Automation
Unpaid invoice reminders
Your overdue invoices chased with the right tone: courteous, then firm, never aggressive.
€9 per monthMonday to Friday at 9 am
Accounting and financeAutomation
Annual wealth review
The agent spots clients whose annual review is coming up, gathers their contracts, their latest summary and any known changes (birth, retirement, sale), prepares an update questionnaire and suggests a meeting slot.
Use this template
€3 per month, estimatedPrice confirmed before launch
What the agent does
Every Monday at 9 am
- 1Spot. Reviews due within 30 days.
- 2Prepare. Contracts, summary, changes.
- 3Invite. Questionnaire and booking link.
Sample deliverable
4 reviews to prepare
- Bonnet family: Mr. Bonnet retires in 2027, to be factored in. Questionnaire sent, meeting suggested for November 18.
- Word: Review file
- Message: Meetings suggested
Connectors
HubSpot: read clients and their key dates
Calendly: suggest a slot
Gmail: send the questionnaire and invitation
Already set up for you
- Notice
- 30 days before the anniversary date
What you'll be asked
- What is your booking link?
Who it's for
About 4 runs a month, standard business logic and 6 actions per run (generated files, emails sent): Micro tier.
Learn more
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A customer request becomes a clean PDF quote, priced with your rate card.
€19 per monthFor each quote request
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Monthly file for your accountant
On the 5th of the month, every document gathered and sent to your accountant.
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