FinanceComing
Supplier invoices
Reads the invoice, proposes the posting and books it once it is approved.
- Trigger
- PDF to the invoice address
- Systems
- FortnoxEmail
- Approves
- Finance manager
Start from an agent that already exists.
Templates for routines most companies recognise. The interview adapts the template to how your team works: your systems, your approvers and your limits.
Choose a template
The template contains the steps, the rules and the process document for a common routine.
The interview adapts it
Answer the questions, and the template’s systems, approvers and limits are swapped for yours.
Test on three of your own cases
Green on all three plus your approval, and the agent can go into production.
All templates
Area
System
Status
8 templates
- FinanceComing
Invoice reminder
Finds overdue invoices and writes the reminder. You approve before it is sent.
- Trigger
- Weekdays 07:00
- Systems
- Fortnox
- Approves
- Finance manager
- Inbox and emailComing
Inbox triage
Sorts the inbox: what needs a reply, from whom and with what information.
- Trigger
- Every new email
- Systems
- Microsoft 365Google Workspace
- Approves
- Whoever owns the inbox
- Customers and serviceAvailable
Warranty case
Takes in the claim, fetches the delivery and warranty period, suggests an action and a reply.
- Trigger
- Email or form
- Systems
- EmailProject system
- Approves
- After-sales
- PersonalComing
Bookings and follow-ups
Answers booking requests and reminds you of follow-ups, for you as a private individual.
- Trigger
- Email and calendar
- Systems
- EmailCalendar
- Approves
- You
- Construction and projectsAvailable
ÄTA handling
Reads the change order request, looks up the project and prices, writes the reply. You approve.
- Trigger
- Email from the client
- Systems
- FortnoxEmail
- Approves
- Project manager
- Construction and projectsComing
Quote groundwork
Gathers the groundwork for a quote from emails, drawings and price lists.
- Trigger
- Request by email
- Systems
- EmailDrive or SharePoint
- Approves
- Estimator
- Construction and projectsComing
Inspection follow-up
Lists the remarks from the inspection report, assigns them and sends reminders until they are fixed.
- Trigger
- Report by email
- Systems
- EmailNext Project
- Approves
- Site manager
Is your routine missing?
Tell us about it when you register interest, and we will see whether it fits as a template or as an agent of its own.
Register interest
“Available” means the template is in the app’s gallery today. “Coming” means templates we are building during the pilot.
Start with the routine that takes the most time.
We will help you choose your first agent when the pilot starts.