Skip to main content
Goal: overdue invoices get followed up every week without you remembering to do it. You need
  • Zoho Books or Zoho Invoice connected, or your invoices kept in Emplio’s records.
  • Gmail connected, to send the reminders.
  • To be the owner or an admin. Only they can set up automations.
1

Connect your accounts app

Open your account menu, then Integrations, then Browse. Find Zoho Books or Zoho Invoice and click Connect.
2

Ask once, by hand

Check the list looks right before you automate it.
3

Give the job its own agent

The agent appears on the Team page under Agents. It keeps lessons from each job it does.
4

Put it on a schedule

Emplio saves this as an automation and shows a card asking you to allow what it will send on every run.
5

Check what it may do

Open your account menu, then Automations. Each automation lists the actions it sends or changes, with a switch for each. Anything not switched on is refused when it runs.
What you get: a run every Monday in its own chat, and a line or two in your main chat on what came of it. Routine runs with nothing for you stay quiet.
Tell it your exceptions once: “Never chase Mehta Stores, they pay every quarter.” Emplio keeps the rule in company memory.

Automations

Schedules, app events, and running one by hand.

Agents

The helpers Emplio sets up for repeat work.