For professional services
Client admin that opens, bills and follows up itself
Client intake, engagement admin and invoice follow-up — with everything a client sees held for a person before it goes out.
Anything a client will read waits for a person before it goes out.
Where the week actually goes
A services firm sells hours and spends them on admin: opening the engagement, logging the work, drafting the invoice, following up the proposal that went quiet. None of it is billable and all of it shapes how professional the firm looks. Awish runs that admin from your description of it.
Engagements open the same way every time, invoices arrive drafted from the work that was logged, follow-ups write themselves in your tone. Each system is granted on its own and can be withdrawn; billing starts from a record of what was actually done.
The week today
A services firm sells hours and spends them on admin: opening the engagement, logging the work, drafting the invoice, following up the proposal that went quiet. None of it is billable, and all of it shapes how professional the firm feels.
With Awish
Awish runs that admin from your description of it. Engagements open the same way every time, invoices arrive drafted from the work that was logged, follow-ups write themselves in your tone — and anything a client will read waits for you first.
The workflows, end to end
Three workflows, end to end — each with its trigger, the apps it touches, and the step where a person approves.
- 01
Open every engagement the same way
“When a proposal is signed, set up the project folder and page, propose kickoff times, and hold the welcome email for my approval.”
Google DriveNotionGoogle CalendarSlackThe welcome email waits
- 02
Turn logged work into a drafted invoice
“At month end, gather the logged work per client, draft the invoice lines, and hold each invoice for my approval before it goes out.”
NotionStripeSlackYou approve each invoice
- 03
Follow up on every proposal
“When a proposal has been quiet for a week, draft a follow-up in my tone and hold it for my approval before it sends.”
GmailNotionSlackEach send is yours
The tools this runs across
The apps these workflows connect. Each one is granted on its own, before anything runs, and can be withdrawn.
- Google Drive
- Notion
- Google Calendar
- Slack
- Stripe
- Gmail
- Google Docs
- Google Super
- Affinda
- Agility cms
- Algodocs
- Api2pdf
- Aryn
- Boldsign
- Boloforms
- Box
- Carbone
- Castingwords
What stays under your control
Clients only see approved work
Welcome emails, invoices and follow-ups hold for a person before they go out. The firm’s voice stays the firm’s.
Billing starts from the record
Invoice drafts are assembled from the logged work, so what the client is asked to pay matches what they saw delivered.
Scoped connections
The workflow that drafts invoices is granted your billing and your project notes — not your whole drive, and each grant is revocable.
Common questions
Can it invoice clients on its own?
No. Invoices are drafted and held for your approval — nothing that bills a client moves without a person.
Every engagement is different — does that break it?
The routine parts repeat even when the work does not: the folder, the kickoff, the invoice, the follow-up. You describe your firm’s way once, and judgement stays with you.
What does it need access to?
What the plan names — typically the inbox, the project notes, the calendar and billing. Granted one at a time, revocable when an engagement ends.
Where do approvals happen?
In Slack, WhatsApp or Telegram — the draft waits where you already work, and your reply is the decision.
Start with the invoice you drafted at midnight
Describe how your month-end works, in one sentence. You will see the plan, and the approval points, before anything connects.
Free plan · No credit card required