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AutomationBasecone booked → notification and dossier

Reporting Basecone entries automatically with AI

As soon as Basecone books a transaction, the entry lands in the Entries table and administration gets a notification.

Basecone booked → notification and dossier is ready-made automation in Altramano for administration and finance: as soon as Basecone books a transaction, the entry lands in the Entries table and administration gets a notification.

It works with Basecone and Microsoft Outlook.

Ready-made automation · department Administration and finance

What it does

Basecone reports for itself (a webhook) when a transaction has been booked. This automation fetches the entry, puts the number, the date, the relation and the amount in the "Entries" table and mails a short notification. You choose the company file in the trigger.

What you need

  • Basecone — importing, tagging and following documents in Basecone and reading transactions and master data per administration, connected through your own details.
  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.

How does reporting Basecone entries automatically work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Basecone reports for itself (a webhook) when a transaction has been booked. This automation fetches the entry, puts the number, the date, the relation and the amount in the "Entries" table and mails a short notification. You choose the company file in the trigger.

Basecone: importing, tagging and following documents in Basecone and reading transactions and master data per administration. Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For administration and finance: invoices, outstanding items and VAT: the work that comes back every month and goes wrong when it is rushed. Those hours go into looking at the figures and chasing down anomalies, instead of into retyping entries and laying VAT returns side by side.

This department comes into play in installation companies, construction and contractors, accountancy and bookkeeping firms, wholesale, manufacturing, transport and logistics, healthcare practices and providers, hospitality, IT and software companies, architects and engineering firms, landscaping and grounds maintenance, car dealers and garages, training providers, legal and notaries and staffing and recruitment agencies.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations it needs and fill in at most three settings.
  3. Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for Basecone booked → notification and dossier?

Basecone and Microsoft Outlook and a Altramano environment.

Which department is Basecone booked → notification and dossier for?

Administration and finance, in industries such as installation companies, construction and contractors and accountancy and bookkeeping firms.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

More for administration and finance

SjabloonSoortWhat it does
Deadlines: returns and contractsautomationFixed deadlines in a table; a reminder a week beforehand and on the day itself.
Expense claims → approvalautomationAn expense claim through the form lands in a table and goes to the manager for approval.
Purchase invoice from mail → BaseconeautomationInvoices arriving by mail go, once approved, as a document to the right company file in Basecone.
All 13 templates for administration and finance

Templates are updated in your Altramano environment.

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