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Watch it work

Do the manual step yourself, then watch automation take over.

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Before you start

Two invoices are sitting overdue and someone has to chase them. Do it by hand first — then watch it run itself.

Scheduled job:
QuickBooks — Invoices
Dashboard
Invoicing
Expenses
Reports
Open & Recent
#1042$2,400 · 15d overdue
#1031$540 · Paid
#1039$1,120 · Paid
Claude Code
Follow-Up Tracker.xlsx
 
A
B
C
D
1
Invoice
Days
Last Contact
Status
Gmail

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