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AutomationSales invoice after completion

Preparing a sales invoice on completion with AI

Set a job to Completed and administration gets all the details for the invoice, ready to book.

Sales invoice after completion is ready-made automation in Altramano for administration and finance: set a job to Completed and administration gets all the details for the invoice, ready to book.

It works with Microsoft Outlook.

Ready-made automation · department Administration and finance

What it does

Do you keep your jobs in the "Jobs" table? As soon as a job is set to Completed, administration gets a mail with the customer, the description, the amount and the reference, so that the invoice can be made straight away.

What you need

  • 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 preparing a sales invoice on completion work with AI?

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

Do you keep your jobs in the "Jobs" table? As soon as a job is set to Completed, administration gets a mail with the customer, the description, the amount and the reference, so that the invoice can be made straight away.

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 Sales invoice after completion?

Microsoft Outlook and a Altramano environment.

Which department is Sales invoice after completion 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

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Delivery list for the bookkeeperAI agentAn assistant that makes a delivery list per quarter and keeps track of what has arrived.
Payment remindersautomationOutstanding sales invoices get a friendly reminder in good time, always for approval.
AFAS: new rows → table and notificationautomationNew rows from a GetConnector in AFAS Profit land in a table and the recipient gets a notification.
All 13 templates for administration and finance

Templates are updated in your Altramano environment.

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