Alert for Fees That Need Attention
See how an account manager asks the AI Assistant to warn the account directors every week about Fees close to or over their contracted hours, reviews the alert before it is created, and how the alert then arrives as a notification marked Attention or Action required.
Weekly Timesheet Follow-up
See how an operations manager asks the AI Assistant to check every Friday for missing time and pending timesheet approvals, and how the alert then reminds each person of their own missing hours and gives each approver a summary by team.
Billing Readiness Alert
See how a finance manager asks the AI Assistant to prepare a billing action list every Monday, with what is blocking each item and who is responsible, and how each responsible person then receives only the items that depend on them.
Alert for Unusual Expenses
See how a finance manager asks the AI Assistant to review every expense when it is submitted, and how the approver is then told about possible duplicates, missing receipts or unusual amounts, with the reason, before approving.