Competitive Intelligence Automation
Never miss a competitor move again
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Automate your invoicing end-to-end: generation, delivery, and reminders without manual intervention.
Temps économisé : ≈ 1h/week
par semaine en automatisant ce processus
Link your CRM, Google Sheets, or management tool to Zapier. Each new sale or service triggers the workflow.
Data is injected into an invoice template via Google Docs or a PDF generation service. Compliant auto-numbering included.
The invoice is emailed to the client with a personalized message and payment terms.
A Google Sheets dashboard is updated with each invoice status: sent, paid, overdue.
If payment is not received after 7 days, a friendly reminder email is sent. Then at D+14 and D+30 with a progressively firmer tone.