The reason is written from the customer's message before anyone presses refund.
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 Grok Bot to write the note before a refund
The reason is written from the customer's message before anyone presses refund.
Time: About one to two days, including a trial on an old record.
Difficulty: Moderate
Tools: Square, Grok Bot
Refunds are tapped through, and the reason is a blank box.
The reason is written from the customer's message before anyone presses refund.
A message, then a reason, then the payment screen you use yourself.
Public outline. Setup, settings, and prompts are on the full specification.
Trigger · Square
A customer has asked for a refund Nothing is sent yet.
Action · Grok Bot
A draft is made from the customer's message. A person reads it before it goes anywhere.
Check · Square
A person keeps the accepted text on the payment.
First setup: About one to two days, including a trial on an old record.
After it is running: A few hours a week of drafting, once a person still checks the output.
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: Retail. Updated 16 Oct 2026. The full specification exports as Markdown for an AI agent, and also as PDF and JSON.
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