Client Document Chaser
Know which of your clients still owe you documents this month.
What installing it brings
- 1 workflow28 steps in what runs behind it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
About this application
Know which of your clients still owe you documents this month. You give your clients and what each one owes (bank statements, receipts, payroll, VAT papers, or your own list), and the files you received: a Dropbox folder, the file names pasted from an email or WhatsApp, or up to 3 files added. Only file names and dates are read, never the content. Each file is matched to a client and a document by code, from the client code or name and a word of the document type in its name, and the month in its name or its date. Every client becomes a card on your Documents board (Complete, Waiting, Overdue) with what arrived, what is missing and the due date, and the reminder to send is drafted by email and WhatsApp, naming exactly what is missing, firmer with each reminder you tell the assistant you sent. Each month the previous month's clients are carried forward. Settings: month, document types and the words that find them, due day, Dropbox folder, drafts per run, days without a new draft, channels, tone, language, firm, sender, how clients send the documents, carry forward, preview only. Needs a Dropbox account only for the folder option. Nothing is sent to your clients.
The published app, exactly as it runs.
This preview is not interactive.
The workflow
What runs behind it: 28 steps, 1 screen.
Published by
livecontext
@livecontext