Monday, 8 AM.
Overdue invoice nudges writes each overdue customer a friendly reminder.
Autopilot ran
Overdue invoice nudges
3 invoices turned overdue. The reminders are written: Dana Lee, Ray Ortiz and Pine Hill Builders.
Office and operations managers
The recurring work, running itself.
kaylin keeps invoices and overdue reminders moving in Zoho Books or QuickBooks Online and runs the weekly work on autopilot, so you check the results instead of doing the steps.
A day at Ironwood Equipment Rental
Midday.
"Record Ray's $185 payment by check." kaylin records it in Zoho Books.
Record Ray's $185 payment by check.
Recorded. Invoice 2077 is paid.
Friday, 5 PM.
Weekly recap sums up the week.
Autopilot ran
Weekly recap
42 calls, 9 new customers, 6 invoices paid. Two things are still open.
kaylin
Ironwood Equipment Rental
Autopilot ran
Overdue invoice nudges
Ask kaylin…
What kaylin handles for the office
Questions
Does kaylin move money?
No. kaylin makes invoices and records payments in Zoho Books; it never charges a card or sends a payment.
Can I set up our own recurring work?
Yes. Describe it in Chat, and kaylin writes the autopilot for you to turn on.
Can I see what kaylin did?
Yes. Everything is listed under Activity, with who asked for it.
