Real project
Running work, contracts and invoicing in one overview
What is running, what ends soon, what still needs a signature, what can be invoiced, and which loose ends need attention.
Daily a fresh overview of everything that is running
Tools
- CRM
- Google Sheets
- Gmail
- Google Apps Script
- Slack
- Claude
Before
Information about running work was spread across spreadsheets, inboxes and chat messages. Seeing what was ending, what still needed a signature or which invoice hadn't arrived meant searching in several places.
What I built
- Automated: Contracts and planning are read from the spreadsheets and the CRM
- Automated: Ending soon, not yet signed and starting this month are flagged automatically
- Automated: Expected versus invoiced, per month
- Automated: Issues posted in Slack are collected as loose ends
- A person decides: The team follows up on what needs a person
How it fits together
- Google Sheets
- CRM
- Gmail
- Slack
- Apps Script and Claude
- One overview
The result
Everyone works from the same overview. Renewals are arranged on time, missing invoices are spotted early, and loose ends no longer get lost in chat.
Something similar in your business?
Tell me where the work gets stuck. In a free 30-minute call we look at whether it can be simpler, and what that would take.
Next projectA Monday report on the welcome emails