Topic: Automation

Found 28 entries.

• Email-to-Bill Or It Does Not Exist: The Only Intake Rule I Accept

  If an invoice lands in your personal inbox, it is already lost. We ruthlessly enforce a single 'billing@' alias to stop the scavenger hunt.

• Google Forms Everywhere, Answers Nowhere: Why Our “Easy” Data Collection Backfires

  Convenience is the enemy of clean data. We explore why free-text fields create a data cleaning nightmare and how to standardize your intake.

• Myth: Reading Inbox More Often Makes Us More Responsive

  Checking your email every 5 minutes is not 'working.' It is just anxiety with a user interface. Stop the scan and automate the triage.

• Case: Invoice Attachment Lost, Payment Late, Supplier Angry

  A missed PDF cost us late fees and a vendor relationship. Here is the 'Monster Hack' flow that saves and renames attachments instantly.

• Case: 'Urgent' Subject Line, Not Urgent, But Everyone Panics

  When everything is urgent, nothing is urgent. How we stopped a team from jumping at every all-caps subject line using a simple 'Panic Filter'.

• The Fix: Google Apps Script That Turns One Email Template Into a Clean Task

  Vague emails are the enemy. We replace 'free text' requests with a strict template and a script that parses them into perfect tasks.

• Rant: Shared Inboxes Turn Adults Into Children

  If everyone is responsible, no one is. Why 'contact@' addresses become black holes and how to fix them with auto-assignment logic.

• CSV Export Is Not “Integration”: The Compatibility Myth That Wastes Fridays

  Stop buying tools that promise 'compatibility' but really just offer a CSV download button. That is not an integration; that is a chore.

• Myth: 'Flagging Emails' Is a System

  A flagged email is just a task you are procrastinating on. Stop using your inbox as a to-do list and start automating the capture.

• The Fix: Power Automate 'Triage Lane' That Sorts Email Before We See It

  Your inbox is raw material, not a to-do list. Stop sorting manually. I built a 'Triage Lane' that filters noise so only work remains.

• Stop Re-Typing PDFs. It Is 2026.

  A PDF is a digital dead end. Paying a human to read a PDF and type the numbers into Excel is theft of human potential. Break the PDF.

• Rant: Manual Data Entry Is a Tax We Keep Paying

  Copy-pasting data between spreadsheets is not work. It is a failure of process. Here is how we tax the manual drag and automate the flow.

• OCR Accuracy Numbers Are Lies Until We Define “Correct”

  Vendors claim '99% Accuracy.' They are lying. We define what 'Correct' actually means in finance: Supplier, Date, Total, Currency, and VAT.

• If It Needs A CSV, It Needs A Therapist: Pre-Accounting That Actually Connects

  Stop buying tools that promise integration but deliver a 'Download CSV' button. That is not a connection; that is a chore. We demand APIs.

• Stop Asking Me to “Just Reconcile It”: Manual Matching Is a Budget Leak

  Manual reconciliation is not a skill; it is a punishment for bad data. We expose the cost of matching transactions by hand and how to force 100% automation.

• Myth: OCR Is Too Complex for Small Teams

  You do not need a Data Science team to read PDF invoices. Optical Character Recognition (OCR) is now a utility. Stop typing what a robot can read.

• The Rant: Manual Data Entry Is a Compliance Risk Wearing a Friendly Smile

  The clipboard is the enemy of the audit trail. Why relying on human copy-paste workflows introduces unavoidable error and liability.

• OCR That “Learns” But Still Misses VAT: The Lie We Keep Buying

  OCR tools claim to use AI to 'learn' your invoices. Usually, they just learn to make the same mistakes faster. Here is how to test them properly.

• Make Excel Do the Boring Middle: A Before/After Template

  Stop spending four hours every Friday formatting reports. Separate your raw data from your presentation. Make the machine do the heavy lifting.

• If We Copy-Paste It Twice, We Automate It

  We call it 'Admin.' It is actually waste. Moving data from Excel to SAP is not a job for a human. It is a structural defect in your operations.

• One Folder, One Owner, One Outcome: A No-Drama Scanning Setup

  Scanning invoices to a shared drive is a black hole. We replace the chaos with a single 'Hot Folder' that feeds the finance machine automatically.

• Rant: Attachments Are Tiny Time Bombs

  Stop emailing files. 'Final_v2_UPDATED.pdf' is a lie. We automate the stripping of attachments to create a Single Source of Truth.

• OCR Demos Are Theater: Test It With Ugly Invoices, Not Perfect Ones

  Sales demos use perfect PDFs. Real life uses crumpled coffee receipts. Here is how to stress-test an OCR tool before you sign the contract.

• The 10-Minute Automation: Auto-Rename Files So Humans Stop Guessing

  We spend hours clicking on 'Scan_004.pdf' to see what it is. This is madness. Let the machine name the file. Organization must be automatic.

• Zapier Is Not Magic. It Is Plumbing.

  No-code tools promise miracles. They deliver pipes. Pipes leak. Pipes clog. Treat automation like industrial plumbing, not magic tricks.

• Meten Is Weten: Calculate Our Cost of Chaos Per Invoice

  You think manual data entry is free because you are on a salary. You are wrong. We use the stopwatch method to price your inefficiency.

• Come, Look at This Cell: Turn a Messy CSV Into a Clean Weekly Sales Pulse

  Manual reporting is not just boring; it is dangerous. We tour the cells of a messy export to build a 'Set and Forget' cleaning machine in Excel.

• Bank Feeds Are Not Magic: The 7 Gaps That Break Month-End

  Stop trusting the green checkmark. Bank feeds break, duplicate, and lie. Here is how to audit the connection before it ruins your close.