1.Detect new authorized sales invoices
Integrate Xero and accounting tools to capture the authorized invoice event and start job reference mapping.
Create invoice tracking records and add dashboard row
Automatically monitor new sales invoices authorized across Xero, Formatter by Zapier, Google Sheets, and Notion. Create and update records when invoice authorized, invoice totals posted, or invoice date captured—so you can append ledger rows, generate executive summaries, and create AR tracker records without manual data entry.
How this automation protects your AR tracking
When new sales invoices are authorised, delayed setup can leave invoice details scattered and collections harder. This automation formats job references and appends dashboard ledger rows and creates AR tracker records—so your team can keep receivables accurate without chasing inputs.
Xeroor swap with your favorite app
2.Build job reference from invoice data
Integrate Formatter by Zapier and data mapping tools to build a job reference and populate it from invoice number and totals.
Formatter by Zapieror swap with your favorite app
3.Append invoice row to financial dashboard
Integrate Google Sheets and spreadsheet dashboards to create a ledger row with client name, invoice number, totals, and invoice date.
Google Sheetsor swap with your favorite app
4.Generate executive summary and action items
Integrate ChatGPT (OpenAI) and AI summarization tools to generate a concise invoice summary from invoice basics and line items.
ChatGPT (OpenAI)or swap with your favorite app
5.Create AR tracker database item
Integrate Notion and database tools to create a tracker item with job reference, due date, spreadsheet row link, and the AI summary.
Notionor swap with your favorite app
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