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2 contributions to AI for Beginners
Fix the process before you automate it
I've seen this happen a lot: someone takes a messy manual process and bolts AI onto it. Now the mess just happens faster. Before you automate anything, write the steps on paper first. If you can't explain the process to a friend in plain words, the automation will be a mess too. Simple example: following up with leads. The messy version is "check my notes, maybe text them, maybe email them, depends on my mood." The clean version is "every new lead gets a text in 5 minutes, an email in 1 day, and a call reminder in 3 days if no reply." Once the steps are that clear, the automation is almost easy to build. My rule now: automate the second version of a process, never the first. The first version is where you learn what the process actually is.
0 likes • 1d
@Jake Dawson agreed Jake, appreciate the addon! and thank you!
0 likes • 1d
haha took me a few broken automations to learn that step the expensive way. thanks for reading it all the way through Jake
💸 The invoice-chaser that sends the awkward email so you don't have to
Alright… this one's for everyone who'd rather eat the loss than send the "just following up on invoice #0412" email. The chasing is boring, it feels rude, and so it slips. So you build it once and it does the asking for you. Here's what it does, in plain english. You keep your unpaid invoices in a Google Sheet — client, amount, due date, email, a Status column. Every day the automation looks at that sheet. Any row where the due date has passed and the status isn't "Paid", it hands to ChatGPT, which writes a reminder matched to how late it is. A day over gets a gentle nudge. Three weeks over gets firmer. Gmail sends it, and the row gets marked "Chased" so the same client doesn't get pinged twice. The services it touches, three of them: 👉 Make.com — https://www.make.com 👉 Google Sheets — https://sheets.google.com 👉 ChatGPT via the OpenAI API — https://platform.openai.com The build, start to finish: 1. Set up the sheet. Columns for Client, Email, Amount, Due Date and Status. Put a drop-down on Status with Unpaid, Chased and Paid. Add conditional formatting on Due Date so anything past today turns red — that way the sheet is readable even without the automation. 2. In Make.com, create a new scenario. First module is Google Sheets, action Search Rows. Point it at your sheet and tab. 3. In that module's filter, set Due Date "earlier than" now, and Status "not equal to" Paid. That's the "overdue and still owed" list. 4. Add a module to work out how overdue each one is. A Set Variable with a formula on the due date gives you a days-late number. You feed that into the next step. 5. Add the OpenAI module, action Create a Chat Completion. The prompt is where the tone lives. Something like: "Write a short, polite payment reminder to {{Client}} about invoice for {{Amount}}, now {{days late}} days overdue. Friendly if under a week, firmer if over three. Keep it human, no threats." 6. Add the Gmail module, Send an Email. Map the client's email into To, and the ChatGPT output into the body. 7. Add a Google Sheets Update a Row at the end. Set Status to Chased on that row so it drops off tomorrow's list. 8. Set the scenario to run once a day and turn it on.
0 likes • 6d
This is one of the few automations I'd tell anyone to build before anything fancy. Two things from real builds that make it work better: cap the chase at three reminders, then stop, because a client who ghosts you after the third email needs a human, not a fourth email. And step the tone up: friendly on day one, plain on day seven, firm on day fourteen, all still in your own voice. Last one, log every send back into the sheet. When a client says 'I never got anything,' you have the dates in front of you, and that sentence alone has collected real money for people I've built this for.
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Kartike Singh
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@kartike-singh-2211
Tech & softwares for business impact

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Joined Nov 5, 2026
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