The document chaser
An AI assistant that chases people for the documents they owe
Chases people for what they have not sent. Keeps the list of what is outstanding, asks again on a sensible interval, and stops asking the moment it arrives.
What you'd say
Which subcontractors still have not sent their insurance certificates?
When it runs
Runs every few days.
What it uses
Gmail
Wants your mail.
Where it stops and asks
Before each reminder goes out, and the moment a document arrives it stops asking. It keeps the list; you set the tone.
How it goes
The running order.
Every step lands in the record with a time and a source, so you can read what it did instead of asking.
- Keep the outstanding list
- Ask again on an interval
- Stop the moment it arrives
Questions
The ones that come up first.
How does it know what is outstanding?
You tell it once, or it reads the checklist: certificates, statements, signed forms, whatever the job needs. It keeps the list per person in the record and ticks things off as they arrive in your mail.
Will it nag people?
It asks again on an interval you set, with the tone matched to how late it is, and every message is approved by you until you turn the dial down for the routine ones.
Can it read what comes back?
It notices the attachment, checks it is the thing that was asked for, files it, and stops asking. If the wrong thing arrives it says so.
Who hands this over most
Popular with these businesses.
Which of my clients can I actually close this month, and what is each one missing?
Nothing is coded, filed or sent to a client until you approve it.
Which subcontractors have not returned their insurance certificates?
Nothing goes to a client or a subcontractor until you have read it.
Which of our loans mature in the next ninety days, and which borrowers have not been contacted?
Nothing goes to a borrower until you have read it.
Next to it on the list
Often handed over together.
Make it your first job.
Sign in, start a Hand, and paste the ask from the top of this page. Plans start at $20 a month, with work included.
