Chase the missing paperwork
Who owes what, since when — with the reminder written per person and per channel, then scheduled.
Run by Accountant.
What you fill in
- Your tracking file
- The spreadsheet where you track who has sent what. Or describe it below.
- Or: who owes what
- One per line: who, what, when you asked, whether you already chased.
- Keep chasing automatically?
What happens when you start it
- Read what is missing
- Age each request
- Pick the channel per person
- Write every reminder
- Schedule the chasing
- Gmail|Outlook|AgentMail — optional
- WhatsApp — optional
What does "Chase the missing paperwork" do?
You fill in 3 fields — your tracking file, or: who owes what and keep chasing automatically — and an AI Accountant takes it from there: read what is missing, age each request, pick the channel per person, write every reminder, schedule the chasing. You can close the tab — the run continues on the server, and what lands is a finished file in your Content, not a conversation to read back.
Who runs it, and how long does it take?
The AI Accountant — hire one and this comes with it, with nothing to install or switch on. A run takes about 9 minutes and you are told when the file lands.
What do I need to connect first?
It works better with Gmail, Outlook or AgentMail, WhatsApp.
All OpenLabor superpowers