Look through my sent email and project files from the last 60 days for work I delivered to clients. Match each delivery against the invoices I've sent. For any delivered work without an invoice, prepare a draft invoice using my most recent invoice to that client as the template. List the drafts in ChatGPT with the client, the work, the delivery date and the amount you used, and say where each amount came from. If you're not sure whether something was already billed, list it as a question instead of drafting. Don't send any invoice or email; I'll review each draft and tell you which ones to send.
Paste it into your dot's conversation in ChatGPT. Edit anything in [brackets] first.
How it works
- Connect Gmail and the Google Drive folder where your invoices and project files live.
- Paste the prompt. Change 60 days to whatever window fits your billing cycle.
- Your dot returns a list of unbilled work with draft invoices and a note on where each amount came from. Check every amount against your agreement with the client.
- Tell your dot exactly which drafts to send. Be specific about who each one goes to and what it says; approving one message doesn’t cover the next.
For sent invoices that never got a reply, try the waiting-on-replies tracker.