Handle admin Every morning

Supplier invoices collected while you sleep

Every morning, the invoices sitting in your Gmail are picked out and collected onto your board, ready for your accountant.

Try it free ✓ Nothing is sent on your behalf

Why it matters

At month end your accountant asks for the invoices, and you spend an evening searching your inbox for PDFs. Collected every morning, they are simply there when you need them.

How it works

  1. 1 Scans new mail
  2. 2 Spots the invoices
  3. 3 Collects them on the board

What you need

  • Connect your Gmail account.
  • Turn on the “Collect supplier invoices” routine.

What you get Illustrative example

  • Hosting · invoice PDF attached · collected
  • Software subscription · receipt PDF attached · collected
  • Newsletter mentioning “invoice” not an invoice · skipped

What it will not do

Questions

How does it tell an invoice from an email that mentions one?
Rules first, with an AI tie-break for the unclear cases. Processed mail is labelled so it is never collected twice.
Where do the invoices end up?
On your board, in one place, ready to hand to your accountant.
Does it work with my own invoices to clients?
Those you issue from Business Studio itself, into your own Stripe account. This routine is for the ones you receive.

Try it on your own board

Free for 1 user. No card required.

Try it free

Other use cases

Handle admin Every morning

Your inbox, triaged your way every morning

The mail that needs you lands on your board as cards, sorted by your own rules, with labels written back to Gmail. It never replies for you.

  1. Reads new mail
  2. Applies your rules
  3. Cards what needs you
  • Gmail reads & labels
  • Board creates cards
Nothing is sent on your behalf Try it free
Handle admin Every morning

A polite reminder drafted for every overdue invoice

Every morning, your overdue invoices get a polite reminder drafted for you. Nothing is sent until you approve it, and it stops when the invoice is paid.

  1. Finds overdue invoices
  2. Drafts a polite reminder
  3. Emails it once you approve
  • Stripe invoices finds the overdue ones
  • Board files a card per reminder
  • Email sends once approved
Nothing goes out without your OK Try it free
Find clients Every morning

Turn 30 days of email into a contact list

Everyone who wrote to you becomes a contact card: one per address, no duplicates, newsletters left out.

  1. Reads the last 30 days
  2. Skips newsletters and robots
  3. Files new contacts
  • Gmail reads
  • CRM files contacts
Nothing is sent on your behalf Try it free

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