A tax advisory firm stopped chasing clients by email for documents. An automated workflow now requests, reminds, receives and organises everything automatically.
Every quarter, the firm had to chase 80 clients for invoices, bank statements, receipts and supporting documents. The process was manual and chaotic: emails with document lists, manual reminders, documents arriving unordered via WhatsApp and email, lost files, inconsistent names, and a last-minute race to prepare tax returns. One of the managers spent 15-20 hours a week on collection alone.
We designed an automated N8N workflow that, at the start of each period, sends each client a personalised WhatsApp list of required documents adapted to their activity type. A GPT-4o assistant answers questions about which documents are valid or how to obtain them. Clients send documents via WhatsApp (photo or PDF) and the system receives, classifies by type (issued invoice, received invoice, bank statement, etc.), applies a consistent filename and saves to the client's Google Drive folder in the correct structure. Auto-reminders fire at 3, 7 and 10 days for non-responders.
Números concretos después de la implementación. Medidos sobre un periodo de 3 meses posterior al despliegue.
-70%
time on document collection
0
lost documents per quarter
+40%
clients delivering everything before deadline
Herramientas probadas, fiables y sin vendor lock-in. Integraciones limpias que escalan con tu negocio.
Analizamos tu caso sin compromiso y te decimos si la automatización tiene sentido para ti — con números, no con humo.
Caso de uso basado en implementaciones reales. Los datos han sido adaptados para proteger la privacidad del cliente.
