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Here's an interesting use case for AI that I was working through yesterday (this one's for you Tom Zehentner, CPA). Our current setup integrates outstanding invoices from QuickBooks Online into our project management system, ClickUp, using Zapier. This gives our project managers visibility on overdue invoices and helps determine when to initiate the collections process. We've also created email templates in ClickUp for different stages of follow-up, becoming progressively more assertive over time. ClickUp allows us to manage billing through an integrated mailbox. You can easily add a template to an email within ClickUp and use AI to populate specific details like invoice dates and numbers to that template. We've even saved the AI prompt in ClickUp for quick access. This streamlined process has significantly reduced the time spent on each email from about 5 minutes to less than 30 seconds. It's a great example of how AI, standardization, and a bit of creative thinking can boost efficiency. #standardizingwithAI #AI #ClickUp
Our QuickBooks apps are sick & will blow your mind | Product & Growth @ FinOptimal
4mosounds like a nice little homegrown CRM hack. maybe see if AI can rewrite your client service agreements so you can auto-charge rather than invoicing so you can shave off the remaining 30 seconds per invoice 😅 since switching to Claude I'm finding way more success with it producing nearly-ready writing. this morning i took our existing proposal template and dropped in a transcript of our hour-long discovery call and asked Claude to rewrite it and it was very solid