1.Schedules weekday checks
Integrate Schedule by Zapier and scheduling tools to trigger a weekday run and map the run date to logic inputs.
Send approval reminders for pending bills to owners
Automatically monitor scheduled weekday runs across Clio, Google Sheets, and Gmail. Send approval reminders when weekday schedule hits 10:00 AM, the configured send-day matches, or the scheduled run startsβso you can send owner reminders, log bill rows, and notify finance without manual chasing.
How this automation protects faster invoice approvals
When bills sit awaiting owner approval, delays can slow invoice closure. This automation checks scheduled send-days, filters the run, and then lists bills, logs rows, and emails each ownerβso your team can close invoices promptly.
Schedule by Zapieror swap with your favorite app
2.Calculates send-day flag
Integrate Code by Zapier and workflow rules tools to calculate whether today is a configured send-day and output a boolean.
Code by Zapieror swap with your favorite app
3.Stops runs on false flag
Integrate Filter by Zapier and conditional routing tools to continue only when the send-day flag is true.
Filter by Zapieror swap with your favorite app
4.Lists awaiting approval bills
Integrate Clio and user directories to list bills awaiting approval and fetch originating owner users to resolve emails.
Clioor swap with your favorite app
5.Appends bill rows to sheet
Integrate Google Sheets and reporting tools to append one row per bill in your configured worksheet for tracking.
Google Sheetsor swap with your favorite app
6.Iterates over owner emails
Integrate Looping by Zapier and workflow automation tools to iterate owner email targets and personalize each message.
Looping by Zapieror swap with your favorite app
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Speed up approval decisions with automated request routing, approval reminders, and status updates
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