Month-end checklist for every client
One board shows where each client stands at month-end and flags the step that's still open.
What changes
Today
Month-end steps live in people's heads and separate spreadsheets. It's hard to see which clients are ready and which are stuck.
With the automation
The automation keeps one checklist per client and fills in each step as the team marks it done. Anything still open near the deadline is flagged to the right person in Slack.
How it works
- A checklist is set up for each client from your own template.
- The team marks steps done, or the files arrive.
- One board shows which clients are ready and which have an open step.
- The open steps are posted to the right person in Slack.
Keep looking
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New hire onboarding setup
Add a new hire once and every checklist task, welcome email and IT request is set up for you.
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Who's out today post
One clear post in Slack every morning showing who's off today, and the whole week on Mondays.
- Slack
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Next step
Seen one you want?We'll build it around your team.
Book a 30-minute call. We look at how your team works, pick where an agent helps first, and build it. You own what we build.
- Automations deployed
- 100+
- Live clients in
- AU / SG / VN / ID
- Kickoff to live
- 2 to 4 weeks
- Code and data
- Yours
You own everything we build. No lock-in.
Not ready for a call? Request a free AI audit.