Patrick Online
Active Clients
1
+1 this month
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1
Anna live
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๐Ÿข Clients
Active Projects
Project
๐Ÿ“ฆ Custom Box Run #1482
๐Ÿท Label Redesign โ€” Acme
๐Ÿ” Q2 Packaging Audit
โšก Rush Order โ€” TechCorp
๐Ÿ“„ Annual Contract Review
๐Ÿ”‘ Legend
On Track At Risk Overdue Complete On Hold
Monthly Revenue
$0
0 paid this month
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Anna following up
๐Ÿ“‹ Invoice Tracker
ClientPackaging on Demand
AgentAnna
PlanBasic
InvoiceINV-001
Due DateMar 31, 2026
AmountTBD
Statusโณ Due Soon

๐Ÿค– Anna automatically follows up on overdue invoices every 24 hours until paid or a new payment date is established.

Active Loops
ClientProjectAction ItemAssigned ToFollow-UpsStatus
PODCustom Box Run #1482Confirm material specssupplier@vendor.com2โณ Pending
PODLabel Redesign โ€” AcmeSend revised artworkdesign@acme.com1๐Ÿ“ง Sent
PODRush Order โ€” TechCorpApprove final proofpm@techcorp.com3๐Ÿšจ Escalated
PODQ2 Packaging AuditSubmit compliance docscompliance@pod.com1โœ… Resolved
๐Ÿšฉ Flagged โ€” Needs Attention
๐Ÿ“ฅ All Emails
๐Ÿ“ Project Folders
Total Projects
0
Active / On Track
0
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0
Urgent
0