Money
Onboarding paperwork: 40 minutes to five
Lilach Bullock is a solo consultant. She linked her accounting platform, bank feed, and receipt tools. She added set triggers for client onboarding. An AI layer drafts invoice cover messages in her voice. A fixed sequence chases payment. It sends a reminder 3 days before the due date. It sends one on the due date. It sends a firmer one at 7 days overdue. It flags the invoice to her at 14 days. The sequence stops when payment lands.
How it wentOnboarding paperwork fell from 40 minutes to under 5 minutes of her attention. Her monthly report fell from 90 minutes to build to 10 minutes to read. She says late payments drop when reminders stay consistent. Her figures, from her article.
Try it · based on the source's workflow
Run my payment chasing for [business name]. For each open invoice in [accounting tool]: send a friendly reminder [3] days before the due date, a second on the due date, and a firmer one at [7] days overdue, using my templates: [paste]. Stop the sequence when payment lands. Flag any invoice [14] days overdue to me instead of sending more reminders. Show me each message before it sends for the first month.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.