Demonstration project · adaptable to your business

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Demo

Automatic reminders

Reminders for unsigned quotes and unpaid invoices, at the right time and in the right tone, tracked in a dashboard.

For: Retail, services, real estate

Package: AI Automation, from €2,000 excl. VAT

Try the interactive demoWatch the video

The walkthrough on video · sample data

Silent video. Each step is shown in pictures further down, and the interactive demo lets you go through it at your own pace.

The problem

Unanswered quotes, unpaid invoices: reminders are essential, but nobody has the time to think about them or the wish to write them. The result is deals and cash flow left sitting idle.

The solution

The tool spots unsigned quotes and overdue invoices, prepares a reminder in the right tone (a friendly first nudge, a firmer follow-up later) and sends it on the schedule you set, or after your approval. Every reminder is tracked in a dashboard.

Day to day

  • A dashboard of pending quotes and invoices.
  • Reminders that go out at the right time, without anyone having to remember.
  • A tone that adapts to the customer and the number of reminders.
  • The option to approve each reminder before it is sent.

How it works

How data flows, from its source to the tool you use.

Diagram: data sources are processed by AI, then reviewed by a person before reaching the target tool. Processing and review are hosted in Europe.
DATA SOURCESQuotes sentInvoicesAI PROCESSINGReminder drafting, adapted toneHUMAN REVIEWRules and schedule set by youTARGET TOOLSent by emailTracking dashboardHosted in Europe

Security & data

  • Customer data hosted in Europe
  • Reminder rules and schedule defined by you
  • Option to approve each reminder before it goes out
  • Every reminder sent is tracked

Estimated gain

≈ 4 hper week

Assumption: 4 hours of manual reminders saved per week.

An indicative estimate, refined during the diagnosis with your own volumes.

Calculate your gain

Enter your volumes: the calculation uses this demo's assumption.

€ / h

Assumption: 5 min saved per reminder, 52 weeks a year.

An indicative estimate. The payback period is net of hosting and AI; the free diagnosis refines these figures with your own volumes.

≈ 17 h

saved per month

about €690 of working time freed up every month

AI Automation, from €2,000 excl. VAT: pays for itself in about 4 months.

Check with a free diagnosis

Matching package

AI Automation

Is a repetitive task costing you hours every week? We automate it from start to finish.

From, excl. VAT€2,000

2 weeks

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The walkthrough in pictures

Try the interactive demo
  1. Tracking dashboard of open invoices and quotes: overdue amounts, amounts falling due, pending quotes and the company's reminder rules.
    1The tracking dashboard and your rules
  2. Today's reminders prepared using the rules: each invoice shows its step (D+3, D+15, D+45…), the formal notice awaits a decision.
    2Today's reminders prepared using your rules
  3. Formal notice flagged as a sensitive document: it is never sent automatically; the person chooses to call the customer first or to send it.
    3The formal notice awaits a human decision
  4. After approval: 4 reminders sent, a call planned instead of the formal notice, and the next step shown for each customer.
    4Reminders sent after approval

Does this demo fit your business?

A free 1-hour diagnosis: we look together at how to adapt it to your tools and your data.

Adapt this demo to my business

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