Skip to main content

Create a Billing Readiness Alert

Preview

This use case is in preview, the conversation shows how the AI Assistant is expected to handle it, and what it answers or does today may differ from this example.

Overview​

Ask the AI Assistant to check every week what is ready to bill and what is holding billing back: invoice authorizations not yet approved, missing client purchase orders, or estimates without billing conditions. For every blocked item, the alert names the blocker and the person who can remove it.

You receive the full list. Each responsible person receives only their own items, marked Action required when the planned billing date has already passed. You review the alert on a card before it is created.

The agency, clients, estimates, people and values in this example are illustrative. Each person only hears about documents they can access.

An example conversation between a finance manager and the AI Assistant, and the notifications the alert sends later.

AI Assistant Chat
You

Each Monday, prepare a billing action list with the blocker and the responsible owner.

Skilio

I’ll check approved estimates with billing due this month. These are the blockers I can look for. Which ones do you want?

  • Invoice authorization waiting for approval
  • Client purchase order missing
  • No billing conditions on the estimate
You

All three. Send me the full list, and each owner only their part.

Skilio
Create alert “Billing action list”Review these details before I create the alert.
Checks
Approved estimates with billing due this month
Blockers
Invoice authorization waiting for approval, client purchase order missing, no billing conditions
Levels
Action required when past the planned billing date, Attention otherwise
When
Every Monday, 09:00
Who
You: the full list · Each owner: their own items
Channels
Web, Email
If it ran today
9 blocked items, €84,300, 5 owners notified
DenyCreate
You

I reviewed the alert and selected Create.

Skilio
CreatedBilling action list

The first list arrives next Monday at 09:00.

Next Monday · Notifications of Anna Smith, account manager
Notifications
Action requiredToday, 09:00
Skilio · Billing action list · 2 items
  • Orvella Tea · Spring Campaign, €12,500: client purchase order missing. Billing was planned for 31 October.
  • Velmont Bakery · Packaging Refresh, €6,800: no billing conditions on the estimate.

AI capability

From a billing chase to a weekly action list

Finance stops chasing account teams one by one. Every Monday, each blocker is already with the person who can remove it.

What happens in Skills Workflow

  • Say what counts as blocking billing and when to check.
  • Choose who receives the full list and who receives their own items.
  • Check the blockers the alert would report today.
  • Review the alert and select Create.
  • Follow up from the notifications as they arrive.

Other ways to ask

“Each Monday, prepare a billing action list with the blocker and responsible owner.”

“Add estimates approved more than 30 days ago that have no invoice authorization.”

“Send me the billing list on the last working day of the month too.”

Good to know

  • The responsible person is the account manager of the estimate, unless the blocker is an approval, which goes to the approver.
  • Action required is for items past their planned billing date. The rest are marked Attention.
  • The alert does not create or change any billing document.