🎮 The Next Input — Issue #009

Your Trello Cards Are Now Invoices

⚡ The Briefing — 60 sec

🛠️ The Playbook — Auto-Draft Invoices from Trello “Done” Cards

Mission When a project card hits “Done,” generate a draft invoice in Xero—no manual entry.
Difficulty Easy | Build time 25 min
ROI Saves finance ≈ 10 min per invoice and eliminates copy-paste errors.

Step

Action

1

Trigger – Trello → Card moved to list “Done”.

2

AI Action – Prompt: “Parse card title & description. Return JSON {client, service, hours, notes}.”

3

Formatter – Multiply hours × bill_rate for amount.

4

Create Draft Invoice – Xero API with JSON fields.

5

Slack Alert – Post to #finance-review with invoice link for approval.

6

Fail-safe – On error, DM #ops-alerts with card URL.

Pro tip: Email clients a weekly summary once invoices are approved via a Zapier Digest.

🎯 The Arsenal — Tools & Prompts

Asset

What it does

Link

Whalesync

Two-way sync between Airtable, Notion & HubSpot.

https://www.whalesync.com

Relay.app

Visual flow builder with built-in human approvals.

https://www.relay.app

Humata AI

Ask questions over huge PDFs and get cited answers.

https://www.humata.ai

Prompt: Three-Point LinkedIn Post

One paste → punchy social take.

prompt below ↓

Turn this insight {idea} into a LinkedIn post: Hook (1 line), Lesson (2 lines), CTA (1 line). Casual, first person.

💡 Free Office Hours

Need your invoices to write themselves?
Book a free 15-minute Office Hours slot—no sales pitch, just workflows solved.

🕹️ Game Over

Automate one billing task tonight—tomorrow’s cashflow will thank you.
Share your win; you could headline Issue #010.

Aaron

Automating the boring. Amplifying the brilliant.

Received this from a mate? Subscribe here