Has AI Changed the Way You Run Your Business?
I'm curious how other business owners are using AI in their day to day operations, or if you've decided not to use it at all. As a solopreneur building my business after spending most of my career w...
Forum Discussion
I've used Claude to automate monthly KPI reports that used to take me two plus hours a month to complete, and now it gets processed within 15 minutes every month.
I also have it help me process failed invoices that don't go through on the first of each month, which is another task that would take me a couple of hours every month.
That's impressive, especially since those are recurring tasks that really add up over the course of a year.
I like that you're using AI to improve your processes instead of just creating content. It's a great reminder that some of the biggest gains come from automating the repetitive work that keeps a business running.
I hadn't thought about using it for recurring KPI reports or failed invoice follow-up. Thanks for sharing those examples. They've definitely given me a few ideas to explore.
That's really interesting. When you mention processing failed invoices, are you referring to recurring payments that don't go through on billing day? I'd love to hear a little more about how you've incorporated AI into that workflow.
We have Jobber automations to send Invoice reminders via Text on consecutive days. However those automations don't trigger because automated reminders are only sent out after you trigger the first invoice reminder. So I built out a scheduled task with Claude to go through all of my overdue invoices at the first of each month, attempt to charge the cards on file, and if the payment fails it will manually send the Invoice Reminder via Email and then Text. Then the Jobber automated invoice reminders will get triggered