Follow-ups & invoicing · 2 min read
The daily sweep — when follow-ups run
The quiet engine behind every automatic nudge.
All of Charlie’s proactive work — overdue-invoice reminders, quiet-quote follow-ups, cold-lead check-ins — runs on a daily sweep. Once a day, Charlie reviews your pipeline and does whatever the enabled skills call for.
Impatient? On the Skills page, "Run now" triggers the sweep immediately — handy right after you switch a skill on, so you can see exactly what Charlie does with it.

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