The moments that lead here
If one of these is your afternoon, you are in the right place.
Send time and expense statements to clients and track which invoices have been acknowledged.
2 ready prompts
Written for the moment this actually comes up.
Execute — do the immediate task
+Send May time and expense statement to client [client=Hanover]: convert the invoice to PDF, email…
Execute — do the immediate task
+Send May time and expense statement to client [client=Hanover]: convert the invoice to PDF, email it with a short note, and mark the invoice as sent in our tracking sheet so we can follow up on acknowledgements.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Improve — make it easier to accept
+Before sending the May invoice to client [client=Hanover], make it harder to ignore — put the…
Improve — make it easier to accept
+Before sending the May invoice to client [client=Hanover], make it harder to ignore — put the outstanding balance and due date on the first page, attach a quick-pay link, include a line showing last payment received, and request confirmation of receipt in the email body.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Who does this, and with what
The same task is different work inside a different job.
Legal AdvisorAdobe Acrobat ProQuickBooks (or Clio/PracticePanther)also: Send Time & Expense Statementsalso: Issue Client Billing Notices
Next to this one
Other record work people do in Adobe Acrobat.
Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map
Same library, five ways in.