Thursday collection draft
What it's for Every Thursday it leaves the collection note, ready for you to send.
Example reply
Draft, not sent. Marta, invoice 14 for painting the office was due Tuesday. The amount is 240. Can you confirm when you can pay it? I did not add a fee, because the note did not include one.
The prompt (copy it and paste it into your assistant)
Every Thursday at 10:00 draft the note to collect what is overdue. Do not send it. Use only the invoices I give you. Here they are: [paste the invoices here]
The task repeats and gets forgotten if it is not scheduled.
How to use it
- Press Copy, or the button for the app you use.
- Paste the text into the chat.
- Write what you need, with your own details. For example:I need to collect invoice 14 from Marta Ruiz, 240, due Tuesday. The job was painting the office.
Note: it does not move your money or replace the person who keeps the books.
You write
I need to collect invoice 14 from Marta Ruiz, 240, due Tuesday. The job was painting the office.
You get back
Draft, not sent. Marta, invoice 14 for painting the office was due Tuesday. The amount is 240. Can you confirm when you can pay it? I did not add a fee, because the note did not include one.
In three steps
- Use only what is written in the note or already connected.
- If a fact is missing, leave it blank and say so.
- Do not send, pay, or change anything on your own.
A tip If the assistant cannot schedule, keep the text and turn it on yourself.