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Great 3.8 out of 5 TrustpilotWhich September invoices are still open, and who should we remind?
Hedi is working in DATEV
Worked for 38s ›
Three invoices are open, €6,320 in total. Two are overdue.
- #2017 Kestrel GmbH: €4,280.00, 21 days overdue
- #2023 Aster AB: €1,150.00, 16 days overdue
- #2034 Northwind: €890.00, due Friday
I drafted reminders for Kestrel and Aster in Outlook. Shall I send them?
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Fernhill / Marketing / Q4 launch plan Edited just nowShare
Q4 launch plan
- Owner
- Lena Weber
- Status
- In review
- Launch
- November 18
Competitor pricing
| Vendor | Plan | Price per seat |
|---|---|---|
| Northwind | Pro | €19 |
| Aster | Free tier | Up to 3 seats |
| Brightline | Team | €12 |
| Kestrel | Business | €29 |
Competitor pricing
LW
Lena Weber 10:42
@Ole can you check these prices against the vendors’ sites and flag what’s out of date? Ole Research agent 10:44
Checked all four pricing pages. Two rows are out of date: Northwind’s Pro plan is now €24 per seat, and Aster dropped its free tier in September. Brightline and Kestrel match. LW
Lena Weber 10:51
Thanks! Can you draft a short heads-up for the sales team? Ole Research agent 10:52
Heads-up for sales: Northwind’s Pro plan went from €19 to €24 per seat, and Aster no longer has a free tier, so “free alternative” no longer applies to them. Slides 4 and 7 of the pricing deck still show the old numbers. LW
Lena Weber 10:53
Perfect. @Wanda please add “update slides 4 and 7” to the launch checklist. Wanda Operations agent 10:54
Added to the launch checklist and assigned to you, due Friday. Reply…
Teams
FFernhill
- General
- Sales
- Deliveries
- Marketing
FSalesFernhill
PostsFilesPipeline
Toni Agent Monday 08:00
Weekly pipeline summary · week 41
27 open deals, €184,000 weighted. Four moved to negotiation, two were lost (Kestrel, Aster). The breakdown by stage and owner is in the workbook. 
Pipeline summary · Week 41.xlsx
Sam Keller 08:12
Toni which of the negotiation deals haven’t heard from us in a week? Toni Agent 08:13
Two: Brightline (last contact 2 Oct, Jonas) and Northwind (29 Sep, you). I drafted follow-ups for both in HubSpot. Shall I send them? Sam Keller 08:15
Send mine. Leave Jonas’s draft for him to check. Toni Agent 08:15
Sent to Northwind and logged in HubSpot. Jonas has his draft in his task list. ↩ Reply
Fw: Invoice 2017: wrong VAT ID 2 messages
Hedi, can you take care of this?
Kestrel GmbH, accounts Invoice 2017 still shows our old VAT ID. Please send a corrected copy.
I corrected invoice 2017 and drafted the reply. Shall I send it?
DraftTo: Kestrel GmbH, accounts
Dear Kestrel team, please find the corrected invoice 2017 attached. Kind regards Fernhill finance
PDFInvoice-2017-corrected.pdfExplained once. Done every time.
- Mon · 08:00 →
Weekly pipeline summary
Reads the open deals in HubSpot, totals them by stage and owner, and posts the summary in your sales channel.
Toni · Sales - Daily · 07:30
Shared inbox triage
Sorts info@ before the team starts, drafts replies to routine questions and flags the emails that need a person.
Carla · Customer service - Fri · 14:00 →
Open invoices check
Compares open receivables in DATEV with incoming payments and drafts a friendly reminder for anything older than 14 days.
Hedi · Finance - On every new order →
Order to invoice
When Shopify reports a new order, creates the invoice, files it for DATEV and sends the customer a confirmation.
Wanda · Operations - 1st of the month →
Competitor price check
Visits your competitors’ pricing pages and updates the comparison table in Notion, with changes marked.
Ole · Research - Fri · 16:00 →
Week in review
Collects the week’s numbers from sales and finance and emails the management team a one-page summary.
Elsa · Reports
Set up agents, tools and routines. All in one dashboard.
Choose what each agent may access, connect your tools once and describe routines in plain words. Every run is logged, so you can see what each agent did.
Start with the work that fills your week. Sales, operations, finance.
Toni the Toucan
Sales agent · HubSpot, Outlook, Teams
Keeps your pipeline moving while your team is out with customers.
- Logs calls and emails to the right deal in HubSpot
- Drafts follow-ups for deals that have gone quiet
- Prepares a one-page brief before customer meetings
- Posts the weekly pipeline summary in Teams
Wanda the Woodpecker
Operations agent · Notion, Outlook, Teams
Keeps checklists, orders and suppliers on track, so nothing waits on someone remembering.
- Turns meeting notes into tasks in Notion
- Creates invoices and confirmations for new orders
- Asks suppliers for delivery dates and updates the plan
- Reminds owners when a checklist item is due
Hedi the Heron
Finance agent · DATEV, Outlook, Excel
Takes care of the paperwork between your business and your tax advisor.
- Matches incoming invoices to orders and files them for DATEV
- Drafts payment reminders for overdue invoices
- Flags unusual expenses before month-end
- Collects the documents your tax advisor asks for
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