Operations
Invoice generation, automation workflows, and email management
1,245
Invoices Generated
24
Active Workflows
3,567
Emails Sent
98.2%
Automation Success Rate
Invoice Generation
Generate New Invoice
Recent Invoices
INV-2024-1245
Jennifer Smith
$1,245.00
PaidINV-2024-1244
Michael Johnson
$890.50
PaidINV-2024-1243
Sarah Williams
$2,100.00
PendingINV-2024-1242
David Brown
$675.25
PaidInvoice Details
Enter a purchase ID and fetch to view details
Automated Workflows
Low Stock Alert → Email Supplier
Trigger: Inventory < Safety Threshold
Action: Send restock request email
Active
12 times today
New Order → Invoice Generation
Trigger: Order Status = Completed
Action: Generate and send invoice
Active
45 times today
Payment Received → Thank You Email
Trigger: Payment Confirmed
Action: Send thank you email with receipt
Active
38 times today
Price Drop Alert → Customer Email
Trigger: Competitor Price < Your Price
Action: Notify customers of price match
Paused
0 times today
Weekly P&L Report → Email CEO
Trigger: Every Monday 9:00 AM
Action: Generate and send P&L summary
Active
1 time this week
Outgoing Email Log
Timestamp
Recipient
Subject
Type
Status
Action
Dec 15, 2:45 PM
john@techsupply.com
Restock Request - SKU B07M
Supplier
Sent
Dec 15, 2:30 PM
jennifer.s@email.com
Invoice #INV-2024-1245
Invoice
Sent
Dec 15, 1:15 PM
sarah@globalelec.com
Low Stock Alert - Multiple SKUs
Supplier
Sent
Dec 15, 12:00 PM
mjohnson@email.com
Thank You for Your Purchase
Customer
Sent
Dec 15, 11:45 AM
emily.davis@email.com
Order Confirmation #ORD-8901
Customer
Delivered
Automation Rules Settings
Auto-send invoices on order completion
Weekly P&L reports to stakeholders
Low stock alerts to suppliers
Customer follow-up emails (7 days)
Price drop notifications
Automated procurement requests