Create activity reports and invoices from recorded activities

Service providers create activity reports and invoices from recorded activities

Needs setupAI Act: no extra obligationsAutomating processes with AI agentsServices

Fits: Leaders & strategy · Finance & accounting · Office, administration & casework · Field service & trades

At the end of the month, activity reports and draft invoices are ready for each customer, with the right rates and no duplicate items. You check and approve instead of typing up lists.

Is this for you?

  • You regularly bill recorded hours or assignments, with different rates per customer or activity.
  • Activities are already recorded digitally, for example in a time recording system or spreadsheet.
  • Customers want an activity report with the invoice.
First step today

Invent ten activity entries for two customers, including one duplicate row and one non-billable entry, and have the template below create an activity report and draft invoice. Recalculate the totals yourself once.

How to go about it

  1. Write down the path from activity to invoice
  2. Clarify time recording, invoicing program and access rights
  3. Set up an agent for reports and draft invoices
  4. Approve every invoice before sending
  5. Hand over recurring invoices step by step
  6. Review queries and corrections monthly

Templates to copy

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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

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G-DL-03 · Legal status 08.10.2026