The note has the tracker total and the project names, and it is not an invoice.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
This specification does not give tax advice. The books stay in the accounting system.
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Function notes: Invoice reminders and a monthly owner note. The books stay in the accounting system.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
AI tool
Use Claude to prepare hours for an invoice conversation
The note has the tracker total and the project names, and it is not an invoice.
Time: About half a day for the first run.
Difficulty: Easy
Tools: Clockify, Claude, Notion
Invoice conversations quote a round number that is not the tracker.
The note has the tracker total and the project names, and it is not an invoice.
An export, then a note, then the page you take to the conversation.
Public outline. Setup, settings, and prompts are on the full specification.
Trigger · Clockify
You export the period you want to discuss Nothing is sent yet.
Action · Claude
A draft is made from the export. A person reads it before it goes anywhere.
Check · Notion
A person keeps the accepted text on the note.
First setup: About half a day for the first run.
After it is running: The retyping of the same note each week, once the source stays tidy.
These are planning ranges, not a measurement of your business. They are not a promise of time saved, and they are not a quote for implementation.
Industries: Agencies and studios. Updated 16 Oct 2026. The full specification exports as Markdown for an AI agent, and also as PDF and JSON.
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