Client question triage
Client emails tagged tax, payroll or bookkeeping and turned into tasks. Free to use and change.
The command
“When a new email from a client arrives in Gmail, have AI tag it as tax, payroll or bookkeeping, create a ClickUp task in the matching list, and reply that we've received it.”
Set it up
- Use this commandIt opens in the Composer with the steps built, ready to check.
- Connect the apps it listsMost connect by signing in. It won’t go live until they’re connected.
- Change what you likeEdit the sentence and the steps follow, like the time, the channel or who it goes to.
- Test, then turn it onRun a test, check each step and switch it on.
More from this pack
Templates
Receipt catcher
Receipts by email logged with vendor, amount and VAT, and filed in Dropbox.Month-end document chase
A request for statements and receipts drafted for every client.
Tax deadline reminders
Filings due in two weeks become Todoist tasks and a team list.
New client onboarding
A paid onboarding creates the Asana tasks, a welcome email and a client record.Write the first one now.
It’s free and takes about two minutes. Whatever you type here is waiting for you in the app after you sign up.