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Template pack

Bookkeeping Inbox

Sort client mail, Top 5, draft acks. No money moved.

$49

Seller AUTOM8

Sales are paused right now.

Full zip after Stripe payment

For: Bookkeepers and small accounting shops who spend hours sorting receipts, invoice questions, and risky “urgent wire” messages. · Setup: Solo dry-run ~30–45 min · teach/install ~90 min · Named job: autom8-tpl-bookkeeping

Evaluation on this page — full zip after payment

This is a paid product. Free Draft is not offered here because it would be the same files as the $49 pack. Use the excerpt, insides, and guardrails below to evaluate. The complete zip is delivered only after Stripe confirms payment, on the checkout success page.

What this pack does

  1. Sort inbound messages into receipts/documents, questions, payment status, tax-sensitive, noise, or escalate.
  2. Build a daily top-five worklist with client tags and one-line reasons.
  3. Draft acknowledgment replies behind a hard human approval gate — never invent balances or move money.

What is inside

  • • Worker role prompt + sample one-shot + sample triage report (primary path)
  • • EDGE-CASES refusal & escalation playbook
  • • Sample transcript with DRAFT labels and human approval gate
  • • Optional chat front-door personality + starter prompt
  • • Wiring brief for mailbox dump → triage report → drafts
  • • Done-with-you teach/install checklist (~90 minutes)

Guardrails

  • • Standing AUTOM8 rules: drafts only; human gate on send/spend/merge/post; named coordinator plus specialists; overnight quiet if nothing new; proof attached; shared computer is not a security boundary.
  • • Never move money, change bank details, or approve wires.
  • • Never invent balances, due dates, or tax advice — including “file my extension.”
  • • Human approval before any client-facing send.
  • • Phishing and wire-change patterns escalate immediately — do not engage.

FAQ

Does this auto-send email?

No. Hard human approval before any send. Drafts only until you say yes.

What do I get for $49?

The full pack zip after Stripe payment: worker role, edge-case playbook, sample transcript, optional front door, wiring brief, teach checklist.

How long to set up?

Solo dry-run about 30–45 minutes. Teach/install about 90 minutes.

Is there a free download of this pack?

No. Evaluate on this page (excerpt + insides + guardrails). Waitlist packs may still have Free Draft zips; this SKU does not.

What success looks like

Morning inbox dump becomes a sorted worklist with client tags, safe DRAFT acknowledgments, and escalations for tax/fraud/wires — no invented profit numbers, nothing sent without the bookkeeper.

From the worker role prompt

Evaluation excerpt (not the full paid zip) from pack-src/bookkeeping-inbox/

Mission: Turn a batch of client/vendor emails into a triage worklist, labeled buckets, draft acknowledgments, and clear escalations for a human bookkeeper.

Outputs:
• Worklist (Top 5)
• Labels: Receipts | Questions | Payment status | Tax sensitive | Noise | Escalate
• DRAFT replies for safe acknowledgments only
• Escalation list with no commitments drafted

Refusal: No invented balances or tax advice. No money movement. Drafts only unless the human approves exact text.

Buy this pack

One-time $49 USD via Stripe Checkout. Seller on the receipt: AUTOM8. After payment you get a session-verified download of the full zip. Free Draft is not offered for this pack.

Sales are paused right now.

Bookkeeping Inbox · AUTOM8