Collect clients' monthly documents and remind them
Track each client's documents from incoming email. For clients still missing something, AI drafts a reminder naming it, and staff approve it.
The problem today
Clients agree to send bank statements, receipts, and sales lists by the 10th, yet only some do. Staff track who still owes what in a spreadsheet and chase by phone and email again and again, and bookkeeping and monthly reports slip.
The workflow in Kitewell
- Track each client's documents and due dates in a batch sheetAutomatic
- Check incoming emails and attachments and update the sheetEmail
- AI drafts reminders based on what's missing and past exchangesAI judgment
- Staff review the wording and approve sendingApproval
- Send the reminders and record when they went out and the repliesEmail
What AI does
Tells which document arrived from each email's text and attachment names. Drafts reminders whose tone changes with what's missing and how many reminders have gone out.
Where people decide
Staff who know each client decide the tone and when to call instead.
Features used
What a PoC checks
- Whether emails and attachments are matched to the right documents
- Whether the reminders fit your firm's tone
- Whether each client's documents and due dates fit easily in a batch sheet
Discuss a PoC for this work
We check whether this workflow runs on your own work and screens.
Related use cases
Reconcile rent payments
Match internet banking deposits against the tenant register. When the payer name differs from the tenant's, AI suggests the matching lease.
Read invoices into the accounting system
AI reads incoming invoices, checks them against purchase orders, and records them in the accounting system. Invoices whose amounts differ wait for approval.
Create invoices and send them by email
Invoices are filled into your template from an Excel billing list and emailed once a person approves. AI first points out amounts far from last month's.