Automated, polite follow-ups that do not destroy your day
A client document-collection workflow that standardizes requests, provides secure upload links, and automates reminders with escalation. One consolidated ask instead of a dozen scattered emails.
Create a skill called "Client Chase Minimizer". For each client engagement: - Generate a clear, service-specific document checklist - Send one consolidated request with secure upload instructions - Automate reminders on a configured cadence - Escalate messaging as deadlines approach while staying professional - Track status and produce a daily at-risk dashboard for staff Ask me for our service types, deadlines, and communication preferences.
Client-facing accountants often lose hours to repeated follow-ups for missing documents.
This recipe standardizes requests, automates reminders, and keeps a live status dashboard.
One PBC list, one status view, automated follow-ups, audit-ready binder
A PBC request management workflow that centralizes audit requests, assigns owners, tracks status and deadlines, and builds an organized audit-ready deliverables binder. No more chasing items across 40 email threads.
Intake to code to approve to pay — with duplicate and exception controls baked in
An AP workflow that standardizes invoice intake, coding, approvals, exception handling, and duplicate prevention. Produces a daily ready-to-pay batch and an exceptions queue so nothing slips through.
Local-first AI assistant that automates small daily tasks safely on your device
A personal, local-first AI assistant that automates small daily tasks—organizing files, setting reminders, and monitoring system events—without touching sensitive data or taking risky actions without your approval.
Email and calendar without leaving your terminal
Full Gmail control via the gog CLI. Read, send, search, organize emails. Create events, set reminders, RSVP to invitations. All from natural language or CLI commands.