The Friday Round Up
Every account got a weekly email with its orders and invoices. Nothing sent until the owner reviewed the week and armed it.
The problem
Every account needs to know what's coming next week and what it owes. An automatic email that gets one of those wrong goes out wrong to everyone.
What I built
- One screen, top to bottom: review the accounts, set the message, check each email, arm the week.
- Each email has this week's orders, next week's delivery and the invoices.
- The owner on the account gets the invoices. Managers get only the orders.
- A "Paid this week" line at the top of the invoices, because a thank-you matters.
- A hard stop. An email won't send if its invoices didn't load or its invoice PDF isn't current.
What went wrong
"Arm for Friday" used to send at the next 9am of whatever day came next. Arm it on a Monday and it went out Tuesday. Now it waits for Friday.
I also left a line out on purpose: "last week's payment cleared." A bank can return a payment days later, and then the email has told a customer something false.
What changed
The weekly email went out on its own, after one person checked it.
I built this for my own company first. Now I build them for other Montana businesses.
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