Reconcile orders, draft invoices, and order laptops nightly
ChatGPT pulls completed orders, checks them against the CRM, drafts invoices, logs deals in Sheets, and ordered two laptops from Apple and a return box.
Done withChatGPT
- What they did
- ChatGPT runs nightly scheduled prompts that pull completed orders, compare them to CRM entries, create draft invoices in the accounting system, and log deal names and amounts in Google Sheets; separate jobs file NDAs from email into CRM folders and handle insurance requirements from contracts. For hardware, it accessed the logged-in bank account for the credit card and HR system for addresses to order specific MacBook models from Apple and prepare a return box. The user reviewed the draft invoices and reminded it to save receipts.
- How it went
- The automations handle tasks equivalent to three people's work in less time, including writing 1400 lines of commission calculation code, with around 20 such jobs active.
- Worth knowing
- User had to remind the AI to file receipts after the laptop order.
Try it yourself with ChatGPT
Each night, review the completed orders from [order source, e.g. my store export or a pasted list], check them against [CRM or customer list], and flag any mismatches. Draft an invoice for each matched order and add a row for each deal to a [Sheets-style table: columns]. Show me the invoices and the flagged items, and don't send any invoice or place any purchase until I approve.
Source: X · Oct 8, 2026
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