Day 6 · Money and documents

Admin stops distracting you

Invoices, payments and documents drain energy and slip easily. Today Hermes takes the admin routine on herself, so you handle clients, not spreadsheets.

16 Easy · Money · Value: same day

Invoices and payments under control

You always know who paid and who has not.

why

An unpaid invoice is rarely a client's bad faith, more often a small thing forgotten on both sides. But reminding feels awkward, so money hangs, especially when you work alone.

how it looks

Tell the assistant who you invoiced and for how much. She keeps the list and flags whose payment is late, plus drafts a gentle reminder.

example on whatsapp
You Invoiced ProTech 800 euro for April.
Hermes Noted, marked due in ten days. If you do not mark it paid by the date, I will remind you and offer a polite text for the client.
where to start

Enter your open invoices, and she will prompt when to remind on payment.

17 Medium · Documents · Value: saves hours

A contract or invoice without the slog

Standard documents come together from your templates in minutes.

why

A consultant is not a lawyer, but documents still have to be done. Hunting for the last contract and editing it by hand each time is lost hours and a risk of leaving someone else's details in.

how it looks

Give the assistant your template once. Then name the client and terms, and she fills in the data and prepares the document for your check. Tricky cases she honestly flags as one for a lawyer.

example on whatsapp
You Make the invoice for the Northern Coffee project for May.
Hermes Assembled from your template: parties, service, amount, period. Check the amount and the signatory. This is a standard invoice, for non-standard terms it is better to show a lawyer.
where to start

Upload one contract or invoice template, ask her to fill it for a client.

18 Easy · Control · Value: peace of mind

Spend and tokens under watch

The assistant works within limits, it does not burn through the budget unnoticed.

why

The worry of a big bill creeping up gets in the way of using the assistant freely. When the spend is transparent and capped, you stop saving on the thing that saves you time.

how it looks

For the first weeks Hermes runs on the intakto key with a limit, no extra to pay. She tells you how much is left and helps you move to your own key when you are ready. Details in the spend note.

example on whatsapp
You I will not burn through extra on this?
Hermes No. We run on the intakto key with a limit, nothing extra is charged. When you want your own key, I will walk you through the steps, it takes a couple of minutes.
where to start

Open the spend note and check the current limit in your account.

The memory of your work starts today

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