Wednesday, 23 July 2026 · 09:12
Good morning, Cēsu Mērnieks.
While you slept, the agent processed 11 emails, sent 2 invoice reminders and prepared 1 page draft that's waiting for your approval.
Invoiced this month
€6 240
▲ 14% vs June
Awaiting payment
€2 430
2 invoices overdue
Page visits (7d)
418
▲ 23% · 4 requests
Active projects
6
2 deadlines this week
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Awaiting your approval
WEB
New page: cesumernieks.lv/zemes-iericiba-cesis — draft ready, SEO checked.
CLIENTS
Quote: z/s “Kalnāres”, boundary surveying in Priekuļi (€640) — text prepared.
Email
CLIENTSz/s KalnāresBoundary surveying in Priekuļi — price enquiry08:41
EMAILVZDRe: Gaujaslīči detailed plan — additional documents08:12
MONEYZS LejaskalniRe: invoice #2026‑047 — we will pay on Fridayyesterday
Invoices
RISK#2026‑044SIA Straupes Būve · €1 450 · +12 dreminded 2×
MONEY#2026‑047ZS Lejaskalni · €980 · +6 dpromises Friday
MONEY#2026‑049Lejaskalni subdivision · €1 120awaiting approval
Today's tasks
Send reminders #2026‑044, #2026‑047agent
Approve the “Land management in Cēsis” pageyou
Survey: Priekuļi parish, “Kalnāres”Andris
VAT return in EDS — deadline 20.08.agent will prepare
Projects
6 active · 2 deadlines this week · the agent tracks each one
Active
6
€9 840 total value
Waiting on others
2
VZD + client
Deadlines this week
2
1 at risk
Completed in July
3
all invoiced
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CLIENTS
Priekuļi boundaries
z/s Kalnāres · boundary surveying
LAWS
Gaujaslīči detailed plan
SIA Gaujaslīči · waiting on VZD
MONEY
Lejaskalni subdivision
ZS Lejaskalni · land subdivision
WEB
Straupe topography
SIA Straupes Būve · topography
CLIENTS
Cēsis castle surroundings
Cēsis municipality · surveying
EMAIL
Jaunatnes Street as-built survey
private individual
Clients
14 clients · 3 need attention · the agent vets each one in the registry
Active clients
14
+2 this month
Requests (Jul.)
9
33% conversion
No reply
1
Gaujaslīči · 9 d
Background checks
14/14
no debts
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Client list the agent tracks each one
KAz/s Kalnāresnew · €640 quote awaiting approval€640in quote
GASIA Gaujaslīči9 d no reply to the quote — the agent suggests a call€1 850in quote
LEZS Lejaskalniproject completed · promises payment Friday€2 100this year
STSIA Straupes Būve€1 450 overdue · 2025 annual report filed late€4 320this year
CNCēsis municipal councilpublic body · pays in 21 days on average€6 400this year
Money
Invoiced €6 240 · received €4 890 · overdue €2 430
Invoiced (Jul.)
€6 240
▲ 14%
Received
€4 890
avg. 18 d
Overdue
€2 430
2 invoices
VAT return
20.08.
draft 15.08.
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Invoices
| No. | Client | Amount | Status |
|---|---|---|---|
| #2026‑049 | ZS Lejaskalni | €1 120 | AWAITING YOU |
| #2026‑047 | ZS Lejaskalni | €980 | +6 D |
| #2026‑044 | SIA Straupes Būve | €1 450 | +12 D |
| #2026‑046 | Cēsis municipality | €2 400 | PAID |
| #2026‑045 | private individual | €480 | PAID |
Cash flow 6 weeks
Agent's suggestion
RISKW31 will be tight if #2026‑044 does not come in. I suggest a call to Straupes Būve today — shall I prepare talking points?
info@cesumernieks.lv · 11 processed this morning · 4 need you · spam trained away
Processed today
11
agent replied to 5
Awaiting you
4
2 important
Avg. response time
22 min
clients notice
Spam / fraud
17
0 got through
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CLIENTSz/s Kalnāres08:41
Boundary surveying in Priekuļi — price enquiry
EMAILVZD08:12
Re: Gaujaslīči detailed plan — additional documents
MONEYZS Lejaskalniyesterday
Re: invoice #2026‑047 — we will pay on Friday
CLIENTSCēsis municipalityyesterday
Invitation to submit a quote — castle park
RISK“SIA Renova”07:02
Fake invoice €890 — quarantined
EMAIL6 marketingovernight
archived per your rules — no interruptions
Processes
9 active processes work on your behalf · executed 47 times this week · add from templates →
Active processes
9
47 runs this week
Time saved
~6,5 h
this week
Awaiting approval
3
actions today
Errors
0
in 30 days
+New process
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Active processes event → action
when a new client email arrives → reply within 15 min + logged×12 this week
every day 07:30 → morning briefing: money, email, deadlines×7
when an invoice is 5 d overdue → polite reminder + link×2
when a project is completed → invoice draft for approval×1
when an email is suspicious → quarantine + warning×17
5 d before the VAT deadline → return draft in EDSnext 15.08.
when a client has not replied in 7 d → suggestion: call or reminder×1
when a new Google review → reply draft within 1 h×2
every evening 18:00 → daily summary on WhatsAppoff
Company processes — from A to Z multi-step · every step visible
CLIENTS New client handling 3 clients in flow
Request→Background check→Quote→Contract→Work→Invoice→Review
EMAIL Support ticket handling 1 active
Received→Classified→Reply / escalation→Resolved→Satisfaction
LAWS New employee onboarding template · not started
Contract + VID→Access→Equipment→Training→30-day review
MONEY Monthly close next cycle 01.08.
Documents collected→Bank reconciliation→VAT return→Reports for you
Each step is done by the agent or a person — but the process sees everything: where things stall, where clients are lost, what can be sped up. Add a process from templates →
Work log
Everything done — human and agent work in one log. Processes, prices and decisions grow from it.
Entries this week
63
every job logged
Agent's work
47
~6,5 h saved
Human work
18,5 h
Andris 12 h · you 6,5 h
Billable time
72%
▲ 9% since processes
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Log the agent logs itself · people — in one sentence or WhatsApp
Today
AGENTMorning briefing prepared · money, email, deadlines09:12 · 2 min
AGENTQuote for z/s Kalnāres · project “Priekuļi boundaries”08:55 · 6 min · €640 potential
AGENTBackground check of the new contact in the registry · no debts08:42 · 1 min
Yesterday
ANDRISSurveying on site · “Cēsis castle surroundings”16:40 · 3,5 h · €245
YOUInvoice #2026‑049 approved · Lejaskalni subdivision15:10 · 1 min
AGENTReminders #2026‑044, #2026‑047 · with a payment link14:00 · 1 min
ANDRISOffice processing · “Gaujaslīči detailed plan”11:30 · 2 h · €140
Monday
YOUMeeting with Cēsis municipality · castle park project1 h · non-billable
AGENTPage draft “Land management in Cēsis” · SEO checked4 min
What the log teaches agent's observations
Quote preparation: 45 min → 6 min with the agent. ~14 hours saved this year — that's a whole quarter of a working week.▸ see the calculation
Andris's field trips on Tuesdays and Thursdays partly overlap on the route. Combining them — ~2 h a week back.▸ optimise the schedule
28% of your time goes to invoice and email routine that processes can take over entirely.▸ turn on processes
Why this matters
Every job done — by a human or the agent — lands in the log automatically. That's why processes are improved by evidence, not by gut feeling: you see what earns, what stalls, what to automate and how much to charge for work. A growing business is a measured business.